Fortis Capital Advisors acquires ClearPath Financial, LLC

Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago,¬†Illinois¬†based firm ClearPath Financial, LLC. As a native of the suburbs of¬†Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO,¬†Rob Hagg. “Stan Nieminski¬†built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...

GroundForce Capital promotes Graham Garzon to Senior Associate

GroundForce Capital, an investment management firm that backs high-potential companies seeking to improve the health and longevity of people and the planet, announced the promotion of Graham Garzon to Senior Associate on the Investment Team. In August 2023, GroundForce Capital strategically rebranded to expand its reach and invest more broadly in food-related companies tackling the most pressing issues tied to human and planetary health. This includes companies catalyzing the transition to healthier, lower carbon and...

Qraft Technologies hires Rita Lin as Director of Business Development

Qraft Technologies, a leading invest-tech company developing artificial intelligence (AI) solutions, has announced the hiring of Rita Lin, a senior financial services executive, who will serve as Director of Business Development. As veteran in the industry with 15 years in finance, Lin brings a wealth of expertise, particularly from her over decade-long focus in prime brokerage at industry-leading institutions including Citigroup and Bank of America Merrill Lynch. During her career Lin has played important roles...

ARK Invest acquired Rize ETF Limited

ARK Invest LLC, the parent of ARK Investment Management LLC, the investment manager led by CEO Cathie Wood, has acquired Rize ETF Limited (“Rize ETF”),¬†Europe’s¬†first specialist thematic ETF issuer. This transaction marks a significant milestone in ARK Invest’s global expansion strategy and will pave the way for the firm to introduce its suite of cutting-edge innovation ETFs, under the UCITS framework, to investors across¬†Europe, the¬†United Kingdom, and beyond, while also facilitating the sustained growth and...

Oakworth Capital Bank announces New Members to Central Carolinas Market Board

Oakworth Capital Bank¬†(OTCQX:¬†OAKC) is proud to introduce additional members to its inaugural Central Carolinas board members. Blake Evans, president & CEO of¬†Salem Capital LLC;¬†Kimberly Mize, owner of Kimberly Mize Consultants; and¬†Steve Smith, ¬†president of¬†The McAulay Smith Firm¬†will join previously announced¬†Morrison Creech, former Wells Fargo Private Banking executive. The Oakworth Central Carolinas market board is comprised of successful leaders with varying industry and community backgrounds. They exemplify Oakworth’s core purpose of helping people succeed while demonstrating...

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