L to R: Cory Calvert, head of capital transformation at Leon Capital Group; and Dan Vene, managing director, co-founder, and co-head of iCapital Solutions [Photos: PR Newswire/iCapital]
As founder and CEO of The Rudin Group, April Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices, First Rate said.
Northern Trust, a Chicago-based financial services company, has appointed Dotti Reeder as market president of Dallas-Fort Worth, where she will lead the wealth management business serving high-net-worth individuals and families....
Dallas-based Integrity Marketing Group LLC announced that industry veteran Tess Grace will become president of Integrity’s life insurance division called Integrity Life.
Integrity is a leading distributor of life and health insurance and provides wealth management and retirement planning solutions....