Private Asset Management

TAG Associates Named Best Multi-Family Office

Retrieved on: 
Monday, March 4, 2024
PAM, FWR, Private Asset Management, TAG, Mandarin Oriental Hotel Group, Film industry

NEW YORK, March 04, 2024 (GLOBE NEWSWIRE) -- TAG Associates LLC , a multi-family office and portfolio management services firm, today announced the firm was named Best Multi-Family Office by Private Asset Management (PAM), a private wealth management industry publication.

Key Points: 
  • NEW YORK, March 04, 2024 (GLOBE NEWSWIRE) -- TAG Associates LLC , a multi-family office and portfolio management services firm, today announced the firm was named Best Multi-Family Office by Private Asset Management (PAM), a private wealth management industry publication.
  • David Basner, CEO of TAG said: “2023 was a watershed year for us – we opened an office in South Florida to better serve our growing base of clients there.
  • This marks the second year in a row that TAG won the PAM Award for Best Multi-Family Office.
  • Additionally, TAG was nominated for three Family Wealth Report Awards:
    Outstanding Contribution to Wealth Management Thought Leadership.

PURE Insurance Fills Two Key Leadership Roles as the Brand Positions for Future Growth and Expansion

Retrieved on: 
Tuesday, March 5, 2024
Acquisition, Farmers Insurance Group, Zurich Insurance Group, Farmer, Tokio Marine, PUI, Allstate, Insurance, Private Asset Management, Dea, PURE, Management

Both appointments come on the heels of Martin Leitch and Dave Logan assuming the roles of Chief Executive Officer and President, respectively.

Key Points: 
  • Both appointments come on the heels of Martin Leitch and Dave Logan assuming the roles of Chief Executive Officer and President, respectively.
  • As Chief Underwriting Officer, Saad will oversee PURE's Underwriting and Product teams.
  • Having previously served in senior underwriting and product leadership roles at Allstate, Farmers Insurance and Zurich Insurance Group, Saad brings with him more than 15 years of technical expertise and strategic perspective in both personal and commercial lines.
  • Dea Malollari is expanding her role with the appointment to Chief Risk Officer while retaining her current responsibilities as Chief Actuary.

Phil Pecsok of Anacapa Advisors Named Investment Manager of the Year at 2024 Private Asset Management Awards

Retrieved on: 
Thursday, February 15, 2024
Investment, Best, Private Asset Management, Central Waqf Council, Intelligence, PAM, Research, Cryptocurrency

PACIFIC PALISADES, Calif., Feb. 15, 2024 /PRNewswire/ -- Anacapa Advisors, a market-directional investment manager, announced today that the firm's founder, Phil Pecsok, has been honored as Investment Manager of the Year in the 2024 Private Asset Management awards (PAM). Additionally, Anacapa was recognized as the Best Private Wealth Manager for Performance in the 2023 awards.

Key Points: 
  • PACIFIC PALISADES, Calif., Feb. 15, 2024 /PRNewswire/ -- Anacapa Advisors , a market-directional investment manager, announced today that the firm's founder, Phil Pecsok, has been honored as Investment Manager of the Year in the 2024 Private Asset Management awards (PAM).
  • Additionally, Anacapa was recognized as the Best Private Wealth Manager for Performance in the 2023 awards.
  • The Investment Manager of the Year category recognizes the person who made the biggest difference for their clients over the previous 12 months through research prowess, due diligence skills, and leadership.
  • For the past 20 years, the PAM awards, which are offered by With Intelligence, carry a legacy of rewarding exceptional performance in the private wealth community.

KEY PRIVATE BANK WINS AWARD FOR 'PRIVATE BANKING CLIENT SERVICE' AT THE 2024 PRIVATE ASSET MANAGEMENT AWARDS

Retrieved on: 
Friday, February 9, 2024
KeyBank, PAM, Private Asset Management, Financial services

CLEVELAND, Feb. 9, 2024 /PRNewswire/ -- Key Private Bank, the wealth management division of KeyCorp (NYSE:KEY), was awarded for the best "Private Banking Client Service" at the Private Asset Management (PAM) Awards in New York City.

Key Points: 
  • CLEVELAND, Feb. 9, 2024 /PRNewswire/ -- Key Private Bank, the wealth management division of KeyCorp (NYSE:KEY), was awarded for the best "Private Banking Client Service" at the Private Asset Management (PAM) Awards in New York City.
  • For more than two decades, the PAM Awards have recognized high performing firms and wealth advisors operating within the private wealth industry.
  • Key Private Bank was selected for the best "Private Banking Client Service" from a shortlist of four distinguished private banking firms.
  • This is the fourth time Key Private Bank has received an award for its client service.

MANCHESTER CAPITAL MANAGEMENT LLC IS PLEASED TO ANNOUNCE APPOINTMENT OF SUSAN W. SOFRONAS AS MANAGING DIRECTOR, HEAD OF WEST COAST ACTIVITIES

Retrieved on: 
Thursday, January 11, 2024
The Wall Street Journal, Family, Woman, Partner, Knowledge, Female, Wealth, Private Asset Management, Financial Times, PAM

Susan will add strategic leadership to Manchester Capital's capabilities and reinforce its unwavering dedication to providing outstanding, bespoke wealth management solutions.

Key Points: 
  • Susan will add strategic leadership to Manchester Capital's capabilities and reinforce its unwavering dedication to providing outstanding, bespoke wealth management solutions.
  • Susan's insights on assisting women in wealth management have been featured across diverse financial platforms.
  • Her expertise on wealth management for women in wealth has been highlighted in national publications from the Wall Street Journal to Worth magazine.
  • "Our unique, independent structure owned by our employees and clients is rare in the current corporate wealth management industry driven by maximizing profits."

R.J. Walker & Co. Shortlisted for Two With Intelligence Industry Awards

Retrieved on: 
Wednesday, January 10, 2024
Service, Consultant, Private Asset Management, Intelligence, PAM

NEW YORK, Jan. 10, 2024 /PRNewswire/ -- R.J. Walker & Co., a boutique communications firm that specializes in public relations and content marketing for small and medium-sized businesses, has been shortlisted for two prestigious awards heading into 2024. For the Private Asset Management (PAM) awards, the firm is a finalist in the "Best Business Consulting Firm For Family Offices" category, and for the Fund Intelligence Operations Awards, in the "Best Communications and PR Firm" category. Both awards are offered by With Intelligence.

Key Points: 
  • For the Private Asset Management (PAM) awards, the firm is a finalist in the "Best Business Consulting Firm For Family Offices" category, and for the Fund Intelligence Operations Awards, in the "Best Communications and PR Firm" category.
  • Both awards are offered by With Intelligence.
  • Winners for the Fund Operations and Services awards will be unveiled at a black-tie awards ceremony on February 15th in New York, and for the PAM awards, at a gala on February 8th.
  • The full shortlist for the Fund Intelligence awards can be found here , and for the PAM awards, can be found here .

Anacapa Advisors Wins Best Quantitative Strategy Under $1B at 2023 HFM Performance Awards

Retrieved on: 
Wednesday, November 8, 2023
Private Asset Management, HFM, Central Waqf Council, Past performance, Financial adviser

PACIFIC PALISADES, Calif., Nov. 8, 2023 /PRNewswire/ -- Anacapa Advisors, a market directional investment manager run by Founder & CEO Phil Pecsok, announced today that the firm was awarded Best Quantitative Strategy Under $1B at the HFM Performance Awards gala held on November 1st. In addition to winning this category, Anacapa had been shortlisted for U.S. Equity Long-Term Performance (5 years), and U.S. Equity.

Key Points: 
  • PACIFIC PALISADES, Calif., Nov. 8, 2023 /PRNewswire/ -- Anacapa Advisors , a market directional investment manager run by Founder & CEO Phil Pecsok, announced today that the firm was awarded Best Quantitative Strategy Under $1B at the HFM Performance Awards gala held on November 1st.
  • "We are honored to be recognized by HFM for the exceptional performance our Alpha Fund has achieved," noted Pecsok.
  • Early in 2023, the firm was awarded Best Private Wealth Manager For Performance in the Private Asset Management awards.
  • The full list of winners can be found on the HFM Performance Awards website.

Anacapa Advisors Shortlisted for HFM Performance Awards

Retrieved on: 
Wednesday, October 4, 2023
Anacapa, Private Asset Management, Central Waqf Council, Short list, Financial adviser

PACIFIC PALISADES, Calif., Oct. 4, 2023 /PRNewswire/ -- Anacapa Advisors, a market directional investment manager run by Founder & CEO Phil Pecsok, announced the firm's Anacapa Alpha fund has been shortlisted for three HFM Performance Awards. The fund is in contention to win in the following categories: global equity manager long-term performance (5 years), quantitative strategy manager (under $1bn) and equity manager (U.S).

Key Points: 
  • PACIFIC PALISADES, Calif., Oct. 4, 2023 /PRNewswire/ -- Anacapa Advisors , a market directional investment manager run by Founder & CEO Phil Pecsok, announced the firm's Anacapa Alpha fund has been shortlisted for three HFM Performance Awards.
  • "It is very exciting to be shortlisted once again for the HFM US Performance Awards," said Pecsok.
  • For seventeen years, HFM Performance Awards' finalists and winners have been selected by an esteemed panel of industry leaders The winners of this year's awards will be announced November 1st in New York City.
  • The complete list is available on the HFM Awards website: HFM U.S.

Angelo Gordon Bolsters Structured Credit Team to Capture Growing Opportunity Set

Retrieved on: 
Monday, July 24, 2023
REIT, Finance, Banking, Professional Services, Construction & Property, University, Moses Austin, Angelo Gordon, UT, Head, MBA, Private Asset Management, Vanderbilt University, Portfolio, Economics, Dislocation, ABS, Real estate, Investment, Risk, 2022–23 Feyenoord season, CMBS, Executive Council, Credit, Environment, Property management, Commercial property, Tilden Regional Park

Angelo, Gordon & Co., L.P. (“Angelo Gordon” or the “Firm”), a $73* billion alternative investment firm focused on credit and real estate investing, today announced a number of senior personnel moves to bolster the Firm’s structured credit business.

Key Points: 
  • Angelo, Gordon & Co., L.P. (“Angelo Gordon” or the “Firm”), a $73* billion alternative investment firm focused on credit and real estate investing, today announced a number of senior personnel moves to bolster the Firm’s structured credit business.
  • Marc Lessner and Xavier Dailly, both Managing Directors at Angelo Gordon, have been appointed co-Deputy Portfolio Managers of the Firm’s open-ended structured credit fund.
  • T.J. Durkin, Angelo Gordon’s Head of Structured Credit, and Yong Joe, the team’s head of structured credit research, continue to lead the fund as co-Portfolio Managers.
  • Strengthening the structured credit platform’s leadership in ABS, Aaron Ong – a 17-year veteran of the Firm – has been named Head of Private Asset Based Credit.

DaVita Announces Wendy Schoppert to Join its Board of Directors

Retrieved on: 
Thursday, July 13, 2023
Asset management, International, Private Asset Management, Otto Bremer Trust, U.S. Bank Center (Milwaukee), Head, Audit committee, Marketing, America West Airlines, American Airlines, Patient, DaVita Inc., IA Financial Group, The ODP Corporation, Digital, Corporate development, Management, Northwest Airlines

DENVER, July 13, 2023 /PRNewswire/ -- DaVita Inc. today announced that its Board of Directors appointed a new independent director, Wendy Schoppert, to join the Board, effective as of July 14, 2023.

Key Points: 
  • DENVER, July 13, 2023 /PRNewswire/ -- DaVita Inc. today announced that its Board of Directors appointed a new independent director, Wendy Schoppert, to join the Board, effective as of July 14, 2023.
  • "We're pleased to welcome Wendy to DaVita's board," said Pam Arway, independent chair of the DaVita Inc. Board of Directors.
  • With the addition of Ms. Schoppert, the DaVita Board is comprised of ten highly qualified directors, with 10% racial/ethnic and 40% gender diversity.
  • To learn more about DaVita and its Board of Directors, visit DaVita.com/About .