09/27/2023
The addition of Wallace and Williams bolsters the firm’s fundraising capabilities, providing financial sponsors with a fully integrated, comprehensive Private Capital Advisory practice.
09/27/2023
Mark most recently was CIO of Carnegie Corporation of New York since 2020 and prior to that, was CIO at the Institute for Advanced Study in Princeton, New Jersey.
09/27/2023
In addition to the CEO position, Zwicky, who was born in Glarus, will also take on market responsibility with a focus on the further development of private banking and business with external asset managers.
09/26/2023
The team reported having served approximately $260 million in advisory, brokerage and retirement plan assets*, and joins LPL from Corebridge Financial, formerly Valic, part of AIG.