Articles tagged "McWhinney"


HeadlinePublish date

Genworth Financial snags Myra Rothfeld from Citibank

The TAMP is making the former Schwab and Citi executive its head of marketing

September 8, 2011 — 3:05 PM UTC

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 — 1:55 PM UTC

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 — 6:36 AM UTC

Former Schwab RIA veteran lands with Black Diamond

Welling looks to bring his big-company experience to fast-growing software firm

January 25, 2010 — 6:42 AM UTC

McWhinney gains aid of Myra Rothfeld

Citi continues to draw on former Schwab talent

October 30, 2009 — 3:53 PM UTC

Citi advisors seek potential suitors after McWhinney's tectonic pay shift

Beacon Pointe is busy interviewing nervous Citi advisors

October 14, 2009 — 3:37 AM UTC

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

October 6, 2009 — 5:49 AM UTC
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