Goldstein

Sterne Kessler Honored as US Post-Grant Firm of the Year at Global IP Awards

Retrieved on: 
Friday, October 20, 2023
Sterne, Publication, WTR, Patent office, Lawyer, World Trademark Review, Tier 1, Intellectual Asset Management, Goldstein, IAM, Patexia, Patent Trial and Appeal Board, PTAB, Pharmaceutical industry, Patent

The Global IP Awards, organized by leading intellectual property publications Intellectual Asset Management (IAM) and World Trademark Review (WTR), recognize the outstanding achievements of law firms and their lawyers in litigation, prosecution, and transactional work.

Key Points: 
  • The Global IP Awards, organized by leading intellectual property publications Intellectual Asset Management (IAM) and World Trademark Review (WTR), recognize the outstanding achievements of law firms and their lawyers in litigation, prosecution, and transactional work.
  • The firm also earned top tier recognition in Managing IP 2023 "IP Stars" guide , which ranked the firm in "Tier 1" for PTAB litigation.
  • I am extremely proud of our PTAB trials team for their accomplishments and for winning this and other recent awards.
  • We have a deep bench of talent poised for ongoing success in the years ahead," added Sterne Kessler Managing Director Michael B. Ray .

Navigating liquidity crises in non-banks: An assessment of central bank policies

Retrieved on: 
Friday, June 23, 2023
Private sector, European Central Bank, Centre for Economic Policy Research, Response, Center for Financial Studies, Journal of Financial Economics, LTRO, Central bank, Review, COVID-19, PEPP, Goldstein, Federal, I, Government, RESEARCH, Financial economics, Journal, Directorate, Data, ECB, Monetary economics, Senior advisor, Frictional unemployment, Bank, Journal of Monetary Economics, Cryptocurrency, Bookkeeping, Tourism, Textile, Ng
Key Points: 

HDBaseT Alliance Officially Names Effi Goldstein President

Retrieved on: 
Monday, May 15, 2023
DNA, Sony Pictures, Mathematics, Effi, Goldstein, Marketing, Bachelor of Science, OREGON, Mannheim School of Computer Science and Mathematics, Ben-Gurion University of the Negev, Ecosystem, HDBaseT, Pro, Valens Semiconductor, Computer science, Female, Airline, Management

OREGON CITY, Ore., May 15, 2023 /PRNewswire/ -- The HDBaseT Alliance, Pro AV's largest interoperable ecosystem, has announced that Effi Goldstein has been officially appointed as its new President, and Valens Semiconductor's representing member on the HDBaseT Alliance's Board of Directors.

Key Points: 
  • OREGON CITY, Ore., May 15, 2023 /PRNewswire/ -- The HDBaseT Alliance , Pro AV's largest interoperable ecosystem, has announced that Effi Goldstein has been officially appointed as its new President, and Valens Semiconductor's representing member on the HDBaseT Alliance's Board of Directors.
  • The Board's choice for her to lead the Alliance was unanimous and we proudly stand behind her vision for its future," said Mahesh Bala, HDBaseT Alliance Board Member, and Vice President of Worldwide New Media Technology at Sony Pictures Entertainment.
  • Goldstein succeeds Tzahi Madgar as Alliance President, whose tenure was highlighted by the launch and advancement of the latest HDBaseT Spec 3.0.
  • The appointment of Goldstein signals another historic first for the HDBaseT Alliance with the marking of its first female President.

Bluespring Wealth Partners Expanded Its Roster with Nine New Firms in 2022

Retrieved on: 
Thursday, February 9, 2023
Professional Services, Business, Finance, Asset Management, Consulting, Banking, Growth, Goldstein, Canter and gallop, Partnership

Jon Goldstein and Andy Peters, Goldstein Advisors

Key Points: 
  • Jon Goldstein and Andy Peters, Goldstein Advisors
    “We’re dedicated to developing top-tier wealth management firms throughout the country to strengthen our community of like-minded partners,” added Canter.
  • “Financial professionals are increasingly focused on building sustainable growth while maintaining a high level of client service.
  • Bluespring Wealth Partners is uniquely positioned to help firms achieve their goals with a comprehensive platform and a variety of resources designed specifically to support business expansion, talent development, client focus, and more.”
    Bluespring Wealth Partners continues to build upon its momentum by offering its versatile wealth management platform to founders and principles in a variety of situations.
  • We’re thrilled to be doing so alongside Bluespring Wealth Partners.

Bloomberg Tax Announces 2022 Recipients of Outstanding Author Awards for Estates, Gifts, and Trusts

Retrieved on: 
Wednesday, January 18, 2023
Trust, IRS, Transfer, American College of Trust and Estate Counsel, Estate, University of Miami School of Law, Withers LLP, Starlink, PL, Goldstein, Drake University Law School, Estate planning, University, Publication, Private practice, Common Wealth Award of Distinguished Service, American College, Inheritance tax, New York University School of Law, Lawyer, Physician, Senior advisor, Counsel, Author, National Association, LLP, Book, Law, Florida International University School of Architecture, SLAT, Spouse, Journal, LLM, Life insurance, Property management, Gassman

ARLINGTON, Va., Jan. 18, 2023 /PRNewswire/ -- Bloomberg Tax & Accounting today announced its 2022 honorees for outstanding authorship in estates, gifts, and trusts and the recipient of the 2022 Leonard L. Silverstein Award for Distinguished Service in Estates, Gifts, and Trusts Taxation. The awards were presented at a luncheon at the 57th Annual Heckerling Institute on Estate Planning, which took place in Orlando from January 9-13.

Key Points: 
  • ARLINGTON, Va., Jan. 18, 2023 /PRNewswire/ -- Bloomberg Tax & Accounting today announced its 2022 honorees for outstanding authorship in estates, gifts, and trusts and the recipient of the 2022 Leonard L. Silverstein Award for Distinguished Service in Estates, Gifts, and Trusts Taxation.
  • The awards were presented at a luncheon at the 57th Annual Heckerling Institute on Estate Planning, which took place in Orlando from January 9-13.
  • Michelle Graham was named the Tax Portfolio Author of the Year award for her work on Portfolio 842 T.M., Transfers to Noncitizen Spouses.
  • He was the lead author on Bloomberg Tax's Estate Tax Planning in 2011 and 2012 and has published many additional resources on trusts and tax planning.

Bluespring Wealth Partners Strengthens National Presence With $700+ Million Goldstein Advisors

Retrieved on: 
Monday, December 19, 2022
Other Professional Services, Professional Services, Finance, History, Partnership, Growth, BWP, Goldstein, Investment, Acquisition, Maintenance, Financial services, Sales, Bluespring Caverns

Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners (BWP), today announced the addition of Goldstein Advisors , a comprehensive financial services firm overseeing approximately $700 million in client assets.

Key Points: 
  • Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners (BWP), today announced the addition of Goldstein Advisors , a comprehensive financial services firm overseeing approximately $700 million in client assets.
  • The firm also plans to leverage Bluespring Wealth Partners’ deep bench of business consulting resources as it continues to scale.
  • "Our decision came down to the strong cultural alignment we have with the Bluespring Wealth Partners team.
  • Through a highly customized and people-centric approach, Bluespring Wealth Partners is dedicated to the acquisition and support of the industry’s premier wealth management firms.

Europe's growing league of small corporate bond issuers: new players, different game dynamics

Retrieved on: 
Friday, November 11, 2022
Goldstein, Becker, NBER, Center for Financial Studies, Associate professor, S, Dislocation, ECB, Central bank, B, Investment, Columbia Business School, National Bureau of Economic Research, Journal of Financial Economics, Coronavirus, A, Journal of Monetary Economics, Financial economics, Policy, RESEARCH, Monetary economics, Journal, Directorate, Corporate bond, Insurance, Efraim Benmelech, Growth, Review, Data, The Review of Financial Studies, COVID-19, European Central Bank, Security (finance), Textile, Ng

In the eurozone since 2008, aggregate market financing has been growing significantly faster than bank lending.

Key Points: 
  • In the eurozone since 2008, aggregate market financing has been growing significantly faster than bank lending.
  • Policymakers have supported the increase in bond financing as it can help insulate firms from shocks to the banking sector by diversifying sources of funds.
  • These new players are considered key to achieving a transition from a largely bank-based system towards more capital market funding.
  • To this end, in Darmouni and Papoutsi (2022), we have built a large panel dataset, using two decades of micro-data.
  • We have used this to study the European corporate bond markets new players: smaller, private, and unrated issuers that have entered the market in recent years.
  • This is important because, while these new issuers embody the shift towards increased capital market funding, they might be "invisible" in aggregate bond market volume or spreads.
  • While bank loans still account for the largest share of corporate debt, euro area firms have increasingly resorted to bond financing, especially following the global financial crisis of 2008-09.
  • This is justified by the number of firms entering the bond market.
  • In March 2020, at the onset of the coronavirus (COVID-19) pandemic, European corporate bond markets were thrown into turmoil.
  • However, our study paints a different picture: it seems that the pullback of bond investors was primarily aimed at the largest, rated issuers.
  • Overall, our paper suggests that the new players in the growing minor league of the European bond market are largely disconnected from the more established, top-division players and still heavily bank-dependent.
  • First, if we rely entirely on aggregate bond market indicators, we might not pick up on what is happening with smaller issuers.
  • Third, interventions aimed at stimulating the bond market might have limited impact on smaller issuers relative to larger, investment grade firms.
  • Overall, looking at European corporate bond markets through the lens of firm-level data reveals striking differences between the major and minor leagues.

Six Ameriprise Financial Advisors Named to the Forbes “2022 Top 250 Wealth Advisors” List

Retrieved on: 
Tuesday, September 20, 2022
Finance, Consulting, Accounting, Professional Services, Insurance, NYSE, LLC, Research, Â, Review, Industry, NCUA, Forbes, Goldstein, AMP, Telephone, Insurance, FDIC, Associate, EVP, Wealth, Financial adviser, Financial services, Ameriprise Financial

Ameriprise Financial, Inc. (NYSE: AMP) today announced that six of the firms financial advisors have been named to the Forbes 2022 Top 250 Wealth Advisors list.

Key Points: 
  • Ameriprise Financial, Inc. (NYSE: AMP) today announced that six of the firms financial advisors have been named to the Forbes 2022 Top 250 Wealth Advisors list.
  • On behalf of Ameriprise, we congratulate the talented advisors who have earned a spot on this acclaimed list, said Bill Williams, EVP, President Ameriprise Independent Advisors.
  • Ameriprise advisors named to the Forbes 2022 Top 250 Wealth Advisors List:
    Adam S. Goldstein, Private Wealth Advisor and Certified Financial Planner of Goldstein & Associates in Calabasas, California
    Jon Kuttin, Private Wealth Advisor and Chief Executive Officer of Kuttin Wealth Management in Hauppauge, New York
    George Papadoyannis, Private Wealth Advisor and owner of Papadoyannis & Associates in San Mateo, California
    Darrell Pennington, Private Wealth Advisor and Managing Partner of Pennington Wealth Management in Houston, Texas
    Erin Scannell, Private Wealth Advisor and Chief Executive Officer of Heritage Wealth Advisors in Mercer Island, Washington
    Scott Tiras, Private Wealth Advisor and President of Tiras Wealth Management in Houston, Texas
    Data for the ranking was primarily collected through telephone and in-person due diligence.
  • The full list of Forbes 2022 Top 250 Wealth Advisors can be found here .

JMB Insurance Agency Announces Kimberly Goldstein's Promotion to President

Retrieved on: 
Tuesday, September 13, 2022
Specialization, Real estate, Partnership, Industry, Goldstein, Risk management, Leadership, Insurance, Commercial property, Power broker (politics), Private, Risk, Management, Financial services, Aviation, Technology

CHICAGO, Sept. 13, 2022 /PRNewswire/ -- Today, JMB Insurance Agency, Inc. (JMBI) announced Kimberly Goldstein will serve as the firm's inaugural president for strategic growth, helping to manage day-to-day operations of the firm while partnering with the executive team to secure and advance JMBI's position as a leader in risk management services.

Key Points: 
  • "This is a great day for JMB Insurance Agency's 2000 clients.
  • Kimberly's promotion into this innovative new role marks a strategic investment in our clients' business and our best-in-class team," said co-Chief Executive Officer Matthew Horwitch.
  • JMB Insurance Agency, Inc. is one of Chicago's premier and largest privately held insurance brokerages.
  • Driven by insight, action, and results, JMBI provides high quality coverage and dedicated service to clients across business sectors, size and scope .

Eight Ameriprise Financial Advisors Named to the Forbes Best-in-State Financial Security Professionals List

Retrieved on: 
Tuesday, August 2, 2022
Personal Finance, Technology, Insurance, Finance, Security, Fintech, Consulting, Professional Services, Asset Management, Other Professional Services, Opus, Death, FDIC, Insurance, Industry, Research, Financial adviser, CEO, Telephone, Associate, Solution, Wealth, Professional, Review, EVP, Disability, NCUA, Life, Goldstein, Forbes, LLC, MSFS, Financial services, Ameriprise Financial

Ameriprise Financial, Inc. today announced that eight of the firms financial advisors were named to the Forbes list of the Best-in-State Financial Security Professionals in the country.

Key Points: 
  • Ameriprise Financial, Inc. today announced that eight of the firms financial advisors were named to the Forbes list of the Best-in-State Financial Security Professionals in the country.
  • Forbes recognizes the top financial advisors and professionals in the insurance industry for their excellence in helping clients protect against the financial risks posed by disability, death, or job loss.
  • We commend our advisors who are recognized as Best-in-State Financial Security Professionals, said Pat OConnell, EVP, President Ameriprise Advisor & Ameriprise Financial Institutions Groups.
  • Source: Forbes, Forbes Best-in-State Financial Security Professionals, July 28, 2022.