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A 20-year old Salomon Smith Barney broker who co-manages roughly $40 million in client assets, is starting his junior year at Columbia University today.
5 Sep 2001
News
Auda Advisor Associates LLC, a New York-based alternative investment advisory firm, recently closed $10 million in Grand Expeditions, a luxury and adventure travel service provider.
5 Sep 2001
News, On the Move
Australia's AMP is in potential talks with Shanghai-based China Pacific Insurance to do a joint venture in insurance.
5 Sep 2001
News
Credit Suisse Group's private bank will purchase Chicago-based Frye-Louis Capital Management Inc for an undisclosed sum.
5 Sep 2001
News, On the Move
First Union and Wachovia Corp. have completed their merger and has named the entire entity Wachovia Corporation.
5 Sep 2001
News
AmSouth Creates PCS Unit; Refocuses Wealth Management
3 Sep 2001
News, Top News
Bel Air Adds Co-Chief Operating Officer Post
3 Sep 2001
News, Top News
Mellon Consolidates Affluent Services; Lamere Tapped To Head Effort
3 Sep 2001
News, Top News
Rock & Co. Snags State Street Exec As CIO
3 Sep 2001
News, Top News
Tocqueville Formalizes Family Office Practice
3 Sep 2001
News, Top News
Goldman To Shut Down Memphis Office
3 Sep 2001
Firms & Services, News
Merrill Kicks Off Managed Account Seminars
3 Sep 2001
Firms & Services, News
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