Dean Witter Reynolds

Brera Holdings Signs All-Star Advisory Board to Lead Soccer World’s First Nasdaq-Listed Multi-Club Ownership Model

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Martedì, Febbraio 27, 2024
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DUBLIN, Ireland and MILAN, Italy, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Brera Holdings PLC (“Brera Holdings”, “Brera” or the “Company”) (Nasdaq: BREA) is pleased to announce the formation of a top-tier Advisory Board to lead the world’s first publicly-traded multi-club ownership (“MCO”) company in global football (American soccer).

Key Points: 
  • DUBLIN, Ireland and MILAN, Italy, Feb. 27, 2024 (GLOBE NEWSWIRE) -- Brera Holdings PLC (“Brera Holdings”, “Brera” or the “Company”) (Nasdaq: BREA) is pleased to announce the formation of a top-tier Advisory Board to lead the world’s first publicly-traded multi-club ownership (“MCO”) company in global football (American soccer).
  • Rothenberg was president of U.S. Soccer , the governing body of American soccer during the 1990s and oversaw both the 1994 FIFA World Cup in the United States and the establishment of Major League Soccer (“MLS”) in 1996.
  • Geller has been a member of the board of directors for numerous Nasdaq and New York Stock Exchange listed companies.
  • “Landing an all-star team to join our Advisory Board is a resounding stamp of approval for Brera’s business model.

Rockefeller Global Family Office Further Expands North Carolina Presence as Decision Point Wealth Partners Joins Firm

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Venerdì, Settembre 15, 2023
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Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of Decision Point Wealth Partners based in Wilmington, expanding the firm’s presence in North Carolina.

Key Points: 
  • Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of Decision Point Wealth Partners based in Wilmington, expanding the firm’s presence in North Carolina.
  • Decision Point Wealth Partners is led by Managing Director and Private Advisor Chad Pearson and Senior Vice Presidents and Private Advisors Donis Smith and Paul Patterson.
  • The six-person team also includes Wealth Manager Riley Stephenson; Senior Client Relationship Manager Jillian Dempsey; and Client Associate Courtenay Bickler.
  • “We are delighted to welcome Chad, Donis and Paul and their team to the firm,” said Christopher Dupuy, Co-President of Rockefeller Global Family Office.

IPA Announces Board Refreshment

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Martedì, Settembre 5, 2023
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IPA (IMMUNOPRECISE ANTIBODIES LTD.) (the “Company” or “IPA”) (NASDAQ: IPA), an advanced biotherapeutic research and technology company, is pleased to announce that further to its news release dated August 9, 2023, it has appointed, in its search for optimal Board composition, Barry A. Springer, Dirk Witters and Chris Buyse to the Board of Directors of the Company.

Key Points: 
  • IPA (IMMUNOPRECISE ANTIBODIES LTD.) (the “Company” or “IPA”) (NASDAQ: IPA), an advanced biotherapeutic research and technology company, is pleased to announce that further to its news release dated August 9, 2023, it has appointed, in its search for optimal Board composition, Barry A. Springer, Dirk Witters and Chris Buyse to the Board of Directors of the Company.
  • The appointees will add complementary skills to the Board's skill matrix, and underline IPA’s commitment to the optimal Board composition.
  • The appointment of Messrs. Springer, Witters and Buyse and additional refreshment at the near term Annual General Meeting provides IPA’s Board with experience and expertise required for IPA to take its next steps and maximize value for shareholders."
  • Forward-looking information contained in this news release includes but is not limited to the expected results of the appointment of the three new directors to the Board, and Mr. Smith’s resignation from the Board.

Snowden Lane Partners Opens 13th Office for New Advisor Team in New Hampshire

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Martedì, Febbraio 21, 2023
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Snowden Lane Partners , an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that The Upland Group has joined the firm and will open a new office in Lebanon, New Hampshire, Snowden Lane’s 13th office nationwide.

Key Points: 
  • Snowden Lane Partners , an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced that The Upland Group has joined the firm and will open a new office in Lebanon, New Hampshire, Snowden Lane’s 13th office nationwide.
  • The former Morgan Stanley team joins Snowden Lane with $212 million in client assets and is comprised of industry veterans Stephen Bartholow, Coe Kerr and Stephanie Young.
  • “Our firm has always envisioned expanding our national footprint into New England, and The Upland Group is the perfect team to represent Snowden Lane in New Hampshire.
  • The Financial Times named Snowden Lane to its elite FT 300 list for six straight years, recognizing Snowden Lane as one of the top independent RIA firms in the U.S.

Cohen & Steers Appoints Kimberly LaPointe as Head of Wealth Management Consulting Group

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Mercoledì, Gennaio 18, 2023
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NEW YORK, Jan. 18, 2023 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) has named Kimberly LaPointe as Executive Vice President and Head of the Wealth Management Consulting Group.

Key Points: 
  • NEW YORK, Jan. 18, 2023 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) has named Kimberly LaPointe as Executive Vice President and Head of the Wealth Management Consulting Group.
  • As Head of the Wealth Management Consulting Group, Ms. LaPointe will lead teams focused on the RIA, broker-dealer, U.S. private bank, multi-family office, OCIO and DCIO channels.
  • Ms. LaPointe joins Cohen & Steers with 30 years of financial services experience.
  • Kimberly brings the experience and strategic vision necessary to lead our high-performing Wealth Management Consulting Group, our largest distribution channel and key contributor for driving organic growth for our firm."

SurgePays Announces Changes To Its Board Of Directors

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Venerdì, Dicembre 23, 2022
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Along with the above election, the company announces the resignation of Jay Jones from the Company's Board of Directors.

Key Points: 
  • Along with the above election, the company announces the resignation of Jay Jones from the Company's Board of Directors.
  • "We are pleased to welcome Laurie and Rich to the SurgePays Board of Directors at a critical time in the maturation of our company," stated Brian Cox, SurgePays, Inc's Chief Executive Officer.
  • Ms. Laurie Weisberg joins SurgePays' Board with over 30 years of experience in digital technology, data, and marketing services senior management.
  • "On behalf of my fellow Board members and SurgePays' management team, I would like to thank Jay for his dedicated service as a board member.

AEP NAMES KELLY CHIEF FINANCIAL OFFICER

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Mercoledì, Novembre 2, 2022
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COLUMBUS, Ohio, Nov. 2, 2022 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) has named Ann P. Kelly executive vice president and chief financial officer (CFO), effective Nov. 30.

Key Points: 
  • COLUMBUS, Ohio, Nov. 2, 2022 /PRNewswire/ -- American Electric Power (Nasdaq: AEP) has named Ann P. Kelly executive vice president and chief financial officer (CFO), effective Nov. 30.
  • Kelly will be responsible for AEP's accounting and tax, treasury and risk, corporate planning and budgeting, and investor relations functions.
  • She will report to Nicholas K. Akins, AEP chair and chief executive officer (CEO), until Jan. 1 when Julie Sloat, AEP president and current CFO, becomes CEO.
  • Previously, she was corporate controller and chief accounting officer for UGI, assistant treasurer for UGI, and controller and principal accounting officer for UGI Utilities.

Cetera Welcomes $3 Billion AUA Burrows Capital Advisors Team

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Mercoledì, Settembre 28, 2022
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LOS ANGELES, Sept. 28, 2022 /PRNewswire/ -- Cetera Financial Group, one of America's largest networks of financial professionals, announced today that Burrows Capital Advisors, led by 30-year industry veteran Don Burrows, has affiliated with Cetera Advisors via Totus Wealth Management (Totus). Burrows and partners Clint Auttonberry and Michael Agol assist their clients in overseeing more than $3 billion in assets under advisement, as of September 28, 2022, for high-net-worth, ultra-high-net-worth and institutional clients from their office in League City, TX. The team members have a longstanding 21-year history of partnership and collaboration, and consistently grew their book of business exponentially together.

Key Points: 
  • Two additional team members round out the Burrows Capital Advisors team: Rolando Villarreal is going on his sixth year with the team and will have dual role as Director of Operations and Financial Advisor.
  • "Burrows Capital Advisors is the latest example of how today's top advisors continue to migrate toward an independent model with dedicated support and resources," said Brett Harrison, president of Cetera Advisors.
  • We welcome Don and the team to Cetera Advisors and Totus and look forward to collaborating to deliver the best solutions for clients and achieve success for Burrows Capital Advisors."
  • "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), Cetera Financial Specialists LLC, and First Allied Securities, Inc. All firms are members FINRA/SIPC.

Stephens Investment Banking Expands Health and Life Sciences Capabilities With Two Senior Bankers

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Lunedì, Settembre 19, 2022
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Stephens, an independent financial services firm, today announced Matt Dormer and Chris Cooley will join the firms Investment Banking division as Managing Directors to focus on Health and Life Sciences.

Key Points: 
  • Stephens, an independent financial services firm, today announced Matt Dormer and Chris Cooley will join the firms Investment Banking division as Managing Directors to focus on Health and Life Sciences.
  • Mr. Dormer is joining Stephens from another firm while Mr. Cooley is transferring from Stephens equity research team.
  • Stephens continues to strengthen our offering within Health and Life Sciences, and the addition of Matt and Chris represents a substantial expansion of the groups coverage and capabilities.
  • Stephens Health and Life Sciences team creates innovative solutions for firms that produce equipment and therapeutics, deliver care and support medical facilities.

Scott Walton of Walton Financial Again Named One of Forbes' Best-in-State Wealth Advisors for 2022

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Venerdì, Agosto 12, 2022
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BIRMINGHAM, Ala., Aug. 12, 2022 /PRNewswire/ -- Walton Financial, a financial planning company inBirmingham, AL,announced that its founder,Scott Walton, has been named toForbes' Best-in-State Wealth Advisors list for 2022.

Key Points: 
  • BIRMINGHAM, Ala., Aug. 12, 2022 /PRNewswire/ -- Walton Financial, a financial planning company inBirmingham, AL,announced that its founder,Scott Walton, has been named toForbes' Best-in-State Wealth Advisors list for 2022.
  • According to Forbes, the list highlights advisors that have a proven record of guiding their clients through volatile markets.
  • In 1999, Walton founded his own firm with the desire to help people plan for every phase of life.
  • Walton has been named a President's Club Advisor for the last six years, a distinction earned by only thirteen percent of CFN advisors.