Pagaya and Värde continue partnership
September 21, 20233 min
Värde Partners and Pagaya Close $108mm Transaction for Multi-Billion Dollar Credit Union
Skytale Group hires Morgen Buck as Head of Marketing
September 21, 20233 min
Skytale Group, an investment bank and management consulting firm focused on healthcare businesses, is pleased to announce the hiring of Morgen Buck as Head of Marketing. Buck is a proven marketing leader and will be responsible for establishing and implementing a strategic marketing plan that will continue to elevate the firm’s overall brand, digital experience, and communications. “Morgen brings a track record of developing successful marketing strategies and innovative campaigns across a variety of business...
Oakworth Capital Bank announces New Members to Central Carolinas Market Board
September 20, 20234 min
Oakworth Capital Bank (OTCQX: OAKC) is proud to introduce additional members to its inaugural Central Carolinas board members. Blake Evans, president & CEO of Salem Capital LLC; Kimberly Mize, owner of Kimberly Mize Consultants; and Steve Smith, president of The McAulay Smith Firm will join previously announced Morrison Creech, former Wells Fargo Private Banking executive. The Oakworth Central Carolinas market board is comprised of successful leaders with varying industry and community backgrounds. They exemplify Oakworth’s core purpose of helping people succeed while demonstrating...
CO2 Ecosystem by CO2 Bank launches CO2 DAO Treasury
September 19, 20238 min
CO2 Ecosystem has launched the CO2 DAO treasury
B. Riley adds Michael Devitt, as Managing Director
September 14, 20233 min
B. Riley Securities, a leading middle market investment bank and subsidiary of B. Riley Financial (Nasdaq: RILY), announced the addition of experienced consumer investment banker, Michael Devitt as a Managing Director based in the firm’s Greenbrae, San Francisco office.”Michael has been a trusted advisor to high growth consumer brands, marketplaces, and eCommerce platforms on innovative strategic and capital raising initiatives for over 17 years. He brings significant industry and transactional experience across consumer public and private companies, and his addition...
Lantern appoints Tony Poulson as Chief Revenue Officer
September 13, 20234 min
Seasoned fintech executive joins pioneering data platform to drive expansion efforts
Morningstar brings the Evolving Investor to Future Proof
September 12, 202311 min
Morningstar launches new advisor-centered research, business intelligence solution for home offices, and the next step for its AI chatbot Mo
First Eagle appoints New Global Head of Consultant Relations
September 6, 20234 min
Allison Shaw hired to lead effort building and enhancing relationships with consultants globally
TDC Investment Advisory announces rebrand to TFO Wealth Partners
September 1, 20233 min
TDC Investment Advisory announces rebrand to TFO Wealth Partners
Dynamo Software named Best Alternative Management FinTech Company
August 31, 20233 min
2023 Worldwide Finance Awards Recognized Dynamo for “Outstanding Commitment and Ingenious Solutions” to Solving Alternative Investment Workflow Challenges for Limited and General Partners