CFA

The WestJet Group announces Harry Taylor as interim President and CEO

Wednesday, September 15, 2021 - 4:20pm

CALGARY, AB, Sept. 15, 2021 /CNW/ -The WestJet Group today announced that Harry Taylor will assume the interim role of President and Chief Executive Officer (CEO) with a transition period taking place between late November and mid-December 2021.

Key Points: 
  • CALGARY, AB, Sept. 15, 2021 /CNW/ -The WestJet Group today announced that Harry Taylor will assume the interim role of President and Chief Executive Officer (CEO) with a transition period taking place between late November and mid-December 2021.
  • "I am extremely pleased Harry has agreed to take on this interim role," said the WestJet Group Board Chair Chris Burley.
  • "It is a tremendous honour to be asked to serve as interim CEO for the WestJet Group, and I look forward to leading our organization through this crucial phase of our recovery," said Harry Taylor.
  • While Harry serves as interim CEO, Jennifer Bue, WestJet's current Vice-President, Finance Planning & Analysis will serve as interim CFO.

NewEdge Wealth Adds Managing Director, Head of Advisory Solutions

Wednesday, September 15, 2021 - 2:00pm

NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Rick Hollmann as Managing Director and Head of Advisory Solutions.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in ultra-high-net-worth, family office and institutional clients, has appointed Rick Hollmann as Managing Director and Head of Advisory Solutions.
  • NewEdge Wealth has a clear vision for our growth and Rick will play a key role in continuing the momentum, said John Straus, President of NewEdge Wealth.
  • NewEdge Wealth is a division of NewEdge Capital Group, which currently advises $26 billion in client assets.
  • We are excited to continue acquiring top talent in our industry, said Rob Sechan, Managing Partner, Co-Founder of NewEdge Wealth.

Brown Advisory expands Global Sustainable Fixed Income team in London ahead of strategy launch

Wednesday, September 15, 2021 - 1:35pm

In her role as Fixed Income ESG Analyst based in Brown Advisory's London office, she will work closely with the firm's existing team of fixed income and equity ESG analysts.

Key Points: 
  • In her role as Fixed Income ESG Analyst based in Brown Advisory's London office, she will work closely with the firm's existing team of fixed income and equity ESG analysts.
  • The new team complements the firm's long-standing U.S. fixed income capabilities and will leverage Brown Advisory's 10+ years' expertise and broad capabilities in sustainable investing, working closely with the firm's existing U.S.-focused sustainable fixed income team.
  • The Global Sustainable Fixed Income team will launch its first strategy later this year, making Brown Advisory's ESG fixed income expertise available to investors outside of the U.S. for the first time.
  • Tim Hathaway, CFA, Head of U.S. Institutional Business at Brown Advisory said: "We are excited about adding to the fixed income ESG research team, providing further depth to Brown Advisory's existing ESG expertise, as we expand our new global sustainable fixed income proposition and build on the success of our existing fixed income offering in the U.S."
    Ryan Myerberg, Partner and Portfolio Manager at Brown Advisory, said:"Brown Advisory has a strong reputation for sustainable investing and this is an exciting time for our expanding Global Sustainable Fixed Income team.

Cresset Hires Two New Leaders to Build Upon its Multi-Family-Office Platform

Wednesday, September 15, 2021 - 1:00pm

As Deputy Chief Investment Officer for Cresset, Basu is responsible for overseeing the consistent and tailored implementation of investment views across client portfolios.

Key Points: 
  • As Deputy Chief Investment Officer for Cresset, Basu is responsible for overseeing the consistent and tailored implementation of investment views across client portfolios.
  • Cresset Asset Management, LLC provides investment advisory, family office, and other services to individuals, families, and institutional clients.
  • Cresset Partners, LLC provides investment advisory services strictly to investment vehicles investing in private equity, real estate and other investment opportunities.
  • Cresset Asset Management, LLC, and Cresset Partners, LLC are SEC registered investment advisors.

Gen II Expands European Team in Luxembourg

Wednesday, September 15, 2021 - 11:30am

NEW YORK and LUXEMBOURG, Sept. 15, 2021 /PRNewswire/ --Gen II Fund Services, LLC and Gen II Luxembourg Services, SARL ("Gen II"), a leading independent private equity fund administrator, announced today that it is adding to its Luxembourg-based team.

Key Points: 
  • NEW YORK and LUXEMBOURG, Sept. 15, 2021 /PRNewswire/ --Gen II Fund Services, LLC and Gen II Luxembourg Services, SARL ("Gen II"), a leading independent private equity fund administrator, announced today that it is adding to its Luxembourg-based team.
  • "We are excited to have Duncan join Gen II," said Norman Leben, Co-Founder and Managing Principal, Gen II.
  • "I'm extremely pleased to join the Gen II team and look forward to collaborating with Gen II's world-class group of professionals and getting to know the company from the ground up."
  • "We are very pleased to have Eva on the Gen II team," said Steven Millner, Co-Founder and Managing Principal, Gen II.

Gen II Expands European Team in Luxembourg

Wednesday, September 15, 2021 - 11:30am

NEW YORK and LUXEMBOURG, Sept. 15, 2021 /PRNewswire/ -- Gen II Fund Services, LLC and Gen II Luxembourg Services, SARL ("Gen II"), a leading independent private equity fund administrator, announced today that it is adding to its Luxembourg-based team. Duncan J. Christie has joined the firm as Head of Operations and Client Services and a Member of the Executive Committee, and Eva Ntovolou joined the firm as Global Data Protection Officer. 

Key Points: 
  • Duncan J. Christie joins as Head of Operations and Client Services and a Member of the Executive Committee, and Eva Ntovolou joins as Global Data Protection Officer
    NEW YORK and LUXEMBOURG, Sept. 15, 2021 /PRNewswire/ --Gen II Fund Services, LLC and Gen II Luxembourg Services, SARL ("Gen II"), a leading independent private equity fund administrator, announced today that it is adding to its Luxembourg-based team.
  • "We are excited to have Duncan join Gen II," said Norman Leben, Co-Founder and Managing Principal, Gen II.
  • "I'm extremely pleased to join the Gen II team and look forward to collaborating with Gen II's world-class group of professionals and getting to know the company from the ground up."
  • "We are very pleased to have Eva on the Gen II team," said Steven Millner, Co-Founder and Managing Principal, Gen II.

Delaware Ivy High Income Opportunities Fund Appoints Adam H. Brown and John P. McCarthy as Co-Managers

Tuesday, September 14, 2021 - 9:37pm

Today, Delaware Ivy High Income Opportunities Fund (NYSE: IVH) (the Fund), a New York Stock Exchangelisted closed-end fund trading under the symbol IVH, announced that, effective Nov. 14, 2021, Adam H. Brown and John P. McCarthy will be appointed as co-managers for the Fund.

Key Points: 
  • Today, Delaware Ivy High Income Opportunities Fund (NYSE: IVH) (the Fund), a New York Stock Exchangelisted closed-end fund trading under the symbol IVH, announced that, effective Nov. 14, 2021, Adam H. Brown and John P. McCarthy will be appointed as co-managers for the Fund.
  • Adam H. Brown, CFA, Managing Director, is a senior portfolio manager for the firms high yield strategies within Macquarie Investment Management Fixed Income (MFI).
  • He manages MFIs bank loan portfolios and is a co-portfolio manager for the high yield, fixed rate multisector, and core plus strategies.
  • John P. McCarthy, CFA, Managing Director, is a senior portfolio manager for the Macquarie Investment Management Fixed Income (MFI) high yield strategies, a role he assumed in July 2016.

New Research Proves the Importance of Bank Wealth Management Divisions in a Post-COVID Environment

Tuesday, September 14, 2021 - 6:30pm

The report is based on qualitative interviews with 24 bank broker-dealer executives and 4 bank executives with oversight of the branch channel.

Key Points: 
  • The report is based on qualitative interviews with 24 bank broker-dealer executives and 4 bank executives with oversight of the branch channel.
  • "Over the last 18 months we have experienced a dramatic shift in how we interact with clients and prospects.
  • Bank BDs play a critical role in helping banks create differentiated service for affluent clients, in part through branch-based FAs.
  • To learn more about becoming a member of BISA and obtaining this report, contact bisa@BISAnet.org .

Andrew Mastro, CFA, CFP®, CAIA breaks away from wirehouse to launch independent wealth management firm

Tuesday, September 14, 2021 - 5:50pm

HADDON TOWNSHIP, N.J., Sept. 14, 2021 /PRNewswire/ -- Wrought Advisors, a new fee-only, comprehensive financial planning, tax, and investment firm founded by Andrew Mastro, CFA, CFP, CAIA is open for business.

Key Points: 
  • HADDON TOWNSHIP, N.J., Sept. 14, 2021 /PRNewswire/ -- Wrought Advisors, a new fee-only, comprehensive financial planning, tax, and investment firm founded by Andrew Mastro, CFA, CFP, CAIA is open for business.
  • "I am elated to launch my own firm, to be a real financial advisor; fee-only, fiduciary, and comprehensive.
  • Andrew Mastro, CFA, CFP, CAIA, founded Wrought Advisors after breaking away from a wirehouse where he began his financial advisory practice helping individual clients and families to achieve their financial goals.
  • Wrought Advisors and Andrew Mastro, CFA, CFP, CAIA, is a South Jersey based Registered Investment Adviser providing fee-only, comprehensive financial planning, tax, and investment management services to clients locally and across the country.

Spectrum Investment Advisors Welcomes Thomas Shide, CFA® to the Investment Analyst Team

Tuesday, September 14, 2021 - 5:26pm

MEQUON, Wis., Sept. 14, 2021 /PRNewswire/ --Spectrum Investment Advisors has hired Thomas Shide, CFA as Senior Investment Analyst for the firm.

Key Points: 
  • MEQUON, Wis., Sept. 14, 2021 /PRNewswire/ --Spectrum Investment Advisors has hired Thomas Shide, CFA as Senior Investment Analyst for the firm.
  • Shide brings with him seven years of experience having previously worked at Bank of America's Private Bank as an investment analyst.
  • Shide is a CFA charterholder, a member of the CFA Institute, and a member of the CFA Society of Milwaukee.
  • Manuel Rosado, President of Spectrum Investment Advisors said, "We're very excited to have Thomas on board.