Page 2 - Private Client Services News Today

Private Client Services LLC purchased a new position in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund purchased 9,453 shares of the oil and gas company’s stock, valued at approximately $945,000. Several other institutional investors also […]

Global institutional and private client service provider JTC has today announced another exceptional year for the year ended 31 December 2023 and anticipates continued strong organic growth in...

Brings 15 years of industry experience to key position for client service and sales growthBOSTON, April 09, 2024 (GLOBE NEWSWIRE) -- Risk Strategies, a leading national specialty insurance brokerage and risk management firm, today announced that it has appointed Bryan Newman as Private Client Services Leader, West Region. In this role, he will manage the region’s sales and service teams, as well as manage key carrier and third-party relationships. Newman’s experience in insurance s...

So much more than just shopping!

BEDMINSTER, NJ, April 02, 2024 (GLOBE NEWSWIRE) -- via NewMediaWire – Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) and Peapack Private, a division of Peapack-Gladstone Bank, are proud to

Nicolet National Bank , the operating entity of bank holding company Nicolet Bankshares, Inc. , today announced the hiring of William Bohn as Executive Vice President, Wealth Management, Private...

Evelyn Partners, an integrated wealth management and professional services group, has chosen experienced operator Stephen Drew to head its professional services team in Cambridge in a newly expanded role.

JTC has promoted Mark Fleming

Who's on the move

What does it take to thrive in the ultra-competitive wealth management world? Gary Furukawa and Erik Morgan of Freestone Capital share their success.