FinMason announced new appointment
October 11, 20233 min
Appointment Further Positions Leading Investment Analytics Firm for Growth
Star Mountain Capital adds Stephen DeAngelis as Senior Advisor
October 10, 20238 min
Star Mountain Capital, a rapidly growing employee-owned specialized investment firm with approximately $3.5 billion AUM, focused on delivering systematic alpha and low market correlated returns from high yielding private loans with equity upside in the lower middle-market, announced that Steve DeAngelis has joined as Senior Advisor.
Ascensus announced Spring 2024 Launch of Ascensus
October 9, 20236 min
New Pooled Employer Plan Solution offers unique benefits
CapIntel expands Partnership with CIBC
October 6, 20233 min
Following a successful deployment with CIBC Asset Management, CIBC will extend its partnership with CapIntel to the CIBC Private Investment Counsel platform to help its advisors confidently build their clients’ wealth.
Mesirow again named to Barron’s 2023 List of Top 100 RIA Firms
October 6, 20234 min
Firm is named to list for third consecutive year Barron's Top 100 RIA Firms annually showcases financial advisors across the country that prioritize advancement and raise the standards for other firms
Robertson Stephens deepens presence in San Francisco Bay Area
October 5, 20235 min
The firm welcomes wealth manager Joe Delaney to its San Francisco headquarters
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...
Invest Inc. announced Reg A+ Offering: a new era in Fintech begins
August 10, 20233 min
The future of fintech has a new face, and its name is Invest Inc. With great enthusiasm, we are proud to announce our Reg A+ offering, a transformative step that underscores our commitment to democratizing premium financial market information and technologies. Regulation A+ allows us to offer our shares to the general public, paving the way for a wider range of investors to be part of our groundbreaking journey. This offering, available to both accredited and non-accredited investors,...
Renewal Extends Long-Term Relationship with UK Defined Benefit Pension Scheme Manager
UBS Wealth Management USA announced today that Financial Advisor and Senior Portfolio Manager Matt Odom, based in the firm’s Knoxville, Tennessee office, has been named to the Forbes Best-In-State Wealth Advisors list for 2023. “We are incredibly proud to see Matt recognized for his achievements and commitment to helping clients achieve their financial goals,” said Chris Cannon, Knoxville Market Director at UBS Wealth Management USA. “Matt consistently goes above and beyond for his clients and exemplifies...