FinMason announced new appointment
Appointment Further Positions Leading Investment Analytics Firm for Growth
Appointment Further Positions Leading Investment Analytics Firm for Growth
Star Mountain Capital, a rapidly growing employee-owned specialized investment firm with approximately $3.5 billion AUM, focused on delivering systematic alpha and low market correlated returns from high yielding private loans with equity upside in the lower middle-market, announced that Steve DeAngelis has joined as Senior Advisor.
New Pooled Employer Plan Solution offers unique benefits
Following a successful deployment with CIBC Asset Management, CIBC will extend its partnership with CapIntel to the CIBC Private Investment Counsel platform to help its advisors confidently build their clients’ wealth.
Firm is named to list for third consecutive year Barron's Top 100 RIA Firms annually showcases financial advisors across the country that prioritize advancement and raise the standards for other firms
The firm welcomes wealth manager Joe Delaney to its San Francisco headquarters
Daniel Carr (formerly Ares Management) and Peter Weiss (formerly Prospect Ridge) co-found and lead new platform with anchor capital from GCM Grosvenor
Mandy Chiu, CFA, brings deep experience developing innovative investment solutions for international markets
First-of-its-kind Digital Lending Insurance Product is Designed to Promote Financial Resilience for Lenders and Borrowers.
Callan, a leading institutional investment consulting firm, announced that Constantine (Cos) Braswell joined the firm’s Alternatives Consulting group as a vice president and private credit research consultant. Based in the Denver office, Mr. Braswell reports to Pete Keliuotis, executive vice president and head of alternatives consulting at Callan. “We’re excited to have Cos join our private credit consulting team,” said Mr. Keliuotis. “In recognition of the continued strong client interest in private credit strategies, we’ve been expanding our team, and...