Displaying 221 results
People moves
Tolleson Wealth Management of Dallas has promoted Philip J. Durst, 44, to chief investment officer, from managing director…
People on the move
Mesirow Financial Holdings Inc. of Chicago has promoted Charles “Chuck” -Lawless, 42, to senior managing director of the…
People on the move
Threshold Group of Philadelphia has promoted Mark deVries, 33, to director of manager research, from senior investment analyst,…
People
The Guardian Insurance & Annuity Co. Inc. of New York has named three regional vice presidents of retirement…
People
The Penn Mutual Life Insurance Co. of Horsham, Pa., has named David M. O’Malley, 38, chief operating officer.
Top Adviser Q&A: E. Jeffrey Roof
E. Jeffrey Roof is president and founder of Roof Advisory Group Inc. in Harrisburg, Pa. He launched the firm in 1982.
People on the move: March 4
The comings and goings in the industry
People on the move: February 25
The comings and goings throughout the industry
People on the move: February 11
The comings and goings in the adviser industry
People on the move: January 21
Tortoise Capital Advisors LLC of Leawood, Kan., has promoted Brad Adams, 52, to managing director, from director of…
People on the move: January 7
Financial Network Investment Corp. of El Segundo, Calif., has hired Matthew Kelley, 42, as vice president of business…
People
The BondFactor Co. LLC of New York has hired Mark Adelson, 52, as chief strategy officer. He…
People on the move: Dec. 3
Capital Investment Cos. of Raleigh, N.C., has added four financial advisers. James Beam, 45, is a Hickory,…
People on the move: Nov. 26
Altegris Investments Inc. of La Jolla, Calif., has made two senior-level hires. Valentina M. Glaviano, 48, is…
People on the move: Nov. 19
Devon Financial Partners of Wayne, Pa., has hired Cédric Jacques, 33, as a financial representative. Based in Philadelphia,…
People on the move: Nov. 12
CBRE Group Inc. of Los Angeles has hired Brian Fiumara, 38, as senior vice president with the Philadelphia…
People on the move: Oct. 22
Choate Hall & Stewart LLP of Boston has hired Michael Dube, 43, as a partner in its securities…
People on the move: Oct. 8
Wells Fargo Advisors LLC of St. Louis has named three executives to senior leadership positions. Diane Gabriel,…
Advisers on the move: Oct. 1
Securities America Inc. of La Vista, Neb., has hired William J. Lavender, 52, as regional director of financial…
