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US in the news: HSBC Bank USA names head of wealth - Vimarsana News

US in the news: HSBC Bank USA names head of wealth

Previously, Latini served as the country head of wealth and personal banking in Malaysia She replaces Pablo Sanchez who has left the bank to pursue other opportunities. Bailard The wealth and investment management firm has named Sonya Mughal as chief executive. She was chief operating officer and chief risk officer. Sonya has spent the entirety of her 27-year financial career at Bailard. Preceding chief executive Peter Hill is transitioning into the position of executive. MAI Capital Management The independent registered investment adviser firm has named Michael Dvorkin as managing director a...

MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor - Vimarsana News

MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor

Press release content from Business Wire. The AP news staff was not involved in its creation. MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor April 5, 2021 GMT CLEVELAND--(BUSINESS WIRE)--Apr 5, 2021-- MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, announced Michael Dvorkin is joining its team. Based in the greater Miami, Florida area, Dvorkin is transitioning his clients to MAI and establishing MAIâ€...

Source: apnews.com