Search Results for: senior advisor

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
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......
One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council
Digital Asset Management Economy Fintech News

One River Digital Asset Management Welcomes Jason Cummins to Its Academic and Regulatory Advisory Council

Fintech News Desk
by Fintech News Desk0
One River Digital Asset Management (together with its parent, One River Asset Management) announced the addition of Jason Cummins to the firm’s Academic and Regulatory Advisory Council. Latest Fintech Insights: Church Mutual Announces Leadership Promotions Mr. Cummins brings a wealth of public and private sector experience to One River’s Advisory Council, having served as both......
eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners
Finance News

eMoney Advisor Expands University Program to Empower the Next Generation of Financial Planners

Fintech News Desk
by Fintech News Desk0
In 2021, eMoney added 18 new universities and certified more than 600 participants eMoney Advisor, a leading provider of technology solutions and services that help people talk about money, announced immense growth of its University Program. In 2021, 18 new universities joined the University Program – for a total of......
Atlassian Acquires Percept.ai, Continues Investing In Jira Service Management Offering
Cryptocurrency News

Eaglebrook Advisors Partners With Halbert Hargrove Global Advisors To Provide Clients With Access to Bitcoin and Crypto SMAs

Fintech News Desk
by Fintech News Desk0
Eaglebrook Advisors (“Eaglebrook”), the largest separately managed account (“SMA”) platform in the crypto market, announced it has partnered with Halbert Hargrove Global Advisors, a fiduciary investment management and wealth advisory firm with approximately $2.7 billion assets under management, to broaden the selection of bitcoin and crypto investment strategies available to their......
SVB Financial Group's Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets
Fintech News

SVB Financial Group’s Expansion into Tech Investment Banking Continues with New Senior Bankers and the Launch of Technology Leveraged Finance and Equity Capital Markets

Fintech News Desk
by Fintech News Desk0
SVB Financial Group, the parent of Silicon Valley Bank, today announced the continued growth of the Tech Investment Banking team with additional hires in the Internet, Consumer / Marketing Software, Fintech, and Enterprise Software sectors along with the formal launch of Technology Leveraged Finance and Equity Capital Markets capabilities. The new hires include......
Entrepreneur William Benson, Close Friend and Advisor to Billionaire Brock Pierce to Helm VirtualCons Division of Cryptocurrency and NFTs
Cryptocurrency News

Entrepreneur William Benson, Close Friend and Advisor to Billionaire Brock Pierce to Helm VirtualCons Division of Cryptocurrency and NFTs

Fintech News Desk
by Fintech News Desk0
Michael Mota, CEO of VirtualCons, Inc. announced that entrepreneur William Benson has been named president of that company’s new Crypto Currency and NFT Division. Latest Fintech Insights: Ratul Ghosh From Uber, Joins DealShare as Chief Growth Officer “The term ‘visionary’ might have been coined to describe Mr. Benson’s forward-focused, unprecedented creative approaches......
Advisor360° Welcomes New Chief Financial Officer Saša Zorović
Fintech News

Advisor360° Welcomes New Chief Financial Officer Saša Zorović

Fintech News Desk
by Fintech News Desk0
Advisor360°, a Software-as-a-Service (SaaS) provider of integrated technology for the wealth management industry, is pleased to announce that Saša Zorović is joining the company as Chief Financial Officer (CFO). Top Globalfintechseries.com Insights: Binance Labs Makes Strategic Investment in MOBOX to Bring the Gaming Platform Next Level “His fintech expertise and entrepreneurial acumen make him......
TrustToken Bolsters Senior Leadership with Veteran Wall Street and Silicon Valley Hires
DeFi News

TrustToken Bolsters Senior Leadership with Veteran Wall Street and Silicon Valley Hires

Fintech News Desk
by Fintech News Desk0
TrustToken, the team behind TrueFi, the leading unsecured lending protocol, and popular stablecoins including TrueUSD, announces the addition of Wall Street and Silicon Valley veterans to its C-suite as part of a growing focus on servicing institutional finance with its a suite of DeFi solutions. The company also onboarded former Ethworks engineers onto......
Surge Battery Metals Announces Network 1 Financial Securities as its Corporate Advisor and Investment Banker
Banking Investments News

Surge Battery Metals Announces Network 1 Financial Securities as its Corporate Advisor and Investment Banker

Fintech News Desk
by Fintech News Desk0
Surge Battery Metals Inc. is pleased to announce that it has entered into a Corporate Advisory and Investment Banking Agreement with Network 1 Financial Securities, Inc. (“Network 1”) effective October 21, 2021.  Network 1 is an experienced and independent, full-service securities firm headquartered out of Red Bank, New Jersey. Network 1 provides......
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