Fiduciary

Open Letter to Exela Technologies, Inc. fellow Shareholders

Retrieved on: 
Monday, November 7, 2022

BEVERLY HILLS, Calif., Nov. 7, 2022 /PRNewswire/ -- Today, X, LLC released the following open letter to shareholders of Exela Technologies, Inc. (NASDAQ: XELA, XELAP, CFFE)

Key Points: 
  • Actions by Exela Senior Management and Board Indicate a Disregard for Shareholder Value, Possible Corporate Governance Failures, and Possible Breaches of Fiduciary Duties to the Shareholders of the Company
    BEVERLY HILLS, Calif., Nov. 7, 2022 /PRNewswire/ -- Today, X, LLC released the following open letter to shareholders of Exela Technologies, Inc .
  • Each time we bought, we believed the stock was undervalued but each time the stock continued to lose value.
  • To date, I have been totally ignored; the company's leadership will apparently not speak to one of its largest shareholders.
  • ELECT NEW DIRECTORS TO PROVIDE BOARDROOM OVERSIGHT,
    FIX XELA'S BYLAWS TO REMOVE THE SUPER VOTING RIGHTS HELD BY THE PREFERED SHAREHOLDERS AND TO PROVIDE FOR BASIC SHAREHOLDER RIGHTS.

Katie Collins Joins Fiduciary Trust as VP and Investment Officer

Retrieved on: 
Tuesday, June 7, 2022

Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Katie Collins as Vice President and Investment Officer.

Key Points: 
  • Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Katie Collins as Vice President and Investment Officer.
  • View the full release here: https://www.businesswire.com/news/home/20220607005351/en/
    Katie Collins, Vice President and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    Collins will serve as a key client relationship manager, providing customized wealth management services to her clients and leveraging Fiduciarys teams of experts.
  • She will also join the Advisory Board at Fiduciary Trust Charitable , an independent donor-advised fund sponsor for which Fiduciary provides administrative services and is an investment manager.
  • We are delighted to welcome Katie to the Fiduciary Trust team, comments Morey.

Income Research + Management Adds Advisory Member to Board of Trustees

Retrieved on: 
Thursday, June 2, 2022

Income Research + Management (Income Research or IR+M), a fixed income asset management firm based in Boston, today announced the addition of a new Advisory Member to its Board of Trustees.

Key Points: 
  • Income Research + Management (Income Research or IR+M), a fixed income asset management firm based in Boston, today announced the addition of a new Advisory Member to its Board of Trustees.
  • Bill Lawrence, CFA, former Chief Investment Officer of Traditional Assets at SEI Investments, joined the Board on April 1.
  • The Advisory Members aid the Board and IR+Ms leadership team on matters pertaining to management, operations, and strategic positioning within the asset management industry.
  • The Advisory Board Members provide external and independent counsel to the three Fiduciary Board Members and management.

Annelise Hitchman Appointed Co-Chair of the Young Professionals Council

Retrieved on: 
Monday, May 16, 2022

NEWPORT BEACH, Calif., May 16, 2022 /PRNewswire-PRWeb/ -- California licensed professional fiduciary Annelise Hitchman was recently appointed as co-chair of the Young Professionals Council. The Young Professionals Council offers an opportunity for young professionals to network and learn from experienced professionals in a mentoring relationship. Any professional who has been working in receiverships for 10 years or less and is already a member of the California Receivers Forum is welcome to join. In her new role, Annelise will oversee board meetings and plans.

Key Points: 
  • NEWPORT BEACH, Calif., May 16, 2022 /PRNewswire-PRWeb/ -- California licensed professional fiduciary Annelise Hitchman was recently appointed as co-chair of the Young Professionals Council.
  • The Young Professionals Council offers an opportunity for young professionals to network and learn from experienced professionals in a mentoring relationship.
  • To learn more about Annelise Hitchman and her new role, call her at (949) 200-9712 or email Annelise at [email protected] .
  • Visit Hitchman Fiduciaries' official website at https://www.hitchmanfiduciaries.com to learn more about the trustee and fiduciary services they offer.

Fiduciary Trust Names Suma V. Nair as Chief Fiduciary Officer

Retrieved on: 
Thursday, November 4, 2021

Fiduciary Trust Company (Fiduciary) , a Boston-headquartered private wealth management firm, is pleased to announce that Suma V. Nair, JD , will be joining the firm as Chief Fiduciary Officer in January.

Key Points: 
  • Fiduciary Trust Company (Fiduciary) , a Boston-headquartered private wealth management firm, is pleased to announce that Suma V. Nair, JD , will be joining the firm as Chief Fiduciary Officer in January.
  • View the full release here: https://www.businesswire.com/news/home/20211104005228/en/
    Suma Nair, Chief Fiduciary Officer at Fiduciary Trust Company.
  • Her responsibilities will include oversight of fiduciary services for Fiduciary Trust Companys Massachusetts trust company, and also its affiliate, Fiduciary Trust of New England, which is one of the largest independent New Hampshire-chartered personal trust companies.
  • Nair is joining Fiduciary from Goulston & Storrs PC, where she has been a Director in the Private Client and Trust practice group and a member of the firms Executive Committee.

Income Research + Management Adds Advisory Members to Board of Trustees

Retrieved on: 
Monday, November 1, 2021

Income Research + Management (Income Research or IR+M), a fixed income asset management firm based in Boston, today announced the addition of four Advisory Members to the Board of Trustees: Debbie Goldstein, Kate Taylor, Dune Thorne, and Ella Washington.

Key Points: 
  • Income Research + Management (Income Research or IR+M), a fixed income asset management firm based in Boston, today announced the addition of four Advisory Members to the Board of Trustees: Debbie Goldstein, Kate Taylor, Dune Thorne, and Ella Washington.
  • The Advisory Members aid the Board and IR+Ms leadership team on matters pertaining to management, operations, and strategic positioning within the asset management industry.
  • To view each of the Advisory Members full biographies, please visit Who We Are - Income Research + Management .
  • The Advisory Board Members provide external and independent counsel to the three Fiduciary Board Members and management.

Fiduciary Decisions Announces Redesigned User Experience for DOL PTE 2020-02 Solution

Retrieved on: 
Tuesday, October 12, 2021

TIGARD, Ore., Oct. 12, 2021 /PRNewswire-PRWeb/ --Fiduciary Decisions (FDI) announced today that it will be launching a redesigned user experience for its DOL PTE 2020-02 full-service solution in advance of the DOL's December 21st implementation deadline.

Key Points: 
  • TIGARD, Ore., Oct. 12, 2021 /PRNewswire-PRWeb/ --Fiduciary Decisions (FDI) announced today that it will be launching a redesigned user experience for its DOL PTE 2020-02 full-service solution in advance of the DOL's December 21st implementation deadline.
  • "Not surprisingly, the industry said it needed an easy, intuitive and fully configurable advisor interface given the deadline.
  • In keeping with FDI's history we responded with an enhanced solution keeping all the advantages of our current offering, including best-in-class benchmarking data in just a few months," indicated Tom Kmak CEO of Fiduciary Decisions.
  • The IRA Rollover Compliance solution helps service providers comply with DOL PTE 2020-02 and produce a client-ready output that documents their IRA rollover recommendations.

SHAREHOLDER INVESTIGATION: Halper Sadeh LLP Investigates HFC, NLOK, IEC; Shareholders are Encouraged to Contact the Firm

Retrieved on: 
Saturday, September 4, 2021

If you are a HollyFrontier shareholder, click here to learn more about your rights and options .

Key Points: 
  • If you are a HollyFrontier shareholder, click here to learn more about your rights and options .
  • Halper Sadeh LLP may seek increased consideration, additional disclosures and information concerning the proposed transaction, or other relief and benefits on behalf of shareholders.
  • Shareholders are encouraged to contact the firm free of charge to discuss their legal rights and options.
  • Halper Sadeh LLP represents investors all over the world who have fallen victim to securities fraud and corporate misconduct.

Lifshitz Law Firm, P.C. Announces Investigation of ACBI, JAX, STFR, and VNE

Retrieved on: 
Wednesday, August 4, 2021

If you are an investor, and would like additional information about our investigation, please complete the Information Request Form or contact Joshua Lifshitz, Esq.

Key Points: 
  • If you are an investor, and would like additional information about our investigation, please complete the Information Request Form or contact Joshua Lifshitz, Esq.
  • If you are an investor, and would like information about our investigation, please complete the Information Request Form or contact Joshua Lifshitz, Esq.
  • announces investigation into possible breach of fiduciary duties in connection with the sale of VNE to Magna International Inc. for $31.25 in cash per shares VNE owned.
  • The law firm responsible for this advertisement is Lifshitz Law Firm, P.C., 1190 Broadway, Hewlett, New York 11557, Tel: (516)493-9780.

Lifshitz Law Firm, P.C. Announces Investigation of BRBS, IRT, SNR, and QADA

Retrieved on: 
Wednesday, August 4, 2021

If you are an investor, and would like additional information about our investigation, please complete the Information Request Form or contact Joshua Lifshitz, Esq.

Key Points: 
  • If you are an investor, and would like additional information about our investigation, please complete the Information Request Form or contact Joshua Lifshitz, Esq.
  • announces investigation into possible breach of fiduciary duties in connection with the merger of IRT with Steadfast Apartment REIT, Inc.
  • announces investigation into possible breach of fiduciary duties in connection with the sale of QADA to Thoma Bravo for $87.50 in cash per share.
  • The law firm responsible for this advertisement is Lifshitz Law Firm, P.C.