Institutional investor

Telegraph Hill Partners Appoints Raymond Falci as Venture Partner

Retrieved on: 
Monday, October 24, 2022
SAN, CA, Wharton School of the University of Pennsylvania, Institutional investor, Strategic planning, Wall Street, Health, MBA, VNS, Multimedia, Knowledge, Columbia University, THP, Columbia Business School, Diversified Pharmaceutical Services, Bessemer Venture Partners, Cooper Union, NHL All-Star team, Engineering, Management

SAN FRANCISCO, Oct. 24, 2022 /PRNewswire/ -- Telegraph Hill Partners (THP), a leading venture capital and growth equity firm dedicated exclusively to life science and healthcare investing, today announced the addition of Raymond Falci to its investment team as a Venture Partner.

Key Points: 
  • SAN FRANCISCO, Oct. 24, 2022 /PRNewswire/ --Telegraph Hill Partners (THP), a leading venture capital and growth equity firm dedicated exclusively to life science and healthcare investing, today announced the addition of Raymond Falci to its investment team as a Venture Partner.
  • Mr. Falci has over 25 years of experience researching and advising companies in healthcare.
  • Beginning his career as a Wall Street equity research analyst, Mr. Falci was named to Institutional Investor's All-Star Team for five consecutive years.
  • Telegraph Hill Partners, founded in 2001 and based in San Francisco, CA, invests in commercial stage life science, medical technology and healthcare companies.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Saturday, October 22, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Saturday, October 22, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Saturday, October 22, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Monday, October 17, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Monday, October 17, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Wednesday, October 12, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

HCR Wealth Advisors' Michelle Katzen Wins 'Rising Star of the Year' Award at 2022 Wealth Management Industry Awards

Retrieved on: 
Tuesday, October 11, 2022
Nexus, RIA, Efficiency, Conference, Phillips, CEO, Athlete, Adoption, Technology, CDFA, Year, SS&C Advent, Marketplace, Senior, Niche, Software, Industry, Practice management, HCR, Wealth management, CTO, Consultant, Marcus Evans, Leadership, Institutional investor, Information, Organization, RIAS, AllianceBernstein, New, Star, SS, SS&C, Name, Compliance, SEC, Life, CFP, The Wealthy Barber, Private Asset Management, LOS, SS&C Technologies, Learning, LPL Financial, Creativity, Financial adviser, Financial services, Management

LOS ANGELES, Oct. 11, 2022 /PRNewswire/ -- HCR Wealth Advisors (HCR), a comprehensive financial planning and investment management firm known for focusing on all aspects of their clients' financial well-being, announced that Michelle Katzen, CFP®, CDFA®, Managing Director, was recently named a winner for the 'Rising Star of the Year' award at the 2022 Wealth Management Industry Awards, an annual competition and industry-leading awards program hosted by Wealth Management Magazine (often referred to as the 'Wealthies'). Additional honors and speaking appearances that put company executives in the spotlight are detailed below.

Key Points: 
  • "We are honored that Michelle was named a winner of the 2022 Wealth Management Industry Award for 'Rising Star of the Year'," said Greg Heller, Founder and CEOof HCR Wealth Advisors.
  • "Reputable industry awards like these pay tribute to our contributions and inspire us to continue working towards greater success by highlighting our achievements within our industry."
  • The Wealth Management Industry Awards are judged by a panel of independent judges made up of top names in the industry, overseen by editor-in-chiefDavid Armstrong.
  • Established in 1988, HCR Wealth Advisors provides financial planning, investment management, and other financial services from its Los Angeles location.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Friday, October 7, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Retrieved on: 
Wednesday, October 5, 2022
The Vanguard Group, Disclosure, Institutional investor, Security (finance), Auction, Life insurance

Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc

Key Points: 
  • Form 8.3 - The Vanguard Group, Inc.: Euromoney Institutional Investor plc
    Dissemination of a Regulatory Announcement, transmitted by EQS Group.
  • The issuer is solely responsible for the content of this announcement.
  • (a) Full name of discloser:
    (b) Owner or controller of interests and short positions disclosed, if different from 1(a):
    The naming of nominee or vehicle companies is insufficient.
  • For a trust, the trustee(s), settlor and beneficiaries must be named.