by PW Staff
Pradeep Tempalli joins the multifamily office as a partner.
by PW Staff
Mercer Advisors has announced its sixth acquisition in 12 months with the purchase of Duckworth Wealth Advisors.
by PW Staff
The Boston advisory firm has expanded its private client business.
by
Karen DeMasters
Bobbi Bierhals and James Cundiff have been elected Fellows of American College of Trust and Estate Counsel.
by PW Staff
Asher will expand Foundation Source's services to the Southeast.
by PW Staff
Hayes will head membership development.
by PW Staff
Cumberland Trust's new office in St. Louis will be led by Michael Orr.
by PW Staff
The appointment is part of Man Group’s continued expansion in the United States.
by PW Staff
The new partner specializes in tax and estate planning for ultra-high-net-worth international clients.
by PW Staff
Matthew Wesley has been appointed director of the Center for Family Wealth Dynamics and Governance.
by PW Staff
Barry S. Engel has joined the Greenspoon Marder law firm.
by PW Staff
He will serve as managing director and portfolio manager.
by PW Staff
Simon Goldring was named partner in the firm's private client practice in London.
by PW Staff
Atlantic Trust has relocated its headquarters in Atlanta, and announced three new hires in three cities.
by PW Staff
Guggenheim Securities has hired Steven Friedman as senior managing director in the financial institutions group.
by PW Staff
With the addition of two executives, U.S. Trust hopes to expand its offerings for endowments and foundations.
by PW Staff
The Private Client Reserve of U.S. Bank in Los Angeles has hired two new senior vice presidents.
by PW Staff
Merrill Lynch hires new international wealth strategist to advise global clients throughout Latin America.
by PW Staff
Tim Dreiling has been named regional investment director for The Private Client Reserve of U.S. Bank in Kansas City, Kan.
