investment banker – FinTecBuzz

Emigrant Bank Appoints Tyler Kelley as Managing Director

May 18, 20266 min

Emigrant Bank today announced that Tyler Kelley has joined the firm as Managing Director, reporting to Liz Nesvold, Vice Chair of Emigrant Bank, Chair of Emigrant Partners, and Executive Chair of Emigrant Family Office. Mr. Kelley will work closely with Ms. Nesvold and senior leadership across Emigrant’s platform to support strategic initiatives, including the continued expansion of its family office capabilities and related resources serving high-net-worth and ultra-high-net-worth clients. With more than two decades of...

by PRNewswire

Investments

VestGen Wealth Partners Welcomes Industry Leaders to its Advisory Board

March 11, 20255 min

Establishment of Board Advances Firm's Strategic Approach to Solving Industry's Complex Succession and Organic Growth Challenges

by BusinessWire

Investments

WPCG and HGGC Establish Strategic Partnership with The Wealth Alliance

January 29, 20255 min

Investment will position New York-based RIA with capital and expertise to expand presence

by PRNewswire

Investments

Cetera names Michael Molnar Head of Corporate Development

April 26, 20245 min

A Wall Street veteran, Molnar spent the past four years with Avantax, Inc., the tax-focused wealth management firm acquired by Cetera last year

by PRNewswire

Investments

EQT appoints Jeremy Knop as New Chief Financial Officer

July 21, 20234 min

EQT Corporation announced Jeremy Knop has been named Chief Financial Officer, following completion of the Company’s previously announced succession process. Mr. Knop, who previously served as the Company’s Executive Vice President of Corporate Development, will assume the CFO role effective July 24, 2023. Mr. Knop has extensive experience in strategic decision making, investment management, capital allocation, M&A and transaction execution. In his previous role at EQT, Mr. Knop was responsible for leading EQT’s M&A strategy...

by PRNewswire

Investment Platforms

Mike Firmage Named 2020 Boutique Investment Banker of the Year

April 1, 20208 min

Mike Firmage, Co-founder and Managing Director at Horizon Partners, was recently named Boutique Investment Banker of the Year at the Global M&A Network's M&A Atlas Awards.