by PW Staff
Atlantic Trust, the U.S. private wealth management division of CIBC, announced two team additions and two appointments in its Texas and California offices.
by PW Staff
New York-based multifamily office Bessemer Trust has hired Scott Lillis as managing director and senior wealth advisor.
by PW Staff
Citi Private Bank announced that Rose Cohen will join the firm in August as managing director and ultra-high-net-worth team lead in Washington D.C.
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
William Blair & Company , a global investment banking and asset management firm, announced the addition of three veteran financial advisors to the Boston office.
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
Patricia Woo, previously with King & Wood Mallesons, will join the law firm's Hong Kong office with a background in serving ultra-high-net-worth client issues.
by PW Staff
Venable LLP, a private client tax and wealth planning practice, has added tax and wealth planning attorney Stacey Delich-Gould as a counsel in the firm's New York office.
by PW Staff
The TCW Group, a global asset management firm, announced that Jae Lee has joined the firm as a senior vice president in the emerging markets group.
by PW Staff
Tiedemann Wealth Management announced that principal Spencer Edge has relocated to the firm’s San Francisco office.
by PW Staff
David A. Noyes & Company, a 105-year-old wealth management and investment banking firm in Chicago, announced the hiring of Thomas L. Enright as senior vice president of its capital market division.
by PW Staff
Bessemer Trust, a privately owned and independent multifamily office, announced that it has opened an office in downtown Seattle.
by PW Staff
Moss Adams Wealth Advisors LLC, a provider of investment management and personal financial planning strategies, surpassed the $2 billion mark for assets under management.
by PW Staff
Mark Benskin has been appointed managing director, wealth management advisor for The Private Client Reserve of U.S. Bank in Milwaukee.
by PW Staff
Bel Air Invesment Advisors has hired a former SEC enforcement attorney as its general counsel and chief compliance officer.
by PW Staff
The new advisors will work in the firm's Denver and Spokane, Wash., offices.
by PW Staff
U.S. Bank has named Brad Scott as the market leader for The Private Client Reserve of U.S. Bank in Cincinnati.
by PW Staff
Pilar Pettys has joined The Private Client Reserve as a wealth management advisor in Los Angeles.
by PW Staff
Ann Limberg will oversee strategic, fiduciary and administrative services.
