02/01/2022
Smith has over 30 years of experience in providing an array of wealth management services to high net worth individuals and families, and he also has deep expertise in structuring customized insurance solutions.
01/31/2022
He hung on to the stock for years, then sold it for more than $500 million last year, the most since it was first issued in 2016.
01/31/2022
Deputy Moakes, who is Chair of the Financial Services Forum and also the financial lead for the Committee for Economic Development, is known for his support of the green/blue economy and sustainable finance.
01/28/2022
Before joining UBS Asset Management, she worked at Legg Mason Investment Advisory as General Manager, responsible for the company's operations management.