Amerindo Investment Advisors

Genpact Strengthens Executive Team with Leadership Appointments for Investor Relations and Marketing

Retrieved on: 
Thursday, December 7, 2023
Marketing communications, Journalism, Acquisition, NYSE, Amerindo Investment Advisors, Bank, Head, BofA Securities, Fast-moving consumer goods, Digital marketing, Internet, Marketing, Advertising, Financial services, Finance, Analysis, Bessinger, IPO, B2C, Publicis, WPP, AI, Zynga, Smith College, ESG, Management, Genpact, Indiana University

NEW YORK, Dec. 7, 2023 /PRNewswire/ -- Genpact (NYSE: G), a global professional services firm focused on delivering outcomes that transform businesses, announced the following appointments to its executive team:

Key Points: 
  • Preceding her tenure at Twitter, she was Senior Director, Investor Relations at Zynga, and Head of Financial Planning and Analysis for YouTube at Google.
  • Blewett, with over 20 years of global B2B and B2C marketing experience, previously led Deloitte's Marketing Strategy Center of Excellence and its Digital Marketing and Marketing Communications divisions.
  • Her expertise spans brand building, revenue growth, and organizational change across Financial Services, Life Sciences, Technology, and Consumer Packaged Goods.
  • She has held leadership roles at WPP and Publicis Groupe, leading award-winning, cross-disciplinary teams.

SEIA Welcomes Cameron Stagg as Director of Mergers & Acquisitions

Retrieved on: 
Tuesday, November 21, 2023
Growth, Amerindo Investment Advisors, Family, RIAS, Acquisition, SEIA, LOS, Organization

LOS ANGELES, Nov. 21, 2023 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of Cameron Stagg as Director of M&A. Cameron joins at a pivotal time as the firm is positioned for rapid growth through acquisition.

Key Points: 
  • LOS ANGELES, Nov. 21, 2023 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of Cameron Stagg as Director of M&A.
  • Cameron joins at a pivotal time as the firm is positioned for rapid growth through acquisition.
  • Brian Holmes, President and CEO of SEIA, comments, "Cameron brings years of industry experience to an already strong team.
  • In addition to its attractive platform, SEIA has the right systems and team to facilitate deals and seamless transitions.

SEIA Announces New In-House Broker-Dealer: Signature Estate Securities

Retrieved on: 
Tuesday, August 15, 2023
LOS, SES, SEIA, Partnership, TAMP, Broker-dealer, Alliance Royale, Amerindo Investment Advisors, BD, Financial adviser

LOS ANGELES, Aug. 15, 2023 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA) today announced the launch of its in-house broker-dealer, Signature Estate Securities (SES). SES acquired a shell broker-dealer and has been preparing and customizing the BD to expand its offering for SEIA advisors. 

Key Points: 
  • Signature Estate Securities will elevate advisors' ability to offer personalized client services.
  • LOS ANGELES, Aug. 15, 2023 /PRNewswire/ -- Signature Estate & Investment Advisors (SEIA) today announced the launch of its in-house broker-dealer, Signature Estate Securities (SES).
  • SES acquired a shell broker-dealer and has been preparing and customizing the BD to expand its offering for SEIA advisors.
  • Signature Estate & Investment Advisors (SEIA) today announced the launch of its in-house broker-dealer, Signature Estate Securities (SES).

Lakeshore Securities Welcomes Investment Industry Veteran Doug Senyk

Retrieved on: 
Wednesday, July 19, 2023
Environment, Amerindo Investment Advisors, Movement, Financial services

OAKVILLE, ON, July 19, 2023 /CNW/ -  Lakeshore Securities Inc., a leading independent investment advisory and portfolio management firm, is pleased to announce that Doug Senyk has joined the firm.

Key Points: 
  • OAKVILLE, ON, July 19, 2023 /CNW/ -  Lakeshore Securities Inc., a leading independent investment advisory and portfolio management firm, is pleased to announce that Doug Senyk has joined the firm.
  • "Doug has worked in the investment business on a continuous basis since 1980 and brings a wealth of experience and an established book of business to the firm" stated William Podolsky, President and CEO of Lakeshore.
  • The long-term success that he continues to enjoy is a great fit with the roster of seasoned investment industry professionals here at Lakeshore and our client driven focus and approach to the business".
  • A dominant theme in the Canadian investment industry today is the movement of experienced Investment Advisors and Portfolio Managers away from large bureaucratic organizations into entrepreneurial oriented independent firms such as Lakeshore.

Virtus Diversified REIT Seeks to Raise $50,000,000 through New Retail Offering

Retrieved on: 
Tuesday, July 18, 2023
REIT, EVP, Growth, Amerindo Investment Advisors, CIRO, Real estate

TORONTO, July 18, 2023 (GLOBE NEWSWIRE) -- Virtus Diversified Real Estate Investment Trust (REIT), a growing private REIT, is pleased to announce the release of FundServ codes AXC440, AXC441, AXC442, AXC443, and AXC444, for institutional and retail clients.

Key Points: 
  • TORONTO, July 18, 2023 (GLOBE NEWSWIRE) -- Virtus Diversified Real Estate Investment Trust (REIT), a growing private REIT, is pleased to announce the release of FundServ codes AXC440, AXC441, AXC442, AXC443, and AXC444, for institutional and retail clients.
  • The introduction of these fund codes marks an exciting opportunity for investors to diversify their portfolios and participate in Virtus Diversified REIT’s income producing real estate offering via their Investment Advisor or Portfolio Manger.
  • Virtus Diversified REIT aims to attract new capital and forge lasting partnerships with clients and their investment dealers regulated under the Canadian Investment Regulatory Organization (CIRO).
  • We invite investment dealerships to join us in our mission to create long-term value through real estate investment.”
    For more information about Virtus Diversified REIT and its investment opportunities, please visit www.vreit.ca .

Concurrent Officially Launches RIA With Over $440 Million in New Assets

Retrieved on: 
Tuesday, May 23, 2023
Finance, Consulting, Professional Services, Other Professional Services, Asset Management, Diamond, Partnership, Culture, Concurrency, RIA, Merchant, Research, History, Growth, Columbia Associates, Amerindo Investment Advisors, Fidelity, Financial adviser

Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”).

Key Points: 
  • Concurrent Investment Advisors, LLC (“Concurrent”) has successfully restructured as a multi-custodial, hybrid registered investment adviser (“RIA”).
  • These flagship groups account for over $440 million in new assets under management on the Concurrent RIA platform.
  • Since that time, Concurrent selected Fidelity as its first custodial partner in November 2022, and has added key leadership to advance the firm’s forward-looking strategy.
  • “We invite advisors who share this vision to connect with us and help build the path forward.”

Better Wealth Management for Everyone: OneDigital Chooses Pontera to Help Clients with Their 401(k)s

Retrieved on: 
Wednesday, April 26, 2023
Professional Services, Technology, Finance, Software, Fintech, Personal Finance, Insurance, Partnership, Retirement, Acquisition, HR, Amerindo Investment Advisors, Financial adviser

With this partnership, OneDigital Investment Adviser representatives are able to more effectively manage plan participant accounts as part of their cohesive, goals-based investment strategies for clients.

Key Points: 
  • With this partnership, OneDigital Investment Adviser representatives are able to more effectively manage plan participant accounts as part of their cohesive, goals-based investment strategies for clients.
  • “At OneDigital, we are committed to offering wealth management for everyone,” said Vince Morris , President of Retirement and Wealth at OneDigital.
  • "Advisers must be able to present a comprehensive plan that delivers the best solution for their clients,” said Andrew Jefferys , National Vice President, Wealth Management Solutions for OneDigital.
  • Investment advice offered through OneDigital Investment Advisors LLC, an SEC-registered investment adviser and wholly owned subsidiary of OneDigital.

True Global Ventures Invests over 24 Million USD in Ledger as It Accelerates Plans to Bring Digital Asset Security to the Masses

Retrieved on: 
Friday, March 31, 2023
Crypto, Metaverse, Bitcoin, Treasury, IPhone, Holding, Partnership, Nomura, Education, Alpha, Culture, Partner, Supervisory board, Stax, TGV, Molten Ventures, JV, FirstMark Capital, Nanos, Fendi, Non-fungible token, Collection, Best Buy, IPod, Growth, Nike, C T Holdings, Amerindo Investment Advisors, Cryptocurrency, Security (finance), Sandbox, Ledger, Nest, Hublot

Singapore, Singapore--(Newsfile Corp. - March 31, 2023) - True Global Ventures (TGV) invests over US$24 million (over €22 million) into Ledger, the leading global platform for digital assets and Web3.

Key Points: 
  • Singapore, Singapore--(Newsfile Corp. - March 31, 2023) - True Global Ventures (TGV) invests over US$24 million (over €22 million) into Ledger, the leading global platform for digital assets and Web3.
  • Also, Coinhouse, a leading French regulated exchange and portfolio company of True Global Ventures, offers Ledger Enterprise as a custodian solution for their clients.
  • "2022 was a standout year for Ledger, culminating in the launch of Ledger Stax at Ledger Op3n in Paris.
  • Dušan and the team at True Global Ventures are seeing the rapid digital value and hardware revolution that is coming.

Applied Real Intelligence Closes First Round of Capital for the A.R.I. Venture Debt Opportunities Fund

Retrieved on: 
Wednesday, April 5, 2023
Finance, Start-Up, Professional Services, Technology, Software, Main Street, CFA, Northern Trust, Uwe Schmidt, Stock dilution, Silicon Valley Bank, Silicon, Investment, Risk, Growth, Ecosystem, RIAS, Amerindo Investment Advisors, Fidelity, CAIA, National Advisory Committee on Institutional Quality and Integrity, Cryptocurrency, Security (finance), Financial services, Bank

Applied Real Intelligence LLC (“A.R.I.”) , an investment management company based in California, announced its first capital close for the A.R.I.

Key Points: 
  • Applied Real Intelligence LLC (“A.R.I.”) , an investment management company based in California, announced its first capital close for the A.R.I.
  • The fund will conduct rolling capital closings throughout the year and will hold its final close before year-end.
  • A.R.I.’s service providers include Paul Hastings as fund legal counsel, Northern Trust as fund administrator, and Deloitte as fund auditor.
  • "With the increased capital needs of startups and decreased venture capital availability, there is an evolution occurring in venture debt.

Camelot Portfolios Announces Cash Alternatives and Hedging Strategies

Retrieved on: 
Thursday, March 30, 2023
Portfolio, Spinal muscular atrophies, Treasury, ETF, CFA, Investment, Amerindo Investment Advisors, Risk, Camelot, Security (finance)

MAUMEE, Ohio, March 30, 2023 (GLOBE NEWSWIRE) -- Camelot Portfolios today announces an expanded lineup of cash alternatives and hedging strategies to help Investment Advisors serve clients seeking higher rates of interest on their cash & those seeking to reduce risk on their equity investments in light of recent & future economic developments.

Key Points: 
  • MAUMEE, Ohio, March 30, 2023 (GLOBE NEWSWIRE) -- Camelot Portfolios today announces an expanded lineup of cash alternatives and hedging strategies to help Investment Advisors serve clients seeking higher rates of interest on their cash & those seeking to reduce risk on their equity investments in light of recent & future economic developments.
  • The new Camelot Cash SMA (Separately Managed Account) strategy utilizes money market funds or short-term treasury ETFs to generate interest at competitive market rates while seeking to maintain a stable market value.
  • Camelot also offers Advisors a number of custom cash options utilizing an extensive lineup of short-term bond funds, ETFs, or individual Treasury securities for high net-worth clients.
  • Camelot also provides a lineup of equity hedging strategies that seek to reduce risk in an equity portfolio, both in model-based or custom SMAs.