Investment banks

William Blair Expands Consumer and Retail Investment Banking Team

Thursday, April 15, 2021 - 2:45pm

b'William Blair , the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Ben Riback joined the firm\xe2\x80\x99s growing Consumer and Retail investment banking team.

Key Points: 
  • b'William Blair , the premier global boutique with expertise in investment banking, investment management, and private wealth management, today announced that Ben Riback joined the firm\xe2\x80\x99s growing Consumer and Retail investment banking team.
  • Riback joins as a managing director based in the Chicago office and will be a leader in the food and beverage and agribusiness sector.\n"Ben is a talented and experienced banker, bringing a breadth of capabilities and senior-level advisory experience," said Adam Filkin , managing director and head of the Consumer and Retail investment banking team.
  • "\nWith more than 17 years of industry experience, Riback joins William Blair after spending 10 years at BMO Capital Markets, where he was most recently a managing director.
  • From 2016 to 2020, the team advised on more than $430 billion in completed transaction volume.\nWilliam Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management.

Seaport Global Launches Platform for Top Ranked Equity Research Analysts

Tuesday, April 13, 2021 - 11:00am

b'Seaport Global Securities LLC (\xe2\x80\x9cSeaport Global\xe2\x80\x9d), a full-service investment bank entering its 20th year, announces the successful launch of Seaport Research Partners (\xe2\x80\x9cSRP\xe2\x80\x9d), a rapidly expanding, innovative research platform.

Key Points: 
  • b'Seaport Global Securities LLC (\xe2\x80\x9cSeaport Global\xe2\x80\x9d), a full-service investment bank entering its 20th year, announces the successful launch of Seaport Research Partners (\xe2\x80\x9cSRP\xe2\x80\x9d), a rapidly expanding, innovative research platform.
  • Sixteen analysts have already joined the platform and bring an average of 20 years\xe2\x80\x99 experience, most with prior experience at bulge bracket firms and many receiving industry recognition such as II rankings.
  • During 2020, Seaport Global expanded its staff by over 15% taking advantage of market dislocation.\nSeaport Global Securities is a full-service investment bank that offers investment banking, capital markets, financial advisory, sales, trading and research services.
  • Headquartered in New York with offices across the US as well as London, Seaport Global offers a full suite of advisory services and combines extensive knowledge and relationships in a myriad of industries, with an established equity and fixed income sales, trading and research platform.

Popular Announces Capital Actions

Monday, April 12, 2021 - 1:30pm

Now, as always, our focus is on supporting our employees, clients and communities while maintaining a strong financial and capital position.

Key Points: 
  • Now, as always, our focus is on supporting our employees, clients and communities while maintaining a strong financial and capital position.
  • Founded in 1893, Banco Popular de Puerto Rico, Popular\xe2\x80\x99s principal subsidiary, provides retail, mortgage and commercial banking services in Puerto Rico and the U.S. Virgin Islands.
  • Popular also offers in Puerto Rico auto and equipment leasing and financing, investment banking, broker-dealer and insurance services through specialized subsidiaries.
  • In the mainland United States, Popular provides retail, mortgage and commercial banking services through its New York-chartered banking subsidiary, Popular Bank, which has branches located in New York, New Jersey and Florida.\nThis press release contains \xe2\x80\x9cforward-looking statements\xe2\x80\x9d within the meaning of the U.S.

Seventy2 Capital's Hunt Valley Team Adds Experienced Client Service Associate

Thursday, April 15, 2021 - 1:42pm

b'HUNT VALLEY, Md., April 15, 2021 /PRNewswire/ --Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington Baltimore region, announced that Paul Hofmann joined its Client Service Team from UBS Wealth Management.\n"This is a huge win for our team in Hunt Valley," says Troy Elser, Partner and head of the practice\'s Hunt Valley office.

Key Points: 
  • b'HUNT VALLEY, Md., April 15, 2021 /PRNewswire/ --Seventy2 Capital Wealth Management, a fast growing, independent wealth management practice in the Washington Baltimore region, announced that Paul Hofmann joined its Client Service Team from UBS Wealth Management.\n"This is a huge win for our team in Hunt Valley," says Troy Elser, Partner and head of the practice\'s Hunt Valley office.
  • "Paul has valuable experience gained over 20 years in client services and will play an important role in helping us maintain a high level of service and expertise for our clients as we continue to expand the team in the Baltimore area.
  • This is a great opportunity to do that with an entrepreneurial team of advisors who value my years in the industry as a client service professional.
  • "\nPaul will be located in the Seventy2 Capital Hunt Valley office.

Green Wealth Management Group Chooses Partnered Independence with Sanctuary Wealth

Friday, April 16, 2021 - 6:21pm

Green Wealth Management Group\'s five-person team includes founders and Senior Wealth Advisors Alan Green, Lori DosSantos, and Andrew Heatley, and collectively has more than 30 years of experience as Merrill Lynch employees.\n"We\'re very excited to expand the Sanctuary Wealth network to another key market with the addition of Green Wealth Management Group and lookforward to working closely with Alan, Lori and Andrew to make their business even stronger," saidJim Dickson, CEO and Founder of Sanctuary Wealth.

Key Points: 
  • Green Wealth Management Group\'s five-person team includes founders and Senior Wealth Advisors Alan Green, Lori DosSantos, and Andrew Heatley, and collectively has more than 30 years of experience as Merrill Lynch employees.\n"We\'re very excited to expand the Sanctuary Wealth network to another key market with the addition of Green Wealth Management Group and lookforward to working closely with Alan, Lori and Andrew to make their business even stronger," saidJim Dickson, CEO and Founder of Sanctuary Wealth.
  • "\nThe Green Wealth Management Group implements consultative, planning-based financial strategies to benefit individuals, families, and a wide range of businesses.
  • "\nIn addition to the three co-founders, Green Wealth Management Group includes Operations Manager, Eva Goutzos and Client Service Associate, Jane Stock.\n"Although they were located in a different division, during my years with Merrill I was very much aware of the Green Wealth Management Group and the outstanding reputations that Alan, Lori and Andrew have built,"saidVince Fertitta, President, Wealth Management, Sanctuary Wealth.
  • The Sanctuary Wealth Group includes the fully owned subsidiaries Sanctuary Advisors, a registered investment adviser, and the broker-dealer Sanctuary Securities, as well as Sanctuary Alternative Solutions, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Tax and Family Office.\n'

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Friday, April 16, 2021 - 12:40pm

b'BOSTON, April 16, 2021 /PRNewswire/ --Manulife Investment Management today announced that it has named Alex Catterick as Senior Managing Director, high-net-worth strategy, Private Markets.

Key Points: 
  • b'BOSTON, April 16, 2021 /PRNewswire/ --Manulife Investment Management today announced that it has named Alex Catterick as Senior Managing Director, high-net-worth strategy, Private Markets.
  • "\nAlex joins Manulife Investment Management with more than two decades of experience in alternative investment, wealth management and capital markets.
  • Most recently, he served as Regional Head of Alternative Investments at HSBC, where he led alternative investment distribution, product management and strategy across the Wealth Management and Private Banking platform in the Americas.\n"Alex\'s decades of experience in both high-net-worth and private markets allows us to expand and innovate our product structures to provide additional opportunities for HNW investors," said Ken Pogrin, chief operating officer, private markets, Manulife Investment Management.
  • Today, plan sponsors around the world rely on our retirement plan administration and investment expertiseto help their employeesplan for, save for, and live a better retirement.\nMedia contact:Elizabeth Bartlett, Manulife Investment Management US and Europe, 857-210-2286, elizabeth_bartlett@manulife.com\n'

Manulife Investment Management appoints head of high-net-worth strategy for private markets

Friday, April 16, 2021 - 12:30pm

b'BOSTON, April 16, 2021 /PRNewswire/ -Manulife Investment Management today announced that it has named Alex Catterick as Senior Managing Director, high-net-worth strategy, Private Markets.

Key Points: 
  • b'BOSTON, April 16, 2021 /PRNewswire/ -Manulife Investment Management today announced that it has named Alex Catterick as Senior Managing Director, high-net-worth strategy, Private Markets.
  • "We have one of the most diverse set of private market capabilities in the industry and high-net-worth investors represent one of the fastest growing channels.
  • "\nAlex joins Manulife Investment Management with more than two decades of experience in alternative investment, wealth management and capital markets.
  • Most recently, he served as Regional Head of Alternative Investments at HSBC, where he led alternative investment distribution, product management and strategy across the Wealth Management and Private Banking platform in the Americas.\n"Alex\'s decades of experience in both high-net-worth and private markets allows us to expand and innovate our product structures to provide additional opportunities for HNW investors," said Ken Pogrin, chief operating officer, private markets, Manulife Investment Management.

First Foundation Bank Promotes Michael Berry to Director of Commercial Banking

Thursday, April 8, 2021 - 12:00pm

First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today the promotion of Michael Berry to Senior Vice President, Director of Commercial Banking of First Foundation Bank.

Key Points: 
  • First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today the promotion of Michael Berry to Senior Vice President, Director of Commercial Banking of First Foundation Bank.
  • In his new role, Berry will lead the Commercial Banking production team as well as manage the Corporate Banking, Commercial Banking, Small Business, and Public Finance teams.
  • Berry joined First Foundation Bank in 2015 to initially launch the banks commercial banking solution and most recently served as Senior Vice President, Corporate Banking Director.
  • Prior to joining First Foundation, Berry was a Vice President, Commercial Loan Officer at First Community Bank and Vice President, Commercial Banking Team Leader at Argent Bank.

Volcano IPO Debut Sees Jump of 100% to 70 sen on ACE Market

Tuesday, April 6, 2021 - 9:00am

KUALA LUMPUR, Apr 6, 2021 - (ACN Newswire) - Volcano Berhad ("VOLCANO", Stock Code: 0232), a leading international manufacturer of nameplates and plastic injection moulded parts, successfully listed on the ACE Market of Bursa Malaysia Securities Berhad ("Bursa Securities") today.

Key Points: 
  • KUALA LUMPUR, Apr 6, 2021 - (ACN Newswire) - Volcano Berhad ("VOLCANO", Stock Code: 0232), a leading international manufacturer of nameplates and plastic injection moulded parts, successfully listed on the ACE Market of Bursa Malaysia Securities Berhad ("Bursa Securities") today.
  • In today's highly competitive business environment, this expansion will accelerate our move towards automation and streamline our manufacturing process to ensure sustainable growth.
  • Volcano's foreign market accounts for more than 95% of overall revenue in the financial year ended 31 December 2020.
  • TA Securities Holdings Berhad is the Principal Adviser, Sole Placement Agent, Sole Underwriter and Sponsor for the IPO exercise.

SVB Leerink Builds out Structured Finance Practice

Tuesday, April 6, 2021 - 11:00am

BOSTON, April 6, 2021 /PRNewswire/ --SVB Leerink, a leading investment bank specializing in healthcare and life sciences, announced today that Andrew Fineberg has been hired as a Managing Director to lead the firm's Structured Finance practice.

Key Points: 
  • BOSTON, April 6, 2021 /PRNewswire/ --SVB Leerink, a leading investment bank specializing in healthcare and life sciences, announced today that Andrew Fineberg has been hired as a Managing Director to lead the firm's Structured Finance practice.
  • The new Structured Finance Group will advise the firm's corporate, academic, and medical not-for-profit clients on royalty monetization and private cash flow and asset-based credit.
  • "I am thrilled to be joining the SVB Leerink team," stated Mr. Fineberg.
  • SVB Leerink is a wholly-owned subsidiary of SVB Financial Group and is a member of FINRA/SIPC.