Mesirow Appoints Gary Pattengale as Senior Vice President, Advanced Planning Specialist
Gary Pattengale joins Mesirow as Senior Vice President, Advanced Planning Specialist, Wealth Advisor, bringing extensive tax ...
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Tag: Wealth Management
Caprock Group Welcomes David Solow As New Managing Director
Caprock Group appoints David Solow as Managing Director, enhancing its wealth management services for high-net-worth clients ...
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Aashish Kamat Appointed as Group Chief Financial Officer at FNZ Group
FNZ Group appoints Aashish Kamat as Group Chief Financial Officer, leveraging his extensive financial leadership experience ...
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Global Wealth Management Surpasses $1 Billion in AUA; Appoints Ivan Minkov as Chief Executive Officer
Global Wealth Management surpasses $1 billion in Assets Under Advisement (AUA) and appoints Ivan Minkov as ...
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Amit Gupta Appointed as Head – Equities at Motilal Oswal Private Wealth
Amit Gupta has been appointed as Head - Equities at Motilal Oswal Private Wealth. With over ...
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Yashpal Chopra Appointed as Group Chief Operating Officer at SMC Group
Yashpal Chopra has joined SMC Group as Group Chief Operating Officer. With over 20 years of ...
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Ulises Robles Promoted to Chief Financial Officer at GenTrust
Ulises Robles has been promoted to Chief Financial Officer at GenTrust, bringing extensive experience in financial ...
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Matthew Guimbarda Appointed as Chief Financial Officer at Wealth.com
Matthew Guimbarda has joined Wealth.com as Chief Financial Officer, bringing over two decades of experience in ...
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Chetan S Sharma Appointed as National Program Head – Pioneer Wealth Management – Branch Banking at IndusInd Bank
Chetan S Sharma has been appointed as National Program Head - Pioneer Wealth Management - Branch ...
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June Huang Appointed Managing Director at Bain Capital
June Huang has been appointed Managing Director at Bain Capital, overseeing financial services investing for the ...
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