Keith A. Bujalski, CTA, CPA, Elected as New President of FIRMA
The Fiduciary and Investment Risk Management Association, Inc. ™ (“FIRMA™”) is proud to announce that Keith A. Bujalski of Freehold, New Jersey, was elected President of the national association by the FIRMA Board of Directors at their 22nd Annual National Training Conference, held in Orlando, FL, April 6-10, 2008....
Todd Millay Named as New Managing Director of Choate, Hall & Stewart's Wealth
Boston, MA, April 9, 2008 Choate, Hall & Stewart LLP today announced that it has named Todd Millay as the new Managing Director of its Wealth Management Group....
NorthStar Introduces Industry's First Wealth Manager Challenge Quiz
Diagnostic tool enables firms, advisors to benchmark their wealth management processes against industry best practices...
Tenant-In-Common Association Encourages Highest Ethical Standards with New Best Practices Guide
The Tenant-In-Common Association (TICA) promotes the highest ethical standards in the commercial real estate industry with the release of its new 2008 Guide to Certain TIC Best Practices....
Signature Bank Names New Private Client Banking Team for Its Midtown Manhattan Office
Signature Bank (Nasdaq: SBNY), a New York-based full-service commercial bank, announced today the addition of a new private client banking team that will work from its 565 Fifth Avenue office in New York's Midtown Manhattan, the Bank's corporate headquarters....
U.S. Millionaires Grow at Slowest Rate Since 2003
CHICAGO, March 12 /PRNewswire/ -- America's millionaires are feeling the pinch. The number of U.S. households with a net worth of $1 million or more, not including primary residence (NIPR), grew just 2% in 2007 to 9.2 million, up from 9 million the year before, according to a new report, "Affluent Market Insights 2008," released today by Spectrem Group....
GenSpring Family Offices Hires New Office President and Two Wealth Management Strategists
GenSpring Family Offices (formerly Asset Management Advisors), the wealth management firm for ultra high net worth families, announced today significant senior staff additions to its New York office. Bruce Arella, a former senior executive with Orion Capital Management LLC, joins GenSpring as president of its New York office. In addition, respected industry executives Marcia Lyons Wilson and Felicia Yieh join GenSpring’s New York office from Goldman Sachs. ...
Mark Rogozinski Named Senior Vice President Corporate Development at WealthTrust
Rogozinski has over 17 years of experience in senior level positions within the financial services industry. His most recent position was Chief Operating Officer at Homrich & Berg, Inc., a $1.6 billion independent wealth management firm based in Atlanta, GA. As COO, he was responsible for the direct management of client service, technology, compliance, operations, human resources, finance/accounting, including the oversight and integration of functional areas, external offices and acquisitions....
Mourant Expands Cayman Private Wealth Business
Mourant, the international specialist services firm, has strengthened its private wealth management services in the Cayman Islands by appointing trust expert Indy Singh. ...
Signature Bank Appoints Private Client Banking Team for its new Jericho, Long Island, N.Y. Office
NEW YORK--(BUSINESS WIRE)--March 3, 2008--Signature Bank (Nasdaq:SBNY), a New York-based full-service commercial bank, announced today the appointment of a new private client banking team to be based at its soon-to-open Jericho, N.Y. office, at 100 Jericho Quadrangle, on Long Island....
LPL Financial Appoints Christopher Poch to Executive Vice President, Wealth Management and CEO of the Private Trust Company
LPL Financial announced today the appointment of Christopher Poch as Executive Vice President, Wealth Management and Chief Executive Officer of The Private Trust Company effective immediately. Based in Boston, Massachusetts, Mr. Poch will report to Bill Dwyer, President, LPL Financial Independent Advisor Services,...
NorthStar Releases First Annual Wealth Management Trends Survey Results
Landmark Survey Identifies 2008 Industry, Firm and Technology Trends in Wealth Management ...
