Mellon Financial

David Panton Global Private Equity Expert Joins CEA’s Advisory Board

Retrieved on: 
Monday, October 16, 2023

CEA Group (“CEA”) announced today that David Panton, a global private equity expert and professor, has joined CEA’s Advisory Board as Senior Advisor – Private Equity.

Key Points: 
  • CEA Group (“CEA”) announced today that David Panton, a global private equity expert and professor, has joined CEA’s Advisory Board as Senior Advisor – Private Equity.
  • View the full release here: https://www.businesswire.com/news/home/20231016924032/en/
    David Panton, Chairman of Panton Equity Partners, Co-founder and Managing Partner of Navigation Capital Partners, joins CEA's Advisory Board as Senior Advisor - Private Equity (Photo: Business Wire)
    Dr. David Panton is Chairman of Panton Equity Partners , a private family office he founded in 2012.
  • CEA Chairman and Founder Rick Michaels stated, “I am honored to have Dr. David Panton, a distinguished global private equity leader, join our Advisory Board.
  • David possesses a plethora of knowledge and achievements, especially relating to global private equity.

Star Mountain Capital Adds Chris Calabrese, Former Co-Founder of LBC Credit Partners, as Strategic Portfolio Partner

Retrieved on: 
Thursday, September 28, 2023

Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountain’s full-time team and investors by investing their personal capital and sharing in the firm’s carried interest.

Key Points: 
  • Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountain’s full-time team and investors by investing their personal capital and sharing in the firm’s carried interest.
  • “We are excited to expand Chris into this full-time role providing additional value for our investors, portfolio companies and team,” said Brett Hickey , Star Mountain Capital Founder & CEO.
  • In 2005 Mr. Calabrese co-founded LBC Credit Partners, a lower middle-market private credit investment firm that was acquired by CIFC Asset Management LLC in December 2021.
  • At LBC, he served as a Senior Partner facilitating a team which invested over $5.5 billion in more than 200 lower middle-market companies through 2019.

Former Mellon CIO David Daglio Announces Formation of New Asset Management Firm

Retrieved on: 
Monday, March 6, 2023

David Daglio, former Chief Investment Officer of Mellon Investments Corp. announced the formation of BC-GUMPS, an asset management business purpose-built to deliver targeted solutions with asymmetric payoff.

Key Points: 
  • David Daglio, former Chief Investment Officer of Mellon Investments Corp. announced the formation of BC-GUMPS, an asset management business purpose-built to deliver targeted solutions with asymmetric payoff.
  • In short, BC-GUMPS is built to seize time-sensitive opportunities with high payoff and low risk.
  • He is joined by Corey Griffin, formerly CEO of The Boston Company, and Dale Dutile, a senior member of Daglio's Opportunistic Value team.
  • BC-GUMPS is founded on the principle of using sound, repeatable processes to do the same in the uncertain world of asset management.

Marlette Holdings, Inc. Appoints John L. Klinck Jr. to Board of Directors

Retrieved on: 
Tuesday, February 21, 2023

WILMINGTON, Del., Feb. 21, 2023 /PRNewswire/ -- Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, today announced the appointment of John L. "Jack" Klinck Jr. to the Board of Directors, effective Feb. 14.

Key Points: 
  • WILMINGTON, Del., Feb. 21, 2023 /PRNewswire/ -- Marlette Holdings, Inc., a leading financial technology company that operates the Best Egg platform, today announced the appointment of John L. "Jack" Klinck Jr. to the Board of Directors, effective Feb. 14.
  • Jack started his career at American Express before moving to Mellon Bank, now BNY Mellon.
  • At Mellon, Jack was promoted to CEO of International Operations based in London and Vice Chairman, serving on the Management Committee.
  • "With his track record of advising growth companies, Jack will add critical experience and perspective to our Board."

Cincinnati Financial Corporation Announces Death of Board Member William Bahl

Retrieved on: 
Tuesday, September 27, 2022

CINCINNATI, Sept. 27, 2022 /PRNewswire/ --Cincinnati Financial Corporation (Nasdaq: CINF) today announced with great sadness that William F. Bahl, CFA, CIC passed away on September 26, 2022.

Key Points: 
  • CINCINNATI, Sept. 27, 2022 /PRNewswire/ --Cincinnati Financial Corporation (Nasdaq: CINF) today announced with great sadness that William F. Bahl, CFA, CIC passed away on September 26, 2022.
  • Throughout his tenure, Mr. Bahl developed a deep understanding of what makes our company unique, including our independent agency focus and our equity investing and dividend paying strategies.
  • Mr. Bahl was co-founder and chairman of the board of Cincinnati-based, registered investment adviser Bahl & Gaynor Investment Counsel Inc.
  • Cincinnati Financial Corporation offers primarily business, home and auto insurance through TheCincinnati Insurance Company and its two standard market property casualty companies.

Northwest Bancshares, Inc. and Northwest Bank Name Louis J. Torchio President and Chief Executive Officer

Retrieved on: 
Thursday, August 18, 2022

COLUMBUS, Ohio, Aug. 18, 2022 /PRNewswire/ -- Northwest Bancshares, Inc. (Nasdaq: NWBI) and Northwest Bank today announced that Louis J. Torchio has been appointed President and Chief Executive Officer of both companies, effective immediately. Mr. Torchio joined Northwest Bank in 2018, most recently serving as Senior Executive Vice President, Retail Lending and Business Banking.

Key Points: 
  • Mr. Torchio joined Northwest Bank in 2018, most recently serving as Senior Executive Vice President, Retail Lending and Business Banking.
  • Mr. Torchio brings more than 31 years of experience in the banking industry to his position as President and Chief Executive Officer.
  • Prior to his assuming the position of interim President and Chief Executive Officer, Mr. Harvey served for 20 years as Chief Financial Officer.
  • "I'm humbled and honored to serve as President and Chief Executive Officer of Northwest Bank," said Mr. Torchio.

PNC'S HEAD OF RETAIL BANKING AND CHIEF CUSTOMER OFFICER KAREN LARRIMER TO RETIRE

Retrieved on: 
Thursday, May 26, 2022

PITTSBURGH, May 26, 2022 /PRNewswire/ -- The PNC Financial Services Group, Inc. (NYSE: PNC) announced today that Karen Larrimer, head of Retail Banking and chief customer officer, has elected to retire after more than 27 years of service and leadership to the bank. Larrimer will remain as the bank's chief customer officer through 2022, as she transitions out of her role as head of Retail Banking, effective July 1. Alex Overstrom, PNC's current head of Small Business and deputy head of Retail Banking, will assume responsibility for leading PNC's Retail Banking line of business.

Key Points: 
  • PITTSBURGH, May 26, 2022 /PRNewswire/ -- The PNC Financial Services Group, Inc. (NYSE: PNC) announced today that Karen Larrimer, head of Retail Banking and chief customer officer, has elected to retire after more than 27 years of service and leadership to the bank.
  • Larrimer will remain as the bank's chief customer officer through 2022, as she transitions out of her role as head of Retail Banking, effective July 1.
  • Alex Overstrom, PNC's current head of Small Business and deputy head of Retail Banking, will assume responsibility for leading PNC's Retail Banking line of business.
  • Larrimer has led Retail Banking since July 2016, following her appointment to chief customer officer in 2014.

Tapping into Deep Business Owner Expertise, Leading Pittsburgh Wealth Advisor, Ken Chapel, Joins Fast-Growing RIA Interchange Capital Partners

Retrieved on: 
Wednesday, April 13, 2022

Interchange Capital Partners is a member of the Dynasty Financial Partners Network of independent advisory firms.

Key Points: 
  • Interchange Capital Partners is a member of the Dynasty Financial Partners Network of independent advisory firms.
  • By partnering with Interchange Capital Partners, an independent registered advisor firm, I feel clients gain many benefits.
  • At Interchange Capital Partners, clients have a wide array of investment options and greater access to private equity, private alternatives, and cryptocurrency, commented Mr. Chapel.
  • Prior to joining Interchange Capital Partners in March of 2022, Ken served as the primary advisor to PNC Private Bank clients.

Erasca Strengthens Leadership Team with Two Key Executive Appointments

Retrieved on: 
Tuesday, January 18, 2022

SAN DIEGO, Jan. 18, 2022 (GLOBE NEWSWIRE) -- Erasca, Inc. (Nasdaq: ERAS), a clinical-stage precision oncology company singularly focused on discovering, developing, and commercializing therapies for patients with RAS/MAPK pathway-driven cancers, today announced the appointment of Lisa Tesvich-Bonora as Chief People Officer and the promotion of Robert Shoemaker to Senior Vice President of Research.

Key Points: 
  • Dr. Lim continued, I am also very pleased to announce Roberts promotion to Senior Vice President of Research.
  • Dr. Tesvich-Bonora brings more than 20 years of experience as a strategic leadership consultant, with expertise in organizational development, culture, and talent management.
  • Prior to joining Erasca, she was founder and president of Inspire True Leadership, an organizational advisory company focused on enabling business growth through leadership excellence and a strong people agenda.
  • Erasca cautions you that statements contained in this press release regarding matters that are not historical facts are forward-looking statements.

Brian Rafanello Joins Provident as SVP, Head of Treasury Management

Retrieved on: 
Tuesday, January 4, 2022

ISELIN, NEW JERSEY, Jan. 04, 2022 (GLOBE NEWSWIRE) -- Provident Bank ,a leading New Jersey-based financial institution announced today that Brian Rafanello has joined the Bank as Senior Vice President, Head of Treasury Management.

Key Points: 
  • ISELIN, NEW JERSEY, Jan. 04, 2022 (GLOBE NEWSWIRE) -- Provident Bank ,a leading New Jersey-based financial institution announced today that Brian Rafanello has joined the Bank as Senior Vice President, Head of Treasury Management.
  • Mr. Rafanello is based in the Banks Iselin, N.J. administrative headquarters and is responsible for leading the sales, service and operations for the Treasury Management department.
  • His expertise in treasury management sales and extensive knowledge of transaction banking products will greatly enhance our treasury management capabilities as we look to grow our portfolio and deepen existing relationships, added Mr. Sierotko.
  • Prior to joining Provident, Mr. Rafanello wasSenior Vice President, Director of Treasury Management Sales at Santander Bank and was head of commercial card and B2B payments sales and account management across all markets (business banking, middle market and mid corporate) in North America.