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.
Press release content from Business Wire. The AP news staff was not involved in its creation.
MAI Capital Management Expands to Greater Miami Region with Addition of New Advisor
April 5, 2021 GMT
CLEVELAND (BUSINESS WIRE) Apr 5, 2021
MAI Capital Management, LLC (“MAI”), a leading independent registered investment adviser that specializes in comprehensive investment and financial planning for high-net-worth individuals and families, announced Michael Dvorkin is joining its team. Based in the greater Miami, Florida area, Dvorkin is transitioning his clients to MAI and establishing MAI’s presence in southeast Florida.
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Dvorkin brings over 20 years of professional experience in investment management. In his most recent role, Dvorkin worked closely with high-net-worth individuals and families, small business retirement plans and charitable organizations in providing investment management and advice. He was also responsible for designing and implementing investmen