Search Results for: university endowments

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team
Fintech News

Wilmington Trust Adds Wealth Management Professionals to Growing Los Angeles and Western Region Team

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, said it has expanded its Los Angeles and Western region team. The firm hired: Thomas Mayer, senior wealth fiduciary advisor Vijay Chandran, senior private banker, managing director, Western Region John Bradarich, senior investment advisor Velios Kodomichalos, senior wealth advisor......
BNY Mellon Wealth Management Expands Miami Office With Five New Hires
Fintech News

BNY Mellon Wealth Management Expands Miami Office With Five New Hires

Fintech News Desk
by Fintech News Desk0
BNY Mellon Wealth Management expands its Miami office with five new additions including Gina Smurro as senior client strategist, Sebastien Gault as family wealth advisor, Tamara Oswald as associate wealth manager, Jessica Diaz as analyst, global insights lab and Francesca Tabak as analyst, private banking. They are all based in Miami and report to Laura Kaplan, market president, Miami. Latest Fintech Insights: Ara Partners Promotes James Wang......
Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region
Capital Markets Fintech News

Wilmington Trust Expands Wealth Management Team; New Advisors Extend Reach Across Delaware Region

Fintech News Desk
by Fintech News Desk0
Wilmington Trust announced it has expanded its Delaware Wealth Management team with the hiring of Senior Investment Advisor Albert (A.J.) McCrery IV, and Senior Fiduciary Advisor Claire Schissler. Latest Fintech Insights: Zaggle Appoints Sathish N As Chief Product Officer These hires are two of many that Wilmington Trust recently announced across......
Dr. Dennis Noss Is Recognized By Continental Who's Who
Fintech News

Dr. Dennis Noss Is Recognized By Continental Who’s Who

Fintech News Desk
by Fintech News Desk0
Dr. Dennis Noss, MSc., Enrolled IRS Agent and Managing Principal of Cayman Capital Management, Inc, is being recognized by Continental Who’s Who as a Distinguished Executive for his unique work with Retirement Strategies that Minimize Federal Taxation while Maximizing Leveraged Income to Increase Net Worth, and with strategies that can Delay......
Chris Shepler Joins FTC as VP & Investment Officer
Finance Investments News

Chris Shepler Joins FTC as VP & Investment Officer

Fintech News Desk
by Fintech News Desk0
Fiduciary Trust Company, an independent wealth advisor and investment management firm for high-net-worth individuals and nonprofits, is pleased to announce the hiring of Chris Shepler, CFA, as a Vice President & Investment Officer. “We are very pleased to have Chris join our team at Fiduciary Trust” Shepler brings over 25 years......
Northern Trust Strengthens Chicago Commercial Banking Team
Banking News

Northern Trust Strengthens Chicago Commercial Banking Team

Fintech News Desk
by Fintech News Desk0
Adam Kerbis Joins as Banking Relationship Advisor Northern Trust announced that Adam Kerbis has joined the firm as a Senior Vice President and Banking Relationship Advisor on the Commercial Banking team based in Chicago. He will be responsible for growing the family-owned beverage client base by customizing loan, deposit and treasury......
Applied Real Intelligence
Fintech Investments News

Applied Real Intelligence (“A.R.I.”) Hires Chief Marbumrung, a leading Technology Banker and Credit Risk Professional, to Lead San Francisco Bay Area Expansion

Fintech News Desk
by Fintech News Desk0
Applied Real Intelligence (“A.R.I.”), a venture debt investment firm that provides innovative financing solutions to successful VC-backed companies, announced the hiring of Chief Marbumrung as Managing Director, Investments. Mr. Marbumrung will report to Zack Ellison, A.R.I.’s Founder and Managing General Partner, and will be based in San Francisco, California, where he will lead......
Skan Secures $14 Million Series A to Expand AI-Driven Process Discovery to Enable the Digital Transformation of the Enterprise
Blockchain Fintech News

RocketFuel Blockchain Engages IR Specialists Force Wealth

Fintech News Desk
by Fintech News Desk0
RocketFuel Blockchain, Inc. (OTC: RKFL) (“RocketFuel” or the “Company”), a developer of blockchain-based check-out technologies for eCommerce and brick and mortar retailers, today announced it has engaged investor relations specialists, Force Wealth. Representing the world’s largest community of Ultra High Net Worth Individuals, Foundations, and Endowments, Force Wealth will be......
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