On The Move Articles

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Geller & Company Appoints Tax Manager

by PW Staff

Army veteran Christopher Judge has joined the firm as a tax manager in the family office and wealth advisory business.

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Bessemer Trust Appoints Managing Director

by PW Staff

Stephen Kutz has joined the firm from J.P. Morgan Private Bank.

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Schulte Roth & Zabel Appoints Partner

by PW Staff

Attorney Catherine Grevers Schmidt will focus on estate planning, trusts, foundations and tax advice.

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U.S. Bank Hires Wealth Management Advisor

by PW Staff

Jack Frencho has joined The Private Client Reserve In Columbus, Ohio.

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BNY Mellon Appoints Wealth Director

by PW Staff

Carolyn Simon has joined the firm’s expanding business development team in New Jersey.

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Glenmede Opens New Washington, D.C., Office

by PW Staff

Michael Hickey has been appointed director of the firm’s seventh location.

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U.S. Bank Hires Wealth Management Advisor

by PW Staff

Myles McHale Jr. has joined The Private Client Reserve in Naples, Fla.

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Geller & Company Names CFO For Family Office Business Clients

by PW Staff

Barbara Parker has joined the firm’s multifamily office and wealth advisory business as an investment management CFO.

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Tiger 21 Launches Group In Austin

by PW Staff

The new Austin group is the networking organization's third in Texas.

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Bessemer Trust Appoints Principal

by PW Staff

Joseph Tanious has joined the firm from J.P. Morgan.

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