by PW Staff
The firm has added eight professionals across the U.S.
by PW Staff
Aaron Ochstein has joined the firm in St. Petersburg, Fla.
by PW Staff
Dave Rau will be responsible for the strategy, leadership and overall management of the group.
by PW Staff
James McGuire has joined the firm from Wells Fargo.
by PW Staff
James Field will become president of the Minneapolis wealth management firm.
by PW Staff
Dawn Bitton has joined the firm’s Denver office.
by PW Staff
Shane Hiller has joined the firm in San Francisco.
by PW Staff
Two new hires and two promotions have been announced by Rockefeller Philanthropy Advisors.
by PW Staff
Christopher Wilkinson and Dean Scheinert have joined The Private Client Reserve as wealth management consultants.
by PW Staff
Laura Peterson has joined Ascent Private Capital Management in Denver.
by FA Staff
Alexander Jackins has joined the law firm as a partner.
by PW Staff
Timothy Langbein has joined The Private Client Reserve in New York.
by PW Staff
Mindy Mclaughlin has been named senior vice president for The Private Client Reserve in Cincinnati.
by FA Staff
Brouwer & Janachowski, a wealth management firm with more than $1 billion in AUM, has named a new COO.
by PW Staff
Patrick Woolfe has been appointed portfolio manager for The Private Client Reserve of U.S. Bank.
by PW Staff
Albert Choi has joined The Private Client Reserve in San Diego and Matthew DeBlasi has joined in Newport Beach, Calif.
by PW Staff
Baird has added two industry veterans to its private wealth management group and promoted another.
by PW Staff
John Nicholas has joined the firm from Guggenheim Investment Advisors.
by PW Staff
Navy veteran David Campanella has joined The Private Client Reserve in Cleveland.
by PW Staff
James Robertson has been promoted to help drive the firm’s statewide expansion.
