investment solutions - FinTecBuzz

Evan Williams, CFA, CAIA, Joins Callan’s Consulting Team in Portland

September 6, 20233 min

Callan, a leading institutional investment consulting firm, announced that Evan Williams, CFA, CAIA, joined the firm’s Portland, OR consulting team as a vice president and investment consultant. Mr. Williams brings nearly a decade of industry and investment consulting expertise, working with a multitude of institutional clients that include defined benefit plans, hospitals, endowments, and foundations. He reports to Greg DeForrest, executive vice president and head of Callan’s Fund Sponsor Consulting group and the West Coast consulting team. “I...

by PRNewswire

Platforms

SEI launched VQ and Impact Report with YourStake’s partnership

August 8, 20233 min

New Applications Help Advisors Connect Investors to What Matters Most. SEI® announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1 financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth PlatformSM to understand a client’s top values in order to facilitate personalized portfolio research. The VQ creates a Values Persona for an individual investor by identifying personality...

by BusinessWire

Investments

Third Eye Capital appoints David Steele as President and COO

July 29, 20235 min

Third Eye Capital, Canada’s leading provider of asset-based financing solutions to underserved or overlooked companies, is pleased to announce the appointment of David Steele as President and Chief Operating Officer, effective August 15, 2023. Previously, David served as the Canadian President and CEO of Russell Investments, a leading global investment firm, where he successfully led and executed the strategic direction of the Canadian business. During his tenure, David spearheaded the significant growth and expansion of...

by GlobeNewswire

Investments

Halo Investing Names Matt Radgowski as the New CEO

June 28, 20233 min

Chicago-Based Halo Investing, Inc., an award-winning platform for Protective Investment Solutions such as Structured Notes, Buffered ETFs, and Annuities, has appointed Matt Radgowski, currently Halo’s Chief Operating Officer, to become its new Chief Executive Officer. Over the coming weeks, Biju Kulathakal, Halo’s current CEO, will transition responsibilities to Mr. Radgowski. Halo’s Leadership team and the Board of Directors are confident that Halo will make this change seamlessly and continue to innovate how the world accesses...

by PRNewswire

Investments

Compre Group Expands into Alternative Investments on Clearwater LPx

June 14, 20234 min

Deep Limited Partnership Investment Details Will Help Compre Maintain AUM Growth, Now at 3X in Three Years

by GlobeNewswire

Investments

Matthews Asia Announces Beonca Yip as Head of Asia Pacific

May 23, 20235 min

Matthews announces that Beonca Yip has joined the firm as Head of Asia Pacific. Beonca will be responsible for overseeing the firm’s business in the Asia Pacific region as well as leading its distribution activities, with a particular focus on the firm’s growing institutional business. In her role, Beonca will continue to expand the firm’s growing client base in Asia Pacific and tailor investment solutions that meet the needs of investors in the region. Matthews...

by BusinessWire

Investments

Nomura Strategic Ventures makes an investment in Percent

January 16, 20234 min

Percent announces venture debt financing from Nomura Strategic Ventures to fund growth for the private credit platform and to explore collaborating on future transactions

by PRNewswire

Investments

Fiori Financial Group Launches as Independent RIA

January 16, 20234 min

The Newly Formed RIA Selects Goldman Sachs Advisor Solutions as Custodian of Choice

by PRNewswire

Investments

CAPTRUST Grows Nashville Presence Adding Trustcore Financial

January 13, 20233 min

CAPTRUST Financial Advisors (CAPTRUST) announced today the addition of TrustCore Financial Services (TrustCore). The registered investment advisor (RIA) is based in Nashville, Tennessee, and is led by Partner and CEO Gary Dean. TrustCore is the second CAPTRUST office in Nashville, following the addition of New Market Wealth Management in 2021. TrustCore oversees nearly $2.3 billion in assets and supports individuals, families, endowments, and foundations. More than 75 percent of TrustCore’s clients are located in the Middle Tennessee region. The deal brings 48 new colleagues to...

by BusinessWire

Investments

Lido Advisors to Partner with Colorado Financial Management

January 11, 20235 min

Culturally Aligned Team Expands Mountain West Region and Family Office Offering

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