CFA

TradingHub Appoints CFO and Global Head of Sales and Relationship Management on the Heels of Rapid Growth

Retrieved on: 
Wednesday, March 13, 2024
Professional Services, Technology, Legal, Finance, Software, Fintech, Financial management, Thomson Reuters, Growth, ARR, CFO, London Stock Exchange Group, Knowledge, Credit Suisse, Morgan Stanley, CFA, FX, Pharmaceutical industry

TradingHub , a leading provider of uniquely intelligent trade surveillance software for the global financial services industry, today announces the appointment of Stephen Bergin as CFO and Shayne Ganeson as Global Head of Sales and Relationship Management.

Key Points: 
  • TradingHub , a leading provider of uniquely intelligent trade surveillance software for the global financial services industry, today announces the appointment of Stephen Bergin as CFO and Shayne Ganeson as Global Head of Sales and Relationship Management.
  • With over two decades of financial executive leadership, Bergin has served as TradingHub’s Head of Finance since 2021.
  • Over that time, he has spearheaded financial management strategy, innovation and growth throughout the organization culminating in an increase of over 80 percent in ARR.
  • “Possessing a unique and diverse knowledge of both financial management and growth strategies, he has been pivotal in TradingHub’s rapid expansion to-date.

Fiduciary Trust International Welcomes Two Industry Leaders to Radnor Office

Retrieved on: 
Wednesday, March 13, 2024
Professional Services, Business, Finance, Asset Management, Consulting, Accounting, NatWest Markets, Growth, Franklin Templeton Investments, Chartered, State university system, Business administration, Temple University, Research, Tower Bridge, Schröder, Mid-Atlantic (United States), Delaware Valley, MBA, American Rhododendron Society, IMS, CFA, Fiduciary Trust Company International, Ohio State University, Economics, Management

"The Mid-Atlantic region remains a vital growth market for us, and we're proud that our clients trust us to provide top-notch service and personalized solutions tailored to their needs," said Julie Strong Karnavas, Fiduciary Trust International regional managing director for the Radnor office.

Key Points: 
  • "The Mid-Atlantic region remains a vital growth market for us, and we're proud that our clients trust us to provide top-notch service and personalized solutions tailored to their needs," said Julie Strong Karnavas, Fiduciary Trust International regional managing director for the Radnor office.
  • Maris and Jeff exemplify wealth management excellence, aligning perfectly with our commitment to setting the bar for industry standards.
  • He joins Fiduciary Trust International from The Haverford Trust Company, where he managed relationships with more than 100 clients, including charitable and for-profit institutions, high-net-worth and ultra-high-net-worth individuals, and family offices.
  • "I am honored to join Fiduciary Trust International, a firm renowned for its commitment to excellence and its dedication to providing exceptional service to clients,” said Mr. Bagley.

Small Businesses Maintain Steady Hiring Pace in February

Retrieved on: 
Tuesday, March 12, 2024
Insurance, Human Resources, Labor, Finance, Consulting, Public Policy, Government, Business, Professional Services, Small Business, Employment, Growth, Labour, Environment, Bureau, Small business, Creative Commons, CFA, Public utility, Index, Foodservice, ADP

The CBIZ SBEI tracks payroll and hiring trends for over 2,900 companies that have 300 or fewer employees, providing broad insight into small business trends.

Key Points: 
  • The CBIZ SBEI tracks payroll and hiring trends for over 2,900 companies that have 300 or fewer employees, providing broad insight into small business trends.
  • “Small businesses steadily expanded their workforces, driven by the current economic resilience,” said Anna Rathbun, CFA, Chief Investment Officer, CBIZ Investment Advisory Services, LLC.
  • Meanwhile, the ADP employment report indicated hiring growth among small, medium and large-sized companies.
  • Small businesses accounted for an increase of 13,000 of those jobs on a seasonally adjusted, month-over-month basis.

ImpactAssets Unveils IA 50 2024, Showcasing 155 Impact Fund Managers Globally From Record Number of Applicants

Retrieved on: 
Tuesday, March 12, 2024
Technology, Finance, Apps, Applications, Banking, Asset Management, Professional Services, Philanthropy, Environment, Public Relations, Investor Relations, Software, Data Analytics, Communications, Foundation, Data Management, Decent work, Principal, Climate change, Database, W. K. Kellogg Foundation, Growth, Entrepreneurship, Joyce Dingwell, Woman, Pulse, CFA, Investment, Diversity, SME, Traction, Sustainable Development Goal 1, Sustainable Development Goals, Renewable energy

ImpactAssets, the impact investing trailblazer with a decade-plus track record of mobilizing capital for good, today released the ImpactAssets 50™️ (IA 50) 2024 , a free publicly available, searchable database of impact investment fund managers globally.

Key Points: 
  • ImpactAssets, the impact investing trailblazer with a decade-plus track record of mobilizing capital for good, today released the ImpactAssets 50™️ (IA 50) 2024 , a free publicly available, searchable database of impact investment fund managers globally.
  • This growth signals increased interest in the IA 50, alongside expansion and maturation of the impact investing industry at large.
  • The IA 50 includes three distinct categories based on manager experience: the IA 50, IA 50 Emerging Impact Managers, and IA 50 Emeritus Impact Managers.
  • Bridging Equity Gaps for Diverse Beneficiaries: The IA 50 reveals that gender, racial and economic diversity are a focus area for fund managers.

STAAR Surgical Adds Arthur Butcher and Wei Jiang to Board of Directors

Retrieved on: 
Tuesday, March 12, 2024
Biotechnology, Pharmaceutical, Optical, General Health, Health, Medical Devices, Clinical Trials, Other Health, Eli Lilly, ICL, Boston Scientific, Growth, AstraZeneca, Presbyopia, Eli Lilly and Company, University, Near-sightedness, Art, Columbia University, Indiana State University, EVO, STAAR, Senior, MBA, Bayer, Campbell University, Nursing credentials and certifications, Marketing, CFA, Waters Corporation, Guidant, Retirement, Arthur Butcher, Economics, Astigmatism, Management

“Art Butcher and Wei Jiang are seasoned executives with broad leadership experience built over decades at two of the most highly regarded global companies in the healthcare industry,” said Aimee Weisner, Chair of the Nominating and Governance Committee of STAAR Surgical’s Board of Directors.

Key Points: 
  • “Art Butcher and Wei Jiang are seasoned executives with broad leadership experience built over decades at two of the most highly regarded global companies in the healthcare industry,” said Aimee Weisner, Chair of the Nominating and Governance Committee of STAAR Surgical’s Board of Directors.
  • "Art and Wei also have particular expertise in APAC, the largest market in the world for refractive vision correction.
  • He currently serves as a member of the Board of Directors of Waters Corporation, listed publicly on the New York Stock Exchange.
  • We wish her the best in her future endeavors.”
    With the appointment of Messrs. Butcher and Jiang to the Board, the STAAR Surgical Board is now comprised of eight directors, seven of whom are independent non-employee directors.

Opto Investments recognizes impact of co-founders with appointments to key leadership positions, introduces enhanced product offerings

Retrieved on: 
Monday, March 11, 2024
Technology, Finance, Consulting, Banking, Professional Services, Business, Software, Networks, Data Analytics, Data Management, Reed, Bridgewater Associates, CIO, Automation, Investment, RIA, Addepar, Miller, CFA, Engineering, Financial adviser

Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced appointments in key leadership positions, as well as a suite of product enhancements.

Key Points: 
  • Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, today announced appointments in key leadership positions, as well as a suite of product enhancements.
  • Miller spearheads initiatives aimed at enhancing Opto's RIA partnerships and integrating institutional-quality investment techniques and programs into its platform.
  • Before co-founding Opto, Miller spent nearly five years as an investor at Bridgewater Associates, where he continued to build on his expertise in alternative investments.
  • Assuming the role of chief technology officer, Matt Reed , a co-founder at Opto who leads its engineering efforts, is instrumental in upholding the company's tech-first approach.

Elevation Gold Reports Q1 2024 Production Results and Provides Update on Liquidity and Other Corporate Matters

Retrieved on: 
Thursday, April 4, 2024
Hardness, National Instrument 43-101, Silver, Moss, Sale, MPO, National instrument, MBA, CFA, Gold, State, P.E

On February 27, 2024, we were very pleased to announce positive exploration results in the Reynolds Pit area.

Key Points: 
  • On February 27, 2024, we were very pleased to announce positive exploration results in the Reynolds Pit area.
  • Gold prices also strengthened during the quarter, which will help future revenues.
  • The Reynolds Pit development commenced during the quarter, and we are now on the second production bench.
  • He was the representative for Greenstone Resources, a private equity firm based in London and the Company's largest shareholder.

Smead Capital Management is Latest Firm to Go Live on Ridgeline's Front-to-Back Platform

Retrieved on: 
Thursday, April 4, 2024
Partnership, Nature, Risk, Hatred, CFA, Investment, AUM, Love, Cryptocurrency

INCLINE VILLAGE, Nev., April 4, 2024 /PRNewswire-PRWeb/ -- Ridgeline announced today that Phoenix, Arizona-based Smead Capital Management has made the transition to its front-to-back investment management cloud platform.

Key Points: 
  • Global, multi-generational asset manager selects Ridgeline, credits the software's "miraculous" speed
    INCLINE VILLAGE, Nev., April 4, 2024 /PRNewswire-PRWeb/ -- Ridgeline announced today that Phoenix, Arizona-based Smead Capital Management has made the transition to its front-to-back investment management cloud platform.
  • - Bill Smead, Chief Investment Officer
    Smead is the eponymous asset management firm founded in 2007 by Chief Investment Officer Bill Smead and led by his son Cole Smead, CFA, who serves as Chief Executive Officer and Portfolio Manager.
  • "People are supposed to take risks for their customers, but in many respects they still hate taking risk.
  • As the group evaluated Ridgeline, they calculated the risk of switching from many disparate systems to a new, single platform.

InMode to Present at Upcoming Investor Conferences and Events

Retrieved on: 
Wednesday, April 3, 2024
CFA, Tutoring

YOKNEAM, Israel, April 3, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced the participation at the following investor conferences and events in April and May:

Key Points: 
  • YOKNEAM, Israel, April 3, 2024 /PRNewswire/ -- InMode Ltd. (Nasdaq: INMD), a leading global provider of innovative medical technologies, today announced the participation at the following investor conferences and events in April and May:
    Presenters: Moshe Mizrahy, Chief Executive Officer and Chairman, Yair Malca, Chief Financial Officer and Spero Theodorou, Chief Medical Officer
    Format: Virtual fireside chat moderated by Michael Matson, CFA and Senior Equity Research Analyst and one-on-one meetings
    A live webcast of the presentation can be accessed here.
  • Format: Virtual fireside chat moderated by Navann Ty, Lead Equity Analyst and one-on-one meetings

Invesco Advisers, Inc. Announces Changes to Portfolio Management Teams for Certain Invesco Closed-End Funds

Retrieved on: 
Monday, April 1, 2024
OppenheimerFunds, CFA, Invesco, Financial adviser

John "Jack" Connelly, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2016.

Key Points: 
  • John "Jack" Connelly, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2016.
  • Joshua Cooney, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 1999.
  • Elizabeth S. Mossow, CFA, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2019.
  • John Schorle, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.