by PW Staff
The Private Client Reserve of U.S. Bank in Kansas City, Mo. has named Andy Fent as a wealth management advisor.
by PW Staff
San Francisco-based Bank of the West has hired Steve Prostano as head of family wealth advisors in its Wealth Management Group.
by PW Staff
Washington-based Convergent Wealth Advisors announced the addition of two managing directors to its D.C. offices.
by PW Staff
U.S. Bank Wealth Management named Jamie Wells director of wealth planning for Ascent Private Capital Management’s Center for Wealth Impact in Denver.
by PW Staff
Sunrise Yachts has appointed Caroline Hillier of Aquamarine Consultancy as its international marketing and public relations communications executive.
by PW Staff
Former NFLer Jeff Byers has joined LLBH from The Drexler Group of Wells Fargo Advisors, where he and his team managed over $300 million in assets.
by PW Staff
Boston-based BNY Mellon has hired David Walker as wealth director for business development.
by PW Staff
Washington-based international law firm McDermott, Will & Emery announced the addition of Ellen K. Harrison as a partner.
by PW Staff
San Francisco-based First Republic Bank will acquire Constellation Wealth Advisors, a New York-based independent multi-family investment office, in a $115 million deal.
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
New York-based BNY Mellon has appointed Lillian Peters as senior wealth director in its Miami wealth management office.
by FA Staff
Waltham, Mass.-based broker-dealer and RIA Commonwealth Financial Network has added a $350 million firm based in Metairie, La., to its network of independent advisors.
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
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
San Francisco-based The Presidio Group has added Kyle Manley to its Dallas wealth advisory team as vice president.
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.
