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Tag Archives | Investment Services

News: Salomon Brothers Expands Capital Markets Team with New Initiative in Equity Research | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Salomon Brothers has expanded its institutional capital markets division with the addition of eight senior hires, launching the firm’s equity research initiative. As other Wall Street firms reduce headcount, Salomon Brothers continues to seek qualified candidates, and these new hires solidify the bank’s commitment to hiring exceptional professionals.

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News: Palisade Capital Management Announces New Equity Partners | CitizenWire

FORT LEE, N.J. /CitizenWire/ — Palisade Capital Management, LP, an independent woman-led and majority woman-owned registered investment advisor with approximately $4.1 billion of assets under management, is pleased to announce nine new equity partners, completing an important phase of Palisade’s strategic plan and evolution.

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News: Aldy Damian the CEO of Accredas Investments announces the sale of its latest commercial transaction, Walgreens – Denver, CO MSA | CitizenWire

ROLLING HILLS ESTATES, Calif. /CitizenWire/ — Aldy Damian, CEO of Accredas Investments, announces sale and close of its latest marketed commercial property. The sale of Walgreens in Denver, CO MSA adds to the previous twelve month running gross sales proceeds totaling $71 Million dollars for the last fiscal year attributed to Accredas Investments.

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News: Leonard Jones Joins Blaylock Van, Wall Street’s Oldest Continually Operating Black-Owned Firm, as Executive Director of Municipal Banking, Public Finance | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Industry veteran Leonard Jones has been named Executive Director of Municipal Banking and Head of Public Finance for Blaylock Van, LLC, the nation’s longest-continuously operating Black-owned investment firm. In this role, he will lead the firm’s banking team and solutions for local and municipal government organizations with a focus […]

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News: Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Management Teams List – in Illinois | CitizenWire

WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has been named to the inaugural Forbes Best-in-State Wealth Management Teams list* for 2023! Legacy Wealth is a diverse team that includes Financial Advisors Fernando Ereneta, Justin Ancona, and Jennifer Secola.

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News: Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2022 | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $5.0 billion in assets under management (AUM) as of 12/31/21, has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2022. This is Barron’s seventh annual ranking of registered independent advisory firms and recognizes top advisory […]

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News: Financial Advisor Jennifer Oliverio co-hosts one of Edward Jones’ Centennial celebrations in Pueblo Colorado | CitizenWire

PUEBLO, Colo. /CitizenWire/ — St. Louis-based financial services firm Edward Jones celebrates its Centennial, marking a century of transformative growth and the positive impact it has made for clients, colleagues, communities, and society. This year and beyond, Edward Jones’ more than 50,000 colleagues across North America will join in activities that celebrate this monumental milestone […]

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News: Bellvue Rush Is Bringing the Investment Strategies of the 1 Percent to Everyone | CitizenWire

DELRAY BEACH, Fla. /CitizenWire/ — Bellvue Rush announced today that the options that have only been available to the highest earners must now be made accessible to everyone. The plan is to do so through access to information, as that has only been available to those with the best accountants to date.

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News: DaVinci Capital Partners Crafts Customized Financial Solutions for Clients Throughout Ventura County | CitizenWire

WESTLAKE VILLAGE, Calif. /CitizenWire/ — DaVinci Capital Partners offers a different approach to financial planning. Rather than directing clients towards some complicated phone tree via a 1-800 number, the firm consistently applies a personal touch. It offers financial services to clients throughout Ventura County.

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News: Southwestern Investment Group Welcomes Gary Bonner as Chief Operating Officer | CitizenWire

FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group, an independent wealth management company, today announced Gary Bonner has joined the firm as Chief Operating Officer. As an industry professional and serial entrepreneur, Gary brings more than 30 years of experience growing companies and leading cross-functional teams.

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News: Klingenstein Fields Advisors Opens New Office and Adds Senior Business Development and Advisory Resource | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors) is excited to announce the opening of an office in West Palm Beach to serve the south Florida market. The establishment of a physical presence in south Florida demonstrates the firm’s long-standing commitment to the market and provides a home base from which to operate.

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News: Southwestern Investment Group Named a Top Workplace in Middle Tennessee for Third Consecutive Year | CitizenWire

FRANKLIN, Tenn. /CitizenWire/ — Southwestern Investment Group, an independent wealth management company, today announced it was once again named to The Tennessean’s 2022 list of Top Workplaces in Middle Tennessee. The firm was also honored as a Top Workplace in the Tennessean’s 2020 and 2021 lists.

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News: Blaylock Van Partners with Seaport Global to Expand Market Reach | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently entered into a strategic partnership with Seaport Global, an independent institutional sales and trading powerhouse known for its broad global reach to institutional investors. As part of the agreement, Seaport Global recently purchased a minority stake in […]

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News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fifth year in a row – in Illinois | CitizenWire

WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list for 2022! The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms.

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News: Nine Southwestern Investment Group Advisors Named to Forbes’ 2022 List of Best-In-State Wealth Advisors | CitizenWire

FRANKLIN, Tenn. /CitizenWire/ — Jeffrey T. Dobyns, President, Bob Sircy, Jr., Senior Executive VP, Luke Aull, Senior Executive VPt, Mark Deering, Senior Executive VP, Tommy Doerfler, Senior Executive VP, John Nail, Senior Executive VP, Tyler Nace, Executive VP, Matt Atchison, Executive VP, and Michael Purifoy, Senior Executive VP, all of Southwestern Investment Group, Franklin, TN […]

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News: Fairport Wealth Announces 2022 Community Beacon Recipient | CitizenWire

CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce Beech Brook, a local behavioral health agency that empowers children and their families, as its 2022 Community Beacon. It is especially important to support the mental health needs of children and adolescents this year, and we are proud to assist Beech Brook’s mission.

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News: Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance | CitizenWire

NEW YORK CITY, N.Y. /CitizenWire/ — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street’s DE&I focus, involved four black-owned investment firms.

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News: Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021 | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron’s Top 100 RIA Firms for 2021. This is Barron’s sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

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News: Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.

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News: Rockfleet Announces Availability of CapRaize | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Rockfleet Financial Services, Inc. (“Rockfleet”) announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.

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News: Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office | CitizenWire

COLORADO SPRINGS, Colo. /CitizenWire/ — Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

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News: Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois | CitizenWire

WARRENVILLE, Ill. /CitizenWire/ — Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list.

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News: Fairport Wealth Announces 2021 Community Beacon Recipient | CitizenWire

CLEVELAND, Ohio /CitizenWire/ — Fairport Wealth is pleased to announce that the Greater Cleveland Food Bank, the largest hunger relief organization in Northeast Ohio, is its 2021 Community Beacon recipient. According to Managing Partner Kenneth J. Coleman, “The pandemic has made fighting hunger an even more pressing issue and we are happy to lend a […]

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News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors | CitizenWire

NEW YORK, N.Y. /CitizenWire/ — Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.

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News: PARAGON Wealth Strategies Acquires Jacksonville-based Mellen Money Management, Creating Multi-Generational Wealth Management Firm | CitizenWire

JACKSONVILLE, Fla. /CitizenWire/ — PARAGON Wealth Strategies, a Fee-Only Registered Investment Advisor and comprehensive wealth management firm, has acquired Mellen Money Management – a fee only financial planning firm specializing in investment management and life-stages planning for growing families.

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News: Edward Jones Financial Advisor Keith Eckhardt Says Plan for the Expected – and the Unexpected | CitizenWire

COLORADO SPRINGS, Colo. /CitizenWire/ — Colorado Springs investors preparing for or living in retirement need to plan for the expected while preparing for the unexpected − and position their investment portfolios for both, says Keith Eckhardt, an Edward Jones Advisor in Colorado Springs, Colorado.

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NEWS: FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions

NEW YORK, N.Y., Sept. 18, 2020 (SEND2PRESS NEWSWIRE) — Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.

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NEWS: Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

NEW YORK, N.Y., Aug. 26, 2020 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).

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NEWS: MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’ Lackluster Fiscal 2019 Performance

SUMMIT, N.J. / LONDON / TOKYO, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) — Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, “Measuring the Ivy 2019: […]

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NEWS: Fairport Wealth Announces 2020 Community Beacon Recipient

CLEVELAND, Ohio, Feb. 19, 2020 (SEND2PRESS NEWSWIRE) — Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.

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NEWS: Best Financial Life Launches Deliberate Money Moves Podcast

DANVILLE, Calif., Jan. 21, 2020 (SEND2PRESS NEWSWIRE) — Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how […]

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