Insight Investment

Arax Investment Partners Continues to Scale Multi-Partner Platform Structure

Retrieved on: 
Thursday, January 11, 2024

NEW YORK, Jan. 11, 2024 (GLOBE NEWSWIRE) -- Arax Investment Partners (“Arax”), a premier wealth management platform company backed by RedBird Capital Partners (“RedBird”), today announced three significant milestones in the rapid scale-up of its multi-partner platform:

Key Points: 
  • Excel Securities & Associates, Inc., a full-service independent Broker-Dealer & SEC registered investment advisor (“Excel”), was acquired by Arax and will operate as Ashton Thomas Securities.
  • Prior to joining Arax, Handa served as a Managing Director and Partner of Pennington Partners & Co. as well as co-Head of the firm’s investment committee.
  • Prior to Insight Investment, Handa was the Chief Investment Officer for the City of Philadelphia Board of Pensions Retirement Plans.
  • “Arax’s multi-platform wealth management platform strategy is differentiated in the market and is attracting great partners to the platform, specifically a number of highly talented advisor teams.”

Insight Financial Services Achieves 8th Consecutive Recertification of SOC 1 Type 2

Retrieved on: 
Thursday, September 7, 2023

COSTA MESA, Calif., Sept. 07, 2023 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS) , a division of Insight Investments, LLC , today announced that it has achieved its 8th consecutive completion and recertification of the Service Organization Control (SOC) 1 Type 2 Audit.

Key Points: 
  • COSTA MESA, Calif., Sept. 07, 2023 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS) , a division of Insight Investments, LLC , today announced that it has achieved its 8th consecutive completion and recertification of the Service Organization Control (SOC) 1 Type 2 Audit.
  • The latest audit verifies that IFS’ Asset Management Online System (AMOS) continues to meet the SOC 1 Type 2 standards for financial reporting and security controls.
  • With AMOS, customers gain visibility into leased assets including entire IT portfolio value and metrics, upcoming maturities, and more.
  • “SOC certification is important because it verifies that we are meeting the current lease accounting standards, which allows our customers to get the most out of our services and operate as efficiently as possible,” said Scott Sullivan, Executive Vice President, National Sales, Insight Financial Services.

Avenue One Adds Investment Industry Leaders to Head Capital Partnerships Team

Retrieved on: 
Tuesday, September 12, 2023

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20230911311126/en/
    Elkins was named Head of Real Estate Capital Partnerships, responsible for forming and maintaining relationships with traditional real estate investors within investment management firms and institutional plan sponsors.
  • He will work closely with King, who joins as Head of Alternative Capital Partnerships and will focus on alternatives investors such as insurance companies, private credit investors, and other institutional allocators.
  • He previously served as a Managing Director and Global Head of Real Estate Distribution at BlackRock.
  • Earlier in his career, Elkins was a Senior Vice President at Colony Capital (now DigitalBridge) and an Executive Director at Morgan Stanley.

Insight Equipment Finance Corporation Expands Operations in Quebec

Retrieved on: 
Tuesday, June 20, 2023

TORONTO, June 20, 2023 (GLOBE NEWSWIRE) -- Insight Equipment Finance Corporation (IEFC) , a division of Insight Investments, LLC, today announced that it is expanding its equipment leasing operations into Quebec.

Key Points: 
  • TORONTO, June 20, 2023 (GLOBE NEWSWIRE) -- Insight Equipment Finance Corporation (IEFC) , a division of Insight Investments, LLC, today announced that it is expanding its equipment leasing operations into Quebec.
  • IEFC is an active member of the Canadian Finance and Leasing Association (CFLA ) and operates in accordance with all Quebec laws and processes.
  • To manage the full-scale operations, service, and support of the Quebec market, the company has hired bilingual industry expert Anthony Zambon.
  • “Insight Equipment Finance offers the expertise, solutions, and resources that are greatly needed in Quebec,” said Anthony Zambon, Vice President, Equipment Finance, Insight Equipment Finance Corporation.

Insight Investments Promotes Sheryn Murray to Chief Operating Officer

Retrieved on: 
Wednesday, May 10, 2023

Costa Mesa, Calif., May 10, 2023 (GLOBE NEWSWIRE) -- Insight Investments, LLC today announced that Sheryn Murray has been promoted to Chief Operating Officer (COO).

Key Points: 
  • Costa Mesa, Calif., May 10, 2023 (GLOBE NEWSWIRE) -- Insight Investments, LLC today announced that Sheryn Murray has been promoted to Chief Operating Officer (COO).
  • She will continue to oversee Insight Investments’ lease administration, collections, cash applications, credit, human resources, and marketing for the leasing brands.
  • “Sheryn has proven time and time again to be a professional, diligent, thoughtful, and fair leader,” said Christopher Czaja, President of Insight Investments, LLC.
  • Prior to joining Insight Investments, she was the Director of Finance Operations for Sage Software, a division of the Sage Group Plc.

Insight Financial Services Awarded Contract from Massachusetts Higher Education Consortium (MHEC) for Leasing and Financing Services

Retrieved on: 
Wednesday, February 8, 2023

COSTA MESA, Calif., Feb. 08, 2023 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS), a division of Insight Investments, LLC, today announced that it has been awarded a contract from the Massachusetts Higher Education Consortium (MHEC) to provide leasing and financing services.

Key Points: 
  • COSTA MESA, Calif., Feb. 08, 2023 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS), a division of Insight Investments, LLC, today announced that it has been awarded a contract from the Massachusetts Higher Education Consortium (MHEC) to provide leasing and financing services.
  • The contract provides MHEC members with preferred access to IFS’ industry leading leasing and financing solutions in New England.
  • We look forward to delivering our education-focused financial solutions that are designed to help subscribing members to acquire, maintain, and refresh technology equipment for their organizations,” said Colleen O’Donnell, Senior Vice President - Education Team, Insight Financial Services.
  • MHEC’s 2000+ members come from New England higher education, K-12, municipalities (cities and towns), libraries, and not-for-profit educational organizations in other sectors.

Orchard Global Announces Jon Morgan Has Joined the Firm as Global Head of Consultant Relations

Retrieved on: 
Monday, January 9, 2023

Orchard Global today announced Jon Morgan has joined the firm as Global Head of Consultant Relations.

Key Points: 
  • Orchard Global today announced Jon Morgan has joined the firm as Global Head of Consultant Relations.
  • In this newly created role, Mr. Morgan will lead Orchard Global’s consultant relations in all aspects related to sales, client services, and investor relations.
  • Mr. Morgan will report to David Burke, Global Head of Distribution and Investor Relations.
  • “It is an honor to join David and the entire Orchard Global team to lead consultant relations for the firm under Paul and John’s leadership.

Insight Financial Services Achieves 7th Consecutive Recertification of SOC 1 Type 2

Retrieved on: 
Wednesday, September 28, 2022

COSTA MESA, Calif., Sept. 28, 2022 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS), a division of Insight Investments, LLC , today announced that it has achieved its 7th consecutive completion and recertification of the Service Organization Control (SOC) 1 Type 2 Audit.

Key Points: 
  • COSTA MESA, Calif., Sept. 28, 2022 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS), a division of Insight Investments, LLC , today announced that it has achieved its 7th consecutive completion and recertification of the Service Organization Control (SOC) 1 Type 2 Audit.
  • The latest audit verifies that IFS Asset Management Online System (AMOS) continues to meet the SOC 1 Type 2 standards for financial reporting and security controls.
  • We are proud to maintain ongoing certification of the SOC industry standard, said Chris Czaja, President, Insight Investments, LLC.
  • Insight Financial Services (IFS), a division of Insight Investments, LLC delivers customized leasing solutions for the acquisition of technology, equipment and associated services.

New Diversity, Equity, and Inclusion Director Brings Unique Insights to Medical Solutions

Retrieved on: 
Tuesday, September 27, 2022

He will utilize collected data to better understand where Medical Solutions is excelling and identify areas of opportunity to best implement diversity, equity, and inclusion training and programs.

Key Points: 
  • He will utilize collected data to better understand where Medical Solutions is excelling and identify areas of opportunity to best implement diversity, equity, and inclusion training and programs.
  • I was very excited to join Medical Solutions because of the inclusive and engaging culture that already exists, said Johnson.
  • Prior to joining Medical Solutions, Johnson co-founded Insighted, where he focused on executive coaching specific to diversity, equity, and inclusion.
  • Johnson looks forward to positively impacting Medical Solutions through his role as director of diversity, equity, and inclusion.

Insight Financial Services Awarded Contract from Choice Partners National Purchasing Cooperative

Retrieved on: 
Wednesday, August 31, 2022

COSTA MESA, Calif., Aug. 31, 2022 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS), a division of Insight Investments, LLC , today announced that it has been awarded a contract from Choice Partners national purchasing cooperative to provide leasing services for technology equipment.

Key Points: 
  • COSTA MESA, Calif., Aug. 31, 2022 (GLOBE NEWSWIRE) -- Insight Financial Services (IFS), a division of Insight Investments, LLC , today announced that it has been awarded a contract from Choice Partners national purchasing cooperative to provide leasing services for technology equipment.
  • Choice Partners is a national purchasing cooperative offering procurement and contract solutions to meet government purchasing requirements.
  • In Texas, and across the U.S., Choice Partners delivers a trusted resource for its constituents by vetting potential vendors for best-in-class services, said Jake Howard, Account Executive, Texas, Insight Financial Services.
  • Insight Financial Services (IFS), a division of Insight Investments, LLC, delivers customized leasing solutions for the acquisition of technology, equipment, and associated services.