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By Marlene Y. Satter, AdvisorOne |
February 6, 2013
This week in new hires, Putnam announced a new leadership team for its global asset allocation organization, and Steve Antonakes became acting deputy director of the Consumer Financial Protection Bureau.
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By Joyce Hanson, AdvisorOne |
March 5, 2012
The $1 billion Merrill Lynch private banking team joined Chicago-based RIA HighTower’s New York office on Friday.
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By Janet Levaux, AdvisorOne |
August 15, 2011
The veteran financial advisors joining Baird manage $250million-plus in client assets.
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By Janet Levaux, AdvisorOne |
April 12, 2010
Perez has 29 years of industry experience, 23 of which were in branch-management roles at Smith Barney, Shearson Lehman Brothers and E.F. Hutton in Oregon and Northern California.