Alex M. Sandhaus joins Optima Fund Management

will be responsible for expanding the firm's global institutional and private wealth relationships across all distribution channels and will report directly to the CEO


Conning appoints head of investment products

Mr. Haylon joins Conning from General Re New England Asset Management where he was Head of Investment Product Management responsible for creating new and unique investment products to expand client access to a broad array of investment vehicles.


US wealth firm makes three key additions to its senior team

Mr. Carley, Mr. Censullo, and Mr. Klein joined Lexington Wealth from Wells Fargo. They were also part of the original team at Tanager Financial Services, and each have served in the wealth management, and financial services industries for more than two de


Aliant to offer high-end banking

In its effort to expand its Montgomery market share, Ali­ant Bank now is offering pro­fessional and executive bank­ing -- a higher-touch banking experience for higher-end cus­tomers.