Chartered Financial Analyst

Quaker Houghton Announces CFO Transition

Retrieved on: 
Donnerstag, Mai 9, 2024
Corporate finance, CFO, Polaris Inc., Information technology, CPA, Consumables, KWR, CFA, Chartered Financial Analyst, Boston Scientific, Certified Public Accountant, Growth, Management

CONSHOHOCKEN, Pa., May 9, 2024 /PRNewswire/ -- Quaker Houghton ("the Company"; NYSE: KWR) announced today that it has appointed Tom Coler as Executive Vice President and Chief Financial Officer effective June 10, 2024.

Key Points: 
  • CONSHOHOCKEN, Pa., May 9, 2024 /PRNewswire/ -- Quaker Houghton ("the Company"; NYSE: KWR) announced today that it has appointed Tom Coler as Executive Vice President and Chief Financial Officer effective June 10, 2024.
  • Mr. Hostetter will remain at the company through August 4, 2024, to ensure an orderly transition.
  • He has demonstrated success as a CFO as well as in various financial leadership roles at both public and private companies.
  • While at Quaker Houghton, Shane has improved our strong financial foundation, advanced our strategic initiatives, and helped to further unlock our growth potential.

Chandni Luthra to Join CBRE to Lead Investor Relations and Financial Planning & Analysis

Retrieved on: 
Montag, Mai 6, 2024
Professional Services, Business, Commercial Building & Real Estate, Finance, Construction & Property, Consulting, REIT, Goldman Sachs, CBRE, University, CBRE Group, Chartered Financial Analyst, Hansraj College, Research, MBA, Delhi University, IBS

CBRE Group, Inc. (NYSE: CBRE) today announced that Chandni Luthra will join the company on June 3 as Executive Vice President with responsibility for Investor Relations and Financial Planning & Analysis.

Key Points: 
  • CBRE Group, Inc. (NYSE: CBRE) today announced that Chandni Luthra will join the company on June 3 as Executive Vice President with responsibility for Investor Relations and Financial Planning & Analysis.
  • Ms. Luthra will join CBRE from Goldman Sachs & Company, where she has worked as an equity research analyst for nearly 15 years and most recently led research coverage of 15 commercial real estate companies, including CBRE.
  • She will be a well-informed and highly engaged business partner for our leadership team,” said Emma Giamartino, CBRE’s chief financial officer.
  • Prior to Goldman Sachs, Ms. Luthra was a research consultant at Adventity Global Services, an India-based financial research company.

Palisade Capital Management Welcomes Chris Mashia to Small Cap Core and Smid Cap Core Equity Strategies

Retrieved on: 
Montag, April 29, 2024
LP, Fintech, Research, Senior, JPMorgan Chase, CFA, Financial services, Calamos Investments, Chartered Financial Analyst, Partner, Partnership

FORT LEE, N.J., April 29, 2024 /PRNewswire/ -- Palisade Capital Management, LP is pleased to announce Chris Mashia, CFA has joined the firm as Senior Vice President, Core Equity Strategies.

Key Points: 
  • FORT LEE, N.J., April 29, 2024 /PRNewswire/ -- Palisade Capital Management, LP is pleased to announce Chris Mashia, CFA has joined the firm as Senior Vice President, Core Equity Strategies.
  • Mr. Mashia will be a member of Palisade's Core Equity team, which manages the firm's flagship Small Cap Core Equity and Smid Cap Core Equity strategies.
  • Mr. Mashia brings over two decades of experience in equity research to Palisade, and specialized expertise in the financial services sector.
  • Mr. Mashia joins Palisade after the untimely passing of Partner and Core Equity team member Kyle Kavanaugh in November 2023.

Former CFA Society Colorado President Tom Riley Recruited to Join Alpha Capital Family Office

Retrieved on: 
Montag, April 22, 2024
First Data, University, ACFO, Investment, Risk, Consultant, Business, Chartered, Chartered Financial Analyst, Homelessness, UHNW, Growth, Security (finance)

DENVER, April 22, 2024 /PRNewswire/ -- Alpha Capital Family Offices (ACFO) announces that it has recruited industry veteran Tom Riley, CFA® (Chartered Financial Analyst) to join and lead portfolio management at the firm.

Key Points: 
  • DENVER, April 22, 2024 /PRNewswire/ -- Alpha Capital Family Offices (ACFO) announces that it has recruited industry veteran Tom Riley, CFA® (Chartered Financial Analyst) to join and lead portfolio management at the firm.
  • "Tom is one of the most talented portfolio managers I have seen in my four decades plus in the business," said Doug Campbell, founding partner at Alpha Capital Family Office.
  • Tom brings exceptional talent, and Alpha Capital Family Office is fortunate to have him join as an expert in portfolio management as well as a dynamic leader focused on growth."
  • Mr. Riley, who holds the Chartered Financial Analyst (CFA®) designation, previously served as President and board member at the CFA® Society Colorado.

DoiT Appoints Jake Kaldenbaugh as VP of Corporate Development and Investments

Retrieved on: 
Dienstag, März 19, 2024
Software, Technology, Professional Services, Finance, Negotiation, Growth, Chartered, Mapletree Investments, Chartered Financial Analyst, LLP, Acquisition, CA Technologies, Architecture, CFA, DevOps, Investment, Cloud computing, Accenture, Arthur Andersen, Management

DoiT International (DoiT), a leading provider of intelligent FinOps technology and unrivaled cloud expertise, today announced the appointment of Jake Kaldenbaugh to vice president, corporate development and investments.

Key Points: 
  • DoiT International (DoiT), a leading provider of intelligent FinOps technology and unrivaled cloud expertise, today announced the appointment of Jake Kaldenbaugh to vice president, corporate development and investments.
  • In this new role, Kaldenbaugh will help drive DoiT’s next stage of growth in cloud management by creating and executing strategic acquisition and investment strategies.
  • “As we look to build a robust M&A program and integration capability, I’m thrilled to welcome Jake to the DoiT team,” said Vadim Solovey, CEO at DoiT.
  • “DoiT has demonstrated excellent business momentum in recent years, and I’m excited to further accelerate this growth through strategic M&A and expansion opportunities,” said Kaldenbaugh.

Splash Beverage Group Appoints Dr. John Paglia, a Professor of Finance at Pepperdine Graziadio Business School, to Its Board of Directors

Retrieved on: 
Freitag, März 1, 2024
Pepperdine University, Bloomberg Businessweek, CPA, Certified Public Accountant, University, Gannon University, Entrepreneurship, Small business, Chartered Financial Analyst, Growth, Drug discovery, MBA, CFA, Library, Audit committee, Faculty, The Wall Street Journal, Simulations Plus, Pepperdine Graziadio Business School, Congress, CNBC, SBIC, Research, Management

Dr. Paglia, age 56, is a tenured Professor of Finance at the Pepperdine Graziadio Business School where he teaches graduate level classes on the topics of corporate finance, business valuation, and mergers and acquisitions.

Key Points: 
  • Dr. Paglia, age 56, is a tenured Professor of Finance at the Pepperdine Graziadio Business School where he teaches graduate level classes on the topics of corporate finance, business valuation, and mergers and acquisitions.
  • in Finance from Gannon University, and is a Certified Public Accountant, Chartered Financial Analyst, and is NACD Directorship Certified™.
  • "We are honored to welcome John to our board of directors," said Robert Nistico, CEO and Chairman of Splash Beverage Group.
  • As a board member, I look forward to contributing to Splash’s vision and growth while working to increase shareholder value."

Nevro Enters Into Cooperation Agreement With Engaged Capital

Retrieved on: 
Mittwoch, Februar 21, 2024
Certified Public Accountant, Senior, Research, Chartered Financial Analyst, Risk management, Strategic planning, Audit committee, Treasurer, Compensated emancipation, Master of Accountancy, Business administration, Hewlett-Packard, Arthur Andersen, Chronic pain, Executive, Relational Investors, Hewlett Packard Enterprise, Capital, Telecommunications, Financial management, Head, Management

REDWOOD CITY, Calif., Feb. 21, 2024 /PRNewswire/ -- Nevro Corp. (NYSE: NVRO), a global medical device company that is delivering comprehensive, life-changing solutions for the treatment of chronic pain, today announced that it has entered into a Cooperation Agreement with Engaged Capital, LLC ("Engaged Capital"), pursuant to which Kirt P. Karros has been appointed to Nevro's Board of Directors ("the Board") as well as the Audit Committee of the Board effective February 20, 2024.

Key Points: 
  • "We are pleased to welcome Kirt Karros to our Board.
  • He brings a wealth of finance, strategy and investment experience that will further enhance our Board," said Keith Grossman, Chairman of Nevro's Board.
  • "We appreciate our collaborative and constructive engagement with Nevro's Board and members of its executive management team and are pleased to have reached an agreement to bring Kirt into the boardroom.
  • Kirt's experience as both an investor and corporate finance professional will bring valuable experience in the areas of capital allocation and financial management that we believe will benefit all Nevro stockholders," said Glenn W. Welling, Founder and Chief Investment Officer at Engaged Capital.

Mutual of America Financial Group Names Thaddeus Pollock as Executive Vice President and Head of Value Equity

Retrieved on: 
Donnerstag, Februar 1, 2024
Certified Management Accountant, Growth, Lehman Brothers, Knowledge, Yale University, Research, Pollock, Mutual of America, FSA, Investment, Sound, Organization, Market capitalization, The Wall Street Journal, Chartered Financial Analyst, Financial adviser

NEW YORK, Feb. 1, 2024 /PRNewswire/ -- Mutual of America Financial Group , which specializes in providing retirement services and investments to organizations and individuals, is pleased to announce that Thaddeus Pollock has joined Mutual of America Capital Management LLC as Executive Vice President and Head of Value Equity.

Key Points: 
  • NEW YORK, Feb. 1, 2024 /PRNewswire/ -- Mutual of America Financial Group , which specializes in providing retirement services and investments to organizations and individuals, is pleased to announce that Thaddeus Pollock has joined Mutual of America Capital Management LLC as Executive Vice President and Head of Value Equity.
  • Pollock is responsible for managing the Small Cap and Mid Cap Value investment strategies.
  • In this role, he will oversee all aspects of the Value Equity portfolio management within MoA Funds and separately managed accounts, which, combined, have approximately $28 billion in assets.
  • He reports directly to Stephen Rich, Chairman and CEO of Mutual of America Capital Management LLC.

Heffernan Financial Services Acquires First Coast Wealth Advisors

Retrieved on: 
Mittwoch, Januar 31, 2024
CFP, Certified Financial Planner, CFA, Chartered Financial Analyst, SAN, Heffernan, First Coast, Senior, Acquisition, Management

SAN FRANCISCO, Jan. 31, 2024 /PRNewswire/ -- Heffernan Insurance Brokers and Heffernan Financial Services entered the state of Florida with the acquisition of First Coast Wealth Advisors, located in St. Augustine.

Key Points: 
  • SAN FRANCISCO, Jan. 31, 2024 /PRNewswire/ -- Heffernan Insurance Brokers and Heffernan Financial Services entered the state of Florida with the acquisition of First Coast Wealth Advisors, located in St. Augustine.
  • Jeff Helms has worked in the financial services industry for nearly 40 years including multiple leadership positions before founding First Coast Wealth Advisors in 2003.
  • The First Coast Wealth Advisors team strategy is based on a financial planning foundation with consultative services including investment strategy, tax mitigation, wealth transfer, asset preservation and charitable planning.
  • "First Coast Wealth is excited to partner with Heffernan Financial Services.

Axiom Continues to Invest in C-Suite Leadership Team with New CFO Appointment

Retrieved on: 
Dienstag, Januar 16, 2024
General counsel, GCS, CFO, Lawyer, Certified Public Accountant, Business, Chartered accountant, Chartered Financial Analyst, Risk, CPA, MBA, Growth, Management

NEW YORK, Jan. 16, 2024 /PRNewswire/ -- Axiom, the global leader in high-caliber, on-demand legal talent today announced that Eric Bouchard, previously CFO of Nestlé Health Sciences, has joined the company's executive leadership team.

Key Points: 
  • Bouchard's executive appointment follows Axiom's appointments of Ashlin Quirk as General Counsel, Katrina Benjamin as Chief Product Officer, and Andy Burtis as Chief Marketing Officer last year.
  • "Eric brings a wealth of global enterprise financial experience that will help Axiom to continue to scale our business" said David McVeigh , CEO of Axiom.
  • As the former CFO of Nestlé Health Sciences, Bouchard brings a highly distinguished record of performance to Axiom.
  • "I'm thrilled to join Axiom as CFO and bring a unique approach that extends beyond traditional financial roles," said Bouchard.