Moore Colson, the number one ranked Best of the Best CPA and advisory firm in the United States by Inside Public Accounting, announces the promotion of nine senior managers to directors
Penny Pennington, who's been named to succeed Jim Weddle at the start of next year, will join a handful of women in top positions at large financial firms
It also may be reluctant to stir up UBS, which pulled out of the Protocol for Broker Recruiting in December and subsequently attempted to restrict some departing brokers from contacting their former clients.
Bohart joins FORT as the firm continues to grow following a minority investment by Petershill II, an investment fund managed by Goldman Sachs Asset Management, in late 2015.
“We owe Barry a great deal of gratitude for his contributions to the bank over the years, including building a leading global prime finance platform, forging strong relationships with hedge fund founders, principals, and CIOs,”
She will be based in Boston and report to Rory Tobin, global head of SPDR ETFs, State Street Global Advisors said.
Raj Dhanda, who led investment products and services for Morgan Stanley’s wealth management division, joined Black Creek Group in 2016.