investment solutions - FinTecBuzz

Marlene Puffer Appointed Chief Investment Officer of AIMCo

December 14, 20225 min

Alberta Investment Management Corporation (AIMCo) is pleased to announce the appointment of Dr. Marlene Puffer as Chief Investment Officer. She will assume her new role on January 30, 2023. Dr. Puffer is an accomplished investor and leader with over 25 years of experience in both cross-asset class portfolio management and liability driven investment. Dr. Puffer brings with her an excellent investment track record and a wealth of experience in traditional and alternative investments, capital markets, and pension governance....

by PRNewswire

Investments

TPFG Appoints Judith Cheng as New Chief Investment Officer

December 13, 20222 min

Cheng to lead the firm's Portfolio Management Team and Asset Allocation Committee focused on further strengthening SDBA Model Portfolio Initiative

by PRNewswire

Investments

Investment advisory firm Kovitz Launches Active ETF

December 13, 20223 min

Chicago-based Investment Advisory and Wealth Management Firm Converts Mutual Funds

by PRNewswire

Investments

RetirementInvestments launch new financial calculators

December 13, 20224 min

RetirementInvestments releases online modern financial calculators that website publishers can embed on their websites.

by PRNewswire

Investments

Hamilton Lane named a Best Place to Work in Money Management

December 12, 20224 min

The firm is one of only five organizations to be recognized by Pensions & Investments each year since the award was launched in 2012

by PRNewswire

Investments

Morningstar Launches New Research Portal for Financial Advisors

December 8, 20224 min

The new research platform's actionable interface helps investment professionals deliver personalized advice to clients

by BusinessWire

Investments

Wave Financial Hires Harumi Urata-Thompson As CFO

December 7, 20224 min

Wave Financial LLC (Wave), the SEC-regulated digital asset investment management company, today announced the appointment of Harumi Urata-Thompson as Chief Financial Officer. She will report to David Siemer, Chief Executive Officer, and is based in New York City. As Chief Financial Officer, Harumi will play an important role in advancing Wave’s financial strategy and expanding its infrastructure to support the firm’s growing and increasingly sophisticated client base. She will be responsible for building out Wave’s financial...

by PRNewswire

Investments

Mercer Advisors Acquires Vintage Financial Services, LLC

December 7, 20226 min

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with partner Jack McCloskey, MS, CFP® and their team of professionals, built a leading RIA serving over 500 clients with assets under management (“AUM”) exceeding $850...

by BusinessWire

Investments

Lateral Adds Three New Investment Hires

December 6, 20223 min

Lateral Investment Management, (“Lateral”), a private equity firm focused on transformational growth investments at owner-operated middle market businesses in North America, today announced the addition of Matthew Knight as Senior Associate and Ashley Ebeck and Jack Lothrop as Associates. All three will work to support the investment activities of the firm. “We are thrilled to welcome Ashley, Jack, and Matthew to the Lateral team,” said Richard de Silva, Managing Partner at Lateral. “Their energy, capabilities...

by BusinessWire

Investments

Horizen Labs to make Web3 advisory service a standalone business

December 5, 20225 min

Restructuring frees divisions to excel in their respective areas – enterprise blockchain applications and advisory services – while jointly expanding their collective footprint in the Web3 market

Newer Posts

Older Posts