Baird (investment bank)

AQTUAL NAMES GREGG C. FERGUS TO ITS BOARD OF DIRECTORS

Retrieved on: 
Tuesday, December 19, 2023
RNA, Manta ray, Nucleic acid thermodynamics, Medicine, Baird (investment bank), Research, Ion semiconductor sequencing, Life Technologies, Conditional sentence, Hyperfine structure, DNA, Therapy, Rheumatoid arthritis, Clinical trial, AI, Affymetrix, Gene expression, Thermo Fisher Scientific, Cancer, Doctor of Philosophy, American College, Patient, Organization, Butterfly network

HAYWARD, Calif., Dec. 19, 2023 /PRNewswire/ -- Aqtual, a precision medicine company with a novel cfDNA platform to aid in treatment decisions for chronic diseases and cancers through a simple blood test, announced today that Gregg C. Fergus has joined as a member of its board of directors.

Key Points: 
  • Gregg brings over 30 years of corporate, entrepreneurial, and venture capital experience working with category-defining companies in life sciences.
  • Gregg was CEO of 4Catalyzer, where he launched groundbreaking companies, including Butterfly Network, Hyperfine, Quantum-Si, and AI Therapeutics.
  • Prior to 4Catalyzer, Gregg was president and COO of Ion Torrent, which sold to Life Technologies and is now a division of Thermo Scientific.
  • Gregg currently serves as executive chairman of the board at Ascertain.

J.P. Morgan Private Bank announces new U.S. Family Office Practice

Retrieved on: 
Wednesday, July 26, 2023
Private banking, Northern Trust, Outsourced, Trust, Baird (investment bank), Growth, Investment banking, J.P. Morgan in the United Kingdom, Family, GIO, J. P. Morgan, Financial services, Cryptocurrency, Investment

NEW YORK, July 26, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today announced the launch of its U.S. Family Office Practice , a new effort that will support the Private Bank's largest clients and their family enterprises, and expand its suite of family office services.

Key Points: 
  • NEW YORK, July 26, 2023 /PRNewswire/ -- J.P. Morgan Private Bank today announced the launch of its U.S. Family Office Practice , a new effort that will support the Private Bank's largest clients and their family enterprises, and expand its suite of family office services.
  • The U.S. Family Office Practice will be bolstered by a strong leadership and advisory team from across the Private Bank.
  • Elisa Shevlin Rizzo has joined the firm as the Head of Family Office Advisory for J.P. Morgan Private Bank and the new practice.
  • McCree's decade of experience at J.P. Morgan will serve the new practice as he works to uncover opportunities to grow the ultra-high-net-worth Private Bank business across the U.S.
    To learn more about J.P. Morgan Private Bank's new U.S. Family Office Practice, visit here .

Pocketnest Launches Tool for Independent Practices

Retrieved on: 
Wednesday, July 26, 2023
Psychology, Growth, Woman, Millennials, Multimedia, 401(k), Generation Z, Tutoring, Cryptocurrency, Video game, Baird (investment bank), Fintech

DETROIT, July 26, 2023 /PRNewswire/ -- Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors, CPAs, mortgage brokers, financial advisors, and more.

Key Points: 
  • Fintech app expands to smaller, independent clients at 42 percent growth rate
    DETROIT, July 26, 2023 /PRNewswire/ -- Pocketnest, the female-founded financial wellness platform, announces its latest product rollout—Pocketnest for Independent Practices—aimed at independent wealth advisors, CPAs, mortgage brokers, financial advisors, and more.
  • Identifying an average of $575 million in cross-sell revenue for financial institutions, Pocketnest unleashes its financial wellness tool to all independent practices nationwide to grow its footprint and offer smaller practices lead-generating tech that can bring their communities financial wellness.
  • "Independent practices are the perfect opportunity to help independent advisers grow and scale their practices while giving us a wider reach to bring financial wellness to the masses."
  • Pocketnest, Inc. ™ is a Google-accelerated financial wellness app that coaches users through 10 themes of financial wellness.

Texas Capital Bank Names Edward Rosenberg as Managing Director

Retrieved on: 
Thursday, March 2, 2023
Wealth, Texas Capital Bank, FINRA, Head, Commonwealth of Australia (US securities entity), Securities and Exchange Commission (Nigeria), American Century Investments, Capital Bank, Russell Investments, Corporation, Baird (investment bank), Investment banking, Culture, Northern Trust, ETF, Security (finance)

DALLAS, March 02, 2023 (GLOBE NEWSWIRE) -- Texas Capital Bancshares, Inc. (NASDAQ: TCBI), the parent company of Texas Capital Bank and ultimate parent company of Texas Capital Securities, today announced that Edward Rosenberg has been appointed to serve as a Managing Director at Texas Capital Securities.

Key Points: 
  • DALLAS, March 02, 2023 (GLOBE NEWSWIRE) -- Texas Capital Bancshares, Inc. (NASDAQ: TCBI), the parent company of Texas Capital Bank and ultimate parent company of Texas Capital Securities, today announced that Edward Rosenberg has been appointed to serve as a Managing Director at Texas Capital Securities.
  • Mr. Rosenberg will work directly with Texas Capital Bank’s Investment Banking and Private Wealth professionals to lead the institution’s funds management strategy.
  • Texas Capital Bank launched its Investment Banking division in 2021 to offer clients a full range of mergers and acquisitions advisory, capital raising, securities underwriting, and sales and trading services.
  • Private wealth services are performed by Texas Capital Bank Private Wealth Advisors, an investment advisor registered with the US Securities and Exchange Commission.

WindRose Health Investors Adds Bank's Apothecary to Behavioral Health Pharmacy Platform; Announces Eric Elliott as Chief Executive Officer

Retrieved on: 
Thursday, November 3, 2022
Board, Growth, Disability in Canada, Aetna, Latham & Watkins, Long-term care, Sale, Medicine, Mid-Atlantic (United States), CEO, Population, Industry, Pharmacy, Leadership, Bank, Windrose, Partner, Director, Speech disorder, Patient, Company, Investment, Baird (investment bank), Ganse cord, Lead, Therapy, CIGNA, Acquisition, LLC, Financial services, Hospital, Terrapin

Bank's, through a merger with Terrapin Pharmacy and Ganse Apothecary, significantly expands the footprint of WindRose's behavioral health pharmacy platform.

Key Points: 
  • Bank's, through a merger with Terrapin Pharmacy and Ganse Apothecary, significantly expands the footprint of WindRose's behavioral health pharmacy platform.
  • WindRose recapitalized Terrapin Pharmacy in December 2021 and Ganse Apothecary in June 2022.
  • In conjunction with the acquisition of Bank's, WindRose announced Eric Elliott as the Chief Executive Officer of the combined company.
  • WindRose Health Investors, LLC ("WindRose") makes equity investments in companies that operate within the services sectors of the healthcare industry.

Distribution Solutions Group to Present at Two Investor Conferences

Retrieved on: 
Tuesday, October 18, 2022
Retail, Automotive Manufacturing, Construction & Property, Manufacturing, Technology, Transportation, Supply Chain Management, Travel, Trucking, Transport, Other Manufacturing, Software, Logistics, Supply Chain Management, Packaging, Other Construction & Property, The Ritz-Carlton Hotel Company, CFO, Efficiency, Conference, EVP, Central Time, NASDAQ, OEM, DSG, MRO, Baird (investment bank), CEO, Maintenance

On November 16th, management will present at The 14th Annual Southwest IDEAS Conference being held at The Westin Dallas Downtown.

Key Points: 
  • On November 16th, management will present at The 14th Annual Southwest IDEAS Conference being held at The Westin Dallas Downtown.
  • Distribution Solutions Group (DSG) is a best-in-class specialty distribution company providing high touch, value-added distribution solutions to the maintenance, repair & operations (MRO), original equipment manufacturer (OEM) and the industrial technologies markets.
  • DSG serves 120,000+ long-standing customers in several diverse end markets supported by more than 3,000 dedicated employees and strong vendor partnerships.
  • DSG ships from strategically located distribution and service centers to customers in North America, Europe, Asia, South America and the Middle East.

Techstars and J.P. Morgan Launch Founder Catalyst Program in Oakland

Retrieved on: 
Wednesday, August 10, 2022
LGBTQ+, Professional Services, DEI (Diversity, Equity and Inclusion), Consumer, Women, Finance, Woman, Â, JPMorgan Chase, Innovation, Multimedia, J. P. Morgan, Mentorship, City, NYSE, Female, CA, LGBTQ, Treasury, Company, Government, JPM, J.P. Morgan & Co., Chase, Education, Baird (investment bank), Program, Partnership, Move, Intention, Investment banking, Bay, Solution, Cryptocurrency, Techstars

Techstars , a global investment business that provides access to capital, one-on-one mentorship, and programming for early-stage entrepreneurs, and leading global financial services firm J.P. Morgan, open applications for their next Founder Catalyst Program in Oakland, CA.

Key Points: 
  • Techstars , a global investment business that provides access to capital, one-on-one mentorship, and programming for early-stage entrepreneurs, and leading global financial services firm J.P. Morgan, open applications for their next Founder Catalyst Program in Oakland, CA.
  • View the full release here: https://www.businesswire.com/news/home/20220810005756/en/
    Techstars and J.P. Morgan launch the fourth Founder Catalyst Program supporting early-stage women and non-binary founders in Oakland.
  • The connections I made here with other women founders and LGBTQ founders was invaluable, says Mia Cooley, former Founder Catalyst participant and founder of xHood .
  • Through the Techstars Founder Catalyst Programs participants receive education on proven methodologies and access to world class resources, increasing chances of success.

UBS launches US equity-focused Climate Aware Equity Index to help investors meet environmental and financial goals

Retrieved on: 
Wednesday, July 20, 2022
Professional Services, Environment, Finance, Goal, Carbon, UBS, Baird (investment bank), SIX Swiss Exchange, NYSE, Renewable energy, Climate, Solution, Investment banking, Judgement, Climate change, New, Income, RILA, Prospectus, Weather, Exercise, Philosophy, UBS AG, Hope, Accounting, Suite, ESG, LLC, Rila Monastery Nature Park, Life insurance, Financial services, Insurance, Bank, Index

Featured by Global Atlantic in a registered index-linked annuity (RILA), the UBS Climate Aware Equity Index is pioneering climate-focused indices in the US RILA market.

Key Points: 
  • Featured by Global Atlantic in a registered index-linked annuity (RILA), the UBS Climate Aware Equity Index is pioneering climate-focused indices in the US RILA market.
  • The Index applies a systematic, rules-based approach to select and weight Index constituents based on climate scores.
  • UBS Climate Aware Equity Index scoring aims to consider key risks and opportunities related to climate change using six climate scores; carbon emission, coal energy, fossil fuel reserves, renewable energy, emissions trajectories and severe weather events.
  • Ghali El Boukfaoui, Head of Insurance Solutions at UBS Investment Bank said: "We are proud to collaborate with Global Atlantic around UBS Climate Aware Equity index which allows investors to access the theme of a low carbon and climate resilient economy, exclusively within Global Atlantic inaugural Registered Index Linked Annuity.

Twenty-six UBS advisors in Greater Florida market named to Forbes/SHOOK Best-in-State Wealth Advisors list

Retrieved on: 
Thursday, May 19, 2022
SIX Swiss Exchange, UBS, Telephone, Investment banking, New, Baird (investment bank), Solution, Industry, NYSE, Forbes, Financial services

This year's Forbes/SHOOK Research Best-In-State Wealth Advisors list is composed of more than 6,500 advisors managing a collective $10 trillion in client assets.

Key Points: 
  • This year's Forbes/SHOOK Research Best-In-State Wealth Advisors list is composed of more than 6,500 advisors managing a collective $10 trillion in client assets.
  • As the world's largest wealth manager, UBS Global Wealth Management provides comprehensive advice, solutions and services to wealthy families and individuals around the world.
  • Clients who work with UBS benefit from a fully integrated set of wealth management capabilities and expertise, including wealth planning, investment management, capital markets, banking, lending, and institutional and corporate financial advice.
  • UBS provides financial advice and solutions to wealthy, institutional and corporate clientsworldwide, as well as private clients in Switzerland.

UBS Own Your Worth: Women Are Acting on Their Convictions to Pursue Greater Purpose in Their Lives

Retrieved on: 
Thursday, May 12, 2022
Professional Services, Philanthropy, Consumer, Women, Other Philanthropy, Finance, Banking, SIX Swiss Exchange, UBS, Investment banking, Lead, New, Baird (investment bank), Woman, Investment, Solution, COVID-19, Spouse, Gen, Time, Asset management, NYSE, Millennials, ESG, Renewable energy, Pharmaceutical industry, Financial adviser, Financial services, Boomer

Of the 1,400 women surveyed, nine out of 10 believe money is a tool that can be used to help achieve their purpose.

Key Points: 
  • Of the 1,400 women surveyed, nine out of 10 believe money is a tool that can be used to help achieve their purpose.
  • Women who take the lead have found a variety of ways to make a positive impact on the world beyond charitable giving.
  • We found that 51% of married women defer financial decisions to their spouses, yet nearly all women are engaged in charitable giving.
  • More than half of Millennial women surveyed (52%) have ensured their investments align with their values, compared to 24% of Boomer women.