by PW Staff
Edward Kearney, Peter McManus and Christopher Swink have joined the firm as senior directors.
by PW Staff
Brett Sorensen has joined The Private Client Reserve in Minneapolis.
by PW Staff
Giambattista Atzeni has been appointed to the newly created role of senior director for business development.
by PW Staff
Jason Mudd and Scott Cox have joined the firm's business development staff.
by PW Staff
A new advisory firm serving the ultra-high-net-worth has opened for business in Dallas and Fort Worth, Texas.
by PW Staff
Cal Simmons, the chairman of the Virginia Tourism Corporation, leads Tiger 21’s Washington, D.C.-area groups.
by PW Staff
Leela Rao has joined The Private Client Reserve in Minneapolis.
by PW Staff
Stephane Chevrier has joined the Stamford, Conn.-based firm.
by PW Staff
Stephanie Feldman has joined the Gordon Wealth Management Group in Illinois.
by PW Staff
Elyssa Kupferberg has joined the firm in Palm Beach, Fla.
by PW Staff
Phillip Edwards and Adam Gillam have joined the firm as ultra-high-net-worth private bankers.
by PW Staff
Michael Engelbrecht, Katrina Lee and Michele Vogel have joined the wealth advisory firm in Florida.
by PW Staff
Elizabeth Milardo has joined the Connecticut-based firm.
by PW Staff
Patricia Edwards has joined the Private Client Reserve in Seattle.
by FA Staff
Lisa Parry Howard and Kathleen Parsons have filled senior roles.
by PW Staff
The firm has appointed Guy Asadorian Jr. and Scott Pinchak as directors of business development.
by PW Staff
Bryan Benedict and Kane Phillips have joined The Private Client Reserve.
by PW Staff
Charles Goldman, Hal Strong and Steven Spiegel have been appointed to the firm’s board of directors.
by PW Staff
Helen Nugent will lead business development in the Southeast region.
by PW Staff
Attorney Stephanie Zaffos has joined the firm in Los Angeles.
