Kiefer has been a successful advisor at UBS in the Boston area serving non-profit organizations, philanthropic high-net-worth clients, health care professionals and career professionals in the sports industry.
She brings with her over 20 years’ experience in the Financial Services industry having held a number of senior roles including most recently Regional Account Director at SunGard Global Trading and Deputy Managing Director, Asia Pacific at FTSE.
Morton is a certified financial planner and a member of the Financial Planning Association of Australia, the highest professional designation available to Australian financial planners. He also holds an Advanced Diploma in Financial Services.
A former attorney with ShawPittman, and a CPA with PricewaterhouseCoopers and Ernst & Young's National Tax Department,
Harcourt’s Chief Risk Officer, Frédéric Berney, has announced that he will be leaving the company on May 31 of this year.
Hartmann Capital, which has derivatives, fund management and fixed income divisions, is broadening its offering to target high and ultra-high net worth individuals.
US Secretary of State Hillary Clinton and former White House economic adviser Lawrence Summers are two leading candidates to succeed World Bank President Robert Zoellick when he leaves in June, said two people familiar with Obama administration discussion
He will report to Vanessa Walduck, executive director at Quilter, and will manage portfolios for private clients, trusts, charities and smaller pension funds.
He was a partner in the leading international law firm, Cleary Gottlieb Steen & Hamilton LLP, for twenty-three years