Chartered financial consultant

Newfront Supercharges Construction Focus by Welcoming Industry Veteran Kyle Duke

Retrieved on: 
Thursday, August 3, 2023
CRIS, Virginia University, Gabler, Insurance, Risk, CFA, West Virginia University, Risk management, MBA, Chartered financial consultant, Occupational Safety and Health Administration, SAN, Growth, Terrorism Risk Insurance Act, MLIS, Safety, Surety, Marsh

SAN FRANCISCO, Aug. 3, 2023 /PRNewswire/ -- Newfront, the tech-driven insurance brokerage firm based in San Francisco, is announcing the expansion of its dedicated construction team by officially welcoming Kyle Duke as Construction Loss Control Practice Leader. Duke joins veterans Adam Gabler, recently promoted to Regional Construction Leader, Southwest, and Bryan Martin, recently promoted to Head of Surety, among other seasoned professionals.

Key Points: 
  • SAN FRANCISCO, Aug. 3, 2023 /PRNewswire/ -- Newfront , the tech-driven insurance brokerage firm based in San Francisco, is announcing the expansion of its dedicated construction team by officially welcoming Kyle Duke as Construction Loss Control Practice Leader.
  • Duke joins veterans Adam Gabler, recently promoted to Regional Construction Leader, Southwest, and Bryan Martin, recently promoted to Head of Surety, among other seasoned professionals.
  • Duke joins experts Adam Gabler and Bryan Martin among other seasoned professionals on the Newfront construction team.
  • Duke joined Newfront this spring and brings more than 25 years of experience in the industry, including leading loss-control teams focused on construction at Marsh and Willis.

Mission Wealth Announces Merger with BHJ Wealth Advisors

Retrieved on: 
Tuesday, August 1, 2023
Learning, Journalism, Tacoma, Washington, State of Washington Sports Hall of Fame, Russell Investments, FINANCIAL, GIG, Chartered, Hughes, Electrical engineering, University of Kansas, Herb, Chartered financial consultant, The Evergreen State, Partner, Evergreen State College, Risk management, Greater Tacoma Convention and Trade Center, Gebhart, The News Tribune, Financial services, Management, Financial adviser

GIG HARBOR, Wash., Aug. 1, 2023 /PRNewswire/ -- Mission Wealth LP, a national wealth management firm, has officially announced its merger with Brooks, Hughes & Jones, Inc. (BHJ Wealth Advisors), marking the firm's third integration of 2023.

Key Points: 
  • GIG HARBOR, Wash., Aug. 1, 2023 /PRNewswire/ -- Mission Wealth LP, a national wealth management firm, has officially announced its merger with Brooks, Hughes & Jones, Inc. (BHJ Wealth Advisors), marking the firm's third integration of 2023.
  • By joining forces with BHJ Wealth Advisors, Mission Wealth fortifies its ability to provide exceptional client service in Washington and the wider Pacific Northwest, perfectly aligning with the growing demands of this region's prospective clientele.
  • Mission Wealth announces its merger with BHJ Wealth Advisors, marking the firm's third integration of 2023.
  • "We are excited to welcome the entire team at BHJ Wealth Advisors to Mission Wealth.

Coastal Bridge Advisors Named to AdvisorHub's Top 100 RIAs to Watch

Retrieved on: 
Monday, July 24, 2023
Morgan Stanley, UBS, Justice, Oppenheimer, Corporate finance, Professional, Gerald Loeb Lifetime Achievement Award winners, Chartered financial consultant, Divorce, Humanity, Growth, Treasurer, Century City, Woman, Commerce, Financial adviser

WESTPORT, Conn., July 24, 2023 /PRNewswire/ -- Coastal Bridge Advisors, a bicoastal boutique independent Registered Investment Adviser with offices in Westport, Connecticut, and Los Angeles, California, is pleased to announce that firm Advisor Kimberly R. Nelson, CFA®, CDFA®, has been recognized as a Top 100 Advisors to Watch by AdvisorHub, ranking among the top five of all included advisors in 2023. 

Key Points: 
  • "My colleagues and I are dedicated to enhancing the quality of our clients' lives by uncomplicating and articulating their objectives clearly and succinctly to achieve their financial goals.
  • The 100 Top RIAs to Watch list assembles efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.
  • Before working for Coastal Bridge Advisors, she honed her skills at Morgan Stanley, UBS Financial Services, and Oppenheimer and Co.
    She is actively involved with Habitat for Humanity both in the U.S. and in Mexico.
  • For her work helping others, she received a 2019 Women of Achievement Award from the Century City Chamber of Commerce.

Winged Keel Group Expands into Denver with Acquisition of The Madison Group

Retrieved on: 
Thursday, June 1, 2023
Professional Services, Insurance, Finance, Asset Management, Consulting, Banking, Certification, Partnership, Madison Group, Mitchell Madison Group, Life, Chartered financial consultant, Acquisition, Winged keel, Certified Financial Planner, Shipbuilding, Financial services

Winged Keel Group (“Winged Keel”) today announced the acquisition of The Madison Group and opening of its Denver office, which will be led by Principal Mark J. Richards.

Key Points: 
  • Winged Keel Group (“Winged Keel”) today announced the acquisition of The Madison Group and opening of its Denver office, which will be led by Principal Mark J. Richards.
  • The new Winged Keel Denver office will be comprised of an 8-person team of client relationship managers and brokerage service professionals under his leadership.
  • The expansion to Denver follows Winged Keel’s most recent office opening in Atlanta earlier this year and continued business growth.
  • Industry veteran Mark J. Richards joins Winged Keel’s leadership after three decades with The Madison Group, where he most recently served as President & CEO.

Cover Genius Exceeds 25M Policies Sold, Protects +14M Customers Globally

Retrieved on: 
Wednesday, May 31, 2023
IBM, JPMorgan Chase, London, Business transformation, Chartered, Business, MBA, Mentorship, Dartmouth College, Chartered financial consultant, Strategic planning, Language, McKinsey & Company, Sale, Hamilton College, NPS, Student, Growth, Fintech, Chautauqua Institution, London School of Business and Finance, Management, Economics

NEW YORK, May 31, 2023 (GLOBE NEWSWIRE) -- Cover Genius , the insurtech for embedded protection, today announced it has sold over 25M policies, protecting more than 14M customers as the world’s largest digital companies move away from traditional insurers in favor of embedded solutions.

Key Points: 
  • NEW YORK, May 31, 2023 (GLOBE NEWSWIRE) -- Cover Genius , the insurtech for embedded protection, today announced it has sold over 25M policies, protecting more than 14M customers as the world’s largest digital companies move away from traditional insurers in favor of embedded solutions.
  • As Chief Business Officer, Americas, Kyle Keogh will oversee P&L, business operations and strategic planning across the North American and Latin American regions.
  • Keogh joins Cover Genius after more than a decade in numerous leadership positions at Google working with clients to drive sales, improve their brand and maximize product launches.
  • “Digital companies are increasingly turning their backs on traditional insurers and tapping insurtechs to protect their customers with tailored, embedded solutions,” said Angus McDonald, CEO and Co-founder of Cover Genius.

PennyMac Mortgage Investment Trust Announces Changes to Its Board of Trustees

Retrieved on: 
Thursday, April 20, 2023
REIT, Finance, Professional Services, Residential Building & Real Estate, Construction & Property, Transfer, Executive, American University, Senior, National Operating Committee on Standards for Athletic Equipment, Chartered financial consultant, Bite Me Cancer Foundation, Freddie Mac, NYSE, Cryptocurrency, Management, Trustee

PennyMac Mortgage Investment Trust (NYSE: PMT) announced today that Donna Corley, former Executive Vice President and Head of Single-Family Business at Freddie Mac, will join its Board of Trustees and that Marianne Sullivan will step down from its Board of Trustees, both effective June 1, 2023.

Key Points: 
  • PennyMac Mortgage Investment Trust (NYSE: PMT) announced today that Donna Corley, former Executive Vice President and Head of Single-Family Business at Freddie Mac, will join its Board of Trustees and that Marianne Sullivan will step down from its Board of Trustees, both effective June 1, 2023.
  • “I am excited to announce Donna Corley’s election to our Board of Trustees,” said Chairman and Chief Executive Officer David Spector.
  • “Her expertise in single-family housing, including in capital markets and mortgage credit, combined with her considerable experience working alongside regulators and other industry participants will undoubtedly provide a unique and invaluable perspective.
  • Ms. Corley has served as a board member of Bite Me Cancer since 2018, where she is co-chair of the Operations Committee.

Nicola Wealth Appoints John Montalbano & Carrie Russell to the Board of Directors

Retrieved on: 
Thursday, April 6, 2023
Fintech, University, B2B, TD, Vancouver Public Library, Honour, Bachelor of Commerce, Interac, CPP Investment Board, Rideau Hall Foundation, Emily Carr University of Art and Design, CMO, Chartered financial consultant, American Bankers Association, The Killam Trusts, DeGroote School of Business, Canadian Bankers Association, McGill University, Equifax Canada, Growth, UBC, BC Children's Hospital Foundation, Toronto-Dominion Bank, Commerce, Management, Nursing

Vancouver, BC, April 06, 2023 (GLOBE NEWSWIRE) -- Nicola Wealth, one of Canada's fastest-growing independent wealth management firms, today announced the appointment of John Montalbano and Carrie Russell to its Board of Directors.

Key Points: 
  • Vancouver, BC, April 06, 2023 (GLOBE NEWSWIRE) -- Nicola Wealth, one of Canada's fastest-growing independent wealth management firms, today announced the appointment of John Montalbano and Carrie Russell to its Board of Directors.
  • John and Carrie join two previously appointed independent directors Tom Shepansky and Anne-Marie Thomas on the Nicola Wealth board of directors.
  • "We're excited to welcome John and Carrie to our board of directors; their deep experience in financial and technology businesses will be invaluable to Nicola Wealth as we grow our business and serve our clients," said John Nicola, Chairman and Chief Executive Officer of Nicola Wealth.
  • “I know that all of us will benefit from their tremendous insight, experience, and shared commitment to making a difference."

Credent Wealth Management announces 2 new merger deals

Retrieved on: 
Wednesday, March 22, 2023
2019 TruNorth Global 250, Partnership, Chartered financial consultant, Miller, Retirement, Trust, Investment, Growth, Certified Financial Planner, Financial adviser, Construction, Credulity

Auburn, Ind., March 22, 2023 (GLOBE NEWSWIRE) -- Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners to join the firm.

Key Points: 
  • Auburn, Ind., March 22, 2023 (GLOBE NEWSWIRE) -- Credent Wealth Management announces Tracy Miller of Miller Private Wealth and Mike Pepin of TruNorth Financial as the newest partners to join the firm.
  • Miller, of Miller Private Wealth, joined the Credent team in early February 2023.
  • It was going to be a win-win.”
    David Hefty, CEO of Credent Wealth Management, added, “We are thrilled to have Tracy Miller and Mike Pepin as part of the Credent team.
  • The integrations of Mike and Tracy’s firms mark five successful mergers within an eight-month span for Credent Wealth Management.

Recognizing Kristine Lampert and Christine Scott, OneDigital Executive Benefits Team

Retrieved on: 
Monday, October 31, 2022
CLU, Woman, Chartered financial consultant, LSA, Industry, The American College of Financial Services, Mass communication, Ageing, Old Dominion University, Organization, Financial Industry Regulatory Authority, Retirement, LSF, VSI, James Madison University, GLOBE, FINRA, Technology, National Association, New England Patriots, Accounting, New England, Female, SEC, Form, Open-ended fund company, Prospectus, SIPC, Male, Bentley University, VAI, AIF, NAPA, Certification, 1977 National Women's Conference, Goal, LLC, Financial adviser, Life insurance, Financial services, Education, Mutual fund, Science, Insurance

Senior Vice President - Retirement Kristine Kopsiaftis Lampert and Vice President - Retirement Christine Graves Scott serve the executive benefits needs of public or private companies, helping position their clients to attract and retain key talent through the use of purposefully designed benefit and reward strategies.

Key Points: 
  • Senior Vice President - Retirement Kristine Kopsiaftis Lampert and Vice President - Retirement Christine Graves Scott serve the executive benefits needs of public or private companies, helping position their clients to attract and retain key talent through the use of purposefully designed benefit and reward strategies.
  • Thoughtful business planning and optimizing the use of insurance products, said Kristine, can change the lives and futures of families.
  • Christine said, I am excited when I see women move into executive benefits services.
  • Kristine Lampert and Christine Scott distinguish themselves in the field of deferred compensation and executive benefits through their thorough, creative and thoughtful benefit plan design that supports the goals of both plan participants and plan providers.

MAI Capital Management Taps Colter Lewis to Grow Its National Wealth Management Platform

Retrieved on: 
Thursday, September 8, 2022
Banking, Professional Services, Finance, Partnership, DePelchin Children's Center, Houston Methodist Hospital, Technology, Cynthia Woods Mitchell Pavilion, Solution, MAI, Central Texas Regional Mobility Authority, Investment, Geode Capital Management, Athlete, Leadership, Abilene Christian University, LLC, Acquisition, Wealth management, Growth, Chartered financial consultant, Industry, Financial services, Northern Trust

Lewis will be responsible for overseeing MAIs wealth management platform and expanding the firms national presence, including key markets in the southwest.

Key Points: 
  • Lewis will be responsible for overseeing MAIs wealth management platform and expanding the firms national presence, including key markets in the southwest.
  • Our team remains focused on expanding our reach and optimizing organic and inorganic growth, while building a leading, national wealth management firm.
  • Lewis brings over 25 years of industry experience in investments, wealth management and private banking to his new role with MAI.
  • Colter has a track record of building extraordinary wealth management teams, and were excited to leverage his leadership to reach our goal of becoming a national wealth management platform.