Chartered Financial Analyst

Hamilton Lane Announces CEO Succession, Further Leadership Evolution

Retrieved on: 
Tuesday, September 12, 2023

They succeed Mario Giannini, who, after 22 years as Hamilton Lane's CEO, will join Hartley Rogers as Executive Co-Chairman.

Key Points: 
  • They succeed Mario Giannini, who, after 22 years as Hamilton Lane's CEO, will join Hartley Rogers as Executive Co-Chairman.
  • "I'm very proud of all that we've accomplished at Hamilton Lane over the past 20 years.
  • Prior to joining Hamilton Lane, Erik was a corporate investment banker in the Mergers & Acquisitions department of Brown Brothers Harriman & Co.
  • Prior to joining Hamilton Lane, Delgado-Moreira was an Investment Manager at Baring Private Equity Partners Ltd. in London, focused on mid-market private equity in Europe.

DSS Inc. Expands DSS Wealth Management, Inc.'s Management Team for Ramp Up of Asset Management Subsidiary

Retrieved on: 
Wednesday, September 6, 2023

Jim Monaghan has joined DSS Wealth Management as Chief Operating Officer and Chief Compliance Officer reporting to Daniel Lew.

Key Points: 
  • Jim Monaghan has joined DSS Wealth Management as Chief Operating Officer and Chief Compliance Officer reporting to Daniel Lew.
  • He started his career in the annuity business as an equity trader for pension funds at Mutual of America Life Insurance Company.
  • Jim continued his career as an equity trader at Chase Bank working on their dealer trading floor on Wall Street.
  • This talented team has a proven track record of measurable success and high performance backed by a reliable reputation needed to maximize value for DSS shareholders.”

Virtual Interactive Technologies Corp. announces the return of James Creamer as Chief Financial Officer.

Retrieved on: 
Tuesday, August 8, 2023

Denver, Colorado, Aug. 08, 2023 (GLOBE NEWSWIRE) -- Virtual Interactive Technologies Corp., (OTC: VRVR) ("VRVR" or the "Company"), an American multi-platform video gaming developer and publisher, is pleased to announce the addition of Jim Creamer as its Chief Financial Officer.

Key Points: 
  • Denver, Colorado, Aug. 08, 2023 (GLOBE NEWSWIRE) -- Virtual Interactive Technologies Corp., (OTC: VRVR) ("VRVR" or the "Company"), an American multi-platform video gaming developer and publisher, is pleased to announce the addition of Jim Creamer as its Chief Financial Officer.
  • Mr. Creamer is the founder and principle of Corporate Solution Advisors, LLC which offers fractional CFO services to small, growth-oriented companies in a variety of industries.
  • Mr. Creamer has served in leadership roles for several publicly traded and private companies since 2005 following a fifteen-year investment banking career.
  • Mr. Creamer also served as Chief Financial Officer and Director of WestMountain Gold, Inc., a publicly traded gold mining company in Alaska.

First Foundation Inc. Appoints James Britton as Chief Financial Officer

Retrieved on: 
Thursday, August 3, 2023

First Foundation Inc. (NASDAQ: FFWM) (“First Foundation”), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, is pleased to announce the appointment of James (“Jamie”) Britton as Executive Vice President, Chief Financial Officer, effective August 14, 2023.

Key Points: 
  • First Foundation Inc. (NASDAQ: FFWM) (“First Foundation”), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, is pleased to announce the appointment of James (“Jamie”) Britton as Executive Vice President, Chief Financial Officer, effective August 14, 2023.
  • Reporting to Scott F. Kavanaugh, President and Chief Executive Officer, Mr. Britton will lead the financial operations teams for First Foundation and its subsidiaries.
  • “We are excited to have Jamie join the executive leadership team of First Foundation,” said Mr. Kavanaugh.
  • I would also like to thank Amy Djou for her service as Interim Chief Financial Officer and look forward to her continued leadership as Senior Vice President, Chief Accounting Officer and Deputy Chief Financial Officer of First Foundation Bank.”
    Mr. Britton brings over 25 years of experience and joins First Foundation from Texas Security Bank where he has been the Executive Vice President, Chief Financial Officer and Chief Operating Officer since March 2022.

Third Eye Capital Announces Appointment of David Steele as President and Chief Operating Officer

Retrieved on: 
Thursday, July 27, 2023

Third Eye Capital (“TEC” or the “Company”), Canada’s leading provider of asset-based financing solutions to underserved or overlooked companies, is pleased to announce the appointment of David Steele as President and Chief Operating Officer, effective August 15, 2023.

Key Points: 
  • Third Eye Capital (“TEC” or the “Company”), Canada’s leading provider of asset-based financing solutions to underserved or overlooked companies, is pleased to announce the appointment of David Steele as President and Chief Operating Officer, effective August 15, 2023.
  • During his tenure, David spearheaded the significant growth and expansion of the Canadian business through new distribution partners and product growth, including new alternative investment solutions.
  • “As an industry veteran and proven leader, we are delighted to welcome David to Third Eye Capital,” said Arif Bhalwani, Chief Executive Officer of Third Eye Capital.
  • “I am thrilled to join Third Eye Capital and eager to build upon the strong foundation laid by Arif and his team over the past two decades,” said Steele.

Alcoa announces new Chief Commercial Officer

Retrieved on: 
Tuesday, July 25, 2023

Alcoa Corporation (NYSE: AA) today announced that it has named Renato Bacchi as Executive Vice President and Chief Commercial Officer, effective August 1, 2023.

Key Points: 
  • Alcoa Corporation (NYSE: AA) today announced that it has named Renato Bacchi as Executive Vice President and Chief Commercial Officer, effective August 1, 2023.
  • The company’s current Chief Commercial Officer, Kelly Thomas, will leave to pursue a career opportunity outside of Alcoa.
  • Bacchi will lead the Company’s sales and trading, marketing, supply chain, commercial operations, procurement, and transportation.
  • He previously served as Chief Strategy & Innovation Officer.

Bramshill Names Nicolas Amato Chief Risk Officer

Retrieved on: 
Monday, July 17, 2023

NAPLES, Fla., July 17, 2023 /PRNewswire/ -- Bramshill Investments, an award-winning alternative asset management firm, has named Nicolas ("Nico") Amato, CFA, CAIA as Chief Risk Officer.

Key Points: 
  • NAPLES, Fla., July 17, 2023 /PRNewswire/ -- Bramshill Investments, an award-winning alternative asset management firm, has named Nicolas ("Nico") Amato, CFA, CAIA as Chief Risk Officer.
  • Mr. Amato has been working in Bramshill's Newport Beach, California office, and will continue to be responsible for the firm's risk management and quantitative research.
  • Before joining Wilshire Associates, Mr. Amato was at Dorchester Capital Advisors, a Los Angeles-based Alternative Investments manager, from 2004 through 2014.
  • While at Dorchester, Mr. Amato was a Partner of the firm and responsible for overseeing investment portfolios, communicating with investors,  and managing the Research and Risk Management teams.

Synovus names Jennifer Demba director of investor relations

Retrieved on: 
Wednesday, July 12, 2023

Synovus Financial Corp. (NYSE: SNV) announced today that Jennifer Demba has been named the new director of investor relations, reporting to Chief Financial Officer Jamie Gregory.

Key Points: 
  • Synovus Financial Corp. (NYSE: SNV) announced today that Jennifer Demba has been named the new director of investor relations, reporting to Chief Financial Officer Jamie Gregory.
  • View the full release here: https://www.businesswire.com/news/home/20230711207551/en/
    Jennifer Demba, Director of Investor Relations (Photo: Business Wire)
    “Jennifer is a seasoned and highly-respected analyst whose insights and background will further strengthen our ability to effectively convey our company’s growth story to all investors and enhance shareholder engagement,” said Gregory.
  • Demba succeeds Cal Evans, who has taken on a new role within Synovus as senior director of market intelligence and analytics reporting.
  • “Cal has done an incredible job advancing our investor relations efforts over the past two years,” said Gregory.

ELNA Medical Announces Appointment of Patrick Ifergan as Chief Financial Officer to Support its Continued Consolidation of Canadian Healthcare Space

Retrieved on: 
Wednesday, July 12, 2023

MONTREAL, July 12, 2023 /CNW/ - Montreal-based ELNA Medical Group ("ELNA"), Canada's largest integrated network of medical clinics, announced today the appointment of Patrick Ifergan as Chief Financial Officer (CFO).

Key Points: 
  • MONTREAL, July 12, 2023 /CNW/ - Montreal-based ELNA Medical Group ("ELNA"), Canada's largest integrated network of medical clinics, announced today the appointment of Patrick Ifergan as Chief Financial Officer (CFO).
  • With a career spanning more than 25 years, Mr. Ifergan's wealth of knowledge and keen business acumen has resulted in major mergers and acquisitions and financing initiatives in both privately and publicly held companies of diverse industries, including healthcare.
  • A Chartered Professional Accountant (CPA, CA), and Chartered Financial Analyst (CFA), he holds a Bachelor of Business Administration – Specialization in Accounting from HEC Montreal.
  • "Patrick Ifergan's broad expertise and experience, namely in the areas of mergers and acquisitions and financing, will be crucial to ELNA Medical's continued pursuit of excellence and expansion throughout the Canadian marketplace," said Laurent Amram, President and Founder of ELNA Medical Group.

Krishna K. Maridi Joins Sonrava Health as Chief Financial Officer

Retrieved on: 
Tuesday, July 11, 2023

Krishna K. Maridi has joined Sonrava Health as Chief Financial Officer (CFO) effective July 10.

Key Points: 
  • Krishna K. Maridi has joined Sonrava Health as Chief Financial Officer (CFO) effective July 10.
  • Sonrava Health is a national family of health and wellness companies – including differentiated dental office brands, dental and vision benefit plans, provider networks, and consumer products and services – focused on quality, value and innovation.
  • Mr. Maridi comes to Sonrava Health with more than 25 years of US and International financial leadership experience.
  • “We welcome Krishna to the Sonrava Health team,” said Daniel D. Crowley, Chairman and Chief Executive Officer of Sonrava Health.