DBL Investors appointed Lisa Hagerman as Director of Double Bottom Line Programs, and Patrick Sagisi and Sarah Ham to be Associates on the investment team.
Charles Schwab Investment Management, Inc. (CSIM), the investment adviser to Schwab and Laudus Funds, has announced the appointments of Omar Aguilar, Brett Wander, and John Sturiale to the...
HighTower, a national financial services company serving high net worth and institutional clients, has acquired VWG Wealth Management, located in Vienna, Virginia.
Eugene Schloss, founder of Schloss & Company, is retiring after 39 years of providing retirement planning solutions to clients in Long Island, New York.
SunTrust Banks, Inc. has appointed Ernest N. Dawal as Chief Investment Officer for its Private Wealth Management and Institutional Investment Solutions.
MassMutual Retirement Services has hired Brian Curtin, Tapas Ghosh, and Richard Wright to join the firm’s Retirement Services sales and client management team.
Russell Investments has promoted John Harrell and Paul Izzo to serve in the newly created positions of National Account Executive in the U.S. bank channel for its adviser-sold...