Investments - FinTecBuzz

Glazer Capital Expands Investment Team with New Hire in London

November 12, 20243 min

Glazer Capital, LLC, a global investment firm primarily focused on arbitrage and event-driven investing, with approximately $2 billion in assets under management, is pleased to announce that Richard Payman has joined its investment team. Mr. Payman, a former Director at European investment bank, Berenberg, specializes in European M&A and event-driven situations and will be based in Glazer Capital’s recently established London office. Paul Glazer, Chief Executive Officer and Chief Investment Officer of Glazer Capital, stated, “We’re excited to bring Richard...

by PRNewswire

Investments

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 12, 20244 min

This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.

by BusinessWire

Investments

Prudential appoints Jacques Chappuis as President and CEO of PGIM

November 11, 20246 min

Jacques Chappuis, formerly co-head of Morgan Stanley Investment Management, will lead PGIM, Prudential Financial, Inc.’s global asset management business, effective May 1, 2025 Chappuis will lead PGIM’s next chapter of growth across public and private markets capabilities David Hunt will retire as president and CEO of PGIM and stay on as chairman until July 31, 2025 to ensure a smooth transition Over his successful 13-year tenure, Hunt led PGIM’s significant growth and international expansion Prudential...

by PRNewswire

Investments

Calamos Investments Announced a Promotion; Adds Strategic Hires

November 11, 20245 min

Calamos Investments LLC (“Calamos”), a leading global investment manager, today announced the promotion of Thomas Kiley to the position of Chief Distribution Officer. In this role, he will oversee investment product distribution across all channels. Mr. Kiley will serve as a member of the Calamos CEO executive team and coordinate with both internal and external strategic partners, reporting directly to President and CEO John Koudounis. Kiley joined Calamos from BlackRock, where he worked for nearly two decades and led national...

by GlobeNewswire

Investments

Stanford Markets Launches Data Tools for Financial Transparency

November 8, 20249 min

Stanford Markets unveiled a new suite of tools designed to support investor decision-making through greater transparency and accessible data. The new offering combines real-time data insights with options for sustainable investing, aiming to help investors of all levels gain a clearer view of the financial landscape Commitment to Transparent and Accurate Data At the core of these updates is Stanford Markets’ commitment to providing accurate, straightforward market data. Understanding that informed choices depend on reliable...

by BusinessWire

Investments

NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer

November 8, 20243 min

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office

by PRNewswire

Investments

Sequoia Financial Group Acquires Family Asset Management

November 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

by BusinessWire

Investments

Miracle Mile Advisors Opens Chicago Office

November 6, 20244 min

National RIA expands to Chicago, enhancing wealth management offerings in the Midwest

by BusinessWire

Investments

EP Wealth Advisors Announced Two New Acquisitions

November 6, 20245 min

The partnerships expand the firm’s presence in the New England and North Texas regions

by BusinessWire

Investments

Fred Matera Promoted to Chief Executive Officer of CoreVest

November 5, 20245 min

CoreVest American Finance Lender, LLC (“CoreVest”), a leading lender to residential real estate investors nationwide and a division of Redwood Trust, Inc. (“Redwood”), is pleased to announce the promotion of Fred Matera to Chief Executive Officer. A tenured leader at Redwood, Fred has served as CoreVest’s Co-Head for the last year and has been an integral part of Redwood’s leadership team since 2019. In his new role, Fred will continue to report to Dash Robinson,...

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