Tag : wealth management

New Hire Announcement- Managing Director of Investment Banking
Banking Investments News

New Hire Announcement- Managing Director of Investment Banking

Fintech News Desk
by Fintech News Desk0
Revere Securities is pleased to announce that Joe Giamichael will be joining the firm as Managing Director of Investment Banking. More recently Mr. Giamichael was a Managing Director of Investment Banking at Kingswood Capital Markets (now EF Hutton). Mr. Giamichael has over 20 years of capital markets experience, half of which was......
Northern Trust Strengthens Chicago Commercial Banking Team
Banking News

Northern Trust Strengthens Chicago Commercial Banking Team

Fintech News Desk
by Fintech News Desk0
Adam Kerbis Joins as Banking Relationship Advisor Northern Trust announced that Adam Kerbis has joined the firm as a Senior Vice President and Banking Relationship Advisor on the Commercial Banking team based in Chicago. He will be responsible for growing the family-owned beverage client base by customizing loan, deposit and treasury......
XML Financial Group Completes Merger with Collins Investment Group
Investments News

XML Financial Group Completes Merger with Collins Investment Group

Fintech News Desk
by Fintech News Desk0
Rockville-based advisory firm expands wealth management team, footprint in D.C. metro area XML Financial Group (XML), an independent wealth and investment management firm with offices in Maryland, Virginia and Colorado, is pleased to announce it has completed its merger with Collins Investment Group (CIG), a wealth management practice in Bethesda, Maryland.......
Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team
Banking Finance Fintech News

Huntington Hires Michael Maeser To Lead Twin Cities Wealth Management Team

Fintech News Desk
by Fintech News Desk0
Huntington Bank announced that Michael Maeser has joined the company as the Minneapolis-St. Paul area executive for its wealth-management arm, the Huntington Private Bank. He previously served as the longtime leader of Wells Fargo’s wealth-management business in the Twin Cities. In his new role, Maeser will oversee all aspects of the Huntington Private Bank’s......
StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
Qualis Capital Commences SSO Integration with Envestnet
Finance Investments News

Qualis Capital Commences SSO Integration with Envestnet

Fintech News Desk
by Fintech News Desk0
Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors Qualis Capital LLC announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.......
Basketball Star Cade Cunningham Partners With BlockFi
Fintech News

Basketball Star Cade Cunningham Partners With BlockFi

Fintech News Desk
by Fintech News Desk0
Exclusive partnership to focus on cryptocurrency education, financial literacy, and democratized access to investing and saving BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, announced an exclusive, multi-year partnership with Cade Cunningham, a former member of the Oklahoma State University Men’s Basketball......
CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ
Fintech Investments News

CAIS Welcomes Michelle Browning as Director of Business Development for CAIS IQ

Fintech News Desk
by Fintech News Desk0
Browning’s industry network and experience to accelerate growth of learning platform for the wealth management community CAIS, the leading alternative investment platform, has added Michelle Browning as its Director of Business Development for the CAIS IQ learning platform. “CAIS’s strong advisor adoption rates and accelerated growth allow us to attract......
Lafayette Square Hires Britt Stackhouse as Managing Director of Credit Origination in the Gulf Coast Region
Banking Fintech Investments News

Lafayette Square Hires Britt Stackhouse as Managing Director of Credit Origination in the Gulf Coast Region

Fintech News Desk
by Fintech News Desk0
Lafayette Square, an impact investment platform, announced today that Britt Stackhouse has been appointed managing director, concentrating on origination and business development for Lafayette Square’s credit strategy along the Gulf Coast. In this role, Stackhouse will help Lafayette Square source opportunities to provide capital to local businesses within Texas, Louisiana, Oklahoma, and Arkansas. “Britt’s twenty years......
iCapital Network Announces Relationship with Bridgewater Associates
Fintech News

iCapital Network Announces Relationship with Bridgewater Associates

Fintech News Desk
by Fintech News Desk0
Advisors and Family Offices Will Now Be Able to Access Bridgewater’s Strategies via an iCapital Technology Solution iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced the expansion of its relationship with Bridgewater Associates (“Bridgewater”), a......
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