by PW Staff
Tyler Resh brings 17 years of experience as an investment banker and strategy consultant to the firm.
by PW Staff
Ryan Hoffman has rejoined the company.
by PW Staff
An investment from Insight Venture Partners will be used to expand Wealth-X global operations.
by FA Staff
First Foundation Inc. hires new director of marketing and strategy.
by PW Staff
Heather Gross has joined The Private Client Reserve in Sacramento, Calif.
by PW Staff
Heather Kirby, Charles Walker and Stewart Oldfield have joined the firm in New York.
by PW Staff
U.S Army veteran Dan Farley has joined The Private Client Reserve in Minneapolis.
by PW Staff
Marcelino Pendas has been named senior director and team leader for international wealth management in Miami.
by PW Staff
Atlantic Trust, the U.S. private wealth division of Canadian Imperial Bank of Commerce, hosted its second multigenerational family summit at the United Nations last month.
by PW Staff
Ygnacio Garcia-Saladrigas has joined the firm from J.P. Morgan.
by PW Staff
Clay Skurdal will lead the new office located in North Dakota.
by PW Staff
Elizabeth Boehmcke has joined the firm’s estate planning team.
by PW Staff
Mark Hathaway has joined the firm in Los Angeles.
by PW Staff
Luis Castellanos has joined the firm in Florida.
by PW Staff
Dominic Cotrano has joined The Private Client Reserve in Chicago.
by PW Staff
Merryll McElwain has been appointed director for business development.
by PW Staff
Thanh Nguyen has joined The Private Client Reserve in Denver.
by PW Staff
Michael Marsh has joined the firm from Rockefeller & Co.
by PW Staff
Jim Chandler has been named managing director of the firm’s 17th location.
by PW Staff
Army veteran Christopher Judge has joined the firm as a tax manager in the family office and wealth advisory business.
