Portfolio manager

Empower Energies Promotes Christopher Lee to CFO to Scale Growing Operations

Retrieved on: 
Tuesday, August 15, 2023
Project finance, Capital One, Pleasure, CFO, Growth, Portfolio manager, Risk management, Credit, KeyBank, Renewable energy, Management, Empower

BETHESDA, Md., Aug. 15, 2023 /PRNewswire/ -- Empower Energies today announced that it has promoted Christopher Lee to the role of Chief Financial Officer.

Key Points: 
  • BETHESDA, Md., Aug. 15, 2023 /PRNewswire/ -- Empower Energies today announced that it has promoted Christopher Lee to the role of Chief Financial Officer.
  • "It has been a pleasure joining the Empower Energies team and helping to drive its expansion.
  • Chris first joined Empower Energies in August 2022 as Vice President of Project Finance.
  • Patrick Corr, Chief Strategy Officer at Empower Energies, added, "Chris has been a great addition to the team and was an obvious choice for CFO as we continue to grow and expand Empower Energies' portfolio and capabilities.

Invivyd Announces Appointment of Sara Cotter to Board Of Directors

Retrieved on: 
Thursday, July 27, 2023
EUA, Prader–Willi syndrome, Portfolio manager, SVKM's NMIMS, Drug development, University, AbbVie, Abbott Laboratories, COVID-19, Kellogg School, Antibody, Northfield Laboratories, M.B.A, UBS, Immunodeficiency, Notre Dame, Northwestern University, Pharmaceutical industry

WALTHAM, Mass., July 27, 2023 (GLOBE NEWSWIRE) -- Invivyd, Inc. (Nasdaq: IVVD), a clinical-stage biopharmaceutical company on a mission to protect the vulnerable from serious viral infectious diseases, today announced the appointment of Sara Cotter to its board of directors.

Key Points: 
  • WALTHAM, Mass., July 27, 2023 (GLOBE NEWSWIRE) -- Invivyd, Inc. (Nasdaq: IVVD), a clinical-stage biopharmaceutical company on a mission to protect the vulnerable from serious viral infectious diseases, today announced the appointment of Sara Cotter to its board of directors.
  • Ms. Cotter brings extensive leadership experience spanning healthcare investment management and drug development.
  • Cotter’s comprehensive knowledge of the biopharmaceutical industry, pairing both operating and capital markets expertise, make her an excellent addition to our board of directors,” said Dave Hering, Chief Executive Officer of Invivyd.
  • Ms. Cotter received an M.B.A from the Kellogg School of Management at Northwestern University and a B.S.

Arrowside Capital, LLC Opens Equity Strategies to New Investors; Announces Partnership With Sustainable Leaders Investment Management

Retrieved on: 
Wednesday, July 26, 2023
Consulting, Professional Services, Finance, Portfolio manager, Culture, Partner (business rank), Capital, Renewable energy, Management

Arrowside Capital, an independently owned investment manager, announced today that it has opened its investment strategies to new investors, and has collaborated with Sustainable Leaders Investment Management to accelerate the firm’s growth.

Key Points: 
  • Arrowside Capital, an independently owned investment manager, announced today that it has opened its investment strategies to new investors, and has collaborated with Sustainable Leaders Investment Management to accelerate the firm’s growth.
  • Prior to Polen Capital, he was the Founder and CEO of Copper Rock Capital, a firm that specialized in Small and Midcap investment strategies.
  • John Linnehan, President of Sustainable Leaders Investment Management said, “We are excited to partner with Tucker and his team to offer his time-tested investment process to investors.
  • Sustainable Leaders, founded in 2016, is a private investment firm whose mission is to be the leader in environmental and socially conscious investing.

The Middlefield Banking Company Expands Commercial Banking Team

Retrieved on: 
Wednesday, July 19, 2023
Ohio University, Portfolio manager, Partnership, Cleveland State University, University, Senior, Bachelor of Business Administration, The Salvation Army, PNC Financial Services, First Merchants Corporation, Head, Research, Marketing management, Marketing, II, Huntington Bancshares, Business administration, American Banker, Accounting, Chief business development officer, Management information system, Management

MIDDLEFIELD, Ohio, July 19, 2023 (GLOBE NEWSWIRE) -- The Middlefield Banking Company, a wholly owned subsidiary of Middlefield Banc Corp. (NASDAQ: MBCN), today announced that it has added two new team members to help expand and manage Middlefield’s commercial banking brand in the Central and Northeast Ohio markets. Joining Middlefield are Josh Riley, Senior Vice President/Chief Commercial Market Executive - Central Ohio and Jerry Benko Senior Vice President/Chief Commercial Market Executive - Northeast Ohio.

Key Points: 
  • MIDDLEFIELD, Ohio, July 19, 2023 (GLOBE NEWSWIRE) -- The Middlefield Banking Company, a wholly owned subsidiary of Middlefield Banc Corp. (NASDAQ: MBCN), today announced that it has added two new team members to help expand and manage Middlefield’s commercial banking brand in the Central and Northeast Ohio markets.
  • Joining Middlefield are Josh Riley, Senior Vice President/Chief Commercial Market Executive - Central Ohio and Jerry Benko Senior Vice President/Chief Commercial Market Executive - Northeast Ohio.
  • “We look forward to Josh and Jerry’s contributions as Middlefield expands its community-focused teams in Central and Northeast Ohio.”
    As Senior Vice President/Chief Commercial Market Executive - Central Ohio, Josh Riley brings over 21 years of financial services experience within the Central Ohio market.
  • As Senior Vice President/Chief Commercial Market Executive - Northeast Ohio, Jerry Benko brings over 21 years of banking experience within the Northeast Ohio market.

Human Capital Management Has Quantifiable Implications for Investors, Says Schroders

Retrieved on: 
Wednesday, July 12, 2023
Asset Management, Professional Services, Business, Finance, CalPERS, Workforce, Learning, Insurance, Financial Industry Regulatory Authority, Communication, Return on capital employed, Portfolio manager, Bryant Park, University, Partnership, London Stock Exchange, Financial Conduct Authority, Culture, Commonwealth of Australia (US securities entity), Intelligence, Research, CRD, Index, NRD, Investment, London, Risk, SFA, KPI-driven code analysis, University of Oxford, Geography, Cryptocurrency, Risk management, Financial adviser, Schroders, Newsroom, Sustainability

Strong human capital management systems can be deployed through a combination of operating model and workforce strategies, culture and inclusion, incentive and performance management, talent and learning, and innovation.

Key Points: 
  • Strong human capital management systems can be deployed through a combination of operating model and workforce strategies, culture and inclusion, incentive and performance management, talent and learning, and innovation.
  • There are multiple paths to human capital management affecting balance sheets and profit and loss.
  • With KPIs to identify good human capital management, we can consider the drivers of change, and show how to optimize human capital productivity.
  • “This research tells us that investors should not ignore human capital management in evaluating investee companies,” said Angus Bauer, Head of Sustainable Research.

WisdomTree Launches CORBU x WT PolyMacro Model Portfolios

Retrieved on: 
Tuesday, June 27, 2023
Technology, Finance, Consulting, Fintech, Banking, Professional Services, Data Analytics, Asset Management, Data Management, Federal Reserve, Portfolio manager, ETF, WhiteBoard Product Solutions, Lovell Minnick Partners, Policy, Research, Accounting, Judgement, Prospectus, POV, Growth, NYSE, Financial adviser, Renewable energy, WisdomTree Investments

The CORBU x WT PolyMacro Model Portfolios and any related content are for informational use only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any CORBU x WT PolyMacro Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any CORBU x WT PolyMacro Model Portfolio, any particular security or any particular strategy.

Key Points: 
  • The CORBU x WT PolyMacro Model Portfolios and any related content are for informational use only and are not intended to provide, and should not be relied on for, tax, legal, accounting, investment or financial planning advice by WisdomTree, nor should any CORBU x WT PolyMacro Model Portfolio information be considered or relied upon as investment advice or as a recommendation from WisdomTree, including regarding the use or suitability of any CORBU x WT PolyMacro Model Portfolio, any particular security or any particular strategy.
  • The CORBU x WT PolyMacro Model Portfolios are not intended to constitute investment advice or investment recommendations from WisdomTree.
  • Information concerning the CORBU x WT PolyMacro Model Portfolios – including holdings, performance, and other characteristics – may vary materially from any portfolios or accounts derived from the CORBU x WT PolyMacro Model Portfolios.
  • WisdomTree is also not responsible for determining the suitability or appropriateness of a strategy based on the CORBU x WT PolyMacro Model Portfolios.

Charles Schorin, Former Elliott Management Portfolio Manager, Joins Mental Health Tech Nonprofit Project Healthy Minds Board of Directors

Retrieved on: 
Thursday, June 22, 2023
Managed Care, General Health, Professional Services, Start-Up, Consumer, Mental Health, Social Services, Teens, Cardiology, Generation Z, Millennials, Health, Morgan Stanley, Federal Reserve Bank, Portfolio manager, Gen, Stroke, Mental health, Wall Street, Multimedia, Research, COVID, Loneliness, Mental, Sadness, Massachusetts Executive Office of Health and Human Services, CDC, Investment, Risk, IPSOS, Council, Council of Economic Advisers (Scotland), Elliott Investment Management, Pharmaceutical industry, Gallup

Project Healthy Minds, a millennial / Gen Z-driven mental health nonprofit, announced today that it has appointed veteran investor Charles (Chip) Schorin to its Board of Directors.

Key Points: 
  • Project Healthy Minds, a millennial / Gen Z-driven mental health nonprofit, announced today that it has appointed veteran investor Charles (Chip) Schorin to its Board of Directors.
  • “Mental health has become the preeminent public health issue in this country and it has far-reaching implications throughout our society,” explained Schorin.
  • Mental health has replaced COVID as the top health concern among Americans, according to a recent IPSOS survey.
  • Mental health costs the U.S. economy $47.6 billion annually in lost productivity, according to new research from Gallup.

Rockefeller Global Family Office Welcomes Three Private Advisor Teams, Increasing Presence in New York, Winter Park, and San Francisco

Retrieved on: 
Friday, June 16, 2023
Consulting, Banking, Professional Services, Finance, Portfolio manager, Bear Stearns, Senior, Private, Socially responsible investing, First Republic, Anne DeGrace, Morgan Stanley Wealth Management, Research, Lincoln National Corporation, Associate, Truist, Wealth, Palomeque, First Republic Bank, Public sector banks in India, Woman, Bank of America Private Bank, Zimbabwe men's national field hockey team, Real estate, Rockefeller Capital Management, Financial services, Management

Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of three Private Advisor teams – Hayes Wealth Partners, of New York, NY; Lien DeGrace Wealth Partners, of Winter Park, FL; and NPKD Wealth Partners, of San Francisco, CA.

Key Points: 
  • Rockefeller Global Family Office (“Rockefeller”), the wealth management division of Rockefeller Capital Management, today announced the addition of three Private Advisor teams – Hayes Wealth Partners, of New York, NY; Lien DeGrace Wealth Partners, of Winter Park, FL; and NPKD Wealth Partners, of San Francisco, CA.
  • Hayes was recognized by Forbes as a 2023 Best-In-State Wealth Advisor and 2023 Best-In-State Top Women Wealth Advisor.
  • Hayes Wealth Partners also includes Jonathan Mazzeo, Associate Vice President and Senior Client Associate, and will report to Michael Outlaw, National Field Director of Rockefeller Global Family Office.
  • The team joins from First Republic and will report to Brian Riley, Pacific Northwest Divisional Director of Rockefeller Global Family Office.

HeartBeam Appoints Ken Nelson and Mark Strome to the Board of Directors

Retrieved on: 
Thursday, June 8, 2023
Biotechnology, Medical Devices, Health, Health Technology, Cardiology, Portfolio manager, Partnership, Head, Global analytic function, Vanderbilt University, Adviser, Economics, Biotelemetry, Digital health, Investment, National Water and Sewerage Corporation, Bankruptcy, Management

Ken Nelson, 48, is a 20-year digital health, medical device, and remote patient monitoring executive and innovator.

Key Points: 
  • Ken Nelson, 48, is a 20-year digital health, medical device, and remote patient monitoring executive and innovator.
  • Mr. Strome is the Founder, Chief Investment Officer, and Chairman at Strome Investment Management, L.P. and Strome Group, Inc.
  • Mr. Strome has been a member of the Board of Directors of multiple companies over the last three decades.
  • “We are privileged to welcome two members with highly relevant backgrounds to HeartBeam’s Board,” said Branislav Vajdic, Ph.D., HeartBeam CEO and Founder.

Advisor team The BG Group joins UBS in New York City

Retrieved on: 
Friday, June 2, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, President Trump, Morgan Stanley, Daniel, Portfolio manager, Financial adviser, Education, Investment, D.C, Federal, Consultant, Professional, Wall Street, CIBC World Markets, Organization, Adviser, Merrill, BG Group, Wealth management, Federal Reserve, Partner, Risk, Justin, UBS, George Washington, Longevity, Merrill (company), Environment, Retirement, Financial services

Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high net worth individuals and families.

Key Points: 
  • Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high net worth individuals and families.
  • Michael Bromberg joins UBS as a Managing Director and Financial Advisor.
  • Joshua Ellner joins UBS as a Financial Advisor and has been a member of The BG Group since 2014.
  • Rob Mancino joins UBS as a Portfolio Manager and Partner of The BG Group.