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wealth management
Connie Rogers [Photo: Regions Bank]
Regions Bank Promotes Leader as Regional Executive for Private Wealth Management in Texas
by Dallas Innovates | Staff Report | Jul 12, 2024
In her expanded role, Connie Rogers will lead a team of advisors providing custom-tailored investment services and financial guidance across key Texas markets, including Dallas, Fort Worth, Austin, and Houston.
by Lance Murray |
Jun 19, 2024
An insurtech industry leader, Integrity operates from its HQ in downtown Dallas, where it leases six floors of the iconic Fountain Place tower. With an extensive network of wealth advisers across all 50 states, Integrity Wealth launches as an already "strong and respected leader" in the industry, the company says.
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by Lance Murray |
May 10, 2024
Rob Kaplan will be based in Dallas and will engage clients around the world, working closely with teams across Goldman's Global Banking & Markets and Asset & Wealth Management to offer strategic advice, Goldman Sachs said.
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by Lance Murray |
May 3, 2024
Floyd Kessler will lead the business risk and controls office for commercial bank, marketing, customer experience, the Retail Bank, and wealth management, helping drive transformation of risk and control functions across all of Comerica's revenue divisions.
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Northern Trust has appointed Dotti Reeder as Market President of Dallas-Fort Worth. [Photo: Northern Trust]
Northern Trust Appoints Dallas-Fort Worth Market President
by Lance Murray | Mar 8, 2024
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.
“Dotti’s lifelong commitment to Dallas, along with her deep expertise advising clients and leading people, further strengthens our commitment to the community,” Michele Havens, West Region president of Northern Trust Wealth Management, said in a statement, emphasizing that Northern Trust is “passionate about this market” and that Reeder “will significantly add to our longstanding, extraordinary franchise in Texas.”...
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by Glenn Hunter |
Nov 9, 2023
Christine Leong Connors, a former leader at J.P. Morgan’s Private Bank in Northern California, says EPIQ now has more people in Dallas than at its San Francisco headquarters.
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by Lance Murray |
Sep 15, 2023
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....
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by Lance Murray |
Jan 11, 2023
Dallas-based Integrity Marketing said the acquisition is one of the largest transactions in its history, and will accelerate its strategy by strengthening its holistic offerings for financial planning and amplifying its wealth management expertise.
The $40 billion figure is double what Integrity had under management and advisement just two years ago.
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