Financial plan

Philanthropist Christina Lewis Launches Beatrice Advisors, a Multifamily Office for the Next Generation

Retrieved on: 
Giovedì, Giugno 13, 2024
Woman, Investment, CIO, Financial plan, Reginald, Research, Investment management, Strategic planning, Finance, African Americans, Financial adviser, Partner, Financial services

NEW YORK, June 13, 2024 /PRNewswire/ -- Today, Beatrice Advisors  ("Beatrice") an independent, woman- and minority-owned multi-family office, announced its official launch. Founded by Christina Lewis, Vice Chair of the Reginald F. Lewis Foundation and founder of private investment family office BFO21, Beatrice is the first and only Black woman-owned multi-family office. The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.

Key Points: 
  • NEW YORK, June 13, 2024 /PRNewswire/ -- Today, Beatrice Advisors ("Beatrice") an independent, woman- and minority-owned multi-family office, announced its official launch.
  • Founded by Christina Lewis, Vice Chair of the Reginald F. Lewis Foundation and founder of private investment family office BFO21, Beatrice is the first and only Black woman-owned multi-family office.
  • The firm provides high-quality financial services to a new generation of wealthy individuals and families with the goal of making wealth management more accessible.
  • "With a mission-oriented approach and unique technology, we are focused on empowering the next era of high-net-worth individuals who have different needs than their predecessors," said Christina Lewis.

Expansion Capital Group is named Best Places to Work in Financial Technology 2024

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Lunedì, Giugno 3, 2024
Professional Services, Data Analytics, Small Business, Finance, Asset Management, Fintech, Consulting, Multimedia, Financial plan, Small business, Culture, Insurance, American Banker, Philosophy, National Mortgage News, ECG, Capital Group Companies

Expansion Capital Group (ECG) has been named one of the 2024 Best Places to Work in Financial Technology.

Key Points: 
  • Expansion Capital Group (ECG) has been named one of the 2024 Best Places to Work in Financial Technology.
  • The awards program was created in 2017 and is a project of Arizent and Best Companies Group.
  • View the full release here: https://www.businesswire.com/news/home/20240603655349/en/
    Expansion Capital Group is named Best Places to Work in Financial Technology 2024 (Graphic: Business Wire)
    This annual survey and awards program is designed to identify, recognize and honor the best employers in the financial technology industry.
  • For more information on Arizent’s Best Places to Work in Financial Technology program, including full eligibility criteria, visit www.BestPlacestoWorkFinTech.com or contact Penny Crosman at [email protected] .

Churchill Downs Incorporated Names Sam Ullrich Vice President of Investor Relations

Retrieved on: 
Mercoledì, Maggio 29, 2024
PwC, CHDN, Restaurant, KFC, University, Assurance, CDI, Commercial, Financial plan, LLP, Certified Public Accountant, YUM, Management

LOUISVILLE, Ky., May 29, 2024 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (Nasdaq: CHDN) (the "Company," "CDI") announced today that Sam Ullrich has been named Vice President of Investor Relations for the Company.

Key Points: 
  • LOUISVILLE, Ky., May 29, 2024 (GLOBE NEWSWIRE) -- Churchill Downs Incorporated (Nasdaq: CHDN) (the "Company," "CDI") announced today that Sam Ullrich has been named Vice President of Investor Relations for the Company.
  • In this role, Ullrich will be responsible for all aspects of investor relations and work closely with current and prospective shareholders and analysts.
  • He will report to Marcia Dall, Executive Vice President and Chief Financial Officer for CDI.
  • Prior to joining CDI, Ullrich was the Director, Commercial and Financial Planning, for Kentucky Fried Chicken Corporation (“KFC”), a YUM!

Captive Resources, LLC Announces Leadership Changes and Key Senior Executive Hires

Retrieved on: 
Martedì, Maggio 21, 2024
Consulting, Professional Services, Insurance, Record, Information technology, Executive Committee, Wellness, Business, Corporate finance, Zurich Insurance Group, CUO, Human resources, Single parent, Financial plan, Administration, Growth, CRI, Treasury, Marketing, MSL, P&C, Management

Captive Resources, LLC (CRI), a leading consultant to group captive insurance companies headquartered in Itasca, IL, has announced changes to its Executive Committee and key executive hires.

Key Points: 
  • Captive Resources, LLC (CRI), a leading consultant to group captive insurance companies headquartered in Itasca, IL, has announced changes to its Executive Committee and key executive hires.
  • CRI has positioned its senior leadership for continued success by expanding the roles and responsibilities of several key leaders and adding additional senior leadership to the company.
  • In addition to these Business Units, CRI also has two subsidiaries: Kensington Management Group, LLC and Edgewater Actuarial Insights, LLC.
  • Chief Executive Officer Nick Hentges commented, “I am very excited about the recent changes and additions to our leadership team.

WebBank, a Steel Partners Company, Honored as One of American Banker’s Best Places to Work in Financial Technology 2024

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Giovedì, Maggio 16, 2024
Apps, Applications, Technology, Human Resources, Finance, Fintech, Banking, Professional Services, Software, Internet, Insurance, National Mortgage News, Philosophy, Financial plan, SPLP, American Banker, Management

WebBank, a wholly owned subsidiary of Steel Partners Holdings (NYSE: SPLP), has been named one of the 2024 Best Places to Work in Financial Technology.

Key Points: 
  • WebBank, a wholly owned subsidiary of Steel Partners Holdings (NYSE: SPLP), has been named one of the 2024 Best Places to Work in Financial Technology.
  • The awards program was created in 2017 and is a project of Arizent and Best Companies Group.
  • This annual survey and awards program is designed to identify, recognize, and honor the best employers in the financial technology industry.
  • To be considered for participation, companies must provide technology products, services or solutions that enable the delivery of financial services.

PEEK WEALTH is proud to announce the newest addition to its financial team, Brett Elliott, formally of Edward Jones

Retrieved on: 
Giovedì, Maggio 9, 2024
LPL Financial, DBA, Edward Jones, Golden State, PEEK, Associate, Golden, Financial plan, LPL, Financial adviser

He later became a financial advisor in 2020 with Edward Jones and managed wealth for executives, business owners and individuals.

Key Points: 
  • He later became a financial advisor in 2020 with Edward Jones and managed wealth for executives, business owners and individuals.
  • It was at Edward Jones where Mr. Elliott established a relationship with Justin Peek, CEO and Founder of PEEK WEALTH.
  • “I'm pleased to welcome Brett to the PEEK WEALTH family,” says Justin Peek, “he brings valuable insight and experience to the table.
  • As a financial advisor with PEEK WEALTH, Brett Elliott will continue to work with individuals to help them pursue their financial goals.

Pathfinder Bancorp, Inc. Announces the Retirement of Chief Financial Officer and Names Successor

Retrieved on: 
Mercoledì, Maggio 8, 2024
Berkshire Bank, CFO, St. Bonaventure University, Small business, Pathfinder, Canisius College, Treasury, Accounting, State university system, State, Business administration, Knowledge, Finance Division, CPA, Senior, Bank, Bigham, Financial services, Judgement, Marketing, MBA, Five Star Bank, First Niagara Bank, M&T Bank, Financial plan, First, Certified Public Accountant, Growth, Management

Justin K. Bigham, CPA, 50, has been named to succeed Rusnak as Senior Vice President, Chief Financial Officer.

Key Points: 
  • Justin K. Bigham, CPA, 50, has been named to succeed Rusnak as Senior Vice President, Chief Financial Officer.
  • James A. Dowd, President and Chief Executive Officer, said, "Walter has been a great asset to Pathfinder Bank.
  • Bigham comes to Pathfinder Bank with more than 25 years’ experience and an impressive background in Financial Services.
  • Bigham has served in several key roles at various large public companies including his most recent position as Executive Vice President and Chief Community Banking Officer at Five Star Bank, after serving previously as their Chief Financial Officer.

Union Credit Tops the 2024 Best Places to Work in Financial Technology List

Retrieved on: 
Mercoledì, Maggio 8, 2024
Professional Services, Other Professional Services, Finance, Fintech, Banking, Personal Finance, Heart, National Mortgage News, Insurance, Workplace, Human, Culture, American Banker, Acquisition, Movement, Financial plan, Credit, Philosophy, Real estate

Union Credit , the first and only marketplace for credit unions to place firm pre-approved, one-click credit offers at the point of purchase, announced today it placed first among the 2024 Best Places to Work in Financial Technology.

Key Points: 
  • Union Credit , the first and only marketplace for credit unions to place firm pre-approved, one-click credit offers at the point of purchase, announced today it placed first among the 2024 Best Places to Work in Financial Technology.
  • This annual survey and awards program is designed to identify, recognize and honor the best employers in the financial technology industry across the United States.
  • The 2024 list, published by Arizent brands American Banker , National Mortgage News , PaymentsSource , Financial Planning and Digital Insurance on May 6, 2024, included 40 companies, with Union Credit ranking #1.
  • To be considered for participation, companies must provide technology products, services or solutions that enable the delivery of financial services.

Aspen Technology Appoints David Baker as SVP, Chief Financial Officer

Retrieved on: 
Martedì, Maggio 7, 2024
Technology, Software, Pietri, CFO, Senior, Financial plan, Automation, Management

Aspen Technology, Inc. (AspenTech) (NASDAQ: AZPN), a global leader in industrial software, today announced that David Baker has been appointed as Senior Vice President, Chief Financial Officer at AspenTech, effective June 3, 2024.

Key Points: 
  • Aspen Technology, Inc. (AspenTech) (NASDAQ: AZPN), a global leader in industrial software, today announced that David Baker has been appointed as Senior Vice President, Chief Financial Officer at AspenTech, effective June 3, 2024.
  • Mr. Baker joins AspenTech from Emerson Electric Co. (Emerson), where he spent over 27 years in various financial leadership roles, most recently serving as Vice President, Financial Planning, where he led financial planning and analysis for the entire $17 billion Emerson corporation.
  • In this position, Mr. Baker was crucial in leading Emerson’s finance transformation to meet the needs of a newly focused global automation leader.
  • Prior to this role, Mr. Baker served as Vice President and Chief Financial Officer, Automation Solutions at Emerson, where he spearheaded a multi-year cost reset plan that impacted organizational structure and plant footprint, among other areas.

Aspen Technology Announces Financial Results for the Third Quarter of Fiscal 2024

Retrieved on: 
Martedì, Maggio 7, 2024
Data Management, Technology, Other Technology, Software, Networks, Hardware, Measurement, University, GoTo (US company), Analytic, Citrix Systems, Pietri, Health, Business administration, Webcast, HashiCorp, Cloud computing, ACV, SMS, Senior, Santa Clara University, Acquisition, Share repurchase, Behavior, Financial plan, GAAP, Growth, Video game

Aspen Technology, Inc. (AspenTech) (NASDAQ: AZPN), a global leader in industrial software, today announced financial results for its third quarter in fiscal 2024, ended March 31, 2024.

Key Points: 
  • Aspen Technology, Inc. (AspenTech) (NASDAQ: AZPN), a global leader in industrial software, today announced financial results for its third quarter in fiscal 2024, ended March 31, 2024.
  • Cash flow from operations was $138.1 million for the third quarter of fiscal 2024, compared to $131.0 million in the third quarter of fiscal 2023.
  • Free cash flow2 was $137.0 million for the third quarter of fiscal 2024, compared to $129.3 million in the third quarter of fiscal 2023.
  • Loss from operations was $19.3 million in the third quarter of fiscal 2024, compared to $78.5 million in the third quarter of fiscal 2023.