CFA

BetterInvesting™ Magazine Update on Paychex Inc. and Pfizer Inc.

Retrieved on: 
Thursday, March 28, 2024
Paychex, Committee, PFE, Reddit, PAYX, IPO, CFA, Pfizer, Initial public offering, National Association, Undervalued stock, Security (finance)

Learn more about how to analyze companies and pick the best stocks at:

Key Points: 
  • Learn more about how to analyze companies and pick the best stocks at:
    Check the June/July 2024 issue of BetterInvesting Magazine for more details about the latest stocks.
  • Non-members can utilize the limited, trial version of the BetterInvesting online stock selection and analysis tools to study the investment potential of Paychex Inc. and Pfizer Inc. by viewing their fundamental data and applying judgments.
  • As stated, the BetterInvesting committee's Stock to Study and Undervalued Stock choices are for the informational and educational uses of investors.
  • BetterInvesting urges investors to educate themselves about the stock market so they can make informed decisions about stock purchases.

ChargeLab Bolsters leadership team with two key hires: VP of Finance and Head of Growth

Retrieved on: 
Wednesday, March 27, 2024
EV, Accounting, CMA, Ariel, Acquisition, Entrepreneurship, Software, Head, CFA, Renewable energy

TORONTO, March 27, 2024 /PRNewswire/ -- ChargeLab, a leading provider of electric vehicle (EV) charging software, is pleased to announce the appointment of Kevin Alfred, CFA, CMA, as Vice President of Finance, and Ariel Maidansky as Head of Growth. These strategic hires reflect ChargeLab's commitment to strengthening its leadership team as it continues to innovate and expand in the rapidly evolving EV charging industry.

Key Points: 
  • "Their wealth of experience and expertise will play a crucial role in driving our company's growth and innovation in the EV charging industry.
  • With Kevin leading our finance operations and Ariel spearheading our growth initiatives, we are confident we can accelerate charger deployments in 2024."
  • Kevin Alfred brings over a decade of experience in cleantech accounting and finance to his new role at ChargeLab.
  • Joining ChargeLab as Head of Growth, Ariel Maidansky brings over 12 years of experience in entrepreneurship and business development.

THE COLONY GROUP ANNOUNCES PROMOTION OF TEN NEW PRINCIPALS

Retrieved on: 
Tuesday, March 26, 2024
Financial management, Employment, Research, Diversity, Overalls, Athlete, MBA, CFA, Investment, Financial services

"This year's class of new principals possesses remarkable expertise that, when combined, touches virtually all parts of our business," said Michael Nathanson , Chief Executive Officer and Chair of The Colony Group.

Key Points: 
  • "This year's class of new principals possesses remarkable expertise that, when combined, touches virtually all parts of our business," said Michael Nathanson , Chief Executive Officer and Chair of The Colony Group.
  • These ten individuals join 101 other Colony principals who, together, lead The Colony Group and serve the complex needs of its clients, which include business owners and entrepreneurs, corporate executives, professionals, investors, athletes and entertainers, families with significant multigenerational needs, and companies and institutions.
  • Tyler Eidel, Director, Strategy and M&A (New York, NY)
    Tyler supports M&A efforts, strategic finance functions, and organic growth initiatives.
  • Karla provides legal counsel to The Colony Group focusing on operational, corporate, employment, technology, securities law, and financial management matters.

Hubert Benitez, D.D.S., Ph.D., Named 23rd President of Saint Peter's University

Retrieved on: 
Tuesday, March 26, 2024
College, Attention, Dentistry, Business, Saint Louis University, Research, Strategic planning, University, Rockhurst University, Faculty, Student, IEM, Outline of health sciences, Doctor of Philosophy, CFA, Saint Peter's University, Educational management, College of Health Sciences, Workforce, American International College, Multimedia, Catholic Church, St Luke's, AIC, Nursing

JERSEY CITY, N.J., March 26, 2024 /PRNewswire-PRWeb/ -- The Saint Peter's University Board of Trustees today announced the appointment of Hubert Benitez, D.D.S., Ph.D., as the 23rd president of Saint Peter's University. He will begin his appointment on July 1, 2024.

Key Points: 
  • Hubert Benitez, D.D.S., Ph.D., has been appointed as the 23rd president of Saint Peter's University.
  • The Saint Peter's University Board of Trustees unanimously selected Dr. Benitez to succeed Eugene J. Cornacchia, Ph.D., who is retiring in June after 17 years as president.
  • JERSEY CITY, N.J., March 26, 2024 /PRNewswire-PRWeb/ -- The Saint Peter's University Board of Trustees today announced the appointment of Hubert Benitez, D.D.S., Ph.D., as the 23rd president of Saint Peter's University.
  • "I want to thank the Board of Trustees for the distinction of being appointed president of Saint Peter's University.

Members Trust Company Announces Appointment of Kei Sasaki as Chief Investment Officer

Retrieved on: 
Monday, March 25, 2024
Research, CIO, Trust Company, Fordham University, MTC, Business, Business school, NYU, Mentorship, Research fellow, CFA, PineBridge Investments, International business, Interim, Region, Security (finance)

TAMPA, Fla., March 25, 2024 /PRNewswire/ -- Members Trust Company (MTC), a nationally chartered trust company providing trust and investment services throughout the United States, today announced the appointment of Kei Sasaki, Chief Investment Officer (CIO).

Key Points: 
  • TAMPA, Fla., March 25, 2024 /PRNewswire/ -- Members Trust Company (MTC), a nationally chartered trust company providing trust and investment services throughout the United States, today announced the appointment of Kei Sasaki, Chief Investment Officer (CIO).
  • Mr. Sasaki stated: "It is an honor to be asked to join Members Trust Company and its accomplished team.
  • Dr. Davidson stated, "having worked closely with Kei Sasaki for many years, I am thrilled that he is joining the already amazing team at Members Trust.
  • Kei brings deep investment experience, keen insights, and strong leadership qualities to benefit the clients and partners of Members Trust."

AVANTIS INVESTORS® LAUNCHES NEW ACTIVE EMERGING MARKETS ETF

Retrieved on: 
Thursday, March 21, 2024
ETF, Invensys, CFA, American Century, CPA, Security (finance)

Avantis Emerging Markets ex-China Equity ETF (AVXC) is now listed on the NASDAQ Exchange.

Key Points: 
  • Avantis Emerging Markets ex-China Equity ETF (AVXC) is now listed on the NASDAQ Exchange.
  • "We are excited about the debut of our latest ETF, AVXC, which marks our 28th active ETF launch since fall 2019," said Phil McInnis , chief investment strategist, Avantis Investors.
  • "The continued adoption we see from investors across our range of offerings reinforces the belief we had when we started Avantis.
  • "The fund has a similar design as Avantis Emerging Markets Equity ETF (AVEM), our all cap emerging market equity ETF, but provides flexibility for investors seeking greater control of their country allocations within emerging markets."

Synergies Work Announces Finalists for 2024 EDDIE Awards

Retrieved on: 
Wednesday, March 20, 2024
Partner (business rank), Human rights, General partnership, City, MIT Solve, Food, CFA, Mental health, Full Radius Dance, Disability studies, CareSource, Disability, Venture, WestRock, Management

ATLANTA, March 20, 2024 /PRNewswire-PRWeb/ -- Synergies Work, an Atlanta nonprofit supporting entrepreneurs with disabilities, today announced the 15 finalists across five categories for its 2nd annual EDDIE Awards taking place April 11 from 5:30-9:00 p.m. at Cobb Energy Performing Arts Center in Atlanta. Learn about the finalists and their respective categories here.

Key Points: 
  • ATLANTA, March 20, 2024 /PRNewswire-PRWeb/ -- Synergies Work , an Atlanta nonprofit supporting entrepreneurs with disabilities, today announced the 15 finalists across five categories for its 2nd annual EDDIE Awards taking place April 11 from 5:30-9:00 p.m. at Cobb Energy Performing Arts Center in Atlanta.
  • --Synergies Work Founder and CEO Aarti Sahgal
    One winner will be named in each category.
  • Finalists will receive an all-expenses-paid trip to the EDDIE Awards to take part in the evening's celebration.
  • Remaining proceeds from the EDDIE Awards will be used to support Synergies Work's programs, all of which are free to disabled founders.

BGL Welcomes Jason Myler as a Managing Director in Technology

Retrieved on: 
Tuesday, March 19, 2024
Stifel, Travel, IPO, CFA, BGL

BOSTON, March 19, 2024 /PRNewswire/ -- Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the addition of Jason Myler as a new Managing Director within the firm's Technology team. BGL's Technology vertical was established last year as part of the firm's commitment to expand its ability to provide exceptional advisory services to leading middle-market companies.

Key Points: 
  • BOSTON, March 19, 2024 /PRNewswire/ -- Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the addition of Jason Myler as a new Managing Director within the firm's Technology team.
  • Jason Myler's addition to the firm continues BGL's momentum in expanding its capabilities in Technology.
  • Prior to joining BGL, Jason was a Managing Director at Stifel in its Technology group focused on vertical market software.
  • "I'm excited to join the growing BGL Technology team," said Myler, who is based in Boston.

First Horizon Bank Survey Reveals a New Era of Women's Financial Empowerment

Retrieved on: 
Friday, March 15, 2024
Life, First Horizon Bank, Southeastern United States, Woman, Knowledge, Ageing, Bell, First Horizon Corporation, CFA, Baby boomers, FHN, First, Online shopping

MEMPHIS, Tenn., March 15, 2024 /PRNewswire/ -- First Horizon Corp. (NYSE: FHN or "First Horizon") today announced the results of a comprehensive survey exploring the financial confidence and practices of women in the Southeastern United States. The survey, including 1,000 women ages 25 to 65 with a total household income of $75,000 and above, reveals a significant shift toward financial empowerment among women, specifically within younger generations.

Key Points: 
  • The survey, including 1,000 women ages 25 to 65 with a total household income of $75,000 and above, reveals a significant shift toward financial empowerment among women, specifically within younger generations.
  • "Over the last several decades, women have become increasingly independent in their financial lives," explained Tracy Bell, CFA, and Director of Equity Investment Strategies at First Horizon Bank.
  • While the gender wage gap persists , this survey reveals that these shifts are creating greater financial independence and a growing confidence among women, particularly among younger demographics."
  • "We are amid a significant shift, one that will make financial literacy and seeking professional financial advice crucial in the coming years.

AIMCo Announces Board of Directors Appointments

Retrieved on: 
Thursday, March 14, 2024
University, Risk management, CFO, AB, Corporation, Senior, Capital market, Commerce, CFA, Treasury, Partner, CIBC World Markets, Alberta Investment Management Corporation, Lieutenant, Aimco, TC Energy, Management

"On behalf of the members of the AIMCo Board, I would like to welcome Joel and Jason.

Key Points: 
  • "On behalf of the members of the AIMCo Board, I would like to welcome Joel and Jason.
  • AIMCo and the clients we serve will certainly benefit from the depth and breadth of experience and expertise that both will bring to their roles," said Dr. Ken Kroner, Vice Chair, AIMCo Board of Directors.
  • "The Board also wishes to express its gratitude to Sharon and Tom for their valuable contributions to the Board and for their steadfast dedication to AIMCo."
  • In accordance with the Alberta Investment Management Corporation Act, the Board of Directors is responsible for overseeing the management of the business and affairs of AIMCo.