High-net-worth individual

UBS Advisor Gino R. Stumpo Named to Forbes/SHOOK Best-In-State Wealth Advisors List

Retrieved on: 
Thursday, June 9, 2022
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UBS Wealth Management USA announced today that Gino R. Stumpo, CFP, CRPC, a Financial Advisor and Managing Director in the firms Orange County Market, has been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022.

Key Points: 
  • UBS Wealth Management USA announced today that Gino R. Stumpo, CFP, CRPC, a Financial Advisor and Managing Director in the firms Orange County Market, has been named to the Forbes/SHOOK Research Best-In-State Wealth Advisors list for 2022.
  • Gino was ranked #9 in the High Net Worth category for Southern California and has appeared on the Forbes/SHOOK Best-In-State Wealth Advisors list for four consecutive years.
  • We are extremely proud that Gino has been recognized and included in this prestigious list, said Jim Kottoor, Greater Los Angeles Market Head at UBS Wealth Management USA.
  • Gino leads the Stumpo Wealth Management Group at UBS, where he leverages his multi-decade experience to assist high-net-worth individuals with retirement planning, portfolio management, and complex financial planning needs.

Gluskin Sheff expands alternative offering with new Onex Partners Private Equity Solution 2022

Retrieved on: 
Wednesday, June 8, 2022
High-net-worth individual, Head, Knowledge, Software, Partnership, ONEX, Armed Forces & Police Mutual Benefit Association, Inc, Solution, Gluskin Sheff, GLOBE, Onex Corporation, TSX, Industry, Learning, Fund, Financial services, Security (finance), Onex

TORONTO, June 08, 2022 (GLOBE NEWSWIRE) -- Gluskin Sheff + Associates Inc. (Gluskin Sheff), the wealth management platform of Onex Corporation (Onex) (TSX: ONEX), today announced the launch of the Onex Partners Private Equity Solution 2022 (the Fund), a private equity strategy that seeks to generate compelling returns for Canadian high-net-worth investors, with an emphasis on capital preservation.

Key Points: 
  • TORONTO, June 08, 2022 (GLOBE NEWSWIRE) -- Gluskin Sheff + Associates Inc. (Gluskin Sheff), the wealth management platform of Onex Corporation (Onex) (TSX: ONEX), today announced the launch of the Onex Partners Private Equity Solution 2022 (the Fund), a private equity strategy that seeks to generate compelling returns for Canadian high-net-worth investors, with an emphasis on capital preservation.
  • For the first time, Canadian accredited investors can access Onex private equity platform through Gluskin Sheff to uncover an investment opportunity previously unavailable to the retail accredited investor market.
  • For almost two decades, Onex flagship private equity platform, Onex Partners, has been creating value for our investors by placing an emphasis on capital preservation and achieving strong absolute growth through market cycles, said Bobby Le Blanc, President of Onex and head of Onex Partners.
  • Formed by Onex in 2003, Onex Partners is Onex private equity platform focused on investing in mid- to large-cap companies.

Katie Collins Joins Fiduciary Trust as VP and Investment Officer

Retrieved on: 
Tuesday, June 7, 2022
Professional Services, Finance, High-net-worth individual, Defense Policy Board Advisory Committee, Fiduciary, Goal, College, Advisory board, Boston Public, Gift, Business development, Multimedia, Investment, Holy Cross, Fiduciary Trust Company, Advisory Committee, Collins, Board, Fiduciary trust, Chief investment officer, Workforce, Financial adviser, Real estate, History

Fiduciary Trust Company (Fiduciary), a Boston-based private wealth management firm, is pleased to announce the hiring of Katie Collins as 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 Katie Collins as Vice President and Investment Officer.
  • View the full release here: https://www.businesswire.com/news/home/20220607005351/en/
    Katie Collins, Vice President and Investment Officer at Fiduciary Trust Company (Photo: Business Wire)
    Collins will serve as a key client relationship manager, providing customized wealth management services to her clients and leveraging Fiduciarys teams of experts.
  • She will also join the Advisory Board at Fiduciary Trust Charitable , an independent donor-advised fund sponsor for which Fiduciary provides administrative services and is an investment manager.
  • We are delighted to welcome Katie to the Fiduciary Trust team, comments Morey.

Rockefeller Capital Management Acquires Wealth Management Business of Spearhead Capital in Wellington, FL; Will Be Known as Bostwick Walters Group

Retrieved on: 
Monday, June 6, 2022
Banking, Professional Services, Finance, High-net-worth individual, View, International relations, Merrill (company), George Washington University, Credit Suisse, Oaktree Capital Management, LLC, United, University of Wisconsin–Madison, Wealth management, Worth (magazine), Solution, Spearhead, Drinker Biddle & Reath, University, DC, Gonzaga University, University of Washington Information School, Industry, Culture, Morgan Stanley, Principal, Affiliated Managers Group, LLP, Company, Walters, Financial services, Investment

The Bostwick Walters Group is led by Managing Director and Private Wealth Advisor Jarrett Bostwick and Managing Director and Private Wealth Advisor Todd Walters.

Key Points: 
  • The Bostwick Walters Group is led by Managing Director and Private Wealth Advisor Jarrett Bostwick and Managing Director and Private Wealth Advisor Todd Walters.
  • For the past 10 years, Jarrett Bostwick served as managing partner and an advisor with Spearhead Capital, which he co-founded with Todd Walters.
  • Bostwick also serves as Managing Principal of National Financial Companies, a multi-family office venture capital investment firm.
  • But weve reached the point where we know our clients would benefit from the powerful platform, culture and brand at Rockefeller Capital Management.

Sealy & Company On-Pace to Post Company Record in Quarterly Acquisition Volume Closing On Nearly $206 Million in Q2 To Date

Retrieved on: 
Monday, June 6, 2022
Professional Services, Other Construction & Property, Commercial Building & Real Estate, Finance, Construction & Property, REIT, High-net-worth individual, Company, Transport, News, Cushman, Airport, Multimedia, Cushman & Wakefield, Growth, Acquisition, Interstate Highway System, Real estate, Phoenix

Thus far in Q2 2022, Sealy & Company has closed on nearly $206 million of industrial assets totaling nearly 2.4 million square feet across five markets.

Key Points: 
  • Thus far in Q2 2022, Sealy & Company has closed on nearly $206 million of industrial assets totaling nearly 2.4 million square feet across five markets.
  • (Photo: Business Wire)
    Sealy & Company remains one of the largest industrial real estate buyers among private owners/operators in the United States.
  • Sealy & Company also continued its over 75-year tradition of investing in commercial real estate in Shreveport, where the company was founded in 1946.
  • Sealy & Company has an exceptional team of over 100 employees, located in eight offices, with corporate offices in Dallas, TX and Shreveport, LA.

Greenberg Traurig Adds Jeffrey C. Joy to Tax Practice in Portland and Orange County

Retrieved on: 
Wednesday, June 1, 2022
High-net-worth individual, Revenue stream, Ownership, California Franchise Tax Board, Washburn University School of Law, Income, Legislation, Private law, University of Kansas, Environment, University School, University, NLJ, Compliance, LL.M, AM, Culture, Efficiency, Internal Revenue Service, LLP, Carbon, New York University School of Law, Insurance, Renewable energy

PORTLAND, Ore., June 1, 2022 /PRNewswire-PRWeb/ -- Jeffrey C. Joy has returned to global law firm Greenberg Traurig, LLP as an of counsel in the Portland and Orange County offices. He will work in the Private Wealth Services and Tax Practices.

Key Points: 
  • Jeffrey C. Joy has returned to global law firm Greenberg Traurig, LLP as an of counsel in the Portland and Orange County offices.
  • PORTLAND, Ore., June 1, 2022 /PRNewswire-PRWeb/ -- Jeffrey C. Joy has returned to global law firm Greenberg Traurig, LLP as an of counsel in the Portland and Orange County offices.
  • Greenberg Traurig's nationally ranked Tax Practice has been expanding in recent months to meet client demand across the United States.
  • "I am truly excited to be returning to Greenberg Traurig and its vast global platform to further build my practice," Joy said.

Rockefeller Capital Management Welcomes The Mendoza Group of San Jose, CA, to its Rockefeller Global Family Office

Retrieved on: 
Tuesday, May 31, 2022
Banking, Professional Services, Finance, MBA, View, Associate, Santa Clara University, Â, California State University, Merrill (company), High-net-worth individual, Howland Capital Management, University, Wealth, CA, Wealth management, Company, Management, Financial adviser, Financial services

Rockefeller Capital Management has announced that The Mendoza Group, a six-member team led by the respected father-son team of David and Matthew Mendoza, both Managing Directors and Private Wealth Advisors, has joined the firms Rockefeller Global Family Office (RGFO).

Key Points: 
  • Rockefeller Capital Management has announced that The Mendoza Group, a six-member team led by the respected father-son team of David and Matthew Mendoza, both Managing Directors and Private Wealth Advisors, has joined the firms Rockefeller Global Family Office (RGFO).
  • More about The Mendoza Group, including bios and an overview of services offered, can be found at rcm.rockco.com/ themendozagroup/ .
  • Rockefeller Capital Management was established in 2018 as a leading independent, privately-owned financial services firm.
  • As of March 31, 2022, the Firm was responsible for approximately $95 billion in client assets across its three business segments, the Rockefeller Global Family Office, which includes both the Private Wealth Management and Family Office businesses, Rockefeller Asset Management and Rockefeller Strategic Advisory.

Empower and Rockefeller Capital Management to Offer Personalized, Simplified Retirement Program

Retrieved on: 
Tuesday, May 24, 2022
Technology, Insurance, Human Resources, Finance, Consulting, Banking, Professional Services, Software, Internet, Knowledge, Investment, Prudential Financial, IRA, View, Personal Capital, Rockefeller, High-net-worth individual, Retirement, Wealth management, Partnership, Great-West Lifeco, ERISA, Instagram, AUA, Organization, Name, JLEN Environmental Assets Group, Savers, LinkedIn, Twitter, LLC, RCM, Prudential, Empower Retirement, Company, CEO, Financial adviser, Bank, Facebook, Empower

Empower, a leading retirement plan provider, and Rockefeller Capital Management (Rockefeller), a leading independent financial advisory and services firm, are partnering to offer the next evolution in retirement investing with innovative technology, a diverse menu of expertly managed investment options, and fiduciary protection.

Key Points: 
  • Empower, a leading retirement plan provider, and Rockefeller Capital Management (Rockefeller), a leading independent financial advisory and services firm, are partnering to offer the next evolution in retirement investing with innovative technology, a diverse menu of expertly managed investment options, and fiduciary protection.
  • The joint offering, called Rockefeller Capital Management (RCM) Retirement Plan Fiduciary Manager, combines the expertise of Empower and Rockefeller to deliver employers a simplified retirement plan offering to support their retirement plan benefit needs, plan fiduciary responsibilities and help drive employee retirement savings.
  • Empower Retirement refers to the products and services offered by GWLA and its subsidiaries, including Empower Retirement, LLC.
  • EMPOWER, EMPOWER RETIREMENT, and all associated logos and product names are trademarks of GWLA.

Belle Haven Investments Named to PSN Top Guns List of Best Performing Strategies for Q1 2022

Retrieved on: 
Monday, May 23, 2022
SMA, Investment, U.S. Securities and Exchange Commission, Cash management, PSN, Consultant, High-net-worth individual, Time, Zephyr, SVP, SEC, Securities & Exchange Commission of Pakistan, Gun, ETF, Financial adviser, Weapon, Life insurance, Airline, Foundation

RYE BROOK, N.Y., May 23, 2022 /PRNewswire/ -- Belle Haven Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2022. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.

Key Points: 
  • Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies
    RYE BROOK, N.Y., May 23, 2022 /PRNewswire/ --Belle Haven Investments announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q1 2022.
  • "Belle Haven Investments has done remarkable work and we are pleased to include them as a top performer."
  • Through a combination of PSN's proprietary performance screens, the PSN Top Guns List ranks products in six proprietary categories in over 75 universes based on continued performance over time.
  • The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/ .

TA Realty Selected as 2022 Green Lease Leader by the Department of Energy’s Better Buildings Alliance and the Institute for Market Transformation

Retrieved on: 
Wednesday, May 18, 2022
Environment, Commercial Building & Real Estate, Construction & Property, Utilities, REIT, Building Systems, Philanthropy, Energy, Other Philanthropy, Zero, Carbon, DOE, Better Buildings Act of 2014, U.S. Department of Defense Strategy for Operating in Cyberspace, Institute, Philosophy, High-net-worth individual, Foundation, IMT, GOLD, Recognition, Growth, Water

Today, the U.S. Department of Energys (DOE) Better Buildings Alliance and the Institute for Market Transformation ( IMT ) announced TA Realty LLC (TA Realty) as a 2022 Green Lease Leader during the Better Buildings, Better Plants Summit .

Key Points: 
  • Today, the U.S. Department of Energys (DOE) Better Buildings Alliance and the Institute for Market Transformation ( IMT ) announced TA Realty LLC (TA Realty) as a 2022 Green Lease Leader during the Better Buildings, Better Plants Summit .
  • TA Realty has achieved GOLD Recognition for executing a Green Lease.
  • TA Realty is proud to be part of the national trend toward green leases in commercial spaces.
  • TA Realty is among the largest and most experienced providers of real estate investment management services to U.S. and non-U.S. institutional investors.