Citi Private Bank

Peapack-Gladstone Financial Corporation Announces the Appointment of a New Director

Retrieved on: 
Thursday, June 22, 2023

BEDMINSTER, NJ, June 22, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire -- Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) announces the appointment of Patrick Campion to the Board of Directors of the Company and of Peapack-Gladstone Bank, effective June 22, 2023.

Key Points: 
  • BEDMINSTER, NJ, June 22, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire -- Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC) announces the appointment of Patrick Campion to the Board of Directors of the Company and of Peapack-Gladstone Bank, effective June 22, 2023.
  • Patrick Campion is an innovative financial services executive with more than 20 years of expertise leading US regional and international wealth management businesses at Deutsche Bank, HSBC, and Citi Private Bank, driving both financial and cultural transformations.
  • Patrick led successful strategies for business growth, sales and performance management, client experience and regulatory compliance.
  • “I am happy to welcome Patrick to our board,” commented F. Duffield Meyercord, Chairman of the Board.

LPL Financial Appoints Two New Strategists to Its Investment Research Team

Retrieved on: 
Tuesday, June 13, 2023

CHARLOTTE, N.C., June 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced the appointment of Kristian Kerr as senior vice president, head of macro strategy and Jina Yoon, CFA, as vice president, chief alternative investment strategist for the firm’s Research team.

Key Points: 
  • CHARLOTTE, N.C., June 13, 2023 (GLOBE NEWSWIRE) -- LPL Financial today announced the appointment of Kristian Kerr as senior vice president, head of macro strategy and Jina Yoon, CFA, as vice president, chief alternative investment strategist for the firm’s Research team.
  • LPL Research provides timely analysis of asset allocation and portfolio management, commentary on the market and economic maneuvers, and insights and observations on how economic and geopolitical trends impact markets.
  • “Financial advisors rely on LPL Research to deliver the intelligence and data that help them make informed decisions for their clients,” said LPL Chief Investment Officer Marc Zabicki.
  • “LPL strategists are steering the firm’s research efforts to best meet the needs of advisors and institutions exploring new and alternative investment strategies,” said Yoon.

Certuity Appoints Mariia Eroshin as Managing Director, Family Office, Foundations and Endowments

Retrieved on: 
Tuesday, June 13, 2023

Certuity , an independent multi-family office that provides a holistic approach to wealth management, legacy planning and family office services, announced today the appointment of Mariia Eroshin, CFA, CPA, CFP®, MBA as Managing Director, Family Office, Foundations and Endowments.

Key Points: 
  • Certuity , an independent multi-family office that provides a holistic approach to wealth management, legacy planning and family office services, announced today the appointment of Mariia Eroshin, CFA, CPA, CFP®, MBA as Managing Director, Family Office, Foundations and Endowments.
  • Ms. Eroshin brings more than 20 years of experience working with ultra-high-net-worth families, foundations, endowments and family offices.
  • View the full release here: https://www.businesswire.com/news/home/20230613005035/en/
    Prior to joining Certuity, Ms. Eroshin held multiple leadership roles in family offices, including CEO, CFO, Head of Family Office, Director of Investment Research and Senior Portfolio Manager.
  • Additionally, Ms. Eroshin has experience in multi-family wealth management, as well as foundations and endowments, providing investment management and serving as OCIO.

Calamos Wealth Management expands capabilities with addition of Chief Investment Officer and Chief Wealth Strategist

Retrieved on: 
Monday, June 5, 2023

METRO CHICAGO, Ill., June 5, 2023 /PRNewswire/ -- Calamos Investments announced the addition of two senior executives to further provide Calamos Wealth Management clients with sophisticated portfolio strategies and customized wealth management solutions.

Key Points: 
  • METRO CHICAGO, Ill., June 5, 2023 /PRNewswire/ -- Calamos Investments announced the addition of two senior executives to further provide Calamos Wealth Management clients with sophisticated portfolio strategies and customized wealth management solutions.
  • Jon Adams joins as SVP Chief Investment Officer, Wealth Management and John Campbell joins as SVP Chief Wealth Strategist, Head of Wealth Planning and Trust Services.
  • Based in metro Chicago, the pair will report to Joe Weidenbach, who was hired as Head of Calamos Wealth Management in October 2022.
  • "As part of our strategic growth strategy, we continue to invest deeply in our Wealth Management business," said John Koudounis, President and CEO of Calamos Investments.

Citi to Pursue Initial Public Offering of Its Consumer, Small Business and Middle Market Banking Operations in Mexico as It Executes Strategy to Simplify Firm and Deliver Value to Shareholders

Retrieved on: 
Wednesday, May 24, 2023

Citi today announced it will pursue an initial public offering (IPO) of its consumer, small business and middle-market banking operations in Mexico (the “Business”) following the planned separation of its leading institutional business that will remain part of Citi.

Key Points: 
  • Citi today announced it will pursue an initial public offering (IPO) of its consumer, small business and middle-market banking operations in Mexico (the “Business”) following the planned separation of its leading institutional business that will remain part of Citi.
  • As previously disclosed , Citi had been pursuing a dual process to exit the Business, including preparation for a possible IPO, with a commitment to deliver maximum value to its shareholders.
  • The Business will retain the Banco Nacional de México (“Banamex”) brand and will remain one of the leading financial groups in Mexico.
  • Citi has been pursuing the carve out of the ICG business since announcing its plan to separate Banamex.

CIVITAS CAPITAL GROUP HIRES MARC RUCINSKI AS MANAGING DIRECTOR, HEAD OF CAPITAL MARKETS

Retrieved on: 
Tuesday, February 21, 2023

DALLAS, Feb. 21, 2023 /PRNewswire/ -- Civitas Capital Group , a Dallas-based alternative investment manager offering niche opportunities in U.S. real estate, today announced that alternative investments and capital markets specialist Marc Rucinski has joined the firm as Managing Director, Head of Capital Markets.

Key Points: 
  • DALLAS, Feb. 21, 2023 /PRNewswire/ -- Civitas Capital Group , a Dallas-based alternative investment manager offering niche opportunities in U.S. real estate, today announced that alternative investments and capital markets specialist Marc Rucinski has joined the firm as Managing Director, Head of Capital Markets.
  • In this role, Rucinski will focus on expanding Civitas Capital's equity and debt investor base across the firm's target asset classes including multifamily, lodging, and niche opportunistic investments.
  • "Marc's hiring is the latest example of Civitas' commitment to institutional-quality investment management," says Heather Jones, Chief Operating Officer for Civitas.
  • "Marc brings deep experience in private equity and real estate capital markets with leading global financial institutions, which marries perfectly with our firm's growth strategy."

Northern Trust Appoints Carlos J. Arrizurieta President of Northeast Region

Retrieved on: 
Friday, February 10, 2023

Northern Trust has appointed Carlos J. Arrizurieta President of the Northeast Region, where he will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets.

Key Points: 
  • Northern Trust has appointed Carlos J. Arrizurieta President of the Northeast Region, where he will be responsible for leading multi-disciplinary Wealth Advisory teams in the delivery of holistic advice and outstanding client service in the New York City, Greenwich, and Boston markets.
  • View the full release here: https://www.businesswire.com/news/home/20230210005061/en/
    Previously, Arrizurieta was Senior Vice President and Senior Managing Director in Northern Trust’s Miami office, where he led a team serving ultra high net-worth clients with comprehensive wealth management services that incorporate investment management, trust and fiduciary services, banking, and financial advisory solutions.
  • “Carlos is a proven leader serving high-net worth and ultra high-net worth clients, with an emphasis on providing holistic advice and counsel,” said Glenda G. Pedroso, President of East Region, Northern Trust Wealth Management.
  • Northern Trust Wealth Management offers holistic wealth management services for affluent individuals and families, family offices, foundations and endowments, and privately held businesses.

Salt Security Appoints Gilad Gruber as Senior Vice President of Engineering

Retrieved on: 
Wednesday, February 15, 2023

PALO ALTO, Calif., Feb. 15, 2023 /PRNewswire/ -- Salt Security, the leading API security company, today announced the addition of Gilad Gruber to the Salt executive team as senior vice president of engineering. A technology veteran with more than 20 years of experience, Gruber brings deep expertise in both consumer and enterprise software solutions. In the newly created role, Gruber will lead engineering functions and drive technology innovation, as the company continues to provide enterprise organizations with the most mature, robust, and intelligent API security solution on the market.

Key Points: 
  • In the newly created role, Gruber will lead engineering and drive technology strategy as Salt continues to advance its API security platform to meet growing demand
    PALO ALTO, Calif., Feb. 15, 2023 /PRNewswire/ -- Salt Security , the leading API security company, today announced the addition of Gilad Gruber to the Salt executive team as senior vice president of engineering.
  • With a valuation of $1.4 billion and total funding of $271 million , Salt Security continues to invest in strengthening its executive team.
  • With the addition of Gruber as senior vice president of engineering, Salt further extends and deepens its leadership capabilities as the company continues its growth trajectory.
  • "We are delighted to welcome Gilad to the Salt Security family," said Roey Eliyahu, CEO and co-founder, Salt Security.

Fleet Clubs Recognized at CJI Conference for Providing Immediate Solutions for Reducing Carbon in Aviation

Retrieved on: 
Wednesday, December 21, 2022

Fleet Clubs introduces first east coast route from Florida to New York, aiming to decarbonize the most trafficked private jet route in the world.

Key Points: 
  • Fleet Clubs introduces first east coast route from Florida to New York, aiming to decarbonize the most trafficked private jet route in the world.
  • Mr. Schwartz said, "The decarbonization of private aviation is a daunting multi-year, multi-decade project, our Clubs provide an immediate solution."
  • Fleet Clubs provide flyers with a greener alternative to enjoy the FBO experience without emitting the carbon of a business jet, reducing carbon emissions by 90% compared to business jet travel.
  • Fleet Clubs is a collection of boutique membership clubs providing direct air service on shared-luxury airliners between private FBO terminals.

Getaround Announces Closing of Business Combination with InterPrivate II Acquisition Corp

Retrieved on: 
Friday, December 9, 2022

Getaround (Getaround or the Company), the world's first connected carsharing marketplace, today announced the Company has completed its previously announced business combination (the Business Combination) with InterPrivate II Acquisition Corp. (NYSE: IPVA) (InterPrivate II).

Key Points: 
  • Getaround (Getaround or the Company), the world's first connected carsharing marketplace, today announced the Company has completed its previously announced business combination (the Business Combination) with InterPrivate II Acquisition Corp. (NYSE: IPVA) (InterPrivate II).
  • The Business Combination was approved at a Special Meeting of InterPrivate II shareholders on December 7, 2022, and was unanimously approved by InterPrivate IIs Board of Directors.
  • To memorialize the completion of the Business Combination, Getaround will be ringing the Opening Bell at the NYSE at 9:30 a.m.
  • Neither Getaround nor InterPrivate II gives any assurance that either Getaround or InterPrivate II will achieve its expectations.