by GlobeNewswire
Industry-Leading Banks Make New Strategic Investment in Acin
Banking

Industry-Leading Banks Make New Strategic Investment in Acin

December 15, 20227 min

Acin, the global operational risk control data network, today announced it has closed $24 million in Series B funding from a strategic consortium of industry-leading banks, comprised of JP Morgan, Citi, BNP Paribas, Barclays, and Lloyds Banking Group. The funding round was also supported by existing investors Notion Capital, Talis Capital and Fitch Ventures, the equity investment arm of Fitch Group. This funding will enable further strategic product development in partnership with investing banks and...

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by PRNewswire
Marlene Puffer Appointed Chief Investment Officer of AIMCo
Investments

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....

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by BusinessWire
Wave Financial Hires Harumi Urata-Thompson As CFO
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...

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by PRNewswire
Mercer Advisors Acquires Vintage Financial Services, LLC
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...

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