Institut de Finance et Management

12-Member Wealth Management Team Led by Derek Mohamed and Justin Merola Joins First Republic

Retrieved on: 
Tuesday, January 17, 2023
Banking, Professional Services, Finance, Certification, Kelleher, UBS, Global Perspectives, Bachelor of Science in Aquatic Resources and Technology, FINANCIAL, Institut de Finance et Management, Greater Boston, Corporate finance, Cetera Financial Group, First Republic Bank, Morgan Stanley, Grace Church, Goldman Sachs, Boy, Senior, MetroWest, NYSE, Clemson University, Republic Bank, College, Exit, State University of New York at Oneonta, Chartered, Young, Financial plan, Investment, Assumption University, Cetara, FRC, Merola, Notre Dame High School, Management, Financial adviser, Economics, First Republic, Northeastern University

First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a 12-person team led by Derek Mohamed and Justin Merola has joined First Republic Investment Management.

Key Points: 
  • First Republic Bank (NYSE:FRC), a leading private bank and wealth management company, today announced that a 12-person team led by Derek Mohamed and Justin Merola has joined First Republic Investment Management.
  • “Derek Mohamed, Justin Merola, Stephen Greene, Brian Kelleher, Leland Mindnich and their team are a terrific addition to our growing wealth management capabilities in the greater Boston area,” said Bob Thornton, President of First Republic Private Wealth Management.
  • Before joining First Republic, Mohamed was a Managing Director and Wealth Management Advisor at Merrill Lynch Wealth Management.
  • Before joining First Republic, Merola was a Senior Vice President and Senior Financial Advisor at Merrill Lynch Wealth Management.

Federal Home Loan Bank of Chicago Announces Results of 2022 Director Election

Retrieved on: 
Thursday, October 27, 2022
Technology, Board, Housing, Insurance, Economic development, Congress, Guest House, The American Ireland Fund, First American National Bank, American Bankers Association, Silverwood Heights, Saskatoon, Navy Pier, Foundation, LaSalle Bank, Lion, Bank, Federal Home Loan Banks, CEO, Graduate school, IBA, Multimedia, The Guest House, University, Public policy, Associated Banc-Corp, University of Wisconsin–Madison, Melvin Jones (Lions Club), MBA, Director, University of Wisconsin–Whitewater, List, Federal Deposit Insurance Corporation, S-1 Executive Committee, Signature Bank, Government, Wheaton College, BBA, Institut de Finance et Management, Association, Chamber of commerce, Synod, SGK, Risk management, Economics, Lions Clubs International, Marquette University, Executive Committee, Treasurer, Commerce, Loyola University, Management

CHICAGO, Oct. 27, 2022 /PRNewswire/ -- The Federal Home Loan Bank of Chicago (FHLBank Chicago) today announced the results of its 2022 Director Election.

Key Points: 
  • CHICAGO, Oct. 27, 2022 /PRNewswire/ -- The Federal Home Loan Bank of Chicago (FHLBank Chicago) today announced the results of its 2022 Director Election.
  • Members elected two directors from Illinois, one director from Wisconsin, and one public interest independent director who ran unopposed.
  • Since 2010, Ms. Johnson has been a director on the boards of the bank and holding company.
  • Mr. Newell has served on the Federal Home Loan Bank of Chicago Community Advisory Council since 2019.

Haven Life Announces Expansion of Leadership Team with Strategic Hires

Retrieved on: 
Monday, September 19, 2022
Penn Mutual, Efficiency, Policy, Love, The arts, Business administration, MassMutual, LLC, Washington and Lee University School of Law, Voya Financial, New product development, Acquisition, Growth, Temple University, Economics, Wharton School of the University of Pennsylvania, Industry, Society of Actuaries, FSA, Duke University, Solution, Life, B.A, Insurance, Marketing, Multimedia, University, PR, Bachelor of Business Administration, CERA, MAAA, Institut de Finance et Management, Wendell Pritchett, Science

NEW YORK, Sept. 19, 2022 /PRNewswire/ -- Haven Life , a leading digital direct-to-consumer life insurance agency backed and wholly owned by Massachusetts Mutual Life Insurance Company ( MassMutual ), has welcomed three new members to their leadership team.

Key Points: 
  • NEW YORK, Sept. 19, 2022 /PRNewswire/ -- Haven Life , a leading digital direct-to-consumer life insurance agency backed and wholly owned by Massachusetts Mutual Life Insurance Company ( MassMutual ), has welcomed three new members to their leadership team.
  • "Our core mission at Haven Life is to make life insurance more accessible and affordable for everyone, but also to make the application process simple and enjoyable.
  • Haven Life Insurance Agency, LLC (Haven Life) is re-thinking how people financially protect the ones they love.
  • Haven Life is committed to delivering exceptional products, delightful purchasing experiences, and meaningful moments of service to the modern life insurance customer.

Vestar Capital Partners Announces Promotions

Retrieved on: 
Monday, August 15, 2022
J. P. Morgan, Bachelor of Commerce, American Securities, CEO, NEW, Technology, Growth, Investment, Phi Beta Kappa, Welsh, Carson, Anderson & Stowe, Quaternary, Business, Creativity, Consumer, Commerce, Company, Goldman Sachs, Johns Hopkins University, Wells Fargo, Welsh, Merchant, Wharton School of the University of Pennsylvania, Analyst, MBA, University, BS, McGill University, Institut de Finance et Management, Duke University, Wendell Pritchett, Health care, Financial services, Security (finance), Vestar Capital Partners, Economics

NEW YORK, Aug. 15, 2022 /PRNewswire/ -- Vestar Capital Partners, a leading U.S. private equity firm, announced today the promotions of several investment professionals at the firm. The promotions include Neil Merchant, Mark Dirzulaitis, and Angela Yun to Principal, and Alex Veronneau to Vice President.

Key Points: 
  • Neil Merchant,Mark Dirzulaitis,and Angela Yun Promoted to Principal;
    NEW YORK, Aug. 15, 2022 /PRNewswire/ --Vestar Capital Partners, a leading U.S. private equity firm, announced today the promotions of several investment professionals at the firm.
  • The promotions include Neil Merchant, Mark Dirzulaitis,and Angela Yun to Principal, and Alex Veronneau to Vice President.
  • "We congratulate Neil, Mark, Angela and Alex on their promotions in recognition of their impressive growth, development and meaningful contributions to the Firm," said Dan O'Connell, Founder and CEO of Vestar.
  • Vestar Capital Partners is a leading U.S. middle-market private equity firm specializing in management buyouts and growth capital investments.

Jacob D. Wallick Earns CFA® Charter

Retrieved on: 
Thursday, August 11, 2022
Consulting, Professional Services, Finance, Chartered, CFA, Business, LLC, Foundation, Level, Program, IRA, University, Institut de Finance et Management, CFA Institute, Level 3, Financial adviser, Ethics, Biology

Mr. Wallick shares, As a CFA charterholder, I enjoy applying what I have learned to my firms processes, benefiting our clients.

Key Points: 
  • Mr. Wallick shares, As a CFA charterholder, I enjoy applying what I have learned to my firms processes, benefiting our clients.
  • The CFA Program requirements of passing three levels of examinations, completing 4,000 hours of work experience, letters of recommendation, an annual attestation to ethics, and CFA Institute membership fortifies career-long professional excellence for those who have earned the charter.
  • Wallick Investments adheres to the CFA Institute Code of Ethics and accepts fiduciary responsibility for client accounts.
  • CFA and Chartered Financial Analyst are registered trademarks owned by CFA Institute.

Stellus Capital Management Announces Key Hires

Retrieved on: 
Wednesday, June 22, 2022
Asset Management, Professional Services, Finance, University of Virginia, Institut de Finance et Management, Company, Investment, Private equity, Marine Products Export Development Authority, LLC, University, Private credit, Production, Hutchison Asia Telecom Group, Oaktree Capital Management, Principal, Commerce, University of Vermont, Financial services, Security (finance)

Stellus Capital Management, LLC (Stellus), a leader in middle market direct lending, today announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations.

Key Points: 
  • Stellus Capital Management, LLC (Stellus), a leader in middle market direct lending, today announced the hiring of Bill Haverland as Principal and Casey Carroll as Vice President, Investor Relations.
  • Bill and Casey will provide our private equity clients and investors the high caliber support that is the hallmark of Stellus Capital.
  • Stellus was founded in 2012 and formed in conjunction with the spin-out of the Direct Capital Unit of the D. E. Shaw group.
  • Stellus currently has approximately $2.6 billion in assets under management, with offices in Houston, TX, the Washington, D.C. area, and Charlotte, NC.

Physician Partners Announces Appointment of Jim Harris to Board of Directors

Retrieved on: 
Monday, May 23, 2022
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TAMPA, Fla., May 23, 2022 /PRNewswire/ -- Physician Partners, LLC, a leading value-based primary care physician group and managed service organization, today announced the appointment of entrepreneur and Chief Executive Officer and Managing Partner of Archipelago Companies, Jim Harris, to its Board of Directors.

Key Points: 
  • TAMPA, Fla., May 23, 2022 /PRNewswire/ -- Physician Partners, LLC, a leading value-based primary care physician group and managed service organization, today announced the appointment of entrepreneur and Chief Executive Officer and Managing Partner of Archipelago Companies, Jim Harris, to its Board of Directors.
  • We're excited to have Jim join our Board following our private equity funding by Kinderhook Industries.
  • Mr. Harris brings to the Board a wealth of financial growth experience with a demonstrated track record of long-term success and development in the global consumer products industry.
  • "We're excited to have him join our Board that's rapidly expanding with various industry backgrounds following our private equity funding by Kinderhook Industries.

UNFI Appoints Louis Martin to Newly Created Role of Chief Strategy and Transformation Officer

Retrieved on: 
Monday, March 7, 2022
Retail, Supermarket, Food, Beverage, Institut de Finance et Management, McKinsey & Company, UNFI, Food, Food science, The Coca-Cola Company, Ecosystem, The Future of Food, Coca-Cola, Professional services, Business, Future, NYSE, Multimedia, Company, Communication, Acquisition, E-commerce, Digital Transformation Office, Continual improvement process, Laws of technical systems evolution, Technology, Martin, Project management office, Development, Investor relations, Princeton University, United Natural Foods, Division of Program Coordination, Planning, and Strategic Initiatives, Management

United Natural Foods, Inc. (NYSE: UNFI) (UNFI) today announced that Louis Martin has been appointed to the newly created position of Chief Strategy & Transformation Officer, with oversight of the Companys long-term growth strategy.

Key Points: 
  • United Natural Foods, Inc. (NYSE: UNFI) (UNFI) today announced that Louis Martin has been appointed to the newly created position of Chief Strategy & Transformation Officer, with oversight of the Companys long-term growth strategy.
  • Martin, who currently serves as President of the Global Walmart Customer Team at The Coca-Cola Company, will join UNFI on March 21, 2022, and will report to Sandy Douglas, UNFIs Chief Executive Officer.
  • View the full release here: https://www.businesswire.com/news/home/20220307005928/en/
    UNFI announced that Louis Martin has been appointed to the newly created position of Chief Strategy & Transformation Officer, with oversight of the Companys long-term growth strategy.
  • Martin will join UNFI on March 21, 2022, and will report to Sandy Douglas, UNFIs Chief Executive Officer.

Tevogen Bio™ Appoints Prominent Industry Leader Susan Podlogar to the Company’s Corporate Advisory Board

Retrieved on: 
Wednesday, March 2, 2022
Oncology, Health, Infectious Diseases, Stem Cells, Genetics, Pharmaceutical, Biotechnology, Catalysis, Industrial relations, Bio, Patient, MBA, Institut de Finance et Management, Bachelor of Science in Human Biology, Industry, Virus, Weapon, Woman, Thomas Jefferson University Hospital, CTL, University, Board of directors, FDA, Culture, Board, Multimedia, MetLife, Company, Efficiency, COVID-19, Workplace, Blaž Bertoncelj and Andrea Podlogar, Cancer, Degenerative disease, Chief executive officer, Medicine, Human resources, Central Waqf Council, Infection, Clinical trial, Technology, Partnership, Johnson & Johnson, Neurology, Virology, University of Wisconsin–Parkside, Management, Vaccine, Tevogen’s Next Generation Precision T Cell Platform, Tevogen Bio, TEVOGEN’S NEXT GENERATION PRECISION T CELL PLATFORM, TEVOGEN BIO

Tevogen Bio , a clinical stage biotechnology company specializing in developing cell and gene therapies in oncology, neurology, and virology, today announced that its Board of Directors has appointed Susan Podlogar to its Corporate Advisory Board.

Key Points: 
  • Tevogen Bio , a clinical stage biotechnology company specializing in developing cell and gene therapies in oncology, neurology, and virology, today announced that its Board of Directors has appointed Susan Podlogar to its Corporate Advisory Board.
  • Podlogar is currently MetLife's Chief Human Resources Officer, an Executive Vice President and member of MetLifes Executive Leadership Team .
  • Susan Podlogar is a brilliant strategist, and an innovative industry leader with decades of experience in the biopharma sector and we are privileged to have her joining our Corporate Advisory Board, said Tevogen CEO Ryan Saadi , M.D., M.P.H.
  • Susan brings with her extensive experience in working with Board of Directors, CEOs, senior leadership teams, and institutional investors.

Former President of $25 Billion Corporate Pension Plan for 3M, Dennis Duerst, Joins Star Mountain Capital as a Senior Advisor

Retrieved on: 
Thursday, February 10, 2022
Consulting, Small Business, Professional Services, Finance, BBA, LLC, Business, Corporate finance, Risk management, Employment, University, University of Wisconsin–Madison, CFA, Pension, Financial risk, Government Pension Investment Fund, Institutional Investor, Advisory board, Economic development, MBA, Philosophy, The Advisory Board Company, MFA, Chartered Financial Analyst, Growth Engineering, Publication, LP, Senior advisor, Star, Institut de Finance et Management, Woman, Silver Star Mountain Resort, Ministry of Health & Wellness, Multimedia, Director, Biophysical environment, Board, Leadership, ESG, New Mountain Capital, Crain Communications, CEO, 100 Best Companies to Work For, Organization, Social, Committee, Collaboration, Financial services, Management, Lithium, Bank, Security (finance), Health insurance, Investment, Finance

Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountains full-time team and investors through sharing in investment profits and through their personal capital invested.

Key Points: 
  • Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountains full-time team and investors through sharing in investment profits and through their personal capital invested.
  • Star Mountain is a distinguished investment firm that is purpose-built to capitalize on the market inefficiencies of the large, growing and fragmented lower middle-market, said Dennis Duerst.
  • Mr. Duerst was most recently President at 3M Investment Management Corporation, the $25 billion investment fiduciary for 3Ms retirement plans on a global basis.
  • He launched initial investments in hedge funds and private credit and focused on absolute return and private market investing.