Chief investment officer

Noah Outlines Growth Strategy and Global Expansion Plans at 2023 Investor Day

Retrieved on: 
Thursday, November 16, 2023
HNW, HKEX, Research, NYSE, Investment, Workforce, CSO, CCI, AUA, Wind, RMB, CIO, GP, Chief investment officer, AUM, IPS, Tutoring, Cryptocurrency, Bank, Financial services, Marketing, Hong Kong

Global expansion making progress in Hong Kong (China), Singapore and U.S.

Key Points: 
  • Global expansion making progress in Hong Kong (China), Singapore and U.S.
    SHANGHAI, Nov. 16, 2023 /PRNewswire/ -- Noah Holdings Limited (the "Company," or "Noah") (NYSE: NOAH and HKEX: 6686), a leading wealth management service provider in China offering comprehensive global investment and asset allocation advisory services primarily for high-net-worth investors, hosted its 2023 Investor Day on November 14, 2023, in Hong Kong.
  • From day one, we have always stuck to our bottom lines: segregation of clients' capital, no maturity mismatches, and no cross-border movement of funds.
  • Noah initiated an international expansion strategy in 2022 to capitalize on the rapidly-growing demand for global asset allocation among mandarin-speaking HNW clients.
  • Noah's global expansion strategy is guided by a management team with extensive experience in world-leading financial institutions.

REZI Honored by Goldman Sachs for Entrepreneurship

Retrieved on: 
Sunday, October 22, 2023
Goldman Sachs, Housing, NYSE, BS, Florida A&M University, Entrepreneurship, Summit, JPMorgan Chase, Business administration, Machine learning, GS, World Innovation Summit for Education, Chief investment officer, Boilermaker, Lease, Management

NEW YORK, Oct. 22, 2023 /PRNewswire/ -- Today, Goldman Sachs (NYSE:GS) is recognizing REZI CEO & Co-founder Sean Mitchell as one of the Most Exceptional Entrepreneurs of 2023 at its Builders and Innovators Summit in Healdsburg, California.

Key Points: 
  • Goldman Sachs selected Sean Mitchell from multiple industries to be honored at the two-day event.
  • Before co-founding REZI, Sean had a career in financial services including roles at Corbin Capital Partners and JP Morgan Chase's Chief Investment Office.
  • "This recognition from Goldman Sachs is an honor, but I truly believe this award says less about me than about the importance of REZI's mission," said Sean Mitchell, Co-Founder and Chief Executive Officer of REZI.
  • "We're delighted to recognize Sean Mitchell as one of the most exceptional entrepreneurs of 2023," said David Solomon, Chairman and CEO of Goldman Sachs.

Thomas Nonnweiler Joins Fiduciary Trust Company as a VP and Investment Officer

Retrieved on: 
Tuesday, October 10, 2023
Other Professional Services, Search Engine Optimization, Human Resources, Finance, Public Relations, Investor Relations, Banking, Communications, Professional Services, Nonnweiler, Multimedia, Investment, Biology, Wealth management, Wealth, Certified Financial Planner, University, BS, Fiduciary, CFP, AllianceBernstein, Fiduciary Trust Company, University of Wisconsin–Madison School of Education, Chief investment officer, Management

Fiduciary Trust Company (“Fiduciary”), a Boston-based private wealth management firm, is pleased to announce the hiring of Thomas Nonnweiler, CFP ®, as a 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 Thomas Nonnweiler, CFP ®, as a Vice President and Investment Officer.
  • Nonnweiler will report to Sidney Queler , Head of Wealth Management.
  • View the full release here: https://www.businesswire.com/news/home/20231010191155/en/
    Thomas Nonnweiler, VP and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    As an Investment Officer, Nonnweiler will work closely with individuals and families to develop, implement, and oversee customized investment and wealth planning solutions designed to meet their unique long-term goals.
  • “His experience serving with high-net-worth families as well as his planning credentials will benefit our clients and complement our team.”
    “I look forward to joining the talented group of professionals at Fiduciary,” said Nonnweiler.

TCW Names Peter Van Gelderen as Global Co-Head of the Securitized Group

Retrieved on: 
Monday, August 14, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, Duke University, American Century Investments, ETF, Investment, Georgetown University Law Center, Liza, Research, Chief investment officer, TCW Group, Bank of America Home Loans, Guggenheim

The TCW Group, a global independent asset management firm, today announced that Peter Van Gelderen will join the Firm as Global Co-Head of the Securitized Group.

Key Points: 
  • The TCW Group, a global independent asset management firm, today announced that Peter Van Gelderen will join the Firm as Global Co-Head of the Securitized Group.
  • He joins Elizabeth (Liza) Crawford who has been Global Co-Head of Securitized since 2020.
  • Together, they will lead securitized product research and investment decisions to support the expansion of TCW’s fixed income assets and capabilities.
  • Mr. Van Gelderen brings nearly two decades of experience in structured and securitized products.

Angeles Investments Publishes 2022 DEI Report

Retrieved on: 
Wednesday, May 3, 2023
Investment, Outsourced, Calendar, Chief investment officer, Data analysis, DEI, ESG, Financial services, Cryptocurrency

SANTA MONICA, Calif., May 3, 2023 /PRNewswire/ -- Angeles Investments, a multi-asset investment firm and OCIO (Outsourced Chief Investment Officer) with approximately $6 billion in discretionary assets and $32 billion in consulting assets, today released their 2022 Diversity, Equity, and Inclusion Annual Report which details its internal and external DEI activity, progress and milestones from the 2022 calendar year in addition to goals for the year ahead.

Key Points: 
  • The 2022 DEI report highlights that 59% of the firm's Investment Officers and 65% of all firm staff are diverse.
  • In addition to transparently reporting the firm's diverse composition, the report details Angeles' advocacy efforts and partnerships along with internal engagement efforts.
  • "In addition to holding Angeles accountable, our diligence is an integral part of our manager selection process," said Sapna Shah, Managing Director and Chair of the DEI Committee at Angeles Investments.
  • Angeles continues to look towards improving DEI through expanding manager DEI data analysis, engaging with existing manager DEI strategies and maintaining focus on identifying diverse emerging managers within the investment industry.

Angeles Investments Named a Greenwich Quality Leader for Sixth Consecutive Year

Retrieved on: 
Wednesday, April 26, 2023
Communication, Partnership, Investment, Research, Chief investment officer, Philosophy, Trust, CRISIL, Entrepreneurship, Financial services

SANTA MONICA, Calif., April 26, 2023 /PRNewswire/ -- Angeles Investments, a multi-asset investment management firm with approximately $6 billion in discretionary assets and $32 billion in consulting assets, has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth consecutive year achieving this accolade.

Key Points: 
  • SANTA MONICA, Calif., April 26, 2023 /PRNewswire/ -- Angeles Investments, a multi-asset investment management firm with approximately $6 billion in discretionary assets and $32 billion in consulting assets, has been recognized by Coalition Greenwich as a recipient of a Greenwich Quality Leader Award for 2022, marking the firm's sixth consecutive year achieving this accolade.
  • "We are incredibly proud to be recognized for our excellence across these important aspects of managing institutional capital.
  • The intellect, diligence, and commitment of our Investment Officers, Chief Investment Officer, and investment teams are second to none in the business.
  • I am grateful for the trust and partnership from our clients, some of the best institutions in the world."

Unibail-Rodamco-Westfield SE announces changes to Management Board

Retrieved on: 
Friday, April 21, 2023
Morgan Stanley, Financial Oversight and Management Board for Puerto Rico, Edinburgh Napier University, Asset management, Vincent, HEC Paris, Sciences Po, The Social Hub, Defense Finance and Accounting Service, Unibail-Rodamco-Westfield, Trinity Tower, Special, Chief investment officer, History, Westfield Mall of Scandinavia, École, Continental, URW, Paribas, Partner, Investment, Center for Development and Strategy, Architecture, Growth, Paris Dauphine University, Accounting, Urban planning, Property management, Management, Online shopping, Science, Development

Unibail-Rodamco-Westfield SE (URW) today announces changes to its Management Board focused on preparing the Group to harness future growth.

Key Points: 
  • Unibail-Rodamco-Westfield SE (URW) today announces changes to its Management Board focused on preparing the Group to harness future growth.
  • Vincent Rouget joins URW and the Management Board as Chief Strategy & Investment Officer, with a focus on developing and executing the Group’s strategy, and URW’s future investment roadmap.
  • Now is the time to build on this momentum to harness future growth and I am delighted to welcome Anne-Sophie and Vincent to URW’s Management Board.
  • Both Anne-Sophie and Vincent are proven leaders who strengthen the Management Board and set us on the path to long-term success.

Buffington Mohr McNeal Welcomes Ali Dang, CFA to Advisory Team

Retrieved on: 
Tuesday, March 21, 2023
Personal Finance, Asset Management, Professional Services, Finance, Portfolio manager, College, CFA, Education, Friends, Risk management, Multimedia, Research, Wealth, McNeal, Business administration, Student, Wealth management, Cooking, FX, College of Idaho, Chief investment officer, Family, J. P. Morgan, Financial services

Buffington Mohr McNeal, an Idaho based Wealth Management Firm, welcomes Ali Dang, CFA as their newest Portfolio Manager and Wealth Management Advisor to start on March 13, 2023.

Key Points: 
  • Buffington Mohr McNeal, an Idaho based Wealth Management Firm, welcomes Ali Dang, CFA as their newest Portfolio Manager and Wealth Management Advisor to start on March 13, 2023.
  • View the full release here: https://www.businesswire.com/news/home/20230317005280/en/
    Buffington Mohr McNeal welcomes Ali Dang, CFA as their newest Portfolio Manager and Wealth Management Advisor.
  • Prior to joining Buffington Mohr McNeal, Ali was a portfolio manager and vice president at J.P. Morgan’s Treasury and Chief Investment Office in New York City.
  • Prior to joining Buffington Mohr McNeal, Ali was a Portfolio Manager and Vice President at J.P. Morgan’s Treasury and Chief Investment Office in New York City.

Evigence Secures $18M in Series B Funding to Expand Commercialization of Freshness Management System

Retrieved on: 
Tuesday, January 17, 2023
Professional Services, Supply Chain Management, Retail, Supermarket, Venture Capital, Food, Beverage, Food technology, Food quality, Temperature, Food safety, Safety, Partnership, Data collection, Cleveland Avenue, Chief investment officer, Food industry, Evig Poesi, Series

Evigence , a food technology company that provides first-time freshness data to optimize the freshness of foods, today announced the close of $18M in Series B funding.

Key Points: 
  • Evigence , a food technology company that provides first-time freshness data to optimize the freshness of foods, today announced the close of $18M in Series B funding.
  • Evigence’s Freshness Management System combines sensors and data analytics to empower food brands, retailers, and foodservice to measure and manage the freshness of food in real time, at the unit level, from end-to-end across the supply chain.
  • “At Evigence, we aim to redefine the way the world manages fresh food”, said Evigence Founder & CEO Yoav Levy.
  • Evigence recently launched its Freshness Management System with meal kit delivery company Marley Spoon by Martha Stewart .

MARC DIZARD NAMED CHIEF INVESTMENT STRATEGIST OF PNC ASSET MANAGEMENT GROUP

Retrieved on: 
Monday, November 21, 2022
Chief investment officer, Ohio State University, Impax Asset Management Group, AMG, PNC, Certified Financial Planner, CFA, Chartered Financial Analyst, Investment, Insurance, Research, Management, Financial services, Financial adviser

PITTSBURGH, Nov. 21, 2022 /PRNewswire/ -- PNC Asset Management Group (AMG) has named Marc Dizard as its chief investment strategist.

Key Points: 
  • PITTSBURGH, Nov. 21, 2022 /PRNewswire/ -- PNC Asset Management Group (AMG) has named Marc Dizard as its chief investment strategist.
  • "Markets are dynamic, and the asset management industry is moving at warp speed," said Amanda Agati, chief investment officer for PNC AMG.
  • "I am honored and excited to join the AMG Investment Office as chief investment strategist," said Dizard.
  • The Asset Management Group offers personal asset management for high and ultra-high net worth individuals and families and institutional asset management services to corporations, healthcare systems, insurance companies, unions, municipalities and nonprofits.