Search Results for: portfolio management

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......
Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.
Investment Services Investments News

Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors’ Tennessee Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of HawsGoodwin Investment Management, Inc. d/b/a HawsGoodwin Wealth, (“HawsGoodwin”), a respected wealth management firm located in Franklin, Tennessee. HawsGoodwin......
Horizon Technology Finance Provides Fourth Quarter 2021 Portfolio Update
Capital Markets Finance News Technology

Horizon Technology Finance Provides Fourth Quarter 2021 Portfolio Update

Fintech News Desk
by Fintech News Desk0
-Horizon Platform Originates $118 Million of New Loans in Q4, Including $80 Million of New Loans for HRZN – -HRZN Grows Loan Portfolio by $109 Million in 2021 – -Horizon Platform Ends 2021 with Committed Backlog of $153 Million, Including $125 Million in HRZN Commitments  Horizon Technology Finance Corporation a......
Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management
Finance Investment Services News

Merit Financial Advisors Completes Merger with Biltmore Capital Advisors and Stone Creek Capital Management

Fintech News Desk
by Fintech News Desk0
The partnership enhances Merit’s presence in South Florida and New Jersey, adding $557M in assets under management and a new line of business, which facilitates margin lending, reporting, and other consulting services to families, representing $1.6 billion in assets Merit Financial Advisors, a Georgia-based financial advisory firm that specializes in financial......
Riparian Capital Partners Secures $54.7 Million In Financing Two Single-Family Rental Portfolios in Baltimore
Capital Markets Fintech News

Riparian Capital Partners Secures $54.7 Million In Financing Two Single-Family Rental Portfolios in Baltimore

Fintech News Desk
by Fintech News Desk0
Eastern Union Delivers Financing for a Total of 461 Two Single-Family Rental Units Riparian Capital Partners of Chevy Chase, MD has secured $54.7 million in financing for two portfolios encompassing 461 single-family rental (SFR) units in Baltimore. Latest Fintech Insights: Aditum Alts Files Patent At Nexus Of Private Markets and Blockchain The financing was arranged by......
ReadyWorks Secures $8M in Series A Funding Led By Credit Suisse Asset Management's NEXT Investors
Digital Asset Management Investment Services News

ReadyWorks Secures $8M in Series A Funding Led By Credit Suisse Asset Management’s NEXT Investors

Fintech News Desk
by Fintech News Desk0
Company Accelerates Growth of its Digital Platform Conductor (DPC) Technology, Enabling Businesses to Transform IT Operations, Reduce Risk ReadyWorks, a digital platform conductor (DPC) that leverages AI and intelligent automation to reduce the risk and costs of IT infrastructure transformation, announced that it has closed $8 million in Series A financing......
Unifimoney Announces Integration with Q2's Digital Banking Platform
Finance News

Unifimoney Announces Integration with Q2’s Digital Banking Platform to Offer Digital Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions can now access Unifimoney’s digital wealth management services via Q2 Innovation Studio Unifimoney, a turnkey digital wealth management platform, announced its availability within the Q2 Innovation Studio, making its trading platform pre-enabled to 450+ financial institutions (FIs) on the Q2 digital banking platform. As banks and credit unions......
Silicon Ranch Raises $775 Million in Equity Funding Led by Manulife Investment Management
Investments News

Silicon Ranch Raises $775 Million in Equity Funding Led by Manulife Investment Management

Fintech News Desk
by Fintech News Desk0
Independent power producer has raised $1 billion in the past year to fund its rapid growth across North America Silicon Ranch Corporation, one of the largest independent power producers in the US., announced that it has raised $775 million in new equity capital. Manulife Investment Management, on behalf of Manulife Infrastructure......
Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management
Investments News

Voya Investment Management Completes Acquisition of the Investment Advisory Business of Tygh Capital Management

Fintech News Desk
by Fintech News Desk0
Voya Investment Management, the asset management business of Voya Financial, Inc., has completed its previously announced acquisition of the investment advisory business and certain other assets of small-cap growth specialist Tygh Capital Management (TCM). “I’d like to welcome the entire TCM team to Voya” Founded in 2004 in Portland, Oregon, TCM......
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