Merrill (company)

Woodbridge International Hires Jane M. Macina to Oversee its Expanding Relationship with Wealth Managers & Financial Advisors

Wednesday, October 20, 2021 - 2:19pm

Jane will be responsible for working with Wealth Managers and their business owner clients on realistic value ranges,optimal timing for a sale, and common pitfallsto avoid, all while articulating the Woodbridge value proposition.

Key Points: 
  • Jane will be responsible for working with Wealth Managers and their business owner clients on realistic value ranges,optimal timing for a sale, and common pitfallsto avoid, all while articulating the Woodbridge value proposition.
  • Jane brings over 25 years of experience working with business owners, both as a commercial lender and wealth manager.Prior to joining Woodbridge, Jane was with Merrill Lynch and Bank of America.
  • She holds licenses for wealth management, and is a certified coach since 2018 through Erickson International.
  • Woodbridge Internationals ground-breaking approach to marketing a company globally has transformed the way the sell-side M&A industry does business.

Suzanne Casey Joins Hilton Capital as Managing Director and Head of Sales and Distribution

Monday, October 18, 2021 - 7:42pm

GARDEN CITY, N.Y., Oct. 18, 2021 /PRNewswire/ -- Hilton Capital Management , LLC is pleased to announce that Suzanne Casey has joined the company as Managing Director and Head of Sales and Distribution effective October 11, 2021.

Key Points: 
  • GARDEN CITY, N.Y., Oct. 18, 2021 /PRNewswire/ -- Hilton Capital Management , LLC is pleased to announce that Suzanne Casey has joined the company as Managing Director and Head of Sales and Distribution effective October 11, 2021.
  • "Suzanne brings a wealth of knowledge and experience to the role and will complement the depth and expertise we currently have," said Hilton Capital CEO Craig O'Neill.
  • Before joining Hilton, Casey enjoyed a successful career spearheading sales and distribution efforts for some of Wall Street's most respected firms.
  • Prior to that, Casey held sales leadership and distribution roles at J.P. Morgan, Merrill Lynch, and Goldman Sachs.

LPL Financial Welcomes Shunyia & Co. Private Wealth Advisors

Monday, October 18, 2021 - 2:00pm

CHARLOTTE, N.C., Oct. 18, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA)announced today that financial advisor Peter Shunyia, CFP has joined LPL Financial to launch his independent financial practice, Shunyia & Co.

Key Points: 
  • CHARLOTTE, N.C., Oct. 18, 2021 (GLOBE NEWSWIRE) -- LPL Financial LLC (Nasdaq: LPLA)announced today that financial advisor Peter Shunyia, CFP has joined LPL Financial to launch his independent financial practice, Shunyia & Co.
  • Shunyia takes pride in his meticulous and personalized approach to financial advice, which includes comprehensive recommendations, risk analysis and financial planning.
  • Member FINRA/ SIPC
    Throughout this communication, the terms financial advisors and advisors are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC.
  • Private Wealth Advisors and LPL Financial are separate entities.

Wealth Manager David Munoz Joins First Republic in New York

Monday, October 18, 2021 - 2:00pm

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that David Munoz has joined First Republic Investment Management in New York.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that David Munoz has joined First Republic Investment Management in New York.
  • He will provide portfolio management, retirement planning, investment consulting and other wealth management services to individuals, families, nonprofits and private family foundations.
  • David Munoz is a very successful wealth manager and a terrific addition to our wealth management team in metropolitan New York, said Bob Thornton, President of First Republic Private Wealth Management.
  • Founded in 1985, First Republic and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services.

BNY Mellon Wealth Management Named Rajesh Nakadi Head of Investments, Global Family Office

Monday, October 18, 2021 - 1:30pm

NEW YORK, Oct. 18, 2021 /PRNewswire/ --BNY Mellon Wealth Management named Rajesh Nakadi as Head of Investments, Global Family Office.

Key Points: 
  • NEW YORK, Oct. 18, 2021 /PRNewswire/ --BNY Mellon Wealth Management named Rajesh Nakadi as Head of Investments, Global Family Office.
  • In this role, he will oversee Family Office client relationships, as well as supervise all investment strategies and lead the Global Family Office investment team.
  • Rajesh is based in New York and reports to Vincent Hayes, global head of Family Office.
  • Prior to joining BNY Mellon, he was senior vice president, Global Family Office at UBS Private Wealth Management for seven years, where he served as a relationship manager for strategic family offices and delivered tailored investment solutions across institutional and wealth management platforms.

UBS advisor Sherry Verburgt named to the Working Mother Magazine/SHOOK Research Top Wealth Advisor Moms list

Thursday, October 14, 2021 - 9:37pm

UBS Wealth Management USA announced today that Sherry Verburgt, a Financial Advisor in the firms Houston, Texas office, has been named to the Working Mother Magazine/SHOOK Research Top Wealth Advisor Moms list for 2021.

Key Points: 
  • UBS Wealth Management USA announced today that Sherry Verburgt, a Financial Advisor in the firms Houston, Texas office, has been named to the Working Mother Magazine/SHOOK Research Top Wealth Advisor Moms list for 2021.
  • Sherry is a skillful and committed advisor who represents some of the best at UBS, said Craig Vandegrift, Managing Director and South-Texas Market Head at UBS Wealth Management USA.
  • Sherry began her career in wealth management in 1996 as a marketing coordinator for a Financial Advisor with Merrill Lynch in Lake Jackson.
  • The fifth annual Working Mother Magazine/SHOOK Research list of Top Wealth Advisor Moms has expanded to feature 500 of the most successful mothers working in financial advising today.

Financial Services Marketing Veteran Kimberly Beck Joins iPipeline

Thursday, October 14, 2021 - 1:38pm

EXTON, Pa., Oct. 14, 2021 /PRNewswire/ -- iPipelineannounced today that Kimberly Beck has joined the firm as Vice President of Marketing.

Key Points: 
  • EXTON, Pa., Oct. 14, 2021 /PRNewswire/ -- iPipelineannounced today that Kimberly Beck has joined the firm as Vice President of Marketing.
  • Beck has nearly 25 years of experience in financial services marketing, and in her new role will focus on strengthening growth marketing capabilities while leading all aspects of marketing, including digital, product, customer engagement and corporate communications.
  • "iPipeline is a pioneer in facilitating end-to-end digitization for the life insurance industry," said Kimberly Beck, Vice President of Marketing at iPipeline.
  • iPipeline is a leading provider of no code / low code, content-based digital solutions for the life insurance and financial services industry.

 Aries I Acquisition Corporation Adds Two New Board Members

Wednesday, October 13, 2021 - 9:00pm

Aries I Acquisition Corporation (Nasdaq: RAM) ("Aries" or the "Company") announced the appointments of Mr. Aaron Ratner and Mr. Paul Wolfe to the Board of Directors.

Key Points: 
  • Aries I Acquisition Corporation (Nasdaq: RAM) ("Aries" or the "Company") announced the appointments of Mr. Aaron Ratner and Mr. Paul Wolfe to the Board of Directors.
  • Post-transaction service included appointment as Board Director and the Integration Manager (Interim COO) for several GE investments in the region.
  • Mr. Wolfe is currently the Chief Operating Officer for Aries I Acquisition Corporation.
  • Aries I Acquisition Corporation was founded by its Chairman, Thane Ritchie.

Insigneo Welcomes Advisors from Amerant Bank

Wednesday, October 13, 2021 - 5:09pm

Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as three Advisors from Amerant Bank join the firms independent network based in Miami.

Key Points: 
  • Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, has incorporated new top talent as three Advisors from Amerant Bank join the firms independent network based in Miami.
  • View the full release here: https://www.businesswire.com/news/home/20211013005937/en/
    Insigneo Welcomes Advisors from Amerant Bank (Photo: Business Wire)
    Vicent Costa, Ciro Vasquez, and Juan Zenck have decades of experience in the investment advising and wealth management professions.
  • Prior to working for Amerant Bank, Ciro Vasquez also worked at Gibraltar Private Bank & Trust and Banco de Venezuela.
  • Juan Zenck previously worked at Wells Fargo Advisors, Morgan Stanley, and RBC before joining his new team members at Amerant Bank.

F2 Strategy Hires Banking and WealthTech Leader Andrea Bornstein-Bayer as Chief Operations Officer

Wednesday, October 13, 2021 - 5:00pm

Santa Cruz, CA, Oct. 13, 2021 (GLOBE NEWSWIRE) -- F2 Strategy , a WealthTech management consulting firm, today announced the appointment of Andrea Bornstein-Bayer as chief operations officer.

Key Points: 
  • Santa Cruz, CA, Oct. 13, 2021 (GLOBE NEWSWIRE) -- F2 Strategy , a WealthTech management consulting firm, today announced the appointment of Andrea Bornstein-Bayer as chief operations officer.
  • We are delighted to welcome Andrea to the F2 Team, said Doug Fritz, co-founder and CEO.
  • Not only is Andrea our first C-Suite hire since launching F2 Strategy, she is also a testament to the brilliant talent pool of women in WealthTech today, said Liz Fritz, co-founder and chief commercial officer.
  • F2 Strategy was founded in 2016 in San Francisco, currently has 20 full-time employees, and works with firms representing $1.6 trillion in AUM.