Senior Managers Regime

Alliant Insurance Services Launches Alliant Consumer Group, Names New Underwriting Leadership

Retrieved on: 
Monday, December 4, 2023

Alliant Insurance Services has announced the launch of Alliant Consumer Group, a dedicated unit that houses the company’s growing portfolio of consumer-facing operations.

Key Points: 
  • Alliant Insurance Services has announced the launch of Alliant Consumer Group, a dedicated unit that houses the company’s growing portfolio of consumer-facing operations.
  • The arrival of Alliant Consumer Group comes in the midst of Alliant’s ongoing growth and expansion in the consumer market, with more than $6 billion in premiums placed annually.
  • “Alliant Consumer Group will pave the way for expansion in the consumer space and provide superior technology and resources to support this growth.”
    Alliant Consumer Group will be part of Alliant Underwriting and Consumer Solutions, a comprehensive new platform that also includes Alliant Underwriting Solutions , the company’s longstanding program administrator group.
  • “The formation of Alliant Underwriting and Consumer Solutions is a significant step in increasing our influence and market presence in both underwriting and the consumer side of the business,” said Sean McConlogue, President, Alliant Underwriting and Consumer Solutions.

Barclays Appoints Sterling Auty as Vice Chairman within Technology Investment Banking

Retrieved on: 
Wednesday, September 13, 2023

Barclays today announces the appointment of Sterling Auty as Vice Chairman focused on the Software sector in the Technology Investment Banking Group.

Key Points: 
  • Barclays today announces the appointment of Sterling Auty as Vice Chairman focused on the Software sector in the Technology Investment Banking Group.
  • Mr. Auty will be based in New York, and report to Kristin Roth DeClark, Global Head of Technology Investment Banking.
  • Mr. Auty joins Barclays from SVB Securities where he was a Senior Managing Director on the Technology Equity Research team, and Head of Software Equity Research responsible for the build-out of the software sell-side equity research franchise.
  • “Sterling’s extensive experience and insights as a top-ranked research analyst will be immensely valuable to our investment banking clients,” said Kristin Roth DeClark, Global Head of Technology Investment Banking.

Financial Advisor Team Nautilus Wealth Management Joins UBS in La Jolla

Retrieved on: 
Tuesday, June 20, 2023

UBS today announced that Financial Advisors Gregg Palmer and Jason Kaimer, of Nautilus Wealth Management Group, have joined the firm’s La Jolla/San Diego office of the UBS Pacific Desert Market.

Key Points: 
  • UBS today announced that Financial Advisors Gregg Palmer and Jason Kaimer, of Nautilus Wealth Management Group, have joined the firm’s La Jolla/San Diego office of the UBS Pacific Desert Market.
  • He focuses on developing and implementing comprehensive wealth management solutions for his clients, with the assistance of a multi-disciplinary team of specialists.
  • Prior to joining UBS, Gregg worked at First Republic for nearly 12 years where he held the titles of Managing Director and Wealth Advisor.
  • Jason Kaimer also joins UBS as a Financial Advisor and has more than 30 years of experience working in financial services.

StarCompliance Appoints RegTech Veteran as Head of Business Development to Drive International Growth

Retrieved on: 
Thursday, October 13, 2022

YORK, United Kingdom, Oct. 13, 2022 /PRNewswire/ -- StarCompliance ("Star"), a leading provider of employee compliance technology solutions, has appointed Gary Muchmore as Head of Business Development, International.

Key Points: 
  • YORK, United Kingdom, Oct. 13, 2022 /PRNewswire/ -- StarCompliance ("Star"), a leading provider of employee compliance technology solutions, has appointed Gary Muchmore as Head of Business Development, International.
  • Gary has over 40 years' experience in the technology space, specialising in Fintech and RegTech software solutions.
  • Before joining Star, Muchmore was CEO of Redland Business Solutions, where he led the business to record income and profits resulting in its sale to Ideagen in 2019.
  • "We're thrilled to have Gary onboard as Head of Business Development, International.

HCR Wealth Advisors Wins Multiple Awards in the Los Angeles Business Journal and Los Angeles Times

Retrieved on: 
Tuesday, April 26, 2022

LOS ANGELES, April 26, 2022 /PRNewswire/ -- HCR Wealth Advisors, a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients' financial well-being, recently won multiple awards within the Los Angeles community. Three senior executives – Greg Heller, CFP®, Founder and CEO; Steve Weinberger, Senior Managing Director; and Michelle Katzen, CFP®, CDFA®, Managing Director – were named "Leaders of Influence" among Wealth Managers in Los Angeles in the Los Angeles Business Journal, as well as "Finance Visionaries" in the Los Angeles Times' Banking & Finance Magazine. In addition, Katzen was listed among "Women of Influence" in Finance in the Los Angeles Business Journal.

Key Points: 
  • In addition, Katzen was listed among "Women of Influence" in Finance in the Los Angeles Business Journal.
  • The Los Angeles Business Journal highlighted 34 individual financial advisors, focusing on how these professionals contribute to the financial services industry and the Los Angeles community.
  • "There are some truly outstanding professionals making up the Los Angeles wealth management landscape," the Los Angeles Business Journal said in a statement.
  • Established in 1988, HCR Wealth Advisors provides financial planning, investment management, and other financial services from its Los Angeles location.

KKR Builds Investment Services Capabilities in Real Estate Credit with Appointment of Lindsey Wright

Retrieved on: 
Monday, March 14, 2022

KKR today announced the appointment of Lindsey Wright as Managing Director and Head of Investment Services for the firms real estate credit business in the United States.

Key Points: 
  • KKR today announced the appointment of Lindsey Wright as Managing Director and Head of Investment Services for the firms real estate credit business in the United States.
  • We are delighted to welcome Lindsey to our team to expand our asset management capabilities at a time of strong growth and momentum for our business, said Matt Salem, Partner and Head of Real Estate Credit at KKR.
  • Im excited about the opportunity to build a new business as part of KKRs entrepreneurial real estate team, said Ms. Wright.
  • KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

Pledger M. (Jody) Bishop III, MAI, SRA, AI-GRS, Valbridge Property Advisors | Charleston Elected 2022 National President of The Appraisal Institute

Retrieved on: 
Monday, January 3, 2022

NAPLES, Fla., Jan. 3, 2022 /PRNewswire-PRWeb/ -- Valbridge Property Advisors, the largest independent commercial property valuation and advisory services firm in the United States, announced today that Pledger M. (Jody) Bishop III, MAI, SRA, AI-GRS, Valbridge Property Advisors | Charleston has officially begun his one-year term as National President of the Appraisal Institute effective January 1, 2022.

Key Points: 
  • NAPLES, Fla., Jan. 3, 2022 /PRNewswire-PRWeb/ -- Valbridge Property Advisors, the largest independent commercial property valuation and advisory services firm in the United States, announced today that Pledger M. (Jody) Bishop III, MAI, SRA, AI-GRS, Valbridge Property Advisors | Charleston has officially begun his one-year term as National President of the Appraisal Institute effective January 1, 2022.
  • Bishop is currently Senior Managing Director of Valbridge Property Advisors | Charleston.
  • Bishop was a partner with Atlantic Appraisals, LLC, an associate appraiser with Appraisal Consultants and a senior staff appraiser with the Charleston County Assessor's Office.
  • "Jody's history, experience and service to the Appraisal Institute has well prepared him to lead nationally as President of AI.

Stifel Grows Sponsor Finance Group

Retrieved on: 
Tuesday, December 14, 2021

ST. LOUIS, Dec. 14, 2021 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced several key hires in its Sponsor Finance Group.

Key Points: 
  • ST. LOUIS, Dec. 14, 2021 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced several key hires in its Sponsor Finance Group.
  • The Stifel Sponsor Finance Group targets middle-market and above companies, across industries, with defensible market positions, strong free cash flow, and attractive margins.
  • Since its formation in 2016, the Stifel Sponsor Finance Group has made $1.9 billion in commitments and closed 135 transactions with 53 discrete sponsors.
  • Through our Sponsor Finance, Leveraged Finance, Corporate Lending, Venture Banking, and Fund Banking teams, we are pleased to deliver the benefits of the entire Stifel platform to institutional clients and entrepreneurs, noted Chris Reichert, CEO of Stifel Bank & Trust.

StarCompliance Adds New Product Offerings to Expand Its Employee Compliance Software Suite With Acquisition of Ideagen's Pentana Compliance Division (fka Redland Solutions)

Retrieved on: 
Thursday, October 14, 2021

ROCKVILLE, Md., Oct. 14, 2021 /PRNewswire/ -- StarCompliance ("Star"), a leading provider of compliance technology solutions to the global financial services industry, announced its acquisition of Pentana Compliance (formerly known as Redland Solutions) from Ideagen.

Key Points: 
  • ROCKVILLE, Md., Oct. 14, 2021 /PRNewswire/ -- StarCompliance ("Star"), a leading provider of compliance technology solutions to the global financial services industry, announced its acquisition of Pentana Compliance (formerly known as Redland Solutions) from Ideagen.
  • SMCR was first introduced in the United Kingdom in 2016 and expanded in 2019, now covering all Financial Conduct Authority-regulated financial services firms.
  • "Leveraging manual or homegrown tools to manage SMCR compliance is both overwhelming and error-prone, with heightened risk of financial penalties and reputational damage.
  • The SMCR and T&C offerings will be immediately available to all Star customers and prospects, with no service interruption to existing clients.

AdaptHealth Corp. Announces Appointment of Greg Belinfanti as Director

Retrieved on: 
Thursday, September 30, 2021

Mr. Belinfanti is a Senior Managing Director of One Equity Partners and will serve as OEPs designee on the Board of Directors.

Key Points: 
  • Mr. Belinfanti is a Senior Managing Director of One Equity Partners and will serve as OEPs designee on the Board of Directors.
  • Brad Coppens, previously appointed as OEPs designated member of the Board of Directors, will continue to serve as an independent director.
  • Richard Barasch, the Chairman of the Board of Directors, said, We appreciate OEPs continued support and welcome Greg to the Board of Directors.
  • AdaptHealth is a national leader in providing patient-centered, healthcare-at-home solutions including home medical equipment, medical supplies, and related services.