Veronica Ni
Intern with SourceMedia's Investment Advisor Group.
Intern with SourceMedia's Investment Advisor Group.
Merrill Lynch hired Fabio Concesi as an international wealth strategist. Concesi previously worked at Citibank.
The former wirehouse advisor previously generated $1 million in annual revenue, according to RBC.
The new recruits formed a new team after leaving Wells Fargo and Davenport & Company.
The litigator and Washington lobbyist, who will oversee strategic direction and diversity initiatives, does not hold a CFP.
The acquisition of Jemstep follows the steps of Invescos competitors to buy or build a digital platform.