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Karen Wimbish will lead teams responsible for investment and banking product offerings as well as planning platforms and product technology across all client segments.
December 21
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Both recruits have more than two decades of experience.
December 20
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The biggest advisers to go it alone this year managed over $13 billion in client assets.
December 20
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The bank hired its first chief investment officer seven months after recruiting the former leader of a family office to a new post as national head of investments.
December 20
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The new hires opened two offices for the regional BD.
December 19
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The fast-growing firm has recruited 25 advisers this year, and is affiliated with Raymond James.
December 19
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Collectively, this year’s mega movers managed more than $23 billion in client assets.
December 15
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CEO Rob Francais wants advisers to envision $1 trillion in AUM.
December 15 -
The new recruits joined from Merrill Lynch and Morgan Stanley.
December 13
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The bank tapped a former State Street executive to take over the role from Terry Dolan, who was promoted to CFO.
December 13
