Articles tagged "McWhinney"
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Genworth Financial snags Myra Rothfeld from Citibank
The TAMP is making the former Schwab and Citi executive its head of marketing
September 8, 2011 at 3:05 PM
Pershing wins Citigroup account and will support its RIA referral network
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say
December 16, 2010 at 1:55 PM
Postscript to the story of Charles Goldman parting ways with Fidelity Investments
Many people are still coming to grips with the quick split of the attractive couple
February 11, 2010 at 6:36 AM
Former Schwab RIA veteran lands with Black Diamond
Welling looks to bring his big-company experience to fast-growing software firm
January 25, 2010 at 6:42 AM
McWhinney gains aid of Myra Rothfeld
Citi continues to draw on former Schwab talent
October 30, 2009 at 3:53 PM
Citi advisors seek potential suitors after McWhinney's tectonic pay shift
Beacon Pointe is busy interviewing nervous Citi advisors
October 14, 2009 at 3:37 AM
Citigroup puts RIAs at the center of its strategy to retain banking clients
McWhinney's custody plan for RIAs may reunite her with Charles Goldman
