Tag : Chief Investment Officer

Opto Investments Closes AI Fund Focused on Next-Gen Innovation
Artificial Intelligence Investment Services News

Opto Investments Closes AI Fund Focused on Next-Gen Innovation

Business Wire
by Business Wire0
The strategy provides fiduciaries with differentiated private markets access to the companies merging AI innovation with real-world applications Opto Investments (“Opto”) is announcing the close of its AI-focused venture fund (“AI Fund”). Opto is a platform that helps RIAs and family offices build proprietary private markets funds, and creates its own vehicles......
SEI Appoints Nathan Shetty as Chief Investment Officer
Finance Investment Services News

SEI Appoints Nathan Shetty as Chief Investment Officer

PR Newswire
by PR Newswire0
Appointment Supports Evolution of SEI’s Asset Management Strategy and Global Investment Platform SEI® announced the appointment of Nathan Shetty as Chief Investment Officer (CIO), effective June 1, 2026. In this role, Shetty will lead SEI’s global investment organization and help advance the company’s asset management strategy, with a focus on delivering......
Bloomberg Expands Exchange-for-Physical Offering for the Australian Markets
Finance News Trading

Bloomberg Expands Exchange-for-Physical Offering for the Australian Markets

PR Newswire
by PR Newswire0
EFP trading enhancement deepens Bloomberg’s investment in Australia Bloomberg announced a marked expansion of its electronic trading solution for the Australian markets, with a significant enhancement of its Exchange-for-Physical (EFP) trading workflow. The first such EFP transaction was completed yesterday, supported by Bloomberg Electronic Markets, with HESTA taking part in......
Wall Street Veteran Iggy Ioppe Joins Theo as Chief Investment Officer
Finance Investments News

Wall Street Veteran Iggy Ioppe Joins Theo as Chief Investment Officer

PR Newswire
by PR Newswire0
Theo, the institutional platform connecting onchain capital to global financial markets, announced the appointment of Iggy Ioppe as Chief Investment Officer. Ioppe brings more than two decades of experience across technology, hedge funds, and global financial markets: Co-Founder and CEO of Location Labs, acquired for $220MM by AVG Head of......
Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office
Finance Investment Services News

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Business Wire
by Business Wire0
Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO). “GFO is dedicated to supporting families who have worked diligently to create lasting legacies, and they deserve an investment strategy that matches their commitment and complexity” Kirr will oversee investment strategy for GFO,......
Banking Finance News

Cross River Upsizes Revolving Credit Facility with Upgrade to $250 Million, Deepening Multi-Year Partnership with $7.3 Billion Consumer Fintech Leader

Business Wire
by Business Wire0
Expansion underscores the Bank’s commitment to scaling alongside innovative partners in the consumer lending ecosystem Cross River Bank (“Cross River”), a technology infrastructure provider that offers embedded financial solutions, announced it has upsized its existing revolving credit facility with Upgrade, Inc. (“Upgrade”) from $150 million to $250 million. The facility,......
Ashcroft Capital Announces Acquisition of Birchstone Cedar Ridge
Investments News

Ashcroft Capital Announces Acquisition of Birchstone Cedar Ridge

PR Newswire
by PR Newswire0
Class-A Community in the Dallas-Fort Worth Metroplex Features 360 Homes Ashcroft Capital, a fully integrated multifamily investment firm, announced its acquisition of Birchstone Cedar Ridge, a luxury garden-style community in Dallas built in 2024. Ashcroft’s affiliate property management arm, Birchstone Residential, is now providing services for the residents of the......
RavenPack secures strategic investment from Financial Times and integrates premium FT content into AI platform
Finance Investments News

RavenPack secures strategic investment from Financial Times and integrates premium FT content into AI platform

PR Newswire
by PR Newswire0
FT Ventures invests in RavenPack as institutional clients gain access to decades of trusted financial journalism for building next-generation AI agents, through Bigdata.com. RavenPack, the leader in AI and big data analytics for financial services, announced a strategic partnership with the Financial Times that includes an investment from FT Ventures......
DeFi Technologies Reports an Arbitrage Trade of $3.2 Million by DeFi Alpha
Digital Asset Management News Trading

DeFi Technologies Reports an Arbitrage Trade of $3.2 Million by DeFi Alpha

PR Newswire
by PR Newswire0
Arbitrage Trade Execution: DeFi Alpha, DeFi Technologies’ specialized arbitrage trading desk, generated a one-time return of approximately $3.2 million from an arbitrage trade, highlighting its ability to capture value in volatile market conditions. Strengthened Financial Position: The return from this trade will be reflected in the Company’s Q4 2025 financial statements, enhancing DeFi Technologies’ overall liquidity and......
Apollon Wealth Management Names Eric Sterner as Chief Investment Officer
Finance News

Apollon Wealth Management Names Eric Sterner as Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Sterner joins the firm with 25 years of financial services experience, building and scaling innovative investing offerings Apollon Wealth Management, a fast-growing registered investment advisor (RIA), announced today that it has hired Eric Sterner, CFA, MBA, CAIA, FRM, CIPM, as the firm’s Chief Investment Officer. Mr. Sterner brings more than 25......
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