Independent advisory firm

Elion Announces Formation of Independent Advisory Board

Retrieved on: 
Tuesday, October 11, 2022

Elion (the Firm"), a tech-enabled, vertically integrated investment manager focused on industrial logistics real estate, today announced the formation of its new Independent Advisory Board (the Independent Advisory Board) with founding members Yvonne Nelson , Vincent A. Tria, Jr ., and Heather Fernstrom Border .

Key Points: 
  • Elion (the Firm"), a tech-enabled, vertically integrated investment manager focused on industrial logistics real estate, today announced the formation of its new Independent Advisory Board (the Independent Advisory Board) with founding members Yvonne Nelson , Vincent A. Tria, Jr ., and Heather Fernstrom Border .
  • View the full release here: https://www.businesswire.com/news/home/20221011005041/en/
    Elion Independent Advisory Board: Yvonne Nelson, Vincent A. Tria, Jr., and Heather Fernstrom Border (Photo: Business Wire)
    We are honored to add Yvonne Nelson, a deeply accomplished institutional investor and thought leader to our Independent Advisory Board, said Juan DeAngulo, Managing Partner at Elion.
  • Yvonne Nelson joins the Independent Advisory Board having recently concluded a 40-year career in building top-performing cycle-tested institutional real estate programs and teams.
  • Elion is excited to announce the appointment of Heather Fernstrom Border to our Independent Advisory Board.

Integrated Financial Group Ranks as a Top 25 Advisory Firm in Atlanta for 2021

Retrieved on: 
Wednesday, October 6, 2021

ATLANTA, Oct. 06, 2021 (GLOBE NEWSWIRE) -- Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, was just named a Top 25 Financial Advisory Firm in Atlanta by the Atlanta Business Chronicle , finishing 15thin the 2021 rankings.

Key Points: 
  • ATLANTA, Oct. 06, 2021 (GLOBE NEWSWIRE) -- Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, was just named a Top 25 Financial Advisory Firm in Atlanta by the Atlanta Business Chronicle , finishing 15thin the 2021 rankings.
  • IFG has ranked as one of Atlanta'sTop 25 Financial Planning and Advisory Firms in the Atlanta Business Chronicle since 2004 and has been an Atlanta Journal-Constitution Top Workplace since 2015.
  • "We are so proud to yet again rank in the Top 25 Financial Advisory Firms in Atlanta," said Land Bridgers, CEO of Integrated Financial Group.
  • Integrated Financial Group (IFG) is a consortium of independent financial planners dedicated to leading the fiduciary standard for investment and wealth management.

Perella Weinberg Partners to Announce Second Quarter 2021 Financial Results and to Host Conference Call on August 12, 2021

Retrieved on: 
Thursday, July 29, 2021

NEW YORK, July 29, 2021 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the second quarter 2021 on Thursday, August 12, 2021, before the market opens.

Key Points: 
  • NEW YORK, July 29, 2021 (GLOBE NEWSWIRE) -- Perella Weinberg Partners (PWP), a leading global independent advisory firm, today announced that it plans to release its financial results for the second quarter 2021 on Thursday, August 12, 2021, before the market opens.
  • Management will host a conference call and webcast to review PWPs results on the same day at 8:30AM ET.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions, governments, sovereign wealth funds and private equity investors.
  • For Perella Weinberg Partners Investor Relations: [email protected]
    For Perella Weinberg Partners Media: [email protected]

FinTech Acquisition Corp. IV Announces Stockholders Approve Business Combination With Perella Weinberg Partners

Retrieved on: 
Tuesday, June 22, 2021

FinTech Acquisition Corp. IV (NASDAQ: FTIV) (FinTech IV or FTIV), a special purpose acquisition company, announced that in a special meeting held today, its stockholders voted to approve the previously announced proposed business combination (the Business Combination) with Perella Weinberg Partners (PWP), a leading global independent advisory firm.

Key Points: 
  • FinTech Acquisition Corp. IV (NASDAQ: FTIV) (FinTech IV or FTIV), a special purpose acquisition company, announced that in a special meeting held today, its stockholders voted to approve the previously announced proposed business combination (the Business Combination) with Perella Weinberg Partners (PWP), a leading global independent advisory firm.
  • Approximately 99.9% of the votes cast at the meeting, representing approximately 79.24% of FinTech IV's outstanding shares, voted to approve the business combination.
  • Additionally, the deadline for electing redemptions has passed and no stockholder has elected to redeem its shares in connection with the business combination.
  • Upon consummation of the transaction, the combined company will operate as Perella Weinberg Partners and will be listed on NASDAQ under the new symbol PWP.

Philip Pucciarelli to Join Perella Weinberg Partners as Partner

Retrieved on: 
Friday, March 26, 2021

Perella Weinberg Partners (PWP) announced today that Philip Pucciarelli will be joining the Firm as Partner in mid-April.

Key Points: 
  • Perella Weinberg Partners (PWP) announced today that Philip Pucciarelli will be joining the Firm as Partner in mid-April.
  • With broad Corporate and Financial Sponsor relationships, Mr. Pucciarelli will help PWP establish a key vertical within its healthcare franchise.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions and governments.
  • With more than 550 employees, Perella Weinberg Partners maintains offices in New York, Houston, London, Calgary, Chicago, Denver, Los Angeles, Paris, Munich, and San Francisco.

Marie-Soazic Geffroy to Join Perella Weinberg Partners as Partner

Retrieved on: 
Tuesday, March 9, 2021

Perella Weinberg Partners (PWP) announced today that Marie-Soazic Geffroy has agreed to join the firm this summer, as a Partner in its Advisory business.

Key Points: 
  • Perella Weinberg Partners (PWP) announced today that Marie-Soazic Geffroy has agreed to join the firm this summer, as a Partner in its Advisory business.
  • Ms. Geffroy joins PWP with over 20 years of experience gained across Europe and Asia, having most recently served as a Managing Director and Vice Chairman at Morgan Stanley Europe.
  • We are very pleased to welcome Marie-Soazic to the team, said Peter Weinberg, Co-Founder and Chief Executive Officer of PWP.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions, governments, sovereign wealth funds and private equity investors.

Perella Weinberg Partners Announces New Partners

Retrieved on: 
Monday, January 25, 2021

Perella Weinberg Partners (PWP) today announced that it has named three individuals Partners of the firm, effective January 1, 2021:

Key Points: 
  • Perella Weinberg Partners (PWP) today announced that it has named three individuals Partners of the firm, effective January 1, 2021:
    John Cesarz New York, Restructuring
    Jackie Chan San Francisco, Technology
    We are thrilled to announce the promotion of John, Jackie and Guy to Partner, said Peter Weinberg, Chief Executive Officer of PWP.
  • Mr. Cesarz focuses on advising clients on matters regarding capital structure, liability management, restructuring and distressed M&A solutions.
  • Prior to that, Mr. Cesarz worked at Chanin Capital Partners and began his career at Banc of America Securities.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions, governments, sovereign wealth funds and private equity investors.

Perella Weinberg Partners Names Woody Young Chairman of Mergers & Acquisitions

Retrieved on: 
Tuesday, September 1, 2020

Perella Weinberg Partners (PWP) today announced the appointment of Woody Young to the position of Chairman of Mergers & Acquisitions, a role he will undertake in addition to his responsibility for the firms large cap telecom and media advisory business.

Key Points: 
  • Perella Weinberg Partners (PWP) today announced the appointment of Woody Young to the position of Chairman of Mergers & Acquisitions, a role he will undertake in addition to his responsibility for the firms large cap telecom and media advisory business.
  • Prior to joining Perella Weinberg Partners in 2016, Mr. Young was Co-Head of the Global Telecommunications, Media, and Technology Group and a Managing Director at Lazard.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions and governments.
  • With more than 550 employees, Perella Weinberg Partners maintains offices in New York, Houston, London, Calgary, Chicago, Denver, Los Angeles, Paris, Munich, and San Francisco.

Ross Hammerman Joins Perella Weinberg Partners as Partner

Retrieved on: 
Monday, August 3, 2020

Perella Weinberg Partners (PWP) today announced that Ross Hammerman has joined the Firm as a Partner in its Advisory business.

Key Points: 
  • Perella Weinberg Partners (PWP) today announced that Ross Hammerman has joined the Firm as a Partner in its Advisory business.
  • Mr. Hammerman joins PWP with two decades of investment banking experience, having most recently served as Global Co-Head of Deutsche Banks Healthcare practice.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions and governments.
  • With more than 550 employees, Perella Weinberg Partners maintains offices in New York, Houston, London, Calgary, Chicago, Denver, Los Angeles, Paris, Munich, and San Francisco.

Mike Genereux Joins Perella Weinberg Partners as Partner

Retrieved on: 
Thursday, July 2, 2020

Perella Weinberg Partners (PWP) today announced that Mike Genereux has joined the Firm as a Partner in its Advisory business.

Key Points: 
  • Perella Weinberg Partners (PWP) today announced that Mike Genereux has joined the Firm as a Partner in its Advisory business.
  • He was most recently a Partner at PJT Partners for four years and served on the firms Management Committee.
  • We are thrilled to welcome Mike to the firm, said Peter Weinberg, Partner and Chief Executive Officer of PWP.
  • Perella Weinberg Partners is a leading global independent advisory firm, providing strategic and financial advice to a broad client base, including corporations, institutions and governments.