Brewer Investment Group

BridgeFT Names Former Wells Fargo Advisors Head Jim Hays as Strategic Advisor

Retrieved on: 
Wednesday, September 6, 2023

CHICAGO, Sept. 6, 2023 /PRNewswire/ -- BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced named Jim Hays a strategic advisor for the company.

Key Points: 
  • CHICAGO, Sept. 6, 2023 /PRNewswire/ -- BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced named Jim Hays a strategic advisor for the company.
  • One of the most respected leaders in U.S. wealth management, Hays was most recently President and Chief Executive Officer of Wells Fargo Advisors and head of Wells Fargo's Wealth and Investment Management Client Relationship Group.
  • "BridgeFT is transforming the way advisors, broker-dealers, and fintech innovators think about their tech offerings," Hays said.
  • "Jim Hays brings a unique perspective and vision to the financial services industry," said Joe Stensland, BridgeFT's Chief Executive Officer.

Dynasty Financial Partners Names Bob Shea as Chief Investment Strategist

Retrieved on: 
Thursday, November 17, 2022

Dynasty Financial Partners today announced that the firm has named Bob Shea to a new role as Chief Investment Strategist and has also taken a new ownership stake in FCF Advisors.

Key Points: 
  • Dynasty Financial Partners today announced that the firm has named Bob Shea to a new role as Chief Investment Strategist and has also taken a new ownership stake in FCF Advisors.
  • In this role, Mr. Shea will lead Dynastys Investment Committee, provide top-down asset allocation insights and guidance and lead investment manager selection.
  • In addition, he will construct and maintain Dynastys Outsourced Chief Investment Officer (OCIO) portfolios, be responsible for asset manager relationships, and participate on the investment committees of the firms clients.
  • Mr. Shea joins Dynasty from investment firm FCF Advisors where he was the CEO and CIO.

360 Financial and Fleming Investment Group Announce Merger

Retrieved on: 
Monday, September 19, 2022

MINNEAPOLIS, Sept. 19, 2022 /PRNewswire/ -- 360 Financial, a boutique wealth management firm, and Fleming Investment Group, a financial planning practice, announced their merger today, creating a comprehensive wealth management firm. The combined company will operate under the 360 Financial brand, servicing of over 1,000 clients and managing approximately $529 million in client assets.

Key Points: 
  • Maintaining the best possible client experience, growing together, enriching lives, and pursuing aspirations
    MINNEAPOLIS, Sept. 19, 2022 /PRNewswire/ -- 360 Financial, a boutique wealth management firm, and Fleming Investment Group, a financial planning practice, announced their merger today, creating a comprehensive wealth management firm.
  • Fleming Investment Group's former president, Brian Bohnsack, takes on the roles of senior vice president of 360 Financial and managing principal of the Elk River location.
  • Fleming Investment Group has been led by Brian Bohnsack since 2014 as an independent financial services firm that was founded in 2006.
  • 360 Financial and Fleming Investment Group are separate entities from LPL Financial.

CION Investment Group Acquires Full Stake in Seven Group

Retrieved on: 
Monday, July 25, 2022

CION Investment Group (CION), a leading alternative investment solutions platform, has acquired a full stake in the financial advisor marketing, practice management, and content platform, Seven Group.

Key Points: 
  • CION Investment Group (CION), a leading alternative investment solutions platform, has acquired a full stake in the financial advisor marketing, practice management, and content platform, Seven Group.
  • Seven Group, which has helped hundreds of advisors grow and market their practices since its launch in 2020, will rebrand as Advisor I/O .
  • CION Investments is a leading alternative investment solutions platform designed to redefine the way individual investors can build their portfolios and help meet their long-term investment goals.
  • CION Investments currently sponsors CION Investment Corporation (NYSE: CION), a leading publicly listed business development company that currently manages approximately $1.9 billion in assets, and sponsors, through CION Ares Management, the CION Ares Diversified Credit Fund, a globally diversified interval fund that currently manages approximately $3.4 billion in assets.

Brooklyn Investment Group and Apex to Launch A.I. Powered Unified Managed Account Platform Across Digital and Traditional Assets

Retrieved on: 
Thursday, June 2, 2022

powered managed accounts platform and Apex Fintech Solutions Inc. (Apex), the fintech for fintechs, today announced a new offering that will enable a unified investor experience across traditional and digital assets.

Key Points: 
  • powered managed accounts platform and Apex Fintech Solutions Inc. (Apex), the fintech for fintechs, today announced a new offering that will enable a unified investor experience across traditional and digital assets.
  • The solution will soon be available to independent financial advisors powered by Apex subsidiaries, Apex Clearing and Apex Crypto.
  • Co-founded by John Nay, Ph.D. and Erkko Etula, Ph.D., Brooklyn Investment Group is a Registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research.
  • Cryptocurrency execution and custody services are provided by Apex Crypto LLC (NMLS ID 1828849) through a software licensing agreement between Apex Crypto LLC and Brooklyn Investment Group, LLC.

BNY Mellon Wealth Management Expands New York Tri-State Region with Four New Hires

Retrieved on: 
Tuesday, May 24, 2022

With more than 15 years of financial services experience, Wing returns to BNY Mellon Wealth Management from Citi, where she served as senior vice president, trust officer.

Key Points: 
  • With more than 15 years of financial services experience, Wing returns to BNY Mellon Wealth Management from Citi, where she served as senior vice president, trust officer.
  • Leighton joins BNY Mellon Wealth Management from TIAA, where he was a senior portfolio manager.
  • BNY Mellon Wealth Management, which delivers leading wealth advice across investments, banking, custody, and wealth and estate planning, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation.
  • A line of business within Wealth Management, BNY Mellon Investor Solutions includes the firm's institutional multi-asset solutions business.

Meketa Investment Group to Host Public Markets Research Webinar

Retrieved on: 
Tuesday, March 22, 2022

Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the firm will host a Public Markets Research Strategic Update on Wednesday, March 30, 2022, at 2pm ET.

Key Points: 
  • Meketa Investment Group (Meketa), a global investment consulting and fiduciary management (OCIO) firm, today announced the firm will host a Public Markets Research Strategic Update on Wednesday, March 30, 2022, at 2pm ET.
  • The one-hour webinar will be hosted by Meketas Director of Public Markets Manager Research, Amy Hsiang, and Research Consultant Jason Josephiac.
  • Following an update on developments at Meketa, Ms. Hsiang and Mr. Josephiac will provide an overview of the firms public markets and marketable alternatives manager research process and detail how Meketas research team engages with the investment management community (including sourcing, diligence, and evaluation).
  • To register for Meketas Public Markets Research Strategic Update, please visit: https://meketagroup.zoom.us/webinar/register/WN_uVQ4AzXHRqGsGvUKnAMKYQ .

BLACK ENTERPRISE TO PRESENT 2ND VIRTUAL SUMMIT FOCUSED ON REAL ESTATE INVESTMENT OPPORTUNITIES AND BUILDING MULTIGENERATIONAL WEALTH, FEB. 24, 2022, PRESENTED BY ROCKET MORTAGE

Retrieved on: 
Wednesday, February 23, 2022

NEW YORK, Feb. 23, 2022 /PRNewswire/ -- BLACK ENTERPRISE will present its second Wealth Building & Real Estate Summit , presented by Rocket Mortgage, on Feb. 24.

Key Points: 
  • NEW YORK, Feb. 23, 2022 /PRNewswire/ -- BLACK ENTERPRISE will present its second Wealth Building & Real Estate Summit , presented by Rocket Mortgage, on Feb. 24.
  • The Black Enterprise Wealth Building & Real Estate Summit will focus on the innovative pathways for increasing the collective net worth of Black Americans and closing the nation's widening racial wealth gap.
  • The latest in a series of virtual events produced by BLACK ENTERPRISEto address the demand for diversity, equity, inclusion, and economic justice for Black Americans, the 2022 Wealth Building & Real Estate Summit, is presented by Rocket Mortgage.
  • Attendees of the 2022 Black Enterprise Wealth Building & Real EstateVirtual Summit will gain insights on:
    The Black Enterprise Wealth Building & Real Estate Summit occurs from 12:00 p.m. to 4:00 p.m. EST on Thursday, Feb. 24, 2022.

Merchant Partners With Southwestern Investment Group

Retrieved on: 
Tuesday, January 25, 2022

Southwestern Investment Group (SWIG), an independent wealth management company and one of the nations fastest-growing Registered Investment Advisors, sets the stage for continued success and sustainability with a minority investment from Merchant.

Key Points: 
  • Southwestern Investment Group (SWIG), an independent wealth management company and one of the nations fastest-growing Registered Investment Advisors, sets the stage for continued success and sustainability with a minority investment from Merchant.
  • Southwestern Investment Group was established in 2002 and oversees approximately $5.8 billion in client assets as of the end of December 2021.
  • Southwestern Investment Group uses sensible, sound, and conservative investment strategies and holistic service to help enhance and help protect your wealth.
  • Investment advisory services offered through Southwestern Investment Advisory Services, Inc., an independent registered investment adviser.

Meketa Investment Group Promotes Hannah Webber to Director of Consulting Services

Retrieved on: 
Monday, November 22, 2021

Meketa Investment Group (Meketa), a global investment consulting and advisory firm, today announced the promotion of Hannah Webber to Director of Consulting Services, effective November 1.

Key Points: 
  • Meketa Investment Group (Meketa), a global investment consulting and advisory firm, today announced the promotion of Hannah Webber to Director of Consulting Services, effective November 1.
  • In this role, Ms. Webber manages the firms consultants across all offices, with responsibility for executing goals for the consulting department.
  • Ms. Webber joined Meketa in 2018 as part of Meketas Business Management department, working closely with the firms co-CEOs for the past three years.
  • It is an honor to assume the director role and I thank Meketa for the opportunity, said Ms. Webber.