Adviser

Four Financial Advisors join UBS in Atlanta, Georgia

Retrieved on: 
Monday, December 11, 2023

They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office, which is managed by Market Directors Robert Tamarkin and Sterling Zerbe.

Key Points: 
  • They join the UBS Southeast Wealth Management Market, led by Market Executive Lane Strumlauf, and will be located in the Atlanta, Georgia office, which is managed by Market Directors Robert Tamarkin and Sterling Zerbe.
  • “On behalf of UBS, we’re excited to welcome Chris, John, William and Daniel to the firm,” said Robert Tamarkin, Market Director for Atlanta at UBS Wealth Management USA.
  • John Little has worked in the financial services industry since 2011 and joins UBS from Merrill Lynch Wealth Management.
  • Prior to joining UBS, William served as a Vice President and Senior Financial Advisor with Merrill Lynch Wealth Management.

Meanwhile Group Unveils First Bitcoin Private Credit Fund

Retrieved on: 
Thursday, December 7, 2023

After launching the first and only life insurance company entirely denominated in a cryptocurrency, parent company Meanwhile Group’s subsidiary Investment Manager, Meanwhile Advisors, has announced the launch of a first-of-its-kind bitcoin private credit fund: Meanwhile BTC Private Credit Fund LP.

Key Points: 
  • After launching the first and only life insurance company entirely denominated in a cryptocurrency, parent company Meanwhile Group’s subsidiary Investment Manager, Meanwhile Advisors, has announced the launch of a first-of-its-kind bitcoin private credit fund: Meanwhile BTC Private Credit Fund LP.
  • The private credit fund aims to attract institutional investors seeking access to BTC’s growth with an added conservative BTC-denominated yield.
  • Unlike retail-focused on-chain lending, the fund serves as a dynamic alternative within the Bitcoin ecosystem.
  • Security: The private credit fund is designed with a top-notch security infrastructure, prioritizing the protection of investors' valuable BTC assets.

Pacific Advisors Expands Presence in the Bay Area with Brandon Au as Managing Partner

Retrieved on: 
Wednesday, December 6, 2023

Pacific Advisors is thrilled to announce the expansion of its operations in the San Francisco Bay Area with the appointment of Brandon Au as Managing Partner of Pacific Advisors of San Francisco.

Key Points: 
  • Pacific Advisors is thrilled to announce the expansion of its operations in the San Francisco Bay Area with the appointment of Brandon Au as Managing Partner of Pacific Advisors of San Francisco.
  • Brandon's journey to Pacific Advisors from his previous role at MassMutual was driven by a deep appreciation for the firm's culture.
  • Pacific Advisors' expansion in the Bay Area with Brandon Au as Managing Partner represents a significant step toward providing clients with financial guidance, personalized service, and a commitment to lasting financial freedom.
  • Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

Insight Select Income Fund Declares Quarterly Dividend

Retrieved on: 
Friday, December 8, 2023

The Insight Select Income Fund (NYSE: INSI) (the “Fund”) today declared a quarterly dividend of $0.20 per share on December 5, 2023.

Key Points: 
  • The Insight Select Income Fund (NYSE: INSI) (the “Fund”) today declared a quarterly dividend of $0.20 per share on December 5, 2023.
  • The Fund’s last four quarterly dividend payments from ordinary income equates to approximately $0.80 per share.
  • The Fund will also look to benefit from trading securities to optimize the risk adjusted yields in the Fund.
  • Investors should understand that a return of capital is not a distribution from income or gains of a Fund.

Defiance Suite of Daily Options (0DTE) Income ETFs, $QQQY, $JEPY, & $IWMY Surpass $300M AUM

Retrieved on: 
Thursday, November 30, 2023

Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.

Key Points: 
  • Distributions for the ETFs (if any) are variable and may vary significantly from month to month and may be zero.
  • Such conditions may not continue to exist and there should be no expectation that this performance may be repeated in the future.
  • Some securities held by the Fund, including options contracts, may be difficult to sell or be illiquid, particularly during times of market turmoil.
  • This risks greater for the Fund as it will hold options contracts on a single security, and not a broader range of options contracts.

Advisors Charlie Medelberg and Stacey Koziatek join UBS in Chesterfield, Missouri

Retrieved on: 
Thursday, November 30, 2023

UBS Wealth Management USA today announced that Charlie Medelberg and Stacey Koziatek, The Medelberg Group , have joined the firm as Financial Advisors.

Key Points: 
  • UBS Wealth Management USA today announced that Charlie Medelberg and Stacey Koziatek, The Medelberg Group , have joined the firm as Financial Advisors.
  • They join the UBS Midwest Wealth Management Market, managed by Michael Mimick, and will be located in the Chesterfield, MO office, reporting to Gary Wideman.
  • “On behalf of UBS, we’re excited to welcome Charlie and Stacey to the firm,” said Michael Mimick, Midwest Market Executive at UBS Wealth Management USA.
  • Prior to joining UBS, Charlie spent 15 years working as a Financial Advisor at Morgan Stanley and 20 years with Merrill Lynch.

First Trust Advisors L.P. Announces Distribution for First Trust Enhanced Short Maturity ETF

Retrieved on: 
Wednesday, November 29, 2023

First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.

Key Points: 
  • First Trust Advisors L.P. ("FTA") is a federally registered investment advisor and serves as the Fund's investment advisor.
  • FTA and its affiliate First Trust Portfolios L.P. ("FTP"), a FINRA registered broker-dealer, are privately-held companies that provide a variety of investment services.
  • Volatility is the characteristic of a security, an index or a market to fluctuate significantly in price within a short time period.
  • Such exposures could cause the Fund's net asset value to experience significant increases or declines in value over short periods of time.

Fairway Private Equity & Venture Capital Opportunities Fund Announces Third Quarter Results

Retrieved on: 
Wednesday, November 29, 2023

Fairway Capital Management (“Fairway”), an investment management firm founded by a team of five colleagues that formerly worked together at Adams Street Partners, announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 2.59% in the quarter ended September 30, 2023.

Key Points: 
  • Fairway Capital Management (“Fairway”), an investment management firm founded by a team of five colleagues that formerly worked together at Adams Street Partners, announced today that Fairway Private Equity & Venture Capital Opportunities Fund (the “Fund”) increased in Net Asset Value by 2.59% in the quarter ended September 30, 2023.
  • As a ’40 Act fund, Fairway Private Equity & Venture Capital Opportunities Fund offers greater flexibility than a traditional, institutionally oriented private equity investment vehicle.
  • The Fairway team includes veteran private equity professionals with total collective experience of 100+ years and deep relationships with many leading private equity and venture capital General Partners.
  • Fairway Capital Management is an investment manager focused on private equity and venture capital investments, headquartered in Chicago.

Russell Morrison joins UBS as Financial Advisor in Jackson, Mississippi

Retrieved on: 
Wednesday, November 29, 2023

UBS Wealth Management USA today announced that Russell Morrison has joined the firm as a Financial Advisor.

Key Points: 
  • UBS Wealth Management USA today announced that Russell Morrison has joined the firm as a Financial Advisor.
  • Russell will be teaming up with Jackson, Mississippi based team, Capitol Wealth Management , led by UBS Financial Advisors Rush Mosby and Will Mosby.
  • Russell joins the UBS South Central Market, managed by Ryan McLaughlin Wood, and is located in the Jackson, Mississippi office, reporting to Sara Perez Barrett.
  • “On behalf of UBS, we’re excited to welcome Russell to the firm,” said Ryan McLaughlin Wood, South Central Market Executive at UBS Wealth Management USA.

Stephens Private Wealth Management Hires Senior Vice President and Financial Consultant Jason J. Fair

Retrieved on: 
Thursday, November 30, 2023

Fair, CFP®, is joining the firm’s Private Wealth Management division as a Senior Vice President and Financial Consultant.

Key Points: 
  • Fair, CFP®, is joining the firm’s Private Wealth Management division as a Senior Vice President and Financial Consultant.
  • “Jason brings more than 30 years of experience creating customized investment and wealth management plans for clients,” said Kevin Scanlon, executive vice president and head of Stephens Private Wealth Management.
  • We are pleased to welcome Jason to the team.”
    Stephens Private Wealth Management offers a complete array of customized investment management solutions as well as wealth planning strategies and advice to help our clients achieve their financial goals.
  • “I am thrilled to be part of Stephens and look forward to helping our team continue to grow.”
    Mr. Fair holds a Certified Financial PlannerTM (CFP®) designation.