by PW Staff
Christopher Battifarano has rejoined the firm.
by PW Staff
Anthony DePasquale has joined the firm as vice president and senior director for business development in Las Vegas.
by PW Staff
Donald Wright has joined the firm from Fisher Investments.
by PW Staff
Leigh-Alexandra Basha has become head of the firm's Washington D.C. private client practice group.
by PW Staff
Kate Phelan has joined The Private Client Reserve In Los Angeles.
by PW Staff
Brian Seidman will lead the firm’s wealth management business in Long Island, N.Y.
by PW Staff
David Weisberg has joined the firm from Wells Fargo.
by PW Staff
Julia Stasch has been chosen to lead the John D. and Catherine T. MacArthur Foundation.
by PW Staff
Debra Ruth and Jennifer Maschke have been named private bankers for the Private Client Reserve in Minneapolis.
by PW Staff
Brian Lee has joined The Private Client Reserve in New York.
by PW Staff
Taskeen Pagany has joined the Private Client Reserve in Chicago.
by PW Staff
Judy Barton has joined the regional business development team in Dallas.
by PW Staff
The firm has expanded with the addition of Covenant Financial Services in Oklahoma City.
by PW Staff
Aaron Zises has joined the Private Client Reserve in New York.
by PW Staff
Brendan Freeman will oversee the private wealth management teams serving clients in nine states.
by PW Staff
Financial advisors Patrick Cook and his son Nathan have joined the firm from UBS.
by PW Staff
Terry Jenkins has joined the firm from BMO Private Bank.
by PW Staff
Brett Dearing and Ryan Brown have joined the firm’s Manhattan office.
by PW Staff
Jan Hendrickson has been appointed regional managing director for Ascent Private Capital Management of U.S. Bank in Seattle.
by PW Staff
Gordon Boerner will lead the team of private bankers from California to Colorado.
