Chevy Chase Trust Hires New President and CEO, Jeff Whitaker

Congratulations to Jeff Whitaker. He steps into a great firm, testament to the…


Wilbanks Partners Wishes Everyone a Healthy, Safe, and Prosperous New Year!

The Wilbanks Partners team wishes all of our friends, colleagues, and clients…


Mutual Fund Directors Forum Conference of Fund Leaders: "Board Diversity — Facing the Barriers" (Panel)

It was rewarding to moderate the “Board Diversity — Facing the Barriers” panel…


Fall 2020 Business Update: Pandemic expands the gap between industry winners and losers

Pandemic expands the gap between industry winners and losers, and accelerates…


We Must Not Tolerate Racism: Voices of Today & Yesterday

We must not tolerate racism. Political leaders in the US have fanned the flames…


2019 Year-End Review: Fragmentation of Recruiting Demand Follows Organic Growth Niches

Leadership recruiting in the asset and wealth management sector has followed…


CFA Institute Seminar for Global Investors: Improving Investment Decisions

It was great to be part of the 65th annual Seminar for Global Investors…


First Half 2019 Review: Recruiting Demand Strengthening Significantly Mid-Year

Senior executives in Asset & Wealth Management are looking through…