Appointments
AiM Fidelis Wealth Solutions
New York
By Fórmate a FondoAppointments
With 550 million in AUM
Ruben Lerner and Manuel Uranga Join Bolton’s New York Team
Private Banking
Banker and Businesswoman
Cristina Campabadal Founds CCS Finanzas, a Multi Family Office with Offices in Barcelona and Presence in Miami and New York
Private Banking
In Miami and NY
Philip Carey and Karim Aryeh Launch New RIA: Lloyd Crescendo Advisors
Women In Finance Association
Well-known Industry Professionals Create the Women in Finance Association, Which Already Operates in Miami and New York
Appointments
Newly-created role
BNY Mellon Names Jeff McCarthy CEO, Exchange Traded Funds
Business
Pictures available
Fund Selectors and Buyers Got Together with Four Management Companies at the Funds Society Fund Selector Forum New York 2016
Irene Bergman was 101
Wall Street’s Oldest Woman has Died
By Gabriela HuertaRegulation
AML
FinCEN Takes Aim at Real Estate Secrecy in Manhattan and Miami
Style
