The Latest

Saurabh Mathur is chief technology officer for Holon Solutions in Alpharetta, Ga. Mathur leads the research and development and product development at Holon. Before joining Holon, Saurabh served as the Chief Architect at Medicity and received four patents over the nine years at the company.

Natasha Stough is the Americas Campus Recruiting Leader at EY. She is responsible for all campus recruiting activities, including addressing the increasingly complex and growing talent needs of EY’s business. Follow Natasha on Twitter at @NatashaStoughEY.

Steven D'Alfonso is research director for IDC Financial Insights.

Michelle Rudd opened a new office for Summit Trail Advisors, a $5 billion independent firm.

The bank is taking a cue from FANGs and using data to personalize clients’ experience.

Integrated Partners added a father-son team, surpassing its recruited client assets from the previous year.

Fixed-income products designed to minimize interest rate risk are among the leaders.

Patrick Garrett is a managing director at Riveron, where he is responsible for client services in the areas of accounting advisory and finance operations.

Zac McGinnis is managing director at Riveron, where he leads the firm’s national capital markets practice.

Just five asset managers hold about 80% of the new money added to the municipal-bond market this year.