The Latest

  • September 29
  • September 29
  • Donald Trump has all but promised to dispute the election outcome if he loses. Wall Street’s taking him at his word.

    September 29
    U.S. President Donald Trump pauses while speaking during an event in the Rose Garden of the White House in Washington, D.C., U.S., on Monday, Sept. 28, 2020. Trump is set to announce the government will send millions of rapid-result Covid-19 tests to states, and urge that they be used in schools. Photographer: Ken Cedeno/Sipa/Bloomberg
  • The bevy of choices can feel overwhelming. Here’s where experts recommend advisors get started.

    September 28
  • Kim Muhota is Vice President in the Financial Services practice of SSA & Company. He is an executive with more than 20 years of experience in the Insurance, Private Equity, Payments, FinTech, Banking, Technology, and Business Services industries. He has demonstrated capabilities in working with C-Suite executives and line managers to drive actionable solutions rooted in deep analytics, and solving complex business challenges, and can be reached at kmuhota@ssaandco.com

    September 28
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  • John Rodgers is COO & Managing Partner, SSA & Company. He guides day-to-day operations, sets and steers SSA & Company’s business strategy, and oversees the Financial Services, Insurance, EMEA, and Healthcare practices. John has significant financial services operating and management experience with Aetna Life & Casualty and Cigna and has multiple insurance-related designations, including CPCU, RPLU, ARM, and AIS. He can be reached at jrodgers@ssaandco.com

    September 28
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  • David Schimel is a senior research scientist at the NASA Jet Propulsion Labratory, and is the chairman of Entelligent.

    September 28
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  • Tom Stoner is the Founder and CEO of Entelligent.

    September 28
    Tom Stoner headshot
  • “I would not be doing my job as somebody that is totally committed to making our Americas’ business a top competitive business for Julius Baer if I wasn’t seriously looking at a U.S. platform,” said Beatriz Sanchez, the bank’s head of the Americas.

    September 28
    A pedestrian walks past the Julius Baer headquarters office in Zurich, Switzerland, on July 23, 2018. Julius Baer, Switzerland's third-largest wealth manager, stepped up the hiring pace in the first half as Chief Executive Officer Bernhard Hodler pushes to sustain growth rates achieved by his predecessor. Photographer: Stefan Wermuth/Bloomberg
  • The executive who helped guide Goldman Sachs’ embrace of Main Street is giving up his post in a management shuffle at the consumer unit.

    September 28
    Jim McNamara joined Goldman Sachs in 1998, became managing director in 2000 and made partner in 2006.