Chartered Financial Analyst

Fanhua Puyi Family Office, a subsidiary of Puyi Inc. (NASDAQ: PUYI), Celebrates Its Third Anniversary, With Cumulative Service Assets Exceeding 5 billion yuan

Retrieved on: 
Tuesday, October 24, 2023
Insurance, CPB, Education, Certified Public Accountant, CPA, Country, Gold Award, FOC, Multimedia, Trust, Growth, University, Chartered Financial Analyst, Marketing, STEP, Consultant, CFA, Gawker, Professional, Family, COVID-19, Financial services, Management, Film industry

Puyi Group Chairman Yong Ren, Puyi Group Vice President Shuqiang Liu, Puyi Fund General Manager Jianhua Wang, Fanhua Puyi Family Office General Manager Lili Chen and Fanhua Puyi Family Office Deputy General Manager Mubin Lin, and other managements attended the event, celebrating the third anniversary of Fanhua Puyi Family Office together.

Key Points: 
  • Puyi Group Chairman Yong Ren, Puyi Group Vice President Shuqiang Liu, Puyi Fund General Manager Jianhua Wang, Fanhua Puyi Family Office General Manager Lili Chen and Fanhua Puyi Family Office Deputy General Manager Mubin Lin, and other managements attended the event, celebrating the third anniversary of Fanhua Puyi Family Office together.
  • Partners, branch managements, and colleagues also sent their sincere blessings to the Fanhua Puyi Family Office through live broadcasts.
  • After three years of hard work and vigorous growth, the cumulative service assets of Fanhua Puyi Family Office has exceeded 5 billion yuan, and has quickly become a leading institution in the field of independent family offices.
  • Fanhua Puyi Family Office has independently developed the Family Office Intelligent Service System (FOISS) which is dedicated to realizing efficient collaboration throughout the whole process of the family office ecosystem.

Interstellar Communication Holdings Welcome New Board Members

Retrieved on: 
Tuesday, October 10, 2023
Investment, Knowledge, Vietnam veteran, Audit committee, TED (conference), Compensated emancipation, Business, Energy and Industrial Strategy Committee, Stripe, Organization, Communication, CFA, Emory University, University of North Carolina at Pembroke, University, Chapel Hill, Chartered Financial Analyst, Alpha capture system, FINRA, Salomon Brothers, Business administration, UBS, Merrill (company), Professional Football Compensation Committee, Marines, Research, Management, Christians

Miami, FL, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Interstellar Communication Holdings Inc., (the “Company” or “Interstellar Communication”), a holding company that connects and consolidates space-related companies, announced the appointment of three new directors to its Board: Christian D. Evans, investor and Managing Partner at Be Uncommon Capital; Thomas A.

Key Points: 
  • Miami, FL, Oct. 10, 2023 (GLOBE NEWSWIRE) -- Interstellar Communication Holdings Inc., (the “Company” or “Interstellar Communication”), a holding company that connects and consolidates space-related companies, announced the appointment of three new directors to its Board: Christian D. Evans, investor and Managing Partner at Be Uncommon Capital; Thomas A.
  • The board of directors will play a pivotal role in setting strategic goals and ensuring the Company has the necessary financial and human resources to achieve its objectives.
  • "I am excited to welcome Christian, Tad, and Wil to the Interstellar Communication Board of Directors.
  • Their diverse backgrounds and extensive knowledge in capital markets, investments, and technology will be invaluable as we continue our mission of connecting and consolidating space-related companies," said Lijie Zhu, Managing Director of Dragon Gate Investment Partners and Chair of Interstellar Communication Holdings.

Edelman Smithfield Announces Kimberly Greenberger as Senior Advisor

Retrieved on: 
Tuesday, October 10, 2023
Professional Services, Business, Communications, Finance, Consulting, Public Relations, Investor Relations, University of Colorado Boulder, The Wall Street Journal, Citigroup, Morgan Stanley, Edelman, University, Lehman Brothers, Senior advisor, Credit Suisse, Chartered Financial Analyst, Institutional Investor, Business administration, Harvard Business School, Master of Business Administration, Science

Edelman Smithfield, a global financial communications firm that specializes in financial markets and strategic situations, today announced that Kimberly Greenberger has joined the firm as a Senior Advisor.

Key Points: 
  • Edelman Smithfield, a global financial communications firm that specializes in financial markets and strategic situations, today announced that Kimberly Greenberger has joined the firm as a Senior Advisor.
  • As a sell-side analyst with over 25 years of experience in the consumer and retail industries, Greenberger brings a deep understanding of the consumer landscape, and expertise in the evolution of retailing, including emerging and disruptive business models to Edelman Smithfield.
  • Greenberger was frequently ranked among top analysts for coverage of the retail sector by Institutional Investor and The Wall Street Journal.
  • “We are very excited to welcome Kimberly to Edelman Smithfield and believe her over two decades of experience in the consumer and retail space will add invaluable perspective to our clients,” said Lex Suvanto, Edelman Smithfield’s Global CEO.

Camille Svitek, CFA®, CFP®, Joins Prime Capital Investment Advisors

Retrieved on: 
Thursday, October 5, 2023
Professional Services, Finance, PCIA, University of Richmond, Investment, Multimedia, Partnership, Chartered Financial Analyst, Svitek, University, Economics, Financial services

Prime Capital Investment Advisors (PCIA) proudly announces Camille Svitek of San Antonio, Texas, has joined PCIA's Crossvault Capital Management (Crossvault) team as an advisor.

Key Points: 
  • Prime Capital Investment Advisors (PCIA) proudly announces Camille Svitek of San Antonio, Texas, has joined PCIA's Crossvault Capital Management (Crossvault) team as an advisor.
  • View the full release here: https://www.businesswire.com/news/home/20231005130952/en/
    "We are delighted to welcome Camille to the PCIA team," said Glenn Spencer, chief executive officer at Prime Capital Investment Advisors.
  • "At PCIA, we value Camille’s approach to creating comprehensive strategies for clients and appreciate the extra effort she takes to help them understand their investments and financial objectives," said John Seibolt, chief development officer at Prime Capital Investment Advisors.
  • Our partnership with Prime Capital has allowed us to attract top talent like Camille."

OCI Global Announces VP Investor Relations & Communications

Retrieved on: 
Monday, October 9, 2023
Communication, Music, Apax Partners, Trustee, Mathematical economics, New Look, CFA, OCI, Pan-European, Growth, Elliott Investment Management, University of Cambridge, Citibank, Samsonite, Chartered Financial Analyst, Research

LONDON and AMSTERDAM, Oct. 9, 2023 /PRNewswire/ -- OCI Global (Euronext: OCI) today announced the appointment of Sarah Rajani as Vice President, Global Investor Relations and Communications, reporting to Group Chief Financial Officer Hassan Badrawi.

Key Points: 
  • LONDON and AMSTERDAM, Oct. 9, 2023 /PRNewswire/ -- OCI Global (Euronext: OCI) today announced the appointment of Sarah Rajani as Vice President, Global Investor Relations and Communications, reporting to Group Chief Financial Officer Hassan Badrawi.
  • This is an exciting time for OCI, and Sarah's background in strategic and shareholder communications will be invaluable in driving our global investor relations and communications strategy forward through this next phase of growth and transformation."
  • Before OCI, Ms. Rajani held senior communications roles at Actis, the global investor in sustainable infrastructure, and Apax Partners, the global private equity advisory firm.
  • She also spent five years in-house at New Look, the British fashion retailer and Samsonite, the global luggage manufacturer and retailer, leading investor relations and communications activities, and navigating transformative ownership changes.

OCI Global Announces VP Investor Relations & Communications

Retrieved on: 
Monday, October 9, 2023
Communication, Music, Apax Partners, Trustee, Mathematical economics, New Look, CFA, OCI, Pan-European, Growth, Elliott Investment Management, University of Cambridge, Citibank, Samsonite, Chartered Financial Analyst, Research

LONDON and AMSTERDAM, Oct. 9, 2023 /PRNewswire/ -- OCI Global (Euronext: OCI) today announced the appointment of Sarah Rajani as Vice President, Global Investor Relations and Communications, reporting to Group Chief Financial Officer Hassan Badrawi.

Key Points: 
  • LONDON and AMSTERDAM, Oct. 9, 2023 /PRNewswire/ -- OCI Global (Euronext: OCI) today announced the appointment of Sarah Rajani as Vice President, Global Investor Relations and Communications, reporting to Group Chief Financial Officer Hassan Badrawi.
  • This is an exciting time for OCI, and Sarah's background in strategic and shareholder communications will be invaluable in driving our global investor relations and communications strategy forward through this next phase of growth and transformation."
  • Before OCI, Ms. Rajani held senior communications roles at Actis, the global investor in sustainable infrastructure, and Apax Partners, the global private equity advisory firm.
  • She also spent five years in-house at New Look, the British fashion retailer and Samsonite, the global luggage manufacturer and retailer, leading investor relations and communications activities, and navigating transformative ownership changes.

Fidelity Investments Canada Launches Fidelity Global Equity+ Fund

Retrieved on: 
Tuesday, October 3, 2023
Columbia University, CFA, Senior, Investment, Trust, MBA, Investment trust, Research, Chartered Financial Analyst, BBA, Marketing, ETF, Bachelor of Commerce, Combine, Risk, ULC, McGill University, Hugo, Wilfrid Laurier University, Weather, Fund, McGill, Fidelity, Economics, Financial adviser, Security (finance), Financial services

Access seasoned underlying portfolio managers Mark Schmehl, Hugo Lavallée and Dan Dupont in one investment solution

Key Points: 
  • Access seasoned underlying portfolio managers Mark Schmehl, Hugo Lavallée and Dan Dupont in one investment solution
    TORONTO, Oct. 3, 2023 /CNW/ - Fidelity Investments Canada ULC (Fidelity) today launched Fidelity Global Equity+ Fund (the Fund).
  • Currently, he manages Fidelity Canadian Growth Company Fund, Fidelity Special Situations Fund, Fidelity Global Innovators® Class and Fidelity Global Innovators® ETF.
  • Dan Dupont manages Fidelity Canadian Large Cap Fund, Fidelity Global Value Long/Short Fund, Fidelity Concentrated Value Private Pool and, alongside Joel Tillinghast, Sam Chamovitz, Morgen Peck and Kyle Weaver, Fidelity NorthStar® Fund.
  • Hugo Lavallée manages Fidelity Climate Leadership Fund®, Fidelity Canadian Opportunities Fund, Fidelity Greater Canada Fund and is a co-lead manager of Fidelity Canadian Asset Allocation Fund.

RevoluGROUP Canada Inc., Announces Simon Tsu, CFA, Appointed as the New Chief Financial Officer and Corporate Secretary

Retrieved on: 
Saturday, September 30, 2023
Chartered Financial Analyst, Certification, CFO, TSX, Shoe, CFA, Corporation, CPA, Management

Vancouver, BC, Sept. 29, 2023 (GLOBE NEWSWIRE) -- RevoluGROUP Canada Inc. (TSX-V: REVO ), (Frankfurt: IJA2 ) (“the Company”) is pleased to announce the appointment of Simon Tsu, CFA, CPA, as the new Chief Financial Officer (CFO) and Corporate Secretary, effective October 1, 2023.

Key Points: 
  • Vancouver, BC, Sept. 29, 2023 (GLOBE NEWSWIRE) -- RevoluGROUP Canada Inc. (TSX-V: REVO ), (Frankfurt: IJA2 ) (“the Company”) is pleased to announce the appointment of Simon Tsu, CFA, CPA, as the new Chief Financial Officer (CFO) and Corporate Secretary, effective October 1, 2023.
  • Simon will be stepping into the shoes of the outgoing CFO, Jason Tong, and Corporate Secretary, Derek Sobel, who have resigned effective September 30, 2023.
  • Simon has a wealth of financial experience underpinned by his Chartered Financial Analyst (CFA) certification.
  • We are confident he will provide strong corporate governance and execute efficient management strategies, driving our company towards continued success.

Seven Hills Realty Trust Appoints Fernando Diaz Chief Financial Officer and Treasurer

Retrieved on: 
Tuesday, September 26, 2023
REIT, Finance, Professional Services, Commercial Building & Real Estate, Construction & Property, Korn Ferry, CFA, Mechanical engineering, State Street Global Advisors, Chartered, Trust, Chartered Financial Analyst, Mechanical, RMR, Business administration, Bentley University, Fernando Díaz, Trustee, Northeastern University

Seven Hills Realty Trust (Nasdaq: SEVN) today announced the appointment of Fernando Diaz, CFA, as Chief Financial Officer and Treasurer, effective October 1, 2023.

Key Points: 
  • Seven Hills Realty Trust (Nasdaq: SEVN) today announced the appointment of Fernando Diaz, CFA, as Chief Financial Officer and Treasurer, effective October 1, 2023.
  • Mr. Diaz joined The RMR Group (Nasdaq: RMR) in 2007 and currently serves as a Vice President, responsible for credit risk and business analytics.
  • Mr. Diaz has over 15 years of experience as a securities analyst and portfolio manager.
  • Mr. Diaz holds the Chartered Financial Analyst designation and is a member of the CFA Society Boston.

Kemper Announces Appointment of Interim Chief Financial Officer

Retrieved on: 
Friday, September 15, 2023
Professional Services, Insurance, Finance, Kemper Corporation, Interim, Partnership, KMPR, CFA, Senior, Risk management, Chartered Financial Analyst, ALM, Corporation, DePauw University, Blaine Lacher, NYSE, Economics, Management

Kemper Corporation (NYSE: KMPR) today announced the appointment of Bradley T. Camden, its Senior Vice President and Treasurer, as Interim Chief Financial Officer, effective immediately.

Key Points: 
  • Kemper Corporation (NYSE: KMPR) today announced the appointment of Bradley T. Camden, its Senior Vice President and Treasurer, as Interim Chief Financial Officer, effective immediately.
  • Kemper is initiating a formal search process as part of the selection of a permanent Chief Financial Officer.
  • “Jim has been a valuable member of our leadership team and I thank him for his many contributions over a seven year tenure at Kemper,” said Lacher.
  • in economics from DePauw University and is a Chartered Financial Analyst (CFA).