Appointments
December 31, 2016
Appointments
By Fórmate a FondoPrivate Banking
Lead by Sommers and Carlin
JP Morgan Creates a New Wealth Management and Investment Solutions Unit
Appointments
With Nicholas Schmidt-Urzua
Citi Private Bank Continues to Build out Latin American Team
Appointments
Following Rocio Harb
$100M Global Private Banking Team joins Investment Placement Group’s Miami Office
Joins From Herrick Feinstein
Sotheby´s Appoints Mari-Claudia Jiménez as Managing Director of Trusts & Estates and Valuations
Business
Effective January 1, 2017
Morningstar Names Kunal Kapoor Chief Executive Officer
Appointments
Leaving Merrill Lynch
Samuel Nunez joins Bolton´s San Diego Office
Appointments
In lieu of Rocío Harb
Michel Rittenberg, in Charge of Wunderlich Miami
Appointments
Based in New York
Schroders US Strengthens Credit Team with Three Key Hires
Style
