IDB Bank | Jotup

ANCHIN ANNOUNCES SPEAKERS FOR "THE STATE OF FOOD, BEVERAGE & BEAUTY" EVENT

Retrieved on:

Thursday, November 9, 2023

Anchin is delighted to partner with Naturally New York, Project Beauty Expo, (included), Forcebrands, IDB Bank, Propeller Industries, and Whipstitch Capital.

Key Points:

Anchin is delighted to partner with Naturally New York, Project Beauty Expo, (included), Forcebrands, IDB Bank, Propeller Industries, and Whipstitch Capital.
Whereas past iterations have focused exclusively on Food & Beverage, Anchin's robust Beauty practice and the many intersections between the industries make Beauty an essential player in the ever-evolving consumer products arena.
The event went virtual during the COVID pandemic and is returning to an in-person format for the first time this year.
"We want to provide a platform for people at all levels in the industry to connect, learn from, and support each other."

IDB Bank and Lido Advisors Launch IDB Lido Wealth as Registered Investment Advisor

Retrieved on:

Tuesday, April 4, 2023

Karan, IDB, JPMorgan Chase, Partnership, Senior, RIA, Lido, Ernst & Young, Private banking, Bank, IDB Bank, Registered investment adviser, Financial adviser, Financial services, Creative industries

NEW YORK, April 4, 2023 /PRNewswire/ -- IDB Bank ("IDB") and Lido Advisors, LLC ("Lido") today announced the official launch of their strategic partnership and joint venture, IDB Lido Wealth, LLC. The new entity is an SEC registered investment adviser1 that will leverage Lido's best-in-class wealth management capabilities to enhance IDB's full suite of private and commercial banking solutions to support the Bank's growing reach and scope within the regions it operates. IDB Bank and Lido Advisors will continue to remain independent companies.

Key Points:

NEW YORK, April 4, 2023 /PRNewswire/ -- IDB Bank ("IDB") and Lido Advisors, LLC ("Lido") today announced the official launch of their strategic partnership and joint venture, IDB Lido Wealth, LLC.
The following advisory team of experts will also lead IDB Lido Wealth, which will primarily offer its services in the NY tri-state, California and Florida regions:
Jason Ozur CPA*, Chairman, IDB Lido Wealth & CEO, Lido Advisors
Ken Stern CFP, Senior Managing Director, IDB Lido Wealth & President, Lido Advisors
Robert Marton, CFPⓇ, CIMAⓇ; Senior Managing Director, IDB Lido Wealth, Florida & Tri-state Regional Manager
"Lido Advisors is excited to join forces with IDB Bank.
"As IDB Bank and Lido Advisors' relationship progressed, it has cemented our initial reaction that this corporate teaming makes perfect sense," added Ken Stern CFP, Senior Managing Director, IDB Lido Wealth; and President, Lido Advisors.
"With this partnership, IDB Lido Wealth can provide IDB clients with an integrated and seamless approach to investment and wealth advisory strategies that complements the banking solutions they currently enjoy."

IDB BANK ANNOUNCES STRATEGIC EXPANSION OF SPONSOR & LEVERAGE FINANCE TEAM

Retrieved on:

Wednesday, February 15, 2023

NEW YORK, Feb. 15, 2023 /PRNewswire/ -- IDB Bank (IDB), a New York-based private and commercial bank, has announced the expansion of its Sponsor & Leverage Finance team. As part of this expansion, IDB aims to further its presence within the leverage finance space, a key area of growth over the next several years.

Key Points:

NEW YORK, Feb. 15, 2023 /PRNewswire/ -- IDB Bank (IDB), a New York-based private and commercial bank, has announced the expansion of its Sponsor & Leverage Finance team.
The recently formed Sponsor & Leverage Finance team additionally includes David Gilio, Senior Vice President of Sponsor Finance, who joined the Bank in February 2021.
He additionally held notable positions within the Leverage and Sponsor Finance groups with Royal Bank of Scotland and TD Securities
"The recent strategic expansion of Sponsor & Leverage Finance team is a tremendous win for our organization," said Lissa Baum, Head of IDB New York Commercial Banking.
The IDB Sponsor & Leverage Finance team will report to Christopher Dowd, Head of Syndications, Sponsor & Leverage Finance.

IDB BANK ANNOUNCES LAURA GREENFIELD AS HEAD OF NEW YORK COMMERCIAL REAL ESTATE

Retrieved on:

Monday, September 12, 2022

NEW YORK, Sept. 12, 2022 /PRNewswire/ -- IDB Bank, a New York-based private and commercial bank, announced the appointment of Laura Greenfield as its new Senior Vice President and Head of New York Commercial Real Estate (CRE). In this role, she will lead balance sheet CRE lending in the New York Metropolitan Area, overseeing loan originations, asset management, operations and deposit gathering. Greenfield will report directly to Lissa Baum, IDB Bank's Executive Vice President and Head of Commercial Banking.

Key Points:

NEW YORK, Sept. 12, 2022 /PRNewswire/ -- IDB Bank, a New York-based private and commercial bank, announced the appointment of Laura Greenfield as its new Senior Vice President and Head of New York Commercial Real Estate (CRE).
Greenfield will report directly to Lissa Baum, IDB Bank's Executive Vice President and Head of Commercial Banking.
Prior to joining People's United Bank in 2016, Laura was a vice president and team leader in the New York City commercial real estate lending group at M&T Bank.
To learn more about IDB Bank visit www.idbny.com
IDB Bank is a registered service mark of Israel Discount Bank of New York.

IDB BANK APPOINTS KENNETH SAVIO AS NEW CEO OF IDB CAPITAL

Retrieved on:

Thursday, July 14, 2022

NEW YORK, July 14, 2022 /PRNewswire/ -- IDB Bank, a New York-based private and commercial bank, announced Ken Savio as President & Chief Executive Officer (CEO) of IDB Capital, IDB Bank's broker-dealer subsidiary. As CEO, Savio will oversee the growth of IDB Capital as the Bank expands its wealth management business. He will also serve as a member of the IDB Senior Management Team and will report to Ziv Biron, IDB Bank's President & CEO.

Key Points:

NEW YORK, July 14, 2022 /PRNewswire/ --IDB Bank, a New York-based private and commercial bank, announced Ken Savio as President & Chief Executive Officer (CEO) of IDB Capital, IDB Bank's broker-dealer subsidiary.
As CEO, Savio will oversee the growth of IDB Capital as the Bank expands its wealth management business.
He will also serve as a member of the IDB Senior Management Team and will report to Ziv Biron, IDB Bank's President & CEO.
To learn more about IDB Bank visit www.idbny.com
IDB Bank is a registered service mark of Israel Discount Bank of New York.

IDB BANK ANNOUNCES DANIEL ROBERTS AS NEW CHIEF RISK OFFICER

Retrieved on:

Thursday, June 16, 2022

NEW YORK, June 16, 2022 /PRNewswire/ -- IDB Bank, a New York-based private and commercial bank, announced the appointment of Daniel Roberts as its new Chief Risk Officer (CRO). In his role, Roberts will be responsible for overseeing and maintaining the Bank's capacity to identify, measure, and manage financial and operational risk. He will report to Ziv Biron, IDB Bank's President & CEO.

Key Points:

NEW YORK, June 16, 2022 /PRNewswire/ --IDB Bank, a New York-based private and commercial bank, announced the appointment of Daniel Roberts as its new Chief Risk Officer (CRO).
"I am excited to see Daniel join our leadership team," said IDB Bank President & CEO Ziv Biron.
IDB Bank is a New-York State-chartered commercial bank, a member of the FDIC, and a wholly owned subsidiary of Israel Discount Bank LTD., one of Israel's leading Banks.
To learn more about IDB Bank visit www.idbny.com
IDB Bank is a registered service mark of Israel Discount Bank of New York.

IDB Bank Supports the Continued Growth of The 5 Star Apparel LLC Group with a $125 Million Credit Facility

Retrieved on:

Tuesday, February 8, 2022

IDB Bank, Woman, GLOBE, High tech, Education, Pardo, Solution, Foodservice, IZOD, Eddie Bauer, Asset-based lending, Final good, Man, IDB, Gil Oved, Food, Â, FDIC, True Religion, Nightclub, Bank, Health care

IDB Bank was the lead agent and one of three banks financing the credit facility.

Key Points:

IDB Bank was the lead agent and one of three banks financing the credit facility.
5 Star Apparel has worked with IDB Bank since its inception in 2003.
In the apparel business, IDB Bank is the only bank weve ever used, says Isaac Oved.
This credit facility will support 5 Star Apparel as it continues to expand and evolve.

IDB Bank Welcomes Salvador Palma

Retrieved on:

Thursday, December 9, 2021

Principal, Architecture, GLOBE, Technology, IDB, Leadership, IDB Bank, Food, CEO, Industry, Eve (name), Israel, Biron, Marco Polo, Partner, Solution, Compliance, Creative industries

New York, NY, Dec. 09, 2021 (GLOBE NEWSWIRE) -- IDB Bank is excited to welcome Salvador Palma Chava as the new President of IDB Capital.

Key Points:

New York, NY, Dec. 09, 2021 (GLOBE NEWSWIRE) -- IDB Bank is excited to welcome Salvador Palma Chava as the new President of IDB Capital.
In his new role, he will report directly to IDB Bank President and CEO, Ziv Biron.
With over 70 years of experience, IDB Bank provides private banking and commercial banking solutions to its clients in healthcare, real estate, apparel, food and beverage, high-tech and not-for-profit sectors.
IDB is a New York State chartered bank and wholly owned subsidiary of Israel Discount Bank, Ltd., one of Israels leading financial institutions.

IDB Bank’s Syndication Platform Enables Merchant Financial Group to Expand its Credit Facility to $400 million

Retrieved on:

Friday, November 19, 2021

IDB, Insurance, Asset-based lending, Merchant, IDB Bank, Foodservice, Food, High tech, Final good, GLOBE, Education, Administration, Growth, Bank, Management

The expansion involves a syndicate of 14 lenders, with IDB Bank operating as the Administrative and Collateral Agent on the transaction.

Key Points:

The expansion involves a syndicate of 14 lenders, with IDB Bank operating as the Administrative and Collateral Agent on the transaction.
IDB has been a lender to Merchant since the groups founding and has acted as its syndication agent since 2009.
IDB is an established partner we could count on to engineer and guide a complex transaction, says Merchant President and CEO Adam Winters.
Our work with Merchant is a great example of what IDBs syndication platform can accomplish, said Chris Dowd, IDB Senior Vice President.

IDB Bank and Lido Advisors Announce Joint Venture

Retrieved on:

Monday, November 8, 2021

IDB Bank (IDB) and Lido Advisors, LLC (Lido) today announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth.

Key Points:

IDB Bank (IDB) and Lido Advisors, LLC (Lido) today announced the creation of a new strategic partnership and joint venture: IDB Lido Wealth.
IDB Bank and Lido Advisors will continue to remain independent companies.
This collaboration will bring Lidos valued offering to IDBs client base, thereby further facilitating the Lido Advisors vision and accelerating our growth strategy, said Jason Ozur, CEO of Lido Advisors.
Creating a JV to deliver Lidos innovative wealth strategies to IDB clients is a natural fit, added Ken Stern, President of Lido Advisors.