People Moves
January 8, 2015

Summary Of Industry Moves In The Americas: December 2014

A summary of wealth management industry moves in the Americas during December 2014.

People Moves
December 9, 2014

Four Leave Convergent To Spearhead The Presidio Group's New DC Office

The Presidio Group, an independent financial services firm, has brought in Steve Aucamp and Brian

People Moves
May 9, 2014

Industry Moves: Americas April 2014

A summary of Americas people moves in wealth management for April 2014.

People Moves
April 24, 2014

The Presidio Group Promotes Eight Partners, Announces New Board

The Presidio Group has promoted eight to equity partners, bringing the total number of

People Moves
October 2, 2012

Citi Intensifies Focus On UHNW Asian Clients In North America

Citi's Asian clients group in North America has expanded into New York, San Francisco, CA, and Los

People Moves
July 5, 2012

Wealth Management Executive Moves - North America June 2012

People Moves
June 6, 2012

The Presidio Group Launches Chicago Office With Senior Hire

People Moves
April 4, 2012

Presidio Group Expands Advisory Service To Endowments, Foundations

The Presidio Group is the latest capital advisory firm to expand its offering to endowments and

People Moves
March 7, 2012

North America Executive Moves Round-Up February 2011

People Moves
February 23, 2012

HighTower Nabs Advisors With $1.1 Billion; Launches In Two New Markets

HighTower is bringing in new advisors on both coasts, managing a total of over $1 billion in client