MAIS

Silver Creek Capital Hires David Matter as Co-Chief Investment Officer

Retrieved on: 
Monday, February 12, 2024
Banking, Asset Management, Professional Services, Finance, Acquisition, Silver, BAA, MBA, Bankers Trust, University, Capital Group Companies, BlackRock, Trust, MAIS, Management

Silver Creek Capital Management (“Silver Creek” or the “Firm”), an alternative investment boutique focused on developing unique investment solutions for institutional and sophisticated investors globally, announced today that David Matter has joined the Firm as Co-Chief Investment Officer.

Key Points: 
  • Silver Creek Capital Management (“Silver Creek” or the “Firm”), an alternative investment boutique focused on developing unique investment solutions for institutional and sophisticated investors globally, announced today that David Matter has joined the Firm as Co-Chief Investment Officer.
  • Mr. Matter was most recently a Managing Director and Co-Chief Investment Officer of BlackRock Alternative Advisors (BAA), BlackRock’s Hedge Fund Solutions business, which grew to more than $30 billion of client assets during his tenure.
  • In this role, Mr. Matter will partner with Eric Dillon, Silver Creek’s Chief Executive Officer and Co-Chief Investment Officer, to lead the Firm’s investment activities.
  • “We are thrilled to welcome an investment executive of Dave’s caliber to Silver Creek,” said Mr. Dillon.

Southern Glazer’s Wine & Spirits Publishes 2023 Corporate Social Responsibility Report

Retrieved on: 
Thursday, February 1, 2024
Restaurant, Bar, Professional Services, Wine & Spirits, Philanthropy, Sustainability, Food, Beverage, Environment, DEI (Diversity, Equity and Inclusion), Fund Raising, Retail, Other Philanthropy, Environmental, Social and Governance (ESG), CSR, PDF, Corporate social responsibility, Tales, Organic, DEI, MAIS

Southern Glazer's Wine & Spirits (Southern Glazer's)—the world’s preeminent distributor of beverage alcohol—today announced that it has published its 2023 Corporate Social Responsibility (CSR) Report, now available to view on its website: https://bit.ly/3vzIElZ .

Key Points: 
  • Southern Glazer's Wine & Spirits (Southern Glazer's)—the world’s preeminent distributor of beverage alcohol—today announced that it has published its 2023 Corporate Social Responsibility (CSR) Report, now available to view on its website: https://bit.ly/3vzIElZ .
  • The CSR Report highlights the passion of Southern Glazer’s employees who contributed more than 14,230 volunteer hours and organized 203 volunteer events to support 127 unique charities during 2023.
  • This impact is a result of Southern Glazer’s grassroots employee volunteering and giving program, VolunCheers.
  • An interactive version of Southern Glazer’s 2023 CSR Report and PDF are available to download here: https://bit.ly/3vzIElZ .

Southern Glazer’s Wine & Spirits Presents MAIS YEAH!, a Celebration of Diversity, Equity and Inclusion at Tales of the Cocktail® 2023

Retrieved on: 
Monday, June 12, 2023
Other Philanthropy, Women, Thought Leadership, DEI (Diversity, Equity and Inclusion), Wine & Spirits, Books, Social Activism, Restaurant, Bar, Podcast, Consumer, Retail, Entertainment, Communications, LGBTQ+, Lifestyle, Professional Services, Philanthropy, Social Media, Fund Raising, Supply Chain Management, Taste, Learning, Black and Brown!, Tales, Face, Southern Glazer's Wine and Spirits, Multimedia, Ten, Mentorship, Friends, Spirit, Mais, MAIS, Wine, Liquor, Turning Tables

Southern Glazer's Wine & Spirits (Southern Glazer's)—the world’s preeminent distributor of beverage alcohol—today announced its ground breaking event at Tales of the Cocktail® 2023, Southern Glazer’s Wine & Spirits presents "MAIS YEAH!"

Key Points: 
  • Southern Glazer's Wine & Spirits (Southern Glazer's)—the world’s preeminent distributor of beverage alcohol—today announced its ground breaking event at Tales of the Cocktail® 2023, Southern Glazer’s Wine & Spirits presents "MAIS YEAH!"
  • Southern Glazer’s is proud to be the first wine and spirits distributor to activate an official event at Tales of the Cocktail®.
  • “At Southern Glazer’s Wine & Spirits, we believe that hospitality should be for everyone, regardless of their background or identity,” said Lee Brian Schrager, Chief Communications Officer, Southern Glazer’s Wine & Spirits.
  • Southern Glazer’s has long been committed to diversity, equity and inclusion and continually looks for new and innovative initiatives to make the Company and industry more inclusive.

Krishen Iyer's MAIS Consulting Secures Financing for New Venture

Retrieved on: 
Friday, December 30, 2022
Growth, ACA, Insurance, Affordable Care Act, MAIS, Navigation, Implementation history of the Affordable Care Act, Marketing, Care Act 2014, Health insurance

MAIS received its first capital commitment led by its founder and co-investor Krishen Iyer.

Key Points: 
  • MAIS received its first capital commitment led by its founder and co-investor Krishen Iyer.
  • MAIS is set to help tens of thousands of people gain access to low-cost insurance in 23 states through the Affordable Care Act, or ACA.
  • Through technology, marketing, distribution and contracting, MAIS is quickly becoming the fastest-growing company in this segment.
  • MAIS is actively looking for its second round of funding to support its continued growth.

Mercer Advisors Hires Daniel Gourvitch as President to Lead Evolution of Industry-Leading RIA Platform

Retrieved on: 
Thursday, October 20, 2022
Wealth management, U.S. Securities and Exchange Commission, Insurance, RIA, McKinsey & Company, Partner, Growth, Oak Hill Capital Partners, Woman, LLC, Registered investment adviser, Security (finance), Investment, AUM, Technology, Goldman Sachs, MAIS, Company, Industry, CEO, Form, Evercore Wealth Management, Tax, Atlantic Film Festival, Season, BlackRock, Instinct, Documentation, Financial adviser, Genstar Capital

DENVER, Oct. 20, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that Daniel Gourvitch has joined as President with the charter to lead RIA platform development and delivery, reporting to CEO Dave Welling. Before joining Mercer Advisors, Mr. Gourvitch was Head of Platform within the Aladdin Business at BlackRock and is also a former Partner at McKinsey & Company and a Managing Director at Goldman Sachs.

Key Points: 
  • DENVER, Oct. 20, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that Daniel Gourvitch has joined as President with the charter to lead RIA platform development and delivery, reporting to CEO Dave Welling.
  • Mercer Advisors also announced the addition of Jessica Caruso and Joseph Young to the Mercer Advisors' Senior Leadership Team.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.

Mercer Advisors Recognized by Barron's as a Top Ten RIA Firm in the Annual Top 100 Independent Advisory Firm Rankings

Retrieved on: 
Tuesday, October 4, 2022
RIA, Tax, Registered investment adviser, AUM, Documentation, Oak Hill Capital Partners, Industry, CEO, Barron's, Wall Street, Growth, Insurance, LLC, U.S. Securities and Exchange Commission, Eye, Atlantic Film Festival, Security (finance), Publication, Organization, MAIS, Financial adviser, Genstar Capital

DENVER, Oct. 4, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been recognized by Barron's as the 8th RIA firm in the annual Top 100 RIA Firm rankings. According to Barron's, "The goal is to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry."

Key Points: 
  • DENVER, Oct. 4, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been recognized by Barron's as the 8th RIA firm in the annual Top 100 RIA Firm rankings.
  • Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
  • Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

AdvisorHub Names Multiple Mercer Advisors' Financial Advisors as "Advisors to Watch"

Retrieved on: 
Monday, September 26, 2022
LLC, Publication, Organization, RIAS, Growth, Atlantic Film Festival, U.S. Securities and Exchange Commission, Character, Registered investment adviser, CEO, National, Professional, RIA, MAIS, Oak Hill Capital Partners, Documentation, Insurance, AUM, Security (finance), Tax, Financial adviser, Genstar Capital

DENVER, Sept. 26, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that ten of the firm's advisors have been ranked by AdvisorHub in multiple categories among the top "Advisors to Watch" in the country.

Key Points: 
  • *
    The ten advisors from Mercer Advisors ranked across multiple categories as "Advisors to Watch," include:
    50 RIAs to Watch - #3 Joshua DeForest, #4 - Jojo Cresci and #22 David Kerber
    "We are pleased and honored to have so many outstanding advisors ranked in this year's AdvisorHub survey," said Dave Welling, CEO of Mercer Advisors.
  • Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
  • Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Mercer Advisors Top Executives Recognized in the 2022 wealthmanagement.com Industry Awards Program

Retrieved on: 
Thursday, September 22, 2022
Adoption, Culture, LLC, Mercer, Publication, Name, Creativity, Organization, Growth, Atlantic Film Festival, Industry, Woman, U.S. Securities and Exchange Commission, Registered investment adviser, CEO, Duckworth Books, Rising Star, RIA, Committee, MAIS, Oak Hill Capital Partners, Leadership, Documentation, British Construction Industry Awards, Insurance, AUM, Method, Security (finance), Tax, Individual, Financial adviser, Creative industries, Genstar Capital

DENVER, Sept. 22, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm, today announced that two members of the firm's executive team have been recognized for outstanding leadership in the prestigious wealthmanagement.com Industry Awards program for 2022.*

Key Points: 
  • DENVER, Sept. 22, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Advisor (RIA) firm, today announced that two members of the firm's executive team have been recognized for outstanding leadership in the prestigious wealthmanagement.com Industry Awards program for 2022.
  • Chief Executive Officer, Dave Welling, joined Mercer Advisors in mid-2017 to accelerate Mercer Advisors' growth.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
  • Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Mercer Advisors Ranked in Multiple Categories as One of the Top RIAs in the Country

Retrieved on: 
Wednesday, August 24, 2022
Security (finance), National, CEO, Technology, RIA, Top, Documentation, Oak Hill Capital Partners, Tax, Insurance, Data, MAIS, Atlantic Film Festival, AUM, Financial Advisor (magazine), U.S. Securities and Exchange Commission, Organization, Registered investment adviser, Publication, LLC, Financial adviser, Genstar Capital

DENVER, Aug. 24, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been ranked by Financial Advisor Magazine in multiple categories as one of the Top RIA firms in the U.S.

Key Points: 
  • Accordingly, Mercer Advisors is the number 12 ranked Fastest Growing RIA firm and number 14 ranked firm by total AUM.
  • Mercer Advisors now serves over 25,000 individuals, families, and institutional investors with a national presence across the country.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
  • Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.

Mercer Advisors Ranked the Top Investment Manager Based in Colorado

Retrieved on: 
Monday, May 2, 2022
The List, U.S. Securities and Exchange Commission, Data, National, Insurance, MAIS, RIA, LLC, American City Business Journals, Tax, Security (finance), List, Organization, Atlantic Film Festival, Total, Registered investment adviser, Publication, Oak Hill Capital Partners, CEO, AUM, Documentation, Growth, Financial adviser, Genstar Capital

DENVER, May 2, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been ranked by the Denver Business Journal as the number one investment manager based in the state of Colorado.*

Key Points: 
  • National RIA firm ranked by the Denver Business Journal as the number one investment manager in the state, with over $37 billion in total assets managed
    DENVER, May 2, 2022 /PRNewswire-PRWeb/ -- Mercer Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today that the firm has been ranked by the Denver Business Journal as the number one investment manager based in the state of Colorado.
  • Mercer Advisors, Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital.
  • Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS.
  • Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services.