Merrill (company)

Sanctuary Wealth Continues to Add Veteran Industry Executives to Leadership Team

Retrieved on: 
Thursday, April 4, 2024
Freedom, Growth, UBS, Merrill (company), Wealth, Business, RIA, Leg, Private banking, Wells Fargo Advisors, BNY Mellon, Partner, Region, Wells Fargo, Financial adviser

INDIANAPOLIS, April 4, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, has announced the appointment of former Wells Fargo and UBS executive Michael Goldfader as its new West Coast Regional Managing Director. Mr. Goldfader brings 33 years of experience as a financial advisor and senior field leader to his role and joins a deep bench of wirehouse executives who have brought their skills and strategic relationships to Sanctuary.

Key Points: 
  • Ms. McIntyre also served as a financial advisor as well as in home office and field leadership positions at Merrill Lynch.
  • "Michael and Michelle are respected industry leaders I am proud to have as colleagues," said Mr. Fertitta.
  • Ms. McIntyre said, "I'm thrilled to be part of the future of wealth management we are building here at Sanctuary.
  • Adam Malamed, CEO of Sanctuary Wealth, concluded, "We continue to build out our senior leadership team with the best talent from across the industry and are excited to welcome Michael and Michelle to the firm.

MOORS AND CABOT ANNOUNCES PROMOTION OF ANDREW DONAHUE TO BRANCH MANAGER, BOSTON HQ

Retrieved on: 
Wednesday, April 3, 2024
Culture, Growth, Merrill (company), Financial services, Dartmouth College, RIA, Morgan Stanley Wealth Management, Investment, Branch manager, Management

BOSTON, April 3, 2024 /PRNewswire/ -- Moors and Cabot, Inc., a leading Investment Wealth Advisory firm with a rich history spanning over 134 years, is pleased to announce the promotion of Andrew Donahue to the position of Branch Manager at our Boston headquarters.

Key Points: 
  • BOSTON, April 3, 2024 /PRNewswire/ -- Moors and Cabot, Inc., a leading Investment Wealth Advisory firm with a rich history spanning over 134 years, is pleased to announce the promotion of Andrew Donahue to the position of Branch Manager at our Boston headquarters.
  • Andrew brings an impressive 30 years of experience in the Financial Services industry to his new role.
  • Andrew expressed enthusiasm for his new role, stating, "I am honored and excited to take on this new challenge as the Boston Branch Manager.
  • "Moors & Cabot is thrilled to welcome Andrew as the latest addition to our branch management team.

Cambium Networks Corporation Names Jacob Sayer CFO

Retrieved on: 
Tuesday, April 2, 2024
Merrill (company), UBS, CFO, Business, Broadcom Inc., Strategic planning, Cambium, Haas School of Business, University, Acquisition, Tulane University, Cambium Networks, Economics, Corporate development, Management

HOFFMAN ESTATES, Ill., April 2, 2024 /PRNewswire/ -- Cambium Networks Corporation ("Cambium Networks") (NASDAQ: CMBM), a leading provider of wireless networking infrastructure solutions, today announced the appointment of Jacob Sayer as Chief Financial Officer, effective April 8, 2024.

Key Points: 
  • HOFFMAN ESTATES, Ill., April 2, 2024 /PRNewswire/ -- Cambium Networks Corporation ("Cambium Networks") (NASDAQ: CMBM), a leading provider of wireless networking infrastructure solutions, today announced the appointment of Jacob Sayer as Chief Financial Officer, effective April 8, 2024.
  • Jacob will succeed John Becerril, who is currently acting CFO following the January 2024 departure of Andrew Bronstein.
  • "We are excited to welcome Jacob to Cambium Networks," said Morgan Kurk, Cambium Networks Chief Executive Officer.
  • I truly appreciate his willingness to step up, his council, his contributions, and his commitment to Cambium Networks."

YOUTH ENRICHMENT BRANDS NAMES DUSTIN BERTRAM AS NEW CHIEF FINANCIAL OFFICER

Retrieved on: 
Thursday, March 28, 2024
Bank of America, Financial management, Hunger, CFO, SAN, School, Merrill (company), Bank, Mergers and acquisitions, University, Senior, MBA, Morgan Stanley, YEB, Management

SAN RAFAEL, Calif., March 28, 2024 /PRNewswire/ -- Youth Enrichment Brands ("YEB"), the nation's leading youth activities platform offering camps, leagues, classes, schools and other programs, announced today the appointment of Dustin Bertram as its new Chief Financial Officer ("CFO").

Key Points: 
  • SAN RAFAEL, Calif., March 28, 2024 /PRNewswire/ -- Youth Enrichment Brands ("YEB"), the nation's leading youth activities platform offering camps, leagues, classes, schools and other programs, announced today the appointment of Dustin Bertram as its new Chief Financial Officer ("CFO").
  • In his new role, Bertram will oversee the growing portfolio company's finance team, leveraging his decades of experience to expand YEB's financial management capabilities.
  • "Dustin is a dynamic and talented leader who impressed us deeply with his inherent communication skills and thoughtful approach to team building based on the development of his team members," said Justin Hoeveler, CEO of Youth Enrichment Brands.
  • To learn more about Youth Enrichment Brands, visit: https://www.yeb.com/about-us

WealthVest Deploys New Distribution Team Representing Aspida

Retrieved on: 
Thursday, March 28, 2024
Merrill (company), Genworth Financial, Great Plains, Firelight, Terminal illness, Marketing, Financial adviser

BOZEMAN, Mont., March 28, 2024 /PRNewswire-PRWeb/ -- WealthVest, a leading financial services marketing and wholesaling firm, announced the launch of a new distribution team to represent their partner Aspida, a life insurance and annuity company. The new, nationwide team will be the exclusive distributor of Aspida's WealthLockSM suite of annuities - available in 49 states - making it easier for broker dealers and financial institutions to provide their clients with reliable, principal-protected retirement planning options.

Key Points: 
  • BOZEMAN, Mont., March 28, 2024 /PRNewswire-PRWeb/ -- WealthVest, a leading financial services marketing and wholesaling firm, announced the launch of a new distribution team to represent their partner Aspida, a life insurance and annuity company.
  • In the Northeast and Upper Midwest, Mark Andelin will serve as the dedicated wholesaler representing Aspida.
  • WealthVest's well-regarded internal wholesaling, new business, product and marketing teams will provide essential back-office support to the new, dedicated distribution team.
  • "The addition of this dedicated wholesale team is another step in enhancing the streamlined, white glove service we provide," said Chad Burns, chief distribution officer at Aspida.

Rockpoint Appoints Tom Gilbane and Aric Shalev as Co-Presidents

Retrieved on: 
Tuesday, March 26, 2024
Aric, Merrill (company), Morgan Stanley, Mergers and acquisitions, Growth, Entrepreneurship, Environment, L.L.C

BOSTON, March 26, 2024 /PRNewswire/ -- Rockpoint, a Boston-based real estate private equity firm, today announced that Managing Members Tom Gilbane and Aric Shalev have been appointed Co-Presidents of the firm.

Key Points: 
  • BOSTON, March 26, 2024 /PRNewswire/ -- Rockpoint, a Boston-based real estate private equity firm, today announced that Managing Members Tom Gilbane and Aric Shalev have been appointed Co-Presidents of the firm.
  • "Tom and Aric are exemplary partners and respected leaders both inside and outside of Rockpoint," said Mr. Gelb.
  • "Aric and I look forward to continuing to work alongside Bill and Keith and the entire Rockpoint team to execute on the firm's proven and differentiated strategy," said Mr. Gilbane.
  • "Tom and I are excited to continue supporting the Rockpoint team and the growth of the firm in this expanded role alongside Bill and Keith," said Mr. Shalev.

New Merrill Portfolios Designed to Provide BofA Clients Predictable Income in Retirement

Retrieved on: 
Monday, March 25, 2024
Bank of America, CIO, Growth, Risk management, MAA, FDIC, Merrill (company), Bank, Merrill Edge, Trust, Private banking, Adviser, Retirement, Investment, Financial adviser

CHARLOTTE, N.C., March 25, 2024 /PRNewswire/ -- Bank of America today announced Merrill is offering new income-focused portfolios designed to deliver predictable income for retirees over a 25-year period.

Key Points: 
  • CHARLOTTE, N.C., March 25, 2024 /PRNewswire/ -- Bank of America today announced Merrill is offering new income-focused portfolios designed to deliver predictable income for retirees over a 25-year period.
  • "Having a predictable monthly income replacement vehicle helps retirees enjoy this phase of life with greater confidence in their long-term financial security."
  • Now available for Merrill Guided Investing and Merrill Guided Investing with Advisor clients, key features of the income-focused portfolios include:
    Income-focused strategy choices: Investors can choose strategies ranging from "stable income" to "income and growth" to best align with their time horizon, risk tolerance and more.
  • Merrill, Merrill Lynch, and/or Merrill Edge investment advisory programs are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated ('MLPF&S') and Managed Account Advisors LLC ('MAA') an affiliate of MLPF&S.

The Gershman Group Partners with LPL's New PWM Platform

Retrieved on: 
Friday, March 22, 2024
Diamond, W2, CRM, Freedom, UBS, Merrill (company), LPL, PWM, Orion, Morgan Stanley, Fidelity, Mouth, AHC, Gershman, ACAT, Financial adviser

As financial advisors increasingly seek alternatives to traditional big bank/brokerage firms, we believe LPL's groundbreaking W2 PWM platform will change the future.

Key Points: 
  • As financial advisors increasingly seek alternatives to traditional big bank/brokerage firms, we believe LPL's groundbreaking W2 PWM platform will change the future.
  • Gershman says, "In my 35-year career, I've never witnessed a firm of this caliber enter the traditional W2 space with such vigor.
  • Gershman adds, "It's a lot easier to take a big independent platform and convert a division to w2 than the other way around."
  • Whereas the wealth management platform is massive, competing with all the majors, their leading-edge independent platform tools well exceed that of any major multi-national bank.

AAR elects Jeffrey N. Edwards to its Board of Directors

Retrieved on: 
Wednesday, March 20, 2024
Audit, AAR, Original equipment manufacturer, American Water Works, Merrill (company), Aviation, WOOD, Partner, AIR

WOOD DALE, Ill., March 20, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, announced today that Jeffrey N. Edwards has been elected to AAR's Board of Directors, effective immediately.

Key Points: 
  • WOOD DALE, Ill., March 20, 2024 /PRNewswire/ -- AAR CORP. (NYSE: AIR), a leading provider of aviation services to commercial and government operators, MROs, and OEMs, announced today that Jeffrey N. Edwards has been elected to AAR's Board of Directors, effective immediately.
  • Mr. Edwards, 63, brings more than 40 years of experience in the financial services sector.
  • As Partner and Vice Chairman of New Vernon Capital, Mr. Edwards prioritizes the firm's clients, focusing on investment portfolios, operations, and business development.
  • Prior to New Vernon Capital, Mr. Edwards spent over 20 years with Merrill Lynch, serving in various leadership positions, including Chief Financial Officer.

ETF Veteran Jon Maier Joins J.P. Morgan Asset Management

Retrieved on: 
Wednesday, March 13, 2024
Growth, ETF, Firm, Merrill (company), AUM, Intelligence, JPMorgan Chase, Financial adviser

NEW YORK, March 13, 2024 /PRNewswire/ -- J.P. Morgan Asset Management ("The Firm") today announced that industry-veteran, Jon Maier, is joining as Chief ETF Strategist, effective March 18. In the role, Maier will lead ETF Insights, a global program of actionable thought leadership and resources for the rapidly growing and evolving ETF universe. 

Key Points: 
  • NEW YORK, March 13, 2024 /PRNewswire/ -- J.P. Morgan Asset Management ("The Firm") today announced that industry-veteran, Jon Maier, is joining as Chief ETF Strategist, effective March 18.
  • The Firm also received notable industry awards including Best Active ETF Issuer from ETF Express and ETF of the Year from both ETF.com and With Intelligence for JPMorgan Equity Premium Income ETF (JEPI)'s performance in 2023.1
    "We are particularly excited for Jon Maier to join our team," added Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management.
  • "I'm thrilled to be joining the J.P. Morgan Asset Management ETF team," said Jon Maier.
  • ETF Insights joins a suite of award-winning investor programs from J.P. Morgan Asset Management, including Market Insights, which is celebrating its 20th year in 2024 as the industry standard in helping investors build better portfolios.