Search Results for: Financial Advisor

HCI Equity Partners Promotes Lisa Costello to Chief Administrative Officer and Amy Stremmel to Chief Financial Officer
B2B News

HCI Equity Partners Promotes Lisa Costello to Chief Administrative Officer and Amy Stremmel to Chief Financial Officer

Fintech News Desk
HCI Equity Partners (“HCI”), a leading lower middle market private equity firm that partners with founder-owned distribution, manufacturing and B2B service companies, announced today the promotions of Lisa Costello to Chief Administrative Officer (“CAO”), a newly created position, and Managing Director, and Amy Stremmel to Chief Financial Officer (“CFO”). Latest Fintech News: PayBito to Provide......
Digital Banking Platform Cogni Expands Executive Team To Integrate Web3 and Financial Services
Banking News

Digital Banking Platform Cogni Expands Executive Team To Integrate Web3 and Financial Services

Fintech News Desk
Pioneer fintech appoints Crypto Expert to spearhead Web3 expansion and regulatory compliance Cogni, the lifestyle-focused banking platform bridging the gap between Web2 and Web3, has announced a new addition to its leadership team. Simon Grunfeld, a seasoned product innovator in the cryptocurrency and NFT industries, is joining Cogni as VP......
Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
Hagerty Appoints Patrick McClymont as new Chief Financial Officer, Announces Planned Retirement and Transition for Longtime CFO Fred Turcotte
Finance News

Hagerty Appoints Patrick McClymont as new Chief Financial Officer, Announces Planned Retirement and Transition for Longtime CFO Fred Turcotte

Fintech News Desk
Hagerty (HGTY) announced today that Patrick McClymont has been named Hagerty’s next Chief Financial Officer, effective September 6, 2022. He will succeed current CFO Fred Turcotte, who will retire but will remain with the company in a senior advisor role through 2023 to help ensure a seamless transition. Latest Fintech News: Cashfree Payments Partners with......
Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform
Finance News

Advisor Group Welcomes Brian Falconer with $203 Million in Assets to its Platform

Fintech News Desk
Boston-based OSJ Affiliates with Advisor Group Through SagePoint Financial From Securian Financial Services Advisor Group Inc., the nation’s largest network of independent wealth management firms, announced the successful recruitment of Brian Falconer and his team of 16 registered representatives to its platform. Wealth Management Resource Group, with $203 million in total client assets,......
BitOoda Partners with CoreWeave to Deliver High Performance Compute Solutions for Financial Markets
Banking Investments News

BitOoda Partners with CoreWeave to Deliver High Performance Compute Solutions for Financial Markets

Fintech News Desk
BitOoda, a pioneering Digital Asset investment Bank, announced a partnership with CoreWeave, the leading specialized cloud provider of high-performance compute solutions. Latest Fintech News: Anaptyss helps Global Banking and Financial Services Institutions Deliver Exceptional Customer Experiences The partnership will accelerate the penetration of CoreWeave’s services for compute-heavy workloads in financial applications.......
BIGG Digital Assets Inc. Hires Hybrid Financial to Provide Investor Relations and Consulting Services
Digital Asset Management News

BIGG Digital Assets Inc. Hires Hybrid Financial to Provide Investor Relations and Consulting Services

Fintech News Desk
BIGG Digital Assets Inc. , owner of Netcoins, the online cryptocurrency brokerage that makes it easy for Canadians to buy, sell, and understand cryptocurrency, and owner of Blockchain Intelligence Group (blockchaingroup.io) (“BIG”), a leading developer of blockchain technology search, risk-scoring and data analytics solutions, is pleased to announce Hybrid Financial,......
FTI Consulting Expands Financial Services Practice in North America with Two Senior Hires
Banking Finance News

FTI Consulting Expands Financial Services Practice in North America with Two Senior Hires

Fintech News Desk
FTI Consulting, Inc. announced continued investment in its Financial Services practice within the Forensic and Litigation Consulting segment with the appointment of Sepideh Rowland as a Senior Managing Director and Gabriel Hidalgo as a Managing Director. Latest Fintech News: Blockchain Protocol for Metaverses, Meta0, to Launch at Gamescom Ms. Rowland, who......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
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