by PW Staff
Four San Francisco-based wealth management professionals have broken way from a large multinational financial services company to found their own independent firm.
by PW Staff
Chicago-based Northern Trust Wealth Management named Robert P. Lawson as Minnesota state president.
by PW Staff
Milwaukee-based Baird added six new financial advisors and opened a new wealth management office in Wichita, Kan.
by PW Staff
Chicago-based Northern Trust announced the hiring of Paul S. Lee to the firm’s Wealth Advisory Services group in New York City.
by PW Staff
U.S. Bank Wealth Management announced that Steve Bellman has been named management director of investments for San Francisco-based Ascent Private Capital Management.
by PW Staff
Dallas-based Mercury Financial Group has added Kathy C. Laverde to the company’s Wealth Advisory Group as vice president and planning specialist in Cincinnati.
by PW Staff
St. Petersburg, Fla.-based Raymond James has recruited a $665 million team of advisors from Morgan Stanley’s Flint, Mich. offices.
by PW Staff
San Francisco-based The Presidio Group has added Kyle Manley to its Dallas wealth advisory team as vice president.
by PW Staff
Los Angeles-based Bel Air Investment Advisors has opened a San Francisco office, announcing the additions of Supriya Batra and Stephanie Walters as senior vice presidents in the new location.
by PW Staff
U.S. Bank Wealth Management appointed Bryan Polley as wealth management advisor for the Private Client Reserve of U.S. Bank in Minneapolis.
by PW Staff
New York-based multifamily office Bessemer Trust has hired Scott Lillis as managing director and senior wealth advisor.
by PW Staff
New York-based BNY Mellon Wealth Management promoted Michael Goldberger to wealth director in its Newport Beach, Calif., office.
by FA Staff
Beth Curley Prestine has been named private banking management director and John Sylla named wealth management advisor.
by PW Staff
Ballentine Partners, a Boston-based independent investment and wealth management firm, is expanding into Florida with a new office located in Palm Beach Gardens, the company announced on Thursday.
by PW Staff
William Burke will head the new office.
by PW Staff
Jack Mounts and Michael Lonk will focus on recruiting efforts for the firm.
by FA Staff
Thomas Goila brings extensive background in middle-market investments to the firm.
by FA Staff
Larry Gore has been promoted from president of the New York wealth advisory office.
by PW Staff
Lyle Ross will lead the firm’s business development efforts in San Francisco.
by PW Staff
Kenneth Palattao brings extensive experience in financial management of health-care practices to new role.
