See the practice management strategies that wealth management professionals are using to help their clients.
For more practice management tips to help your business, check out our free weekly e-newsletter. Join today.
Alex Oh, who joins from law firm Paul, Weiss, Rifkind, Wharton & Garrison, replaces Stephanie Avakian, who stepped down from the role in December after a four-year tenure under the Trump administration.
The bank filed a complaint in federal court alleging that the former employees resigned earlier this month and have attracted 48 clients with about $59 million in assets.
