Chartered Financial Analyst

Fannie Mae Appoints Former Financial Services and Risk Executive Chetlur S. Ragavan to its Board of Directors

Retrieved on: 
Monday, June 5, 2023
Fannie Mae, Voya Financial, Audit, CNO, BlackRock, Risk management, OTCQB, Natural Capital Committee, Economics, Chartered Financial Analyst, Retirement, Council, FNMA, Principal, Merrill (company), Management

WASHINGTON, June 5, 2023 /PRNewswire/ -- Fannie Mae (OTCQB: FNMA) today announced Chetlur S. Ragavan has been appointed to its Board of Directors and will serve on the Risk Policy and Capital Committee and Nominating and Corporate Governance Committee. Mr. Ragavan brings decades of enterprise risk management and financial services expertise to Fannie Mae's diverse Board of Directors, which guides the company's mission to facilitate equitable and sustainable access to homeownership and quality affordable rental housing across America.

Key Points: 
  • Mr. Ragavan brings decades of enterprise risk management and financial services expertise to Fannie Mae's diverse Board of Directors, which guides the company's mission to facilitate equitable and sustainable access to homeownership and quality affordable rental housing across America.
  • "Chet is an accomplished industry executive whose significant risk oversight and financial services acumen will greatly contribute to Fannie Mae's Board of Directors and help continue the company's strong corporate governance and focus on risk management," said Michael J. Heid, Chair of the Board of Directors, Fannie Mae.
  • "We're pleased to welcome Chet to our accomplished Fannie Mae Board of Directors," said Priscilla Almodovar, Chief Executive Officer, Fannie Mae.
  • Mr. Ragavan is the Founder and Principal of Risk Response LLC, which provides risk advisory and consulting services to global financial institutions.

Ameritas announces Bill Lester's retirement

Retrieved on: 
Monday, June 5, 2023
Red Ostergard, Insurance, Wilkinson, Society, Society of Actuaries, University, CFA, Catholic Foundation of Manitoba, COVID-19, Business, UNL, American Academy, American Institute of Certified Public Accountants, Celia Kitzinger and Sue Wilkinson, American Council, Certified Public Accountant, Accounting Hall of Fame, American Council of Life Insurers, Acacia Life Insurance Company, Bryan College, Diocese, American Academy of Actuaries, Retirement, MAAA, Investment, Outline of health sciences, CPA, Chartered Financial Analyst, Growth, FSA, American Institute, United Way, University of Nebraska–Lincoln, Commerce, Lester, Management, Nursing, Ameritas, Lincoln

LINCOLN, Neb., June 5, 2023 /PRNewswire/ -- William W. (Bill) Lester, CFA, FLMI, will retire as president and chief executive officer of Ameritas Mutual Holding Company, Ameritas Holding Company and Ameritas Life Insurance Corp., and as chair, president and CEO of Ameritas Life Insurance Corp. of New York, effective Jan. 2, 2024.

Key Points: 
  • LINCOLN, Neb., June 5, 2023 /PRNewswire/ -- William W. (Bill) Lester, CFA, FLMI, will retire as president and chief executive officer of Ameritas Mutual Holding Company, Ameritas Holding Company and Ameritas Life Insurance Corp., and as chair, president and CEO of Ameritas Life Insurance Corp. of New York, effective Jan. 2, 2024.
  • Bill Lester will retire as president and chief executive officer of Ameritas effective Jan. 2, 2024.
  • The board and I thank Bill for his leadership and congratulate him on his retirement."
  • More recently, Ameritas acquired two companies complementing the Ameritas group benefits and retirement plans businesses.

Coastal Bridge Advisors Promotes Jeff Kalapos to Chief Investment Officer

Retrieved on: 
Monday, June 5, 2023
Zoe Kalapos, Professional, Royal Bank of Scotland, MBA, Certification, Iskandar Coastal Bridge, AUM, CBA, Chartered Financial Analyst, RBS, Knowledge, Growth, CIO, Merrill (company), Financial adviser

WESTPORT, Conn., June 5, 2023 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that Jeff Kalapos, CFA®, CIMA®, has been promoted to the position of Chief Investment Officer (CIO), effective May 31.

Key Points: 
  • WESTPORT, Conn., June 5, 2023 /PRNewswire/ -- Coastal Bridge Advisors , a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that Jeff Kalapos , CFA®, CIMA®, has been promoted to the position of Chief Investment Officer (CIO), effective May 31.
  • Before joining Coastal Bridge Advisors, Jeff spent the first two years of his career working at Merrill Lynch with Coastal Bridge's predecessors.
  • "Not only has Jeff made significant contributions to Coastal Bridge Advisors professionally, but he has also proven himself to be a wonderful person and colleague," said President Jeff Fuhrman .
  • Under his guidance, the scope and professionalism of Coastal Bridge Advisors' investment management process has experienced significant advances.

Affinity Federal Credit Union Welcomes New Chief Financial Officer

Retrieved on: 
Wednesday, May 31, 2023
Banking, Professional Services, Finance, BS, CFA, Certified Public Accountant, Strategic planning, Goldman Sachs, Credit, CPA, Chartered Financial Analyst, CFO, Growth, Controller, Fairfield University, Financial management, Management, Affinity

Affinity Federal Credit Union (“Affinity”) announces the addition of John McHugh as the Chief Financial Officer.

Key Points: 
  • Affinity Federal Credit Union (“Affinity”) announces the addition of John McHugh as the Chief Financial Officer.
  • John will be responsible for overseeing the financial management and strategic planning of the credit union, ensuring compliance with regulations, driving financial strategy and providing financial leadership to support Affinity’s mission.
  • “I am looking forward to working with the Affinity team and building on the success the credit union has already seen,” shared John.
  • Prior to joining Affinity, John spent over twenty years at Goldman Sachs where he worked in the Controllers department and served as the Chief Financial Officer for their mortgage and credit businesses.

Teton Advisors Marc Gabelli, Chairman, and Stephen Bondi, CEO, Announce a Webinar to Present the “Teton One Earth” Program

Retrieved on: 
Saturday, May 27, 2023
Personal Finance, Sustainability, Environment, Finance, Environmental, Social and Governance (ESG), Asset Management, Small Business, Professional Services, Marketing, Risk management, Lead, Research, CFA Institute, Sale, Social Security Government Pension Offset, Outline, Chartered Financial Analyst, ESG, United, Social, Responsibility, Proxy, Financial adviser, Security (finance)

Teton Advisors, Inc. (“Teton”) (OTCQX: TETAA) will hold a webinar June 7th to discuss the “Teton One Earth” policy initiative.

Key Points: 
  • Teton Advisors, Inc. (“Teton”) (OTCQX: TETAA) will hold a webinar June 7th to discuss the “Teton One Earth” policy initiative.
  • Our approach is dynamic, global, and multi-faceted, and integrates into the investment process along the pillars of risk management, portfolio communication, proxy, and sustainability.
  • We are looking forward to strengthening the Teton offerings utilizing the One Earth policy with Anand as a lead,” said Stephen Bondi.
  • The Teton One Earth policy initiative integrates the principles of Sustainability, Environmental, Social and Governance (“ESG”) into its investment process.

Horizon Bank Expands Board of Directors, Appointing Two New Independent Directors

Retrieved on: 
Thursday, May 25, 2023
Chemical Bank, University, Maass, Investment Trust Companies (in liq) v HM Revenue and Customs, TCF Financial Corporation, CFA, Senior, Home BancShares, TCF, Insurance, EVP, University of St. Thomas (Minnesota), TCF Bank, Record, Trust, Certified Public Accountant, Chartered Financial Analyst, Strategic planning, NN Group, CIC, Wells Fargo, Business administration, First Horizon Bank, University of Illinois Urbana-Champaign, Braddock, Knowledge, Growth, Bank holding company, University of Northern Colorado, Accounting, Management, Security (finance), Science

MICHIGAN CITY, Ind., May 25, 2023 (GLOBE NEWSWIRE) -- (NASDAQ GS: HBNC) Horizon Bancorp, Inc. (“Horizon” or the “Company”) announced today the appointment of Kevin Ahern and Brian Maass to serve as independent directors on the Board of its wholly owned subsidiary, Horizon Bank.

Key Points: 
  • MICHIGAN CITY, Ind., May 25, 2023 (GLOBE NEWSWIRE) -- (NASDAQ GS: HBNC) Horizon Bancorp, Inc. (“Horizon” or the “Company”) announced today the appointment of Kevin Ahern and Brian Maass to serve as independent directors on the Board of its wholly owned subsidiary, Horizon Bank.
  • With the additions of Ahern and Maass, the Horizon Bank Board will expand to 14 Directors, 12 of whom are independent.
  • Ahern is the former Founder, Chairman, and CEO of CIC Bancshares, a bank holding company and its subsidiary bank, Centennial Bank.
  • Most recently, Maass served as Executive Vice President, Chief Financial Officer for TCF Financial Corporation, a bank holding company and its subsidiary bank, TCF Bank.

Fobi Welcomes Jason Tong to Senior Management Team as The Company’s New Chief Financial Officer

Retrieved on: 
Tuesday, May 23, 2023
CFA, Face, Chartered Financial Analyst, CPA, CFO, TSX, AI, Management, Kingsley Fobi

Mr. Tong possesses over a decade of executive leadership and corporate finance experience at growing public companies listed on the TSXV, TSX, and Nasdaq stock exchanges.

Key Points: 
  • Mr. Tong possesses over a decade of executive leadership and corporate finance experience at growing public companies listed on the TSXV, TSX, and Nasdaq stock exchanges.
  • Prior to joining Fobi AI, Tong served as the CFO of Pathway Capital Ltd., a venture capital firm with a portfolio of early-stage ventures with a market capitalization ranging from $5 million to $100 million.
  • Tong is a Chartered Professional Accountant (CPA, CA) and Chartered Financial Analyst charter holder (CFA), who also previously worked as a senior auditor at Deloitte & Touche LLP where he provided assurance and tax services.
  • Rob Anson, CEO of Fobi, stated: “As the CEO of Fobi, there are many difficult decisions that I have had to face, and this transition was definitely one of them.

Harbourfront Wealth Appoints Chief Investment Officer Christine Tessier

Retrieved on: 
Tuesday, May 23, 2023
Forester, University, Chartered Alternative Investment Analyst, Chartered Financial Analyst, Risk management, Laurentian University, CIO, Commerce, Financial services, Management, Harbourfront

VANCOUVER, British Columbia, May 23, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, welcomes Christine Tessier as Chief Investment Officer (“CIO”).

Key Points: 
  • VANCOUVER, British Columbia, May 23, 2023 (GLOBE NEWSWIRE) -- Harbourfront Wealth Management Inc. (“Harbourfront” or the “Company”), a national leading independent wealth advisory and investment management firm, welcomes Christine Tessier as Chief Investment Officer (“CIO”).
  • An industry veteran with over 20 years of experience as a Chartered Financial Analyst and Chartered Alternative Investment Analyst, Tessier brings extensive due diligence and product development experience across asset classes.
  • “We’re thrilled to welcome Christine Tessier as CIO of Harbourfront, bringing extensive experience working within some of the tightest regulations in the market,” says Danny Popescu, Chief Executive Officer (“CEO”) at Harbourfront.
  • For more information about Harbourfront Wealth Management, please visit: www.harbourfrontwealth.com .

Fidelity Investments Canada Boosts ETF Lineup

Retrieved on: 
Thursday, May 25, 2023
Insurance, CFA, University, Senior, Investment, HST, NAV, MBA, Chartered Financial Analyst, BBA, Hugo, Chevrolet Series F, Commerce, Columbia University, Research, Fidelity Investments, McGill University, Fidelity, S&P, DNA, ETF, Disclosure, Record, Growth, Fund, UBC, Marketing, Bachelor of Commerce, ULC, Wilfrid Laurier University, Soros on Soros: Staying Ahead of the Curve, NEO Exchange, McGill, Financial adviser, Economics

TORONTO, May 25, 2023 /CNW/ - Fidelity Investments Canada ULC (Fidelity) today launched a new exchange-traded fund (ETF) and ETF series , offering financial advisors and investors access to some of Fidelity's active management strategies in a flexible ETF structure.

Key Points: 
  • TORONTO, May 25, 2023 /CNW/ - Fidelity Investments Canada ULC (Fidelity) today launched a new exchange-traded fund (ETF) and ETF series , offering financial advisors and investors access to some of Fidelity's active management strategies in a flexible ETF structure.
  • Fidelity Greater Canada Fund - Growth of $10,000 since inception, Series F
    **Unlike traditional mutual fund series, exchange-traded series (ETF series) are traded on stock exchanges.
  • Dan Dupont manages Fidelity Canadian Large Cap Fund, Fidelity Global Value Long/Short Fund, Fidelity Concentrated Value Private Pool and, alongside Joel Tillinghast and Kyle Weaver, Fidelity NorthStar® Fund and Fidelity NorthStar® Balanced Fund.
  • Hugo Lavallée manages Fidelity Climate Leadership Fund™, Fidelity Canadian Opportunities Fund, Fidelity Greater Canada Fund and the equity sub-portfolio of Fidelity Canadian Asset Allocation Fund.

Genco Shipping & Trading Limited Announces Appointment of 15-Year Company Veteran as New Chief Financial Officer

Retrieved on: 
Monday, May 22, 2023
GNK, Chartered, Chartered Financial Analyst, Accounting, NYSE, CFO, Transport, Fairfield University, Management, Genco

NEW YORK, May 22, 2023 (GLOBE NEWSWIRE) -- Genco Shipping & Trading Limited (NYSE: GNK) (“Genco” or the “Company”), the largest U.S. headquartered drybulk shipowner focused on the global transportation of commodities, today announced the appointment of Peter Allen as Chief Financial Officer, effective June 16, 2023.

Key Points: 
  • NEW YORK, May 22, 2023 (GLOBE NEWSWIRE) -- Genco Shipping & Trading Limited (NYSE: GNK) (“Genco” or the “Company”), the largest U.S. headquartered drybulk shipowner focused on the global transportation of commodities, today announced the appointment of Peter Allen as Chief Financial Officer, effective June 16, 2023.
  • He is to succeed Apostolos Zafolias, who as previously announced, will leave the Company to pursue an opportunity outside of the maritime industry.
  • Mr. Allen has extensive experience in the shipping industry related to financial strategy, capital allocation, M&A, market analysis, SEC reporting and investor relations.
  • We will continue to work diligently to build off of this solid financial foundation to create long-term value for shareholders.”