The new executive vice presidents include: Philippe Bodereau, lead analyst for U.S. and European financial institutions; Chief Compliance Officer Jennifer Durham; Account Manager Joe Fournier; Information Technology Manager Yanay Lehavi; Account Manager Eric J. Mogelof; Robert Morena, head of institutional development business in New York; Portfolio Manager Alfred Murata; Technology Senior Manager Ric Okun; Legal Associate Arthur Ong; Emerging Market Analyst Guillermo Osses; Luke Drago Spajic, head of pan-European credit and asset-backed securities portfolio management; and Frank Witt, head of business development for Germany and Austria.
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During first-quarter earnings calls, top executives of mega firms like Goldman Sachs, Morgan Stanley and Citigroup talked about how they're testing AI and high-tech tools.
11h ago -
Experts from the Fed, Intuit and the Urban-Brookings Tax Policy Center explored ideas for more effective ways to advance the goals of the mortgage interest deduction.
April 18 -
Romantic partners usually agree on their broad retirement goals, a new Ameriprise study shows. But the consensus breaks down over smaller questions.
April 18 -
The Providence, Rhode Island, company is having discussions with private wealth management teams elsewhere as it seeks to expand its fledgling private bank. In just three months, private banking deposits doubled to $2.4 billion.
April 17 -
A therapist in New York still has $50,000 in student loans. Can President Biden's new policy bring her relief?
April 17 -
The wealth program at Kinecta Federal Credit Union is changing brokerage, RIA and custodian as the industry fights for recruits of all sizes in the channel.
April 17