Previously, Latini served as the country head of wealth and personal banking in Malaysia
She replaces Pablo Sanchez who has left the bank to pursue other opportunities.
Bailard
The wealth and investment management firm has named Sonya Mughal as chief executive.
She was chief operating officer and chief risk officer. Sonya has spent the entirety of her 27-year financial career at Bailard.
Preceding chief executive Peter Hill is transitioning into the position of executive.
MAI Capital Management
The independent registered investment adviser firm has named Michael Dvorkin as managing director and senior wealth adviser.
Based in the greater Miami area, Dvorkin is transitioning his clients to MAI and establishing MAI’s presence in southeast Florida.
Pure Portfolios and Northwest Wealth Advisors Announce Merger
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PORTLAND, Ore., April 1, 2021 /PRNewswire/ Pure Portfolios officially announced a merger with Northwest Wealth Advisors (NWA) today representing an exciting partnership that brings together two fast-growing, independent wealth management firms in the region. The combined firm will continue to deliver personalized, fiduciary advice to current and future clients, and will collectively manage approximately $200M in assets for individuals, families, non-profit organizations, and retirement plans for clients across the United States. Over the past two years, we undertook a search of local wealth management firms to find a partner that would help us to continue to grow and provide our clients with the same excellent advice and customer service they have grown accustomed to for the past 20+ years under our retiring founder, Mark Neil, said Toby Weber, Owner at Nort