Norwest announced six promotions across Leadership & Investment teams
Ran Ding, Matthew De Dominicis, Nikhil Kookada, Ankit Prasad, Krish Kapadia and Jordan Leites Recognized for Outstanding Contributions to the Firm
Ran Ding, Matthew De Dominicis, Nikhil Kookada, Ankit Prasad, Krish Kapadia and Jordan Leites Recognized for Outstanding Contributions to the Firm
SFIC (Smart Finance & Investment Consultants) stands at the forefront of innovation in the investment industry, leveraging cutting-edge AI technology to redefine the way individuals and institutions approach financial markets. As SFIC continues to make waves with its groundbreaking platform, co-founder Nick Yang offers exclusive insights into the company’s vision, mission, and future endeavours. SFIC’s journey began with a vision to democratize access to sophisticated investment strategies traditionally reserved for institutional investors. With a mission...
Regal Wealth Advisors Joins Cetera Advisor Networks from LPL Financial
Registration now open for February 22 event
iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its groundbreaking portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles. Architect’s advanced...
Edgevana, the leader in powering the world’s fastest-growing companies and shaping the future of the digital economy, is proud to announce Michael Roberge’s appointment as its new SVP of Institutions and Digital Assets. Michael is joining Edgevana with 15 years of experience working at some of the top investment management firms in the industry. During the past decade, Michael has been an integral member of multiple high-performing teams, collectively driving growth of over USD 4 billion in assets under...
Elizabeth Fugler joins the team to bring over a decade of expertise to drive growth at Logan Capital
The alternative investing platform for real estate was recognized for its regulatory innovation, transparency and unique approaches to fundraising
Castle Creek Capital, an alternative investment firm focused on the financial services sector, is pleased to announce four recent additions to the team. Collectively, these individuals will partner with our investment team and portfolio company management teams to source, underwrite, and implement sustainable operational improvements at Castle Creek portfolio companies. Kevin Ahern and Ryan Gilbert join Castle Creek in advisory roles as Senior Advisors1. Chris Bertsch joins as President of Compass Operating Partners, an advisor...
RIA welcomes industry veteran James Davenport and team to deepen value proposition for clients