Search Results for: Financial Advisor

Altafid Launches First Fiduciary Financial Services Marketplace
Finance News

Altafid Launches First Fiduciary Financial Services Marketplace

Fintech News Desk
State-of-the-art digital platform provides direct access to a wide range of financial services from best-in-class global institutions, building a marketplace where different industry players, from custodians to financial planners, interact Firm’s proprietary technology enables greater access, lower fees, and broader availability of products and services for the world’s growing investor......
Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC
Banking Investment Services News

Red Mountain Announces Launch of Investment Banking Platform Serving Middle Market Companies Red Mountain Capital Advisors LLC

Fintech News Desk
Red Mountain Capital Partners LLC announced the launch of Red Mountain Capital Advisors LLC (“RMCA”) and Red Mountain Securities LLC (“RMS”), an investment banking platform focused exclusively on providing advisory services for middle market public and private companies and their owners. RMCA and RMS represent the evolution of Red Mountain......
Parsons Promotes Matt Ofilos to Chief Financial Officer; Names George Ball and Ellen Lord to Board of Directors
Finance News

Parsons Promotes Matt Ofilos to Chief Financial Officer; Names George Ball and Ellen Lord to Board of Directors

Fintech News Desk
Parsons Corporation has named Matt Ofilos as the company’s chief financial officer (CFO). Ofilos, who previously served as Parsons’ executive vice president of finance, succeeds George Ball, who served as CFO since 2008 and will remain in an advisory capacity through September 2022. Ofilos brings more than 20 years of......
Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations
Finance News

Edelman Launches Edelman Smithfield Globally to Focus on the Financial Markets and Strategic Situations

Fintech News Desk
Financial communications boutique brings together approximately 250 financial market specialists in more than 25 cities and 15 countries Edelman announced the global launch of Edelman Smithfield, a financial communications boutique that specializes in the financial markets and strategic situations, serving clients in the United States, EMEA, Asia and beyond. The......
Voya Financial Completes Transfer of Majority of Allianz Global Investors US Business Begins New Strategic Distribution Partnership
Finance News

Voya Financial Completes Transfer of Majority of Allianz Global Investors US Business Begins New Strategic Distribution Partnership

Fintech News Desk
Voya Financial, Inc, announced  that it has completed its previously announced transfer of certain assets and teams comprising the substantial majority of Allianz Global Investors’ (“AllianzGI”) U.S. business (“AGI U.S.”) to Voya Investment Management (“Voya IM”), the asset management business of Voya Financial. AllianzGI and Voya Financial announced on June......
Guggenheim Securities Expands Financial Services Investment Banking Practice With the Addition of James Blanco
Banking News

Guggenheim Securities Expands Financial Services Investment Banking Practice With the Addition of James Blanco

Fintech News Desk
Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced that James Blanco has joined the firm’s Financial Institutions Group (FIG) as a Senior Managing Director. Mr. Blanco focuses on advising diversified financial services companies. Latest Fintech News: Financial Partners Credit Union Selects Upstart for Personal Lending “We......
AIkido Pharma, Inc. Hires Carlos Aldavero to Lead Financial Services Subsidiary
Finance News

AIkido Pharma, Inc. Hires Carlos Aldavero to Lead Financial Services Subsidiary

Fintech News Desk
Morgan Stanley Executive Joins Dominari Financial, Inc. on July 22, 2022 Anthony Hayes, CEO of AIkido Pharma Inc. announced the hiring of Carlos Aldavero as President of Dominari Financial, the recently formed financial services subsidiary of AIkido. Mr. Aldavero joins Dominari from Morgan Stanley where he was Associate Complex Manager overseeing one......
Vistra Appoints Kris Moldovan as Chief Financial Officer
Finance News

Vistra Appoints Kris Moldovan as Chief Financial Officer

Fintech News Desk
Vistra announced that its board of directors has appointed company veteran Kris Moldovan as its next chief financial officer, effective Aug. 1. Moldovan assumes the CFO role from Jim Burke, who, as previously announced, will transition to chief executive officer on Aug. 1. Moldovan’s appointment marks the completion of Vistra’s search process. Latest Fintech News: Financial Partners Credit......
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Banking News

InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth

Fintech News Desk
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients InvestCloud, the global leader in digital transformation for the financial industry, announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients. Latest......
RenovoRx Appoints James Ahlers as Chief Financial Officer
Finance News

RenovoRx Appoints James Ahlers as Chief Financial Officer

Fintech News Desk
Expands Finance Team with Addition of Ronald B. Kocak, CPA as Vice President and Controller RenovoRx, Inc. a biopharmaceutical company and innovator in targeted cancer therapy is announcing the appointment of James Ahlers as Chief Financial Officer (CFO), effective July 15, 2022, and the addition of Ronald B. Kocak as......
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