Republic New York

Unlimited Builds Out C-Suite, Appointing Hedge Fund Veteran John K. E. Morris as Chief Commercial Officer

Retrieved on: 
Mercredi, mars 6, 2024
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NEW YORK, March 06, 2024 (GLOBE NEWSWIRE) -- Unlimited , an alternative investment firm seeking to democratize private markets, is pleased to announce the appointment of hedge fund veteran John K. E. Morris as Chief Commercial Officer.

Key Points: 
  • NEW YORK, March 06, 2024 (GLOBE NEWSWIRE) -- Unlimited , an alternative investment firm seeking to democratize private markets, is pleased to announce the appointment of hedge fund veteran John K. E. Morris as Chief Commercial Officer.
  • Morris’ addition to Unlimited’s C-Suite will help the firm broaden its reach into the institutional market.
  • Morris joins Unlimited from Blue Water Advisors, where he served as a Managing Director and led the firm’s private equity capital markets operations.
  • Unlimited builds investment vehicles that offer lower-cost access to 2 & 20-style alternative investment strategies to both retail and institutional investors.

Insigneo Welcomes Eric Serfaty as Senior Vice President to the New York Office

Retrieved on: 
Vendredi, août 18, 2023
Professional Services, Finance, Consulting, Asset Management, Banking, Accounting, Knowledge, Republic New York, Morgan Stanley Wealth Management, Senior

Insigneo, a leading international wealth management firm, is thrilled to announce the addition of Eric Serfaty as Senior Vice President to its New York office.

Key Points: 
  • Insigneo, a leading international wealth management firm, is thrilled to announce the addition of Eric Serfaty as Senior Vice President to its New York office.
  • A seasoned professional with over three decades of experience in international wealth management, Eric Serfaty brings a wealth of knowledge to Insigneo.
  • Fluent in four languages – French, English, Spanish and Portuguese - Eric has developed strong relationships with clients in Latin America, Europe & US.
  • With a distinguished career dedicated to cultivating client relationships and delivering tailored financial solutions, Eric Serfaty is set to make a significant impact as part of the Insigneo team.

Joseph W. Harpster Joins Peapack Private as SVP, Senior Credit Officer

Retrieved on: 
Mercredi, juillet 26, 2023
Federal Reserve Bank, HSBC Bank, Essays in Economic & Business History, Senior, Republic New York, History, MBA, PGC, HSBC Bank USA, Lafayette College, First Republic Bank, Management, Bank, Economics

BEDMINSTER, NJ, July 26, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - New Jersey holding company Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) announces that Joseph “Joe” Harpster has been named Senior Vice President and Senior Credit Officer at Peapack Private, a division of Peapack-Gladstone Bank.

Key Points: 
  • BEDMINSTER, NJ, July 26, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - New Jersey holding company Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) announces that Joseph “Joe” Harpster has been named Senior Vice President and Senior Credit Officer at Peapack Private, a division of Peapack-Gladstone Bank.
  • A veteran private banking professional, Joe joins Peapack Private from First Republic Bank, New York, NY, where since 2011, he served as Vice President, Senior Credit Officer, responsible for approving middle market, commercial and residential mortgage loans, and was a member of the bank’s Executive Loan Committee.
  • Joe has held similar executive and senior level roles at HSBC Bank USA, and Republic National Bank, both in New York.
  • Joe joins a team of private banking professionals recently hired by Peapack Private to develop and grow its presence in Manhattan and introduce its unique brand of banking and client service into the marketplace.

Snowden Lane Partners Adds $350 Million Advisor Team to Continue Strong International Momentum

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Lundi, avril 25, 2022
Consulting, Accounting, Professional Services, Finance, Partnership, CEO, Board, Financial Times, FT, Republic New York, Brown Brothers Harriman & Co., Chase Bank, PricewaterhouseCoopers, CFA, Partner, Board of Management St. Molaga's National School v The Secretary General of the Department of Education and Science, CPA, Broker-dealer, Compliance, Wells Fargo, Associate, Merrill (company), COO, Executive Office of the President of the United States, RIA, Morgan Stanley, Senior advisor, Certified Public Accountant, Randak, SEC, Republic, Investment, HSBC, Industry, UBS, Forbes, Financial adviser, Financial services, JPMorgan Chase

Added Rob Mooney, Managing Partner & CEO of Snowden Lane Partners, Andrew, Nicole and Kristian each bring a unique skillset to Snowden Lane and, given their impressive experience, I know they will fit seamlessly into the international side of our business.

Key Points: 
  • Added Rob Mooney, Managing Partner & CEO of Snowden Lane Partners, Andrew, Nicole and Kristian each bring a unique skillset to Snowden Lane and, given their impressive experience, I know they will fit seamlessly into the international side of our business.
  • Prior to Snowden Lane, Randak and Boutmy de Katzmann each served as Managing Directors and Senior Advisors at Fieldpoint Private, while Sedeo worked as Vice President and Associate Advisor.
  • Added Lyle LaMothe, Chairman of Snowden Lane Partners, Andrew, Nicole and Kristian will each be valuable additions to our team, and we are grateful that they saw the value of the international platform we have built since founding Snowden Lane.
  • Snowden Lane provides a multi-custodian, multi-currency platform, with aggregated performance reporting and leading analytical tools for clients and advisors.