investments - FinTecBuzz

Piper Sandler and BC Partners Credit Announce Strategic Alliance

November 4, 20246 min

Piper Sandler Companies, a leading investment bank, and BC Partners Credit, the $8 billion credit arm of international investment firm BC Partners, announced a strategic alliance. The alliance, which leverages the expertise and broad networks of Piper Sandler’s Financial Services Debt Capital Markets team and BC Partners Credit, paves the way for Piper Sandler’s clients across the financial services sector to best access the debt capital markets with customized structures and financing solutions as they grow...

by GlobeNewswire

Investments

MONECO Advisors Named to Forbes’ America’s Top RIA Firms 2024

November 4, 20243 min

MONECO Advisors, LLC announces its inclusion in the Forbes’ America’s Top RIA Firms 2024 ranking. Dedicated to driving conscious growth, the firm’s Managing Partner, Charlie Rocco, JD/MBA, CFP®, CIMA® comments that: “While others may chase Wall Street profits, we find fulfillment in developing client relationships and providing financial plans that help our clients pursue their milestones and goals. This top industry ranking from Forbes confirms we are on the right track with this approach as we...

by BusinessWire

Crypto Currencies

Kraken Appoints Arjun Sethi as Co-CEO

October 31, 20244 min

Kraken, one of the longest-standing and most secure cryptocurrency platforms, announced that Arjun Sethi has been appointed as co-CEO, serving alongside David Ripley, who will become co-CEO. Sethi also serves as Co-Founder and Chairman of Tribe Capital and is widely recognized as one of the top early-stage venture investors in Silicon Valley. Notable investments include xAI, Rippling, Applied Intuition, Slack, Gusto, Swarm, and Carta. Sethi is also a successful two-time founder who joined Yahoo’s executive...

by PRNewswire

Investments

Evoke Advisors Acquires Crescent Bay Advisors

October 31, 20244 min

Evoke Advisors (“Evoke”), a $25.3 billion† registered investment advisory firm, announced the strategic acquisition of the business of Crescent Bay Advisors (CBA), a multi-family office. The acquisition will enhance Evoke’s current service offerings and allow the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida. Evoke’s Co-Founder and...

by PRNewswire

Banking

Associated Bank Announces Trier and Warsek to Join Executive Leadership

October 31, 20248 min

Associated Banc-Corp(“Associated”) announced the appointment of Phillip Trier and Gregory Warsek to its Executive Leadership Team (ELT), effective November 1, 2024. Phillip Trier, 46, will be executive vice president, head of Corporate and Commercial Banking, reporting directly to President and CEO Andy Harmening. Trier joined the company in December 2023 to accelerate core Commercial Middle Market business development across the company’s major metropolitan markets and lead its equipment finance and leasing vertical, and commercial deposit and treasury management sales and service strategies. In...

by BusinessWire

Investments

Waverly Advisors Acquires Mueller Financial Solutions

October 30, 20243 min

Waverly acquires its second RIA in Colorado

by PRNewswire

Investments

Mission Wealth Announces Merger with JLFranklin Wealth Planning

October 29, 20244 min

Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service. JLFranklin Wealth Planning was founded in 1999...

by BusinessWire