Search Results for: senior advisor

First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF
Investment Services News

First Trust Advisors L.P. Announces Distribution for First Trust Income Opportunities ETF

Business Wire
by Business Wire0
First Trust Advisors L.P. (“FTA”) announces the declaration of the monthly distribution for First Trust Income Opportunities ETF, advised by FTA. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics FTA is a federally registered investment advisor and serves as the Fund’s investment......
Marsh McLennan Announces Pricing of $1.6 Billion Senior Notes Offering
Investment Services News

Marsh McLennan Announces Pricing of $1.6 Billion Senior Notes Offering

Business Wire
by Business Wire0
Marsh McLennan announced that it has priced $600,000,000 aggregate principal amount of its 5.400% Senior Notes due 2033 (the “2033 Notes”) and $1,000,000,000 aggregate principal amount of its 5.700% Senior Notes due 2053 (the “2053 Notes” and, together with the 2033 Notes, the “Notes”). The Company intends to use the......
Evercore Adds Giuseppe Monarchi and Laurence Hainault as Senior Managing Directors in its Communications and Digital Infrastructure Investment Banking Business
Banking News

Evercore Adds Giuseppe Monarchi and Laurence Hainault as Senior Managing Directors in its Communications and Digital Infrastructure Investment Banking Business

Business Wire
by Business Wire0
Evercore announced that Giuseppe Monarchi and Laurence Hainault have joined the firm as senior managing directors to lead its Communications and Digital Infrastructure investment banking business in Europe, the Middle East and Africa. They are being joined at Evercore by Managing Director Francesco Gurrieri and a team of highly experienced......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
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Barclays Adds Two Senior Technology Investment Banking Leaders

Fintech Staff Writer
by Fintech Staff Writer0
Ms. Taylor as Global Head of Internet Coverage and Ms. Chan as a new Managing Director are the latest strategic hires for Barclays and demonstrate a continued commitment to investing in industry-leading talent in the Corporate and Investment Bank. Ms. Taylor joins Barclays after over 20 years in technology banking,......
eCurrency Launches Consulting and Advisory Services
Currency Exchange News

eCurrency Launches Consulting and Advisory Services

PR Newswire
by PR Newswire0
eCurrency Mint Inc announces the launch of Consulting and Advisory Services for the feasibility, design, plan and implementation of Central Bank Digital Currency (CBDC). The service provides access to senior-level career central bankers, world renowned economists and recognized thought leaders with real-world experiences in the design, implementation and operationalization of......
Credit Union Industry Veteran Steve Langley Joins Sievewright & Associates, an SRM Company, as Managing Director, Strategic Advisory Services
Fintech News

Credit Union Industry Veteran Steve Langley Joins Sievewright & Associates, an SRM Company, as Managing Director, Strategic Advisory Services

Business Wire
by Business Wire0
Sievewright and Associates, an SRM Company, announced the hiring of Steve Langley as Managing Director, Strategic Advisory Services. Latest Fintech Interview: Global Fintech Interview with Marc Kuzak, Vice President of Legal at Yapily “It’s thrilling to share that Steve Langley is now part of my team” In this new role,......
Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth
Fintech News

Verdence Capital Advisors Acquires Naples, FL-Based Vantage Private Wealth

Business Wire
by Business Wire0
Vantage founder Matthew Pietzak and team are now part of Verdence, which expands its presence with first office in Florida Verdence Capital Advisors, a leading private wealth advisory firm, is announcing that it has acquired Vantage Private Wealth, a Naples, FL-based wealth management firm catapulting Verdence to over $3.4B in......
Sonida Senior Living Strengthens Financial Position and Enhances Leadership Team
Fintech News

Sonida Senior Living Strengthens Financial Position and Enhances Leadership Team

Business Wire
by Business Wire0
Completes initial phase of debt restructuring covering 49 assets financed by Fannie Mae and Ally Bank Fannie Mae agreement will result in approximately $40 million of additional free cash flow over the next three years Conversant Capital, Sonida’s largest shareholder, provides $13.5 million equity commitment, available to Sonida at its......
Clear Street to Launch Investment Banking Business, Strategic Advisory Services
Banking News

Clear Street to Launch Investment Banking Business, Strategic Advisory Services

Business Wire
by Business Wire0
Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area Clear Street, a New York-based independent prime broker, announced that it has hired a team of experienced investment bankers who will build an investment banking and advisory offering. Upon regulatory approval, the......
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