Mountain America Appoints Kelly Albiston as EVP & CTO
Albiston brings extensive expertise in fintech and digital transformation; will lead Mountain America into a new era of banking solutions and seamless financial services Mountain...
Category : Taxation, Financial Planning & Corporate Strategy
OMNIA Partners Names Ashish Agarwal EVP of Technology
Agarwal’s hire reflects OMNIA Partners’ commitment to delivering value through cutting-edge procurement solutions Today, OMNIA Partners, the nation’s largest and most experienced group purchasing organization for...
Mohr Partners Recruits Dufresne as New Minneapolis Market Leader
Mohr Partners, Inc., a top-three global occupier-focused corporate real estate advisory firm, continues its national expansion with the addition of Darrin Dufresne as Managing Partner to lead...
Shomaker Appointed to SmartFinancial Board of Directors
SmartBank, a subsidiary of SmartFinancial, Inc., proudly announces the appointment of Kelli Shomaker, a highly accomplished financial executive, to its board of directors, effective immediately....
Zuckerman Investment Group Named 2025 Best Place to Work
Zuckerman Investment Group, a family-owned and independent wealth management firm based in Chicago, is proud to announce that it has been named one of the 2025...
James Gorman Joins General Atlantic as Senior Advisor
General Atlantic, a leading global investor, today announced that James Gorman will join the firm as a Senior Advisor, effective April 1. Based in New...
Cambridge Appoints Sean Van Moorleghem as EVP & CTO
With a track record of driving digital transformation and AI integration at Charles Schwab, Van Moorleghem steps into key leadership role at Cambridge Cambridge Investment Research, Inc. (“Cambridge”),...
Josh Jenkins Announces Major Expansions and Strategic Partnerships
Josh Jenkins has joined Seaside Wealth Management, where he now operates as an independent financial advisor. Previously affiliated with Northwestern Mutual, Jenkins faced restrictions that limited his...
73 Ameriprise Advisors Named to Barron’s Top 1,200 List
Ameriprise Financial, Inc. (NYSE: AMP) announced that 73 of its financial advisors were named to the 2025 Barron’s “Top 1,200 Financial Advisors” list. Barron’s recognizes the industry’s top advisors...
FloQast Wins ‘Best Finance Automation Platform’ in 2025 Awards
AI-powered Accounting Transformation Platform recognized for innovation and excellence FloQast, an Accounting Transformation Platform created by accountants for accountants, is proud to announce it has...
Pan-American Life Appoints Dr. Maria Azua Himmel to Board
Pan-American Life Insurance Group (PALIG), a leading provider of life, accident, and health insurance throughout the Americas, is pleased to announce the appointment of Dr....
Three UBS Advisors Named to Financial Planning Top 40 Under 40
UBS is proud to announce that three of the firm’s financial advisors in its Pacific Desert Market areas of Southern California and Arizona have been...
Flagstar Bank Appoints Mark Pittsey as Head of Private Banking
Seasoned Executive with Extensive Experience at HSBC, Deutsche Bank, and Wells Fargo to Lead and Drive Growth inPrivate Banking and Wealth Management Flagstar Bank, N.A.,...
Metropolitan Bank Announces $50M Stock Repurchase Program
Metropolitan Bank Holding Corp. (“Company”) the publicly traded holding company of Metropolitan Commercial Bank (“MCB” or the “Bank”) is pleased to announce that its board...
BitIRA Announces 7th Annual Crypto Tax Q&A
BitIRA – the Bitcoin IRA pioneer – has released its 7th Annual Crypto Tax Q&A, providing clarity on the latest cryptocurrency tax issues. Every year, BitIRA gathers top tax questions from crypto investors and collaborates...