07/08/2022
At Neon he has been charged with building a "technology-driven financial product powerhouse" beginning with a remote-worker recruiting effort to secure the world’s best tech talent, regardless of location.
07/08/2022
Moreira will be based in Miami and is responsible for the wealth management offshore operation of Itau Private.
07/08/2022
McDonogh will succeed Ms Emily Portney, who will assume a new role to lead the company’s Treasury Services, Credit Services, and Clearance & Collateral Management businesses.
07/08/2022
MacLaughlin received her Bachelor of Arts in Mass Communications from University of California, Los Angeles and also serves on the UCLA Alumni Association’s board of directors.
07/08/2022
Cole has worked in the wealth management industry for over 14 years
07/07/2022
Kim shares Kueski’s commitment to improving the lives of people in Mexico and keeping diversity, equity, and inclusion at the forefront.
07/07/2022
The new promotions reach across several areas of the firm's service offerings, including the firm's tax, audit and consulting practices, as well as the growing wealth management practice.
07/07/2022
"I am honored and grateful for the opportunity to join the Pittco family,"
07/07/2022
The father of two brings more than 30 years’ experience in financial services to Redwood.
07/07/2022
Company also announces upcoming retirement of Todd Clossin
07/06/2022
Kate Feather and Michael Kellar join the company’s Corporate Leadership Group in newly created roles.
07/06/2022
Marcontell says Ameriprise Independent Channel is the right fit for her high-net worth families and her team
07/06/2022
Mr. Derr succeeds John Hogan who served in this role since 2014
07/06/2022
Rokstone also said it intends to widen its scope of offerings in the near future, to provide Political Violence, War and Terrorism solutions to clients globally.
07/06/2022
In his new role, Ortega has been charged with building out Luma’s product offering for wealth managers as part of its transactional business covering the region.
07/06/2022
A 23-year industry veteran, he has also previously held roles at Santander – where he headed institutional sales in Mexico – at Citi and at ING Investment Management.
07/05/2022
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings
07/05/2022
She served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
07/05/2022
Mazars Veteran Brings Top-Tier Experience to Executive Team
07/01/2022
In her new role, Jennifer will partner with Houston President John Hantak on client development, compliance management and office management.