by
Joyce Blay
Mora is an industry veteran with more than 27 years of experience.
by
Joyce Blay
Praetorian Private Wealth manages assets for ultra-high-net-worth families.
by
Joyce Blay
Simpson-Sandoval returns to BNY Mellon after spending four years at Northern Trust.
by
Joyce Blay
Dane previously worked for Coury Firm Asset Management LLC, a multi-family office and business advisory in Pittsburgh.
by PW Staff
The new advisor will be based in Beverly Hills, Calif.
by PW Staff
The Atlanta-based bank is adding to its private wealth management presence in California.
by
Karen DeMasters
The Michigan-based private equity firm will deploy a total of $150 million to private companies over three years.
by PW Staff
Simon Osborn and Katie Hyde were named regional heads in Los Angeles and San Francisco.
by
Heidi Pope
The New York firm serves high-net-worth clients.
by PW Staff
Marcos Nogues will be in charge of long-term planning and investment management for the firm.
by
Heidi Pope
Light previously served as senior vice president and wealth advisor for Salt Lake City’s Lefavi Wealth Management.
by PW Staff
The current managing partner, Daria L. Foster, is retiring.
by
Karen DeMasters
The move is part of Cozen O'Connor's expansion of its private client services.
by
Heidi Pope
The law firm hired Edward D. Brown in its international wealth and asset planning practice.
by PW Staff
U.S. Trust added nine people to its wealth management business.
by FA Staff
Marc Shachtman has founded the True Wealth Advisory Group, bringing $500 million to HighTower.
by PW Staff
Mercury Capital Advisors is expanding its iFunds distribution personnel with three hires.
by PW Staff
Ellen Breslau is in charge of marketing efforts for the organization, which connects wealthy individuals and families.
by PW Staff
Ross will provide content for members, including selecting speakers for TIGER 21's monthly meetings.
