Tag : Chief Investment Officer

Savvy Wealth Launches Proprietary Private Markets Program for Independent Advisors
Finance Investments News

Savvy Wealth Launches Proprietary Private Markets Program for Independent Advisors

Business Wire
by Business Wire0
The multi-vintage program gives advisors access to curated private markets managers, beginning with venture capital and growth equity Savvy Wealth, an AI-native registered investment advisor (RIA) for independent financial advisors, announced the launch of a proprietary private markets program for advisors on its platform. The multi-vintage program will open access......
M&T Bank and Wilmington Trust Name Brian Green New Chief Investment Officer
Finance Investment Services News

M&T Bank and Wilmington Trust Name Brian Green New Chief Investment Officer

PR Newswire
by PR Newswire0
Industry veteran to direct Investment Strategy across M&T Bank and Wilmington Trust M&T Bank Corp. announced that Brian Green has been named Chief Investment Officer for M&T Bank and Wilmington Trust effective. In this role, Green will lead the Asset Management team, which brings together economists, strategists, researchers and portfolio managers......
Zip US Announces Expansion of Banking Partnerships to Support Long-Term Growth
Banking Finance News

Zip US Announces Expansion of Banking Partnerships to Support Long-Term Growth

Business Wire
by Business Wire0
Zip Co, the digital financial services company offering innovative, people-centered products for everyday Americans, announced a second banking partnership with Column N.A., a nationally chartered bank. Read More on Fintech : Global Fintech Interview with Shai Gabay, CEO at Trustmi Under the new partnership, Column N.A. will serve as a bank partner......
Galaxy Plans to Expand Its Presence in Japan, Intends to Appoint Shingo Ide as Chief Partnership Officer for Japan
Finance News

Galaxy Plans to Expand Its Presence in Japan, Intends to Appoint Shingo Ide as Chief Partnership Officer for Japan

EIN Presswire
by EIN Presswire0
Christopher Ferraro, President and Chief Investment Officer of global digital asset and financial services company Galaxy Digital Inc. (GLXY, hereinafter “Galaxy”), recently held in-depth discussions with Japanese market research veteran Shingo Ide on developments in Japan’s financial markets, institutional partnerships, and long-term opportunities in the digital asset industry. Under the......
Selective Insurance Names Vaibhav Kalia Chief Investment Officer
Finance InsurTech News

Selective Insurance Names Vaibhav Kalia Chief Investment Officer

Business Wire
by Business Wire0
Selective Insurance Group, Inc. announced the appointment of Vaibhav (Vaib) Kalia as Executive Vice President and Chief Investment Officer, effective immediately. Mr. Kalia has served as Interim Chief Investment Officer since June 2026. In this role, Mr. Kalia oversees Selective’s investment portfolio and investment-related matters of the organization’s employee benefit......
Polly Launches Next-Gen Hedge System, Completing PollyOS: One Live, Loan-Level Source of Truth for Mortgage Capital Markets
Fintech Mortgage News

Polly Launches Next-Gen Hedge System, Completing PollyOS: One Live, Loan-Level Source of Truth for Mortgage Capital Markets

Business Wire
by Business Wire0
PollyOS vertically integrates the full capital markets lifecycle on one data foundation, with every basis point attributed from rate sheet through settlement Polly, the only AI-native, vertically integrated mortgage capital markets operating system, introduced PollyOS, completed by the launch of Polly Hedge. With next-gen Hedge joining Polly’s AI-native Product, Pricing,......
Lightstone DIRECT Surpasses $225 Million in Total Investment Volume Less Than a Year After Launch
Finance Investments News

Lightstone DIRECT Surpasses $225 Million in Total Investment Volume Less Than a Year After Launch

PR Newswire
by PR Newswire0
The platform’s fourth offering, Arlington Industrial, brings the platform to approximately $225 million in total investment volume across three asset classes Lightstone DIRECT has met every targeted monthly distribution to date Lightstone DIRECT, a real estate investment platform built for high-net-worth individuals searching for institutional-quality opportunities without institutional barriers, announced......
CVC Marathon Promotes Karen Lau to Partner
Credit Bureaus Investments News

CVC Marathon Promotes Karen Lau to Partner

Business Wire
by Business Wire0
CVC Marathon, a leading global Private and Public Credit manager and part of the CVC Group, announced the promotion of Karen Lau to Partner. Ms. Lau is the Portfolio Manager of CVC Marathon’s CLO & Leveraged Loans investment program. Read More on Fintech : Global FinTech Interview: AI and the future of......
Jennifer Fox Bensimon Named Head of Co-Investments at Partners Capital
Finance Investments News

Jennifer Fox Bensimon Named Head of Co-Investments at Partners Capital

Business Wire
by Business Wire0
Partners Capital Investment Group (“Partners Capital”), a leading global investment office with over $84 billion in assets under management1, announced the appointment of Jennifer Fox Bensimon as head of the firm’s Co-Investment program. Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena......
CoinShares Completes Acquisition of Bastion Asset Management
Finance Investments News

CoinShares Completes Acquisition of Bastion Asset Management

GlobeNewswire
by GlobeNewswire0
CoinShares PLC, a leading global asset manager specialising in digital assets, announced that it has completed the acquisition of Bastion Asset Management Limited (“Bastion”). The business now operates as CoinShares Alternatives and continues to be led by the two executives who ran it at Bastion: Philip Scott, formerly Bastion’s Chief......
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