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– Marsh Inc., the world’s leading
insurance broker and risk advisor, has expanded its U.S. Private Client
Services Family Office Group to the West Coast with the appointment of
its new group leader Pamela Radsch.
Hartman & Craven LLP, a prominent Manhattan-based law firm representing domestic and global clients in various practice areas, announced today new members to its Trusts and Estates practice: Caryn B. Keppler-Citrin as Partner and Aleena R. Shapiro...
Name Firm City, State Est. AUM in $MM Yrs. in Biz Business Description/Specialty 1 Mark T. Curtis Smith Barney Palo Alto, Calif. 15,000 28 Private clients, corporate services, endowments, foundations, retirement plans. 2 Roger Coleman Smith Barney...
Family Office Exchange (FOX), the leading provider of research, education and networking services to private wealth owners, family office executives and wealth advisors, today reaffirmed its commitment to global growth, adding two more senior...
It has been a cruel year for a lot of wirehouse advisors, with the sub-prime and ARS messes eroding client confidence in their firms. But times are good for registered investment adviser (RIA) firms. In fact, there is new evidence out there that...
DM Trust Company, an affiliated business of law firm Duane Morris LLP, is pleased to announce that it has named David Glickman, formerly the managing director of Fidelity Investments in Wilmington, Del., its new president.
