03/24/2022
Along with the deep and abiding client relationships Joe has built over the course of his career, among Joe's greatest achievements are the leaders he has developed and a department he has built of very capable professionals.
03/24/2022
He formally registered on Wednesday with City National’s parent, Chilean bank Banco de Crédito e Inversiones (Bci), in Miami.
03/24/2022
Eugenio Retana, Angel Ferrer and Mike Persinski were hired by the firm last month, according to news originally reported by Barron’s.
03/23/2022
His career has taken him to his current position as Head of Private Customers in the Bielersee market area, via functions for the major bank in Aarberg BE, in Seeland and in Solothurn.
03/22/2022
He serves on several corporate, charitable and community boards including Tiger Rentals, Midcentral Energy Services, Goodway Technologies, CareerSpring and the WGA Caddie Scholarship Fund.
03/22/2022
Previously, Cole was the managing director of global shareholder and fund services at Goldman Sachs, and has held operational roles at Invesco and Northern Trust.