Appointments
Effective on January 2015
private banking
By Alicia MiguelAppointments
30 years of experience
Evercore Wealth Management Names Helena Jonassen Managing Director, Wealth Advisor
Appointments
Kenneth and Erik Mathieson
$3 Million Dollar Morgan Stanley Team Joins Steward Partners
Appointments
Based in Miami
Dani Díaz Leaves JP Morgan and Joins Credit Suisse as a Senior Banker
By Elena SantisoAppointments
From Barclays Wealth
Ramón Hache Joins Permal as Head of Business Development for Latin America
Appointments
Brokerage-financial advisory
Erik Halvorssen Joins CGIS Advisors in Miami
Appointments
Sells part of stake in ...
Jean Pierre Cuoni Announces his Intention to Step Down as Chairman of EFG International in 2015
Business
Advisory and Trust Services
Stifel Agrees to Acquire Legg Mason Investment Counsel
Private Banking
In Nassau
By Fórmate a Fondo