Merrill (company)

EQS-News: Pareto Securities: CEO Lutz Weiler hands over management at Pareto Securities Germany to Christian Czaya

Retrieved on: 
Wednesday, April 10, 2024
Commerzbank, Merrill (company), Bank, IKB, Pareto Group, SME, Head, Pareto, Cryptocurrency

Pareto Securities, international investment bank and long-standing partner of SMEs, announces the planned handover in the management at Pareto Securities Germany.

Key Points: 
  • Pareto Securities, international investment bank and long-standing partner of SMEs, announces the planned handover in the management at Pareto Securities Germany.
  • Lutz Weiler (65), who has headed Pareto Securities Germany as CEO since 2018, will leave the company at his own request on April 30, 2024.
  • His successor will be Christian Czaya (55), currently Head of Fixed Income Sales Germany at Pareto Securities Germany.
  • Christian Jomaas, CEO of Pareto Securities AS: "Lutz Weiler has an impressive career in investment banking spanning almost 40 years.

Birmingham, Alabama-Based Fairvoy Private Wealth Goes Independent with Dynasty Financial Partners

Retrieved on: 
Tuesday, April 9, 2024
Personal Finance, Technology, Finance, Fintech, Consulting, Banking, Professional Services, Software, Digital Cash Management, Digital Assets, Asset Management, Diamond, Partner (business rank), Merrill (company), Research, Fidelity, Dynasty, Financial adviser

Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.

Key Points: 
  • Dynasty Financial Partners today announced that Fairvoy Private Wealth has joined its industry-leading platform of technology-driven wealth management tools and services.
  • Fairvoy Private Wealth is an independent wealth management firm based in Birmingham, Ala., staffed by professionals from Merrill Lynch, including:
    Stephen Davis, CFP®, ChFC®, APMA®, Managing Partner, Senior Private Wealth Advisor
    Neal Carroll, CFP®, CPWA®, CPFA®, Chief Operating Officer, Senior Private Wealth Advisor
    Ashley Davis, CPA®, CRPC®, Chief Financial Officer, Senior Private Wealth Advisor
    The name "Fairvoy" invokes the firm's dedication to fairness and upholding its clients’ best interests on their wealth-management voyages.
  • “We are pleased to welcome the Fairvoy team to our Dynasty family and thrilled to include a new firm in the growing Birmingham market," said Shirl Penney, CEO and Founder of Dynasty Financial Partners.
  • Fairvoy has selected Fidelity as its custodian, Black Diamond for performance reporting, and eMoney Advisor for financial planning.

Donald Quintin Named Chief Executive Officer and Global President of Lone Star

Retrieved on: 
Monday, April 8, 2024
Professional Services, Other Professional Services, Commercial Building & Real Estate, Finance, Construction & Property, Banking, Bankers Trust, Like a Boss (film), Merrill (company), Opportunity, Trust, Salomon Brothers, Investment, Acquisition, Opportunity Fund, Financial services

Lone Star has announced to its Limited Partners and employees that Donald Quintin has been appointed Chief Executive Officer and Global President of Lone Star.

Key Points: 
  • Lone Star has announced to its Limited Partners and employees that Donald Quintin has been appointed Chief Executive Officer and Global President of Lone Star.
  • Mr. Quintin joined Lone Star in 2010 and has served in multiple leadership positions, most recently as President of Opportunity Funds overseeing the origination and operations of the Opportunity Fund and the Residential Mortgage Fund strategies.
  • Prior to joining Lone Star, Mr. Quintin was a Managing Director at Merrill Lynch and managed various businesses and legacy portfolios.
  • Lone Star is a global private equity firm that invests in real estate, corporate equity, credit and other financial assets.

Grafton Wealth Advisors launches with support from LPL Strategic Wealth Services

Retrieved on: 
Monday, March 25, 2024
Culture, Organization, Sibling, CFO, American City Business Journals, Corporate services, Partnership, SW, SAN, Merrill (company), HNW, Business development, United States Army, Entrepreneurship, United States Marine Corps, LPL, Winter Park Historical Museum, Army

SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .

Key Points: 
  • SAN DIEGO, March 25, 2024 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Sarah Grafton, William “Will” Grafton IV, CFP®, CEPA® and Dexter Grafton, CPFA™, CFA® have launched a new independent practice, Grafton Wealth Advisors , through affiliation with LPL Financial’s supported independence model, LPL Strategic Wealth Services .
  • They chose LPL because the Strategic Wealth Services offering provides them with the greatest flexibility and choice to build a boutique practice with a concierge service model.
  • LPL Strategic Wealth Services offers unprecedented flexibility to help advisors build an ideal practice that suits their unique business needs.
  • We look forward to a long-lasting partnership with the entire team at Grafton Wealth Advisors and are excited about what’s in store for this team.”

SingPost Strategic Review Unveils Pathways to Growth and Unlocking Shareholder Value

Retrieved on: 
Tuesday, March 19, 2024
E-commerce, BofA Securities, Letter, Growth, Partnership, International, Merrill (company), Policy, Dragon (magazine), Acquisition, Disclosure, Empowerment, Dragon, Singapore Post, Development, Management

SINGAPORE, March 19, 2024 (GLOBE NEWSWIRE) -- Singapore Post Ltd (“SingPost”) today announced the completion of the strategic review of the group.

Key Points: 
  • SINGAPORE, March 19, 2024 (GLOBE NEWSWIRE) -- Singapore Post Ltd (“SingPost”) today announced the completion of the strategic review of the group.
  • The strategic review was initiated in May 2023 where Merrill Lynch (Singapore) Pte.
  • This is particularly apparent considering the value of the SingPost Centre, the Group’s Australian business and the Group’s growth potential.
  • Potential proceeds will be appropriately allocated by the Board to reduce debt, support growth investments, and return value to shareholders.

ARMOUR Residential REIT, Inc. Names Sergey Losyev and Desmond Macauley as Co-Chief Investment Officers

Retrieved on: 
Monday, March 18, 2024
NatWest Markets, CIO, Risk management, ARR, University, Cornell University, Merrill (company), DWS Group, MBA, MBS, CFA, Agency, Strategy

VERO BEACH, Florida, March 18, 2024 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) (“ARMOUR” or the “Company”) today announced the promotions of Sergey Losyev and Desmond Macauley to Co-Chief Investment Officers (CIO), effective March 18, 2024.

Key Points: 
  • VERO BEACH, Florida, March 18, 2024 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR PRC) (“ARMOUR” or the “Company”) today announced the promotions of Sergey Losyev and Desmond Macauley to Co-Chief Investment Officers (CIO), effective March 18, 2024.
  • Mr. Losyev and Mr. Macauley succeed Mark Gruber, who stepped down.
  • Mr. Losyev joined ARMOUR in 2016 and has served as Deputy Chief Investment Officer since January 2020.
  • Mr. Macauley has served as the Director of Investment Strategies at ARMOUR since May 2013.

Onto Innovation Announces Investor Relations Transition Plan

Retrieved on: 
Thursday, April 4, 2024
Software, Hardware, Public Relations, Investor Relations, Packaging, Communications, Technology, Semiconductor, Manufacturing, Deutsche Bank, Onto Innovation, Citigroup, Growth, Nomura Securities, Merrill (company), Knowledge, Research, Surjective function, Security (finance)

Onto Innovation Inc. (NYSE: ONTO) (“Onto Innovation,” “Onto,” or the “Company”) today announced that Michael Sheaffer plans to retire from the Company in July this year.

Key Points: 
  • Onto Innovation Inc. (NYSE: ONTO) (“Onto Innovation,” “Onto,” or the “Company”) today announced that Michael Sheaffer plans to retire from the Company in July this year.
  • A successor search has now been successfully completed with Sidney Ho joining Onto Innovation as vice president of investor relations.
  • Mr. Sheaffer will remain fully engaged in the investor relations role and will be the primary investor contact point until Mr. Ho assumes that responsibility during the Company’s investor meetings at SEMICON® West in July 2024.
  • Mr. Sheaffer, 74, joined Rudolph Technologies in 2017 as senior director of investor relations and continued that role for Onto Innovation following the merger of Rudolph Technologies and Nanometrics.

Houlihan Lokey Continues Expansion of Private Funds Advisory Capabilities With Senior Hires for U.S. Primary Practice

Retrieved on: 
Thursday, April 4, 2024
Banking, Professional Services, Houlihan Lokey, Culture, GP, J. P. Morgan, Finance, Lazard, UBS, Merrill (company), Executive officer, Brookfield (corporation), Houlihan, Acquisition, Credit Suisse, Mercury, Corporate finance, Morgan Stanley, Capital market, PFG, Jefferies, HSBC, Partner, Financial services

The additions establish Houlihan Lokey as one of the only investment banks in the industry with a single integrated team focused on primary capital raising, secondary capital advisory, direct equity fundraising, and GP stakes advisory.

Key Points: 
  • The additions establish Houlihan Lokey as one of the only investment banks in the industry with a single integrated team focused on primary capital raising, secondary capital advisory, direct equity fundraising, and GP stakes advisory.
  • These hires follow the announcement in December 2023 of the acquisition of Triago Management Development in a major expansion of Houlihan Lokey’s Private Funds Group, led by Global Co-Heads Andy Lund and Cristina Forcina Westermann.
  • At Greenhill & Co., he built and led the Primary Private Capital Advisory business, having joined the firm in 2021 from Mercury Capital Advisors, where he was Head of North America.
  • With the recent acquisition, the firm has shown its clear commitment to being the leader in private capital advisory.

EJF Capital Hires John Murray and Derrick Preuss as Managing Directors

Retrieved on: 
Wednesday, April 3, 2024
Asset Management, Professional Services, Business, Finance, Entrepreneurship, Georgetown University, Merrill (company), EJF, Executive officer, Business development, Capital, University, Portfolio management, Morgan Stanley, Partner, Arlington Asset Investment, Security (finance)

EJF Capital LLC (“EJF”), a global alternative asset management firm, today announced that John W. Murray and Derrick G. Preuss have joined the firm as Managing Directors.

Key Points: 
  • EJF Capital LLC (“EJF”), a global alternative asset management firm, today announced that John W. Murray and Derrick G. Preuss have joined the firm as Managing Directors.
  • Mr. Preuss will work on EJF’s Business Development team, where he will be responsible for building relationships with existing and prospective investors.
  • Neal J. Wilson, Co-Founder and Co-Chief Executive Officer of EJF, said, “We are thrilled to welcome John and Derrick to EJF, whose combined decades of financial services expertise will meaningfully enhance our business development and portfolio management capabilities.
  • Mr. Preuss brings nearly two decades of financial services experience and expertise to EJF.

EncorEstate Plans Named to Prestigious WealthTech100 List

Retrieved on: 
Wednesday, April 3, 2024
Other Professional Services, Software, Finance, Small Business, Professional Services, Technology, Fintech, Other Technology, Trust, Merrill (company), Financial adviser

EncorEstate Plans , a state-of-the-art estate planning solution for advisors that blends technology and human support to tackle estate planning challenges, has been named to the prestigious WealthTech100 list.

Key Points: 
  • EncorEstate Plans , a state-of-the-art estate planning solution for advisors that blends technology and human support to tackle estate planning challenges, has been named to the prestigious WealthTech100 list.
  • “The estate planning client experience is broken, leaving most Americans with out-of-date estate plans or no plan at all,” said Matt Morris, CEO of EncorEstate Plans.
  • Leveraging technology, EncorEstate Plans offers a comprehensive, affordable, and straightforward estate planning experience.
  • By making estate planning easy and allowing advisors to be the heroes for their clients, EncorEstate Plans is revolutionizing the industry and fostering meaningful multigenerational relationships.