Chartered Alternative Investment Analyst

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 .

Franklin Templeton Expands U.S. Wealth Management Alternatives Distribution Team with Addition of Candice Kemeny and Jared Abert

Retrieved on: 
Wednesday, May 3, 2023
Asset Management, Professional Services, Finance, National accounts, CAIA, Abert, CFA, Senior, LaSalle Investment Management, International business development, RIA, Kemény, Alternative investment, Risk management, CTA, Clarion Partners, Franklin Templeton Investments, Commodity, Goldman Sachs, AUM, International business, Invesco, Lexington Partners, Registered investment adviser, Chartered Alternative Investment Analyst, CBI Bank & Trust, Financial adviser

Franklin Templeton today announced the appointment of Candice Kemeny as Senior Vice President, National Account Manager – Alternatives, and Jared Abert as Director, Alternative Investments – Midwest for the Registered Investment Advisor (RIA) & Bank Trust channel.

Key Points: 
  • Franklin Templeton today announced the appointment of Candice Kemeny as Senior Vice President, National Account Manager – Alternatives, and Jared Abert as Director, Alternative Investments – Midwest for the Registered Investment Advisor (RIA) & Bank Trust channel.
  • Wealth Management Alternatives distribution team, Kemeny and Albert will serve as key liaisons with clients to increase the adoption of comprehensive alternative investment solutions within the U.S. market.
  • Kemeny joined the firm at the end of March, and Abert joined in May.
  • “We are pleased to have Candice and Jared join our distribution team as we continue to expand the roster of talent to support our dedicated Alternatives by Franklin Templeton platform.

BALLENTINE PARTNERS APPOINTS CHRISTOPHER CHANDLER AND PETER CHIAPPINELLI AS CO-CHIEF INVESTMENT OFFICERS

Retrieved on: 
Tuesday, March 21, 2023
Partnership, Chartered Alternative Investment Analyst, Weatherhead School of Management, University, SunTrust Banks, Wharton School of the University of Pennsylvania, Family, GMO, Chartered, Boston, MBA, Case Western Reserve University, CFA Institute, Fidelity Investments, Ballentine, Boston University School of Public Health, Carleton College, Partner, Investment strategy, Management, Questrom School of Business, Family office, CAIA, Putnam Investments, Financial adviser, Research

WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers.

Key Points: 
  • WALTHAM, Mass., March 21, 2023 /PRNewswire/ -- Ballentine Partners, an independent wealth management firm headquartered in Waltham, Massachusetts, is pleased to announce Christopher Chandler and Peter Chiappinelli as Co-Chief Investment Officers.
  • Together they will be responsible for all aspects of the Ballentine Partners investment strategy and the client investment experience.
  • "I am pleased to announce the appointment of Chris Chandler and Pete Chiappinelli as Co-Chief Investment Officers," said Drew McMorrow, President and CEO of Ballentine Partners.
  • Chris Chandler joined Ballentine Partners in April of 2015 as Partner and Senior Investment Officer.

The Chartered Alternative Investment Analyst Association Unveils 2023 Roadmap for its UniFi by CAIA™ Platform

Retrieved on: 
Wednesday, March 15, 2023
Finance, Consulting, Banking, Professional Services, Other Education, Continuing, Training, Asset Management, Education, Investment, FAI, Certified Financial Planner Board of Standards, Unifi, CAIA, Distribution, CIPM, Curriculum, Alternative investment, CFA, Knowledge, FDP, Chartered Alternative Investment Analyst, Ares Management, Financial adviser, Security (finance), Cryptocurrency

The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today sharing a 2023 “roadmap” for the numerous microcredentials and certificate programs that make up its UniFi by CAIA™ platform, a digital-first series of educational offerings geared towards the needs of client- and advisor-facing professionals in the asset and wealth management industries.

Key Points: 
  • The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today sharing a 2023 “roadmap” for the numerous microcredentials and certificate programs that make up its UniFi by CAIA™ platform, a digital-first series of educational offerings geared towards the needs of client- and advisor-facing professionals in the asset and wealth management industries.
  • Of note, the first microcredential being offered as part of the UniFi platform has gone live today, covering private debt.
  • The curriculum is divided into four major components, covering the fundamentals of private debt, private corporate lending, asset-based lending, and private debt portfolio implementation.
  • “We have a tremendous amount of respect for their mission and efforts in alternative investment education.

Six-Member Wealth Management Team Joins First Republic

Retrieved on: 
Monday, March 6, 2023
Banking, Professional Services, Middlebury College, Jefferies Group, Alternative investment, NYSE, Insurance, College, Wealth, City of London Finance Committee, Science, Republic Bank, Morgan Stanley, Ares Management, Child, Chartered Alternative Investment Analyst, United Friends and Families Campaign, Jefferies, University of California, Irvine academics, Trust, University, FRC, Banq, University of the Philippines College of Arts and Sciences, Committee on Finance, J.P. Morgan & Co., First Republic Bank, Syracuse University, Banc of America Securities (1998–2008), Command Consulting Group, UBS, Cryptocurrency, Management, Financial services, First Republic, Economics, Mathematics

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has joined First Republic Investment Management.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a six-person team led by Alexander Kadish, Nicholas Davey and J.P. Garofalo has joined First Republic Investment Management.
  • “Alexander Kadish, Nicholas Davey, J.P. Garofalo and their team are a terrific addition to our growing wealth management capabilities in Los Angeles,” said Bob Thornton, President of First Republic Private Wealth Management.
  • Before joining First Republic, Kadish was a Managing Director and Private Wealth Advisor at Morgan Stanley Private Wealth Management.
  • Before joining First Republic, Davey was a Senior Vice President and Private Wealth Advisor at Morgan Stanley Private Wealth Management.

Evercore Wealth Management Promotes Michael Kirkbride, Aldo Palles and Ross Saia to Partner

Retrieved on: 
Thursday, March 2, 2023
Personal Finance, Finance, Consulting, Professional Services, Asset Management, City, Rutgers University, City University, Chartered Alternative Investment Analyst, Business, Florida International University, Trust, University, Bank of America Private Bank, Fiduciary, New York University Stern School of Business, Strategic planning, SunTrust Banks, Bank, Chartered, Certification, Garden, Brown Brothers Harriman & Co., ESG, Financial services, Financial adviser, Evercore

Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.

Key Points: 
  • Evercore Wealth Management today announced the promotions of Portfolio Manager Michael Kirkbride, Portfolio Manager Aldo Palles, and Wealth and Fiduciary Advisor Ross Saia to partner.
  • Mr. Kirkbride is based at the Evercore headquarters in New York City; Mr. Palles and Mr. Saia are based at the Evercore Wealth Management and Evercore Trust Company, N.A.
  • “Michael, Aldo and Ross are strong contributors to our firm, always putting our clients first and demonstrating terrific teamwork,” said Chris Zander, CEO of Evercore Wealth Management and Evercore Trust Company, N.A.
  • Mr. Saia is a wealth & fiduciary advisor at Evercore Wealth Management and Evercore Trust Company, delivering strategic planning and fiduciary advice to high-net-worth and ultra-high-net-worth families and contributing to the Fiduciary Oversight Group.

WesBanco Promotes Scott Love as Executive Vice President Wealth Management

Retrieved on: 
Wednesday, January 18, 2023
Business administration, Master of Business Administration, Chartered Alternative Investment Analyst, Wealth management, WesBanco, Baldwin Wallace University, Consultant, Case Western Reserve University, Investment Management Consultants Association, Senior, Growth, Research, Weatherhead School of Management, WTIS, Financial services, Management

WHEELING, W.Va., Jan. 18, 2023 /PRNewswire/ -- WesBanco, Inc. (Nasdaq: WSBC), a diversified, multi-state bank holding company, announced today that it has promoted Scott Love to Executive Vice President, Wealth Management succeeding Jon Dargusch, who retired effective December 31, 2022. In his new role, Mr. Love will be responsible for WesBanco Trust and Investment Services ("WTIS"), a division of WesBanco Bank, the banking subsidiary of WesBanco, Inc., including investment advisory services to the WesMark Funds, WesBanco Securities Inc., WesBanco Insurance Services Inc., and private client services.

Key Points: 
  • WHEELING, W.Va., Jan. 18, 2023 /PRNewswire/ -- WesBanco, Inc. (Nasdaq: WSBC), a diversified, multi-state bank holding company, announced today that it has promoted Scott Love to Executive Vice President, Wealth Management succeeding Jon Dargusch, who retired effective December 31, 2022.
  • "This is an exciting time in the 100-year history of WesBanco Wealth Management which has helped thousands of individuals, businesses, government entities, and charitable organizations develop plans to build and preserve wealth and achieve financial goals," said Jayson M. Zatta, Senior Executive Vice President and Chief Banking Officer for WesBanco.
  • "I am pleased to announce the promotion of Scott to lead our wealth management division, as his experience and leadership have prepared him for this role.
  • Mr. Dargusch joined WesBanco during 2011 as Executive Vice President, Wealth Management.

MassMutual Chief Investment Officer Tim Corbett to Retire After 12 Years With the Company; Eric Partlan Named Successor

Retrieved on: 
Tuesday, January 10, 2023
Insurance, Professional Services, Massachusetts Institute of Technology, Georgia Tech, Chartered Alternative Investment Analyst, MassMutual, CFA, Accounting, Boeing, B/E Aerospace, Culture, Michigan State University, Commonwealth, Risk, Partnership, GIA, Engineering, CAIA, Chartered Financial Analyst, Risk management, Software as a service, Investment, Renewable energy, Management, Rothesay, Barings LLC

Massachusetts Mutual Life Insurance Company (MassMutual) today announced that Tim Corbett, chief investment officer, will retire after successfully leading the company’s investment strategy and overseeing its General Investment Account (GIA) for the past 12 years.

Key Points: 
  • Massachusetts Mutual Life Insurance Company (MassMutual) today announced that Tim Corbett, chief investment officer, will retire after successfully leading the company’s investment strategy and overseeing its General Investment Account (GIA) for the past 12 years.
  • Eric Partlan, head of portfolio management, will succeed Corbett, effective March 1, 2023.
  • Following Corbett’s departure, Eric Partlan will be promoted to chief investment officer and join MassMutual’s executive leadership team, reporting to Crandall.
  • “A testament to Tim’s strong leadership is the excellent successor that he leaves us with in Eric,” added Crandall.

The Pacific Financial Group Appoints Judith Cheng as New Chief Investment Officer

Retrieved on: 
Tuesday, December 13, 2022
CFA, CIPM, FINRA, Northwestern Mutual, BNY Mellon, CAIA, SDBA, Royal Bank of Canada, Research, Pacific Ocean, Multimedia, DWS, Chartered Alternative Investment Analyst, Uniform Securities Agent State Law Exam, Royal Bank, Investment performance, Management, Financial adviser

BELLEVUE, Wash., Dec. 13, 2022 /PRNewswire/ -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.

Key Points: 
  • BELLEVUE, Wash., Dec. 13, 2022 /PRNewswire/ -- The Pacific Financial Group (TPFG), a wealth management innovator and leader in Self-Directed Brokerage Account Management (SDBA) announced that Judith Cheng has joined the leadership team as Chief Investment Officer.
  • Judith has extensive experience in investment strategy, analysis, and research, most recently with DWS and BNY Mellon.
  • Judith is a CFA Charterholder and has earned Chartered Alternative Investment Analyst (CAIA) and Certified in Investment Performance Measurement (CIPM) designations.
  • Founded in 1984, The Pacific Financial Group, Inc. (TPFG) is a SEC registered investment advisory firm and dynamic wealth management innovator that focuses on the group retirement space.

CAIA Association Partners with The Milken Institute to Advance Diversity, Equity, and Inclusion in the Alternative Investment Industry

Retrieved on: 
Thursday, November 17, 2022
University, Banking, Education, Professional Services, Business, DEI (Diversity, Equity and Inclusion), Training, Asset Management, Other Professional Services, Other Education, Finance, Student, Chartered Alternative Investment Analyst, Milken, Florida A&M University, CAIA, Friends, HBCU, STEM, Historically black colleges and universities, Market share, Milken Institute, DEI, Woman, Intelligence, Tuskegee University, Howard University, Bangladesh Technical Education Board, Curriculum, FAI, Knowledge, Management, Risk management, University

We are thrilled to engage these students, listen to their questions, and ignite a curiosity about alternatives that can grow and flourish.

Key Points: 
  • We are thrilled to engage these students, listen to their questions, and ignite a curiosity about alternatives that can grow and flourish.
  • CAIA and our friends at the Milken Institute will continue to foster new opportunities for HBCU students to learn about and engage in the alternative space.
  • A Member-driven organization representing nearly 13,000 professionals in approximately 100 countries, CAIA Association advocates for the highest ethical standards.
  • To learn more about the CAIA Association and how to become part of the organizations mission, please visit https://caia.org/ .