Merrill

FELLOWES DEBUTS NEW DESIGN AND EXPERIENCE CENTER AT FULTON MARKET DESIGN DAYS EVENT

Retrieved on: 
Monday, June 12, 2023
Heart, LEED, Experience, CBRE, Organization, Fulton Fish Market, Merrill, Engineering, World of McIntosh Experience Center, Labor and Worklife Program, Family, Platinum, Interior design, Fellows (surname)

Located in the heart of Chicago's vibrant and design-focused Fulton Market District, the Design and Experience Center made its debut on Monday, June 12 during Fulton Market Design Days.

Key Points: 
  • Located in the heart of Chicago's vibrant and design-focused Fulton Market District, the Design and Experience Center made its debut on Monday, June 12 during Fulton Market Design Days.
  • With 12,000 square feet of space, the Fellowes Design and Experience Center serves as an educational and interactive creative space for designers, architects, dealers and end users to collaborate and inspire workplace solutions.
  • Fulton Market is a growing hub of contract furniture and interiors manufacturers, and we are thrilled to be part of the community."
  • The Fellowes Design and Experience Center is located on the 9th floor of 800 W Fulton Market, an award-winning building which is WELL Gold certified, LEED Platinum certified and WiredScore platinum certified.

AM Best Places Credit Ratings of CM Select Insurance Company Under Review With Negative Implications

Retrieved on: 
Tuesday, June 6, 2023
Other Professional Services, Professional Services, Insurance, MGT, AM Best, ALL, Credit, Merrill, Acquisition, CM, FSR, CMIC, AM, S.I, News, Security (finance)

AM Best has placed under review with negative implications the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a” (Excellent) of CM Select Insurance Company (CM Select) (Merrill, WI).

Key Points: 
  • AM Best has placed under review with negative implications the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Rating (Long-Term ICR) of “a” (Excellent) of CM Select Insurance Company (CM Select) (Merrill, WI).
  • The actions on these Credit Ratings (ratings) follow the recent disclosure that Church Mutual Holding Company, Inc., entered into a definitive stock purchase agreement to sell its ownership of CM Select to MGT Partners, LLC.
  • As a part of the transaction, CM Select will enter into an amended and restated reinsurance agreement to the existing reinsurance agreement with Church Mutual Insurance Company, S.I.
  • For additional information regarding the use and limitations of Credit Rating opinions, please view Guide to Best's Credit Ratings .

Advisor team The BG Group joins UBS in New York City

Retrieved on: 
Friday, June 2, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, President Trump, Morgan Stanley, Daniel, Portfolio manager, Financial adviser, Education, Investment, D.C, Federal, Consultant, Professional, Wall Street, CIBC World Markets, Organization, Adviser, Merrill, BG Group, Wealth management, Federal Reserve, Partner, Risk, Justin, UBS, George Washington, Longevity, Merrill (company), Environment, Retirement, Financial services

Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high net worth individuals and families.

Key Points: 
  • Together with their team, The BG Group, they manage more than $2.5 billion in client assets for high net worth individuals and families.
  • Michael Bromberg joins UBS as a Managing Director and Financial Advisor.
  • Joshua Ellner joins UBS as a Financial Advisor and has been a member of The BG Group since 2014.
  • Rob Mancino joins UBS as a Portfolio Manager and Partner of The BG Group.

BofA Report Finds 64% of Women Want Menopause-Specific Benefits, Yet Only 14% Believe Their Employer Recognizes the Need for Them

Retrieved on: 
Thursday, June 1, 2023
Workforce, Male, Communication, Small business, Partnership, Female, Digital, Bank of America, Ipsos, Culture, Perception, Menopause, Workplace, Fear, Risk management, Woman, BAC, Research, Peri, Bank, Merrill, Stigma, ATM, Nidec-Shimpo America Corporation, Head, HR, Menstrual cycle, NMF, Retirement, NYSE, Hormone replacement therapy, Health insurance, Nursing, Management, Birth control

CHARLOTTE, N.C., June 1, 2023 /PRNewswire/ -- Today, Bank of America published Break Through the Stigma: Menopause in the Workplace, a new report revealing half of peri- and post-menopausal women (51%) report menopause has negatively impacted their work life, yet only 14% believe their employers recognize the need for menopause-specific benefits. The underrecognized need for menopause-specific benefits comes as 20% of the workforce is in some phase of menopause transition1 and the number of post-menopausal women is expected to reach 1.1 billion by 2025 globally2.

Key Points: 
  • "With this report, we are addressing the issue head-on by bringing awareness to the challenges and identifying actions for employers.
  • Our goal is to help women of all life stages comfortably and confidently bring their best selves to work."
  • In addition, while 71% of employers have a positive perception of their company's culture toward menopause, only 32% of women employees share that same perspective.
  • The number one reason employers say they do not offer menopause-specific benefits is that employees have not asked for them.

New Jersey Team Leaves Merrill to Create New Independent Advisory Firm: Crescent Harbor Private Wealth

Retrieved on: 
Monday, May 22, 2023
Finance, Consulting, Professional Services, Legal, Asset Management, Heart, University, BNY Mellon, Culture, Partner (business rank), Compassion, Merrill, CARE, Happiness, Ethics, Merrill (company), Crescent, Safety, Financial services, Financial adviser, Boston College, Ambition

“The vision behind Crescent Harbor was to think beyond traditional portfolio management and do more to make a positive and lasting impact on the lives of individuals and families,” said John Araneo, CEO and Founder. “Our independence allows us to do just that -- aligning everything we do to provide objective advice, exceptional service, and access to world-class solutions to help clients protect wealth, ease stress, and empower dreams.”

Key Points: 
  • Crescent Harbor Private Wealth is proud to announce that it has officially launched as an independent registered advisory firm.
  • Crescent Harbor will be led by CEO and Founder, John B. Araneo, CIMA®, CPWA®, CEO, and Managing Partner, Jason Greenfield.
  • He earned his bachelor’s degree from Boston College and holds the Certified Investment Management Analyst® and Certified Private Wealth Advisor® designations.
  • Sanctuary is an industry-leading platform for elite independent advisors that offers access to an array of infrastructure support, investment vehicles, and unique opportunities.

Financial Advisors Paul Cuneo & Timothy Denihan join UBS in the Garden City, NY

Retrieved on: 
Thursday, May 18, 2023
Banking, Asset Management, Professional Services, Finance, Chase Manhattan, Maintenance, Molloy University, Financial adviser, Paul, Oakcliff, MBA, Merrill, Financial Times, Associate, UBS, Boston College, Adelphi University, Melissa, Economics

UBS Wealth Management USA today announced that Paul L. Cuneo has joined the firm as a Managing Director and Financial Advisor in Garden City, New York.

Key Points: 
  • UBS Wealth Management USA today announced that Paul L. Cuneo has joined the firm as a Managing Director and Financial Advisor in Garden City, New York.
  • Paul joins with his team, Cuneo, Denihan & Associates which also includes Financial Advisor Tim Denihan and Client Service Associates Melissa Poyer and Patrick Lively.
  • Paul began his career with Chase Manhattan in 1985, and later joined Merrill Wealth Management as a Financial Advisor in 1987.
  • Tim Denihan joins UBS as a Financial Advisor and has been with Cuneo, Denihan & Associates since 2016.

PrideStaff DFW Mid-Cities Office Relocates to Better Serve Area Job Seekers and Employers

Retrieved on: 
Tuesday, May 9, 2023
DFW, Suite, Merrill, Interview, Employment agency

FRESNO, Calif., May 9, 2023 /PRNewswire-PRWeb/ -- PrideStaff, a nationally franchised staffing organization, is pleased to announce that its DFW Mid-Cities office recently relocated to 1901 Central Drive, Suite 405, Bedford, TX 76021. This office continues to offer a full range of staffing and employment services in a variety of logistical, clerical, and accounting disciplines.

Key Points: 
  • PrideStaff, a nationally franchised staffing organization, is pleased to announce that its DFW Mid-Cities office recently relocated to 1901 Central Drive, Suite 405, Bedford, TX 76021.
  • FRESNO, Calif., May 9, 2023 /PRNewswire-PRWeb/ -- PrideStaff, a nationally franchised staffing organization, is pleased to announce that its DFW Mid-Cities office recently relocated to 1901 Central Drive, Suite 405, Bedford, TX 76021.
  • We're proud to serve the DFW Mid-Cities community from an even better location and excited about the momentum and energy our new office has ignited!"
  • The DFW Mid-Cities office uses this approach to recruit superior industrial, commercial, and office candidates for employers in their market.

Kempton Dunn Joins Perella Weinberg Partners as Partner

Retrieved on: 
Tuesday, May 9, 2023
Morgan Stanley, Centerview Partners, Yale University, PWP, Perella Weinberg Partners, MBA, Merrill, Partner, Harvard Business School, BA, Financial services

NEW YORK, May 09, 2023 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (Nasdaq: PWP), a leading global independent advisory firm, announced today that Kempton Dunn has joined the Firm as a Partner in the Advisory Business.

Key Points: 
  • NEW YORK, May 09, 2023 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (Nasdaq: PWP), a leading global independent advisory firm, announced today that Kempton Dunn has joined the Firm as a Partner in the Advisory Business.
  • Based in San Francisco, Mr. Dunn will work within the Firm’s Technology Group and provide strategic and financial advice to clients globally.
  • Mr. Dunn joins PWP with over twenty-five years of investment banking experience, advising corporate, private equity and venture capital clients on strategy, M&A and financing transactions in the enterprise software sector.
  • “We are delighted to welcome Kempton to our Firm,” said Andrew Bednar, Chief Executive Officer of PWP.

Certuity Appoints Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor

Retrieved on: 
Monday, May 8, 2023
Other Professional Services, Asset Management, Professional Services, Finance, Independent University of Business and Public Administration in Warsaw, State, Pacific Northwest, University, Senior, RIA, Bank of America Private Bank, Trust, Risk management, Multimedia, Philosophy, Nine West Holdings, Merrill, Financial Times, International business, First Republic Bank, Woman, Financial services, Business

Certuity (formerly Camden Capital) has announced the appointment of Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor.

Key Points: 
  • Certuity (formerly Camden Capital) has announced the appointment of Daniel J. Lee as Partner, Chief Revenue Officer and Wealth Advisor.
  • Prior to joining Certuity, Mr. Lee spent 10 years at First Republic Bank, most recently as a Senior Managing Director and Wealth Advisor, where he grew new client wealth management assets by approximately $7 billion and worked directly with sophisticated high- and ultra-high-net-worth families.
  • He also served on First Republic Bank’s Leadership Committee and as Regional Wealth Advisor Manager for the Pacific Northwest.
  • Its approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management.

Advisor Team with Nearly $400 Million in Assets Joins Ameriprise Financial for Supportive and Collaborative Culture

Retrieved on: 
Monday, May 8, 2023
Finance, Banking, Professional Services, Asset Management, Insurance, Red Bank, Culture, Hess, Merrill, Merrill (company), NYSE, McCay, Financial adviser, Ameriprise Financial

McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) in Red Bank, New Jersey.

Key Points: 
  • McCay Kuznitz Hess Group, a wealth management practice managing nearly $400 million in client assets, recently joined the branch channel of Ameriprise Financial, Inc. (NYSE: AMP) in Red Bank, New Jersey.
  • McCay and Hess were previously affiliated with the Ameriprise independent channel but left the firm for Merrill Lynch in 2017.
  • After six years at Merrill, they found they missed the support, assistance, and direction offered by Ameriprise.
  • Teaming up with Kuznitz, they brought their practice back to Ameriprise, this time affiliating with the firm’s branch channel.