Nicholas Iarrapino Joins Wells Fargo FiNet With Fischman Azar Group
Nicholas Iarrapino joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s planning-based wealth management services.
Solomon Tobal Moves to Wells Fargo FiNet
Solomon Tobal moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.
Tomer Mizrahi Joins Wells Fargo FiNet With Fischman Azar Group
Tomer Mizrahi joins Wells Fargo FiNet with the Fischman Azar Group, supporting the Fort Lee team’s wealth management and planning services.
Alexander “Sandy” Fischman Moves to Wells Fargo FiNet
Alexander “Sandy” Fischman moves to Wells Fargo FiNet as part of the Fischman Azar Group, a Fort Lee wealth management team serving executives, families and business owners.
Merrill Lynch Advisors Move to Wells Fargo FiNet
Two Merrill Lynch advisory teams with $1.4 billion in client assets move to Wells Fargo FiNet and form Twin Harbors Private Wealth in Melville, New York.
Carey Olsen Supports Bloomsbury Money’s Jersey Licensing Milestone
Carey Olsen advises DMALINK Jersey Limited’s Bloomsbury Money on securing a Jersey money services business licence, expanding its fintech and digital asset offering.
Alex Picot Trust Appoints Simon Morgan as Consultant
Alex Picot Trust appoints Simon Morgan as part-time Consultant, strengthening its Jersey private client offering with more than 40 years of trust industry experience.
Maples Group Builds Out Jersey Fiduciary Team with Two Senior Hires
Maples Group expands its Jersey fiduciary services team with senior appointments of Dameon Gaynor and Olivia Shanks, strengthening its corporate and fund services offering.
Shalom Azar Moves to Wells Fargo FiNet
Shalom Azar moves to Wells Fargo FiNet as part of the Fischman Azar Group, a wealth management team serving families, executives and high-net-worth clients.