investment technology - FinTecBuzz

Monroe Capital Expands Institutional & Business Development Team

September 22, 20225 min

Monroe Capital LLC today announced it has expanded its institutional and high net worth business development team with the addition of Brian Dutzar, serving as Director and based in Chicago, Mark Friedrich, serving as Managing Director and based in Los Angeles, and Brian Lee, serving as Director and based in New York. Prior to Monroe, Brian Dutzar was an Executive Director at Perella Weinberg Partners/Agility, a firm specializing in Outsourced Chief Investment Officer services, where...

by PRNewswire

Investments

New York Life Investments Releases ESG Report

September 22, 20224 min

New York Life Investments today released its first ever Environmental, Social and Governance (ESG) Report. This comprehensive report highlights the activities and accomplishments of the firm and its affiliated boutiques, demonstrates how ESG is being integrated within investment processes and defines New York Life Investments’ commitment to people, climate and responsible investing. The report is centered around the concept of “progress, together” and is aligned with three fundamental beliefs: We believe it’s our responsibility to consider material...

by BusinessWire

Investments

Anduin Appoints Drake Paulson as VP of Strategic Partnerships

September 21, 20223 min

Private markets veteran joins from Nasdaq to fuel company’s partnership global growth strategy

by BusinessWire

Investments

Summit Financial Appoints Kevin Barry as Chief Investment Officer

September 21, 20224 min

Merchant-backed RIA brings on veteran investment professional to advance firm’s overall investment services for advisors

by PRNewswire

Investments

David Gibson-Moore to join Dalma Capital Board of Directors

September 21, 20223 min

David Gibson-Moore, a veteran banker and prominent figure in the financial services industry, has joined the board of directors of Dalma Capital as part of a continued drive to enhance the company’s capabilities in investment banking services, in addition to its asset management platform. David brings with him a wealth of relationships and experience with a track record of over 30 years in corporate finance, investment banking and asset management. David joins the board of...

by PRNewswire

Investments

Hamilton Lane Expands Footprint Across Southeast Asia

September 20, 20228 min

Developments reflect the private markets firm's continued expansion in the region and ongoing commitment to developing innovative solutions for investors throughout Asia

by PRNewswire

Investments

UP Fintech approved as the latest member of NYSE

September 19, 20226 min

Access to direct trading on NYSE brings an upgraded investing experience UP Fintech’s number of licenses and qualifications worldwide grows to 59 A new milestone marks UP Fintech’s growing industry-wide recognition UP Fintech Holding Limited (“UP Fintech” or the “Company”, Nasdaq: TIGR), a world-leading online brokerage, announced today that its subsidiary TradeUP Securities, Inc. is the latest member of the New York Stock Exchange (NYSE). The NYSE’s approval gives the company membership in New York Stock Exchange...

by PRNewswire

Investments

360 Financial and Fleming Investment Group Announce Merger

September 19, 20224 min

Maintaining the best possible client experience, growing together, enriching lives, and pursuing aspirations

by PRNewswire

Investments

LVW Advisors CEO Named CEO of the Year for 2022 by RIA Intel

September 16, 20224 min

Lori Van Dusen selected as top CEO in nation by leading industry publication

by PRNewswire

Investments

Arbor Capital Provides Investment Management with a Conscience

September 16, 20224 min

Arbor Capital has been providing investment management and enhanced financial planning services for more than 25 years. In those 25 years, they have remained committed to evolving with their clients and proactively responding to changes in the investment landscape and beyond. Along with a beautiful new website and brand, Arbor Capital has begun offering ESG investing opportunities to their clients. ESG stands for Environmental, Social, and Governance investing. It gives investors the opportunity to align their...

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