investment management - FinTecBuzz

Fortis Capital Advisors acquires ClearPath Financial, LLC

April 10, 20243 min

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...

by PRNewswire

Investments

Stratos Wealth Holdings names Brian L. Sullivan Head of Distribution

March 5, 20243 min

Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management

by PRNewswire

Investments

Pathstone to acquire Crestone Capital LLC

February 19, 20245 min

The acquisition continues to strengthen Pathstone's position as the largest independent Registered Investment Advisor ("RIA") focused on serving ultra-high net worth ("UHNW") families

by PRNewswire

Investments

Clearwater Analytics named Keith Viverito as Managing Director, EMEA

February 7, 20244 min

New Managing Director to Drive Clearwater Growth in Europe & APAC

by PRNewswire

Investments

Kim Chapman elected to FINRA’s National Adjudicatory Council

January 19, 20244 min

Chief Compliance Officer of Berthel, Fisher & Company Financial Services, Inc. Wins Four-Year Term for Mid-Size Firm Seat, Beginning January 2024 Chapman, Also a Member of FINRA's Mid-West Regional Committee, Has Over 30 Years of Industry Experience and Over 20 Years of Compliance Experience

by BusinessWire

Investments

GroundForce Capital promotes Graham Garzon to Senior Associate

January 17, 20243 min

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...

by BusinessWire

Investments

Qraft Technologies hires Rita Lin as Director of Business Development

January 8, 20243 min

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...

by FTB News Desk

In-House Features

Unleashing the Power of Generative AI in the Fintech Industry

October 30, 202312 min

Generative AI revolutionizes banking and nonbanking services, but financial executives are hesitant due to concerns about risks.

by PRNewswire

Investments

ARK Invest acquired Rize ETF Limited

September 22, 20237 min

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...

by PRNewswire

Investments

Oakworth Capital Bank announces New Members to Central Carolinas Market Board

September 20, 20234 min

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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