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Symetra Appoints Kevin Byrne and Thomas Girard to Board of Directors

Retrieved on: 
Tuesday, April 4, 2023
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Symetra Financial Corporation today announced the appointments of Kevin R. Byrne and Thomas J. Girard to its board of directors.

Key Points: 
  • Symetra Financial Corporation today announced the appointments of Kevin R. Byrne and Thomas J. Girard to its board of directors.
  • View the full release here: https://www.businesswire.com/news/home/20230404005862/en/
    Kevin R. Byrne has joined the board of directors of Symetra Financial Corporation.
  • (Photo: Business Wire)
    “We are very pleased to welcome Kevin and Tom to the Symetra board.
  • “Kevin and Tom’s collective years of experience and expertise add to the strength of our board,” added Margaret Meister, president and CEO of Symetra.

Gramercy Funds Management LLC Names Financial Markets Industry Executive, Tom Humphrey President and Bill Foley Managing Director, Business Development

Retrieved on: 
Thursday, March 2, 2023
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GREENWICH, Conn., March 2, 2023 /PRNewswire/ -- Gramercy Funds Management LLC ("Gramercy"), a $5 billion dedicated, global emerging markets investment manager, today announced that Tom Humphrey has joined the firm in a newly created role, President of Gramercy.

Key Points: 
  • GREENWICH, Conn., March 2, 2023 /PRNewswire/ -- Gramercy Funds Management LLC ("Gramercy"), a $5 billion dedicated, global emerging markets investment manager, today announced that Tom Humphrey has joined the firm in a newly created role, President of Gramercy.
  • Gramercy also announced that Bill Foley will be joining the firm as a Managing Director and senior member of the Gramercy Business Development Team.
  • "We are thrilled to have Tom and Bill join the Gramercy team," said Robert Koenigsberger, Managing Partner and Chief Investment Officer of Gramercy.
  • Mr. Humphrey brings experience in financial markets across sales, trading, research, capital markets and investment management.

Gramercy Funds Management LLC Names Financial Markets Industry Executive, Tom Humphrey President and Bill Foley Managing Director, Business Development

Retrieved on: 
Thursday, March 2, 2023
Barnett v Chelsea & Kensington Hospital Management Committee, Fordham University, Partnership, Head, Research, Secure America Now, Gramercy Funds Management, Intel Corp. Investment Policy Committee v. Sulyma, Policy, GoldenTree Asset Management, National Operating Committee on Standards for Athletic Equipment, American Junior Golf Association, Deutsche Bank, Business administration, Knowledge, Guggenheim Partners, Public sector banks in India, Morgan Stanley, Bachelor, Barclays, Villanova University, Investment company, Partner (business rank), Senior, Political science, Growth, Business development, Trust, Lehman Brothers, Acquisition, Security (finance), Management, Gramercy

GREENWICH, Conn., March 2, 2023 /PRNewswire/ -- Gramercy Funds Management LLC ("Gramercy"), a $5 billion dedicated, global emerging markets investment manager, today announced that Tom Humphrey has joined the firm in a newly created role, President of Gramercy.

Key Points: 
  • GREENWICH, Conn., March 2, 2023 /PRNewswire/ -- Gramercy Funds Management LLC ("Gramercy"), a $5 billion dedicated, global emerging markets investment manager, today announced that Tom Humphrey has joined the firm in a newly created role, President of Gramercy.
  • Gramercy also announced that Bill Foley will be joining the firm as a Managing Director and senior member of the Gramercy Business Development Team.
  • "We are thrilled to have Tom and Bill join the Gramercy team," said Robert Koenigsberger, Managing Partner and Chief Investment Officer of Gramercy.
  • Mr. Humphrey brings experience in financial markets across sales, trading, research, capital markets and investment management.

Kyle Bass, Steven Einhorn Join NewEdge Wealth Investment Advisory Board

Retrieved on: 
Monday, January 9, 2023
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NewEdge Wealth, LLC , a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.

Key Points: 
  • NewEdge Wealth, LLC , a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.
  • The two will also serve alongside internal board members Rob Sechan, CEO, John Straus, President, Cameron Dawson, Chief Investment Officer and Bill Englis, Head of Research.
  • “It is incredible for these two industry icons to join our Investment Advisory Board,” said Rob Sechan, CEO and Co-Founder of NewEdge Wealth.
  • “NewEdge Wealth is building something special, and we expect 2023 to be a great year for us.

Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering

Retrieved on: 
Monday, October 3, 2022
Other Professional Services, Finance, Asset Management, Consulting, Banking, Accounting, Professional Services, Fintech, Online, Trust, Registered investment adviser, Commodity, Electronic trading platform, Time, FDIC, Morgan Stanley, Goal, E*TRADE, Insurance, LLC, Morgan Stanley Wealth Management, Intel Corp. Investment Policy Committee v. Sulyma, Special adviser (UK), National Association, NYSE, Program, Policy, SIPC, Student Investment Advisory Service, Investment, Retirement, NOT, Risk, Â, Access, NFA, Commission, Wealth, Financial adviser, Life insurance, Financial services, Tax advisor, Research

Morgan Stanley Wealth Management today announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem.

Key Points: 
  • Morgan Stanley Wealth Management today announced plans to consolidate its robo-advisor offering, Access Investing, within the E*TRADE from Morgan Stanley ecosystem.
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    Throughout the integration we have looked for opportunities to combine Morgan Stanleys deep wealth management expertise with E*TRADEs digital prowess, said Chad Turner, Head of Morgan Stanley Wealth Managements Digital Direct Channel.
  • Morgan Stanley Wealth Management is the trade name of Morgan Stanley Smith Barney LLC, a registered broker-dealer in the United States.
  • Morgan Stanley Smith Barney LLC (Morgan Stanley), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice.

Smartleaf Asset Management LLC (SAM) sub-advisory now available on Fidelity Institutional® Separate Account Network

Retrieved on: 
Wednesday, August 10, 2022
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BOSTON, Aug. 10, 2022 /PRNewswire/ -- Smartleaf Asset Management, LLC (SAM) announced its sub-advisory service is now available on Fidelity InstitutionalSeparate Account Network to enable advisors to outsource the rebalancing and trading of highly customized and tax-optimized portfolios.

Key Points: 
  • BOSTON, Aug. 10, 2022 /PRNewswire/ -- Smartleaf Asset Management, LLC (SAM) announced its sub-advisory service is now available on Fidelity InstitutionalSeparate Account Network to enable advisors to outsource the rebalancing and trading of highly customized and tax-optimized portfolios.
  • Smartleaf Asset Management, LLC ("SAM") is a subsidiary of Smartleaf, Inc., whoseautomated rebalancing workflow platform helps its clients deliver customized tax- efficient portfolios at scale.
  • Fidelity Investments and FidelityInstitutional (together "Fidelity") is an independentcompany, unaffiliated with Smartleaf Asset Management LLC.
  • Fidelity Institutional(FI) provides investment products through Fidelity Distributor LLC; clearing, custody, or other brokerage services through NationalFinancial Services LLCor Fidelity Brokerage Services LLC, Members NYSE, SIPC.

David Linsen Joins Abner Herrman & Brock Asset Management as Senior Portfolio Manager and Head of Development

Retrieved on: 
Monday, March 28, 2022
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David commented, "I am pleased to join AHB.

Key Points: 
  • David commented, "I am pleased to join AHB.
  • I am joining a strong team with a 40-year history of delivering custom investment management solutions with outstanding service to advisors and clients.
  • AHB is anInvestment Management Firm in Jersey City, New Jersey.
  • The AHB Team-based investment decision-making process brings more than 100 years of investing experience to the management of each client portfolio.

Fisher Investments Earns Citywire France Global Equity-Blend Strategy Award

Retrieved on: 
Friday, January 21, 2022
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CAMAS, Wash., Jan. 21, 2022 /PRNewswire/ --Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named a 2021 Citywire France Best Global Equity-Blend Strategy Manager.

Key Points: 
  • CAMAS, Wash., Jan. 21, 2022 /PRNewswire/ --Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named a 2021 Citywire France Best Global Equity-Blend Strategy Manager.
  • Citywire France recognizes investment managers in specific categories available to French institutional investors over the past three years (to August 31, 2021).
  • "We're once again honored the Citywire organization recognized our Investment Policy Committee for their experience and success in managing institutional global equity strategies," said Fisher Investments' CEO Damian Ornani.
  • Fisher Investments maintains four principal business groups: US Private Client, Institutional, Private Client International and 401(k) Solutions, which serve a global client base of diverse investors.

Fisher Investments Earns Citywire Deutschland Global Equity Blend Strategy Award

Retrieved on: 
Thursday, December 16, 2021
Philosophy, Solution, History, Fisher Investments, Intel Corp. Investment Policy Committee v. Sulyma, Forbes, Investment, Book, Policy, Multimedia, Senior, Financial adviser, The New York Times

CAMAS, Wash., Dec. 16, 2021 /PRNewswire/ --Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named the 2021 Citywire Deutschland Best Global Equity Blend Strategy Manager award.

Key Points: 
  • CAMAS, Wash., Dec. 16, 2021 /PRNewswire/ --Fisher Investments, one of the world's largest independent, fee-only investment advisers, was named the 2021 Citywire Deutschland Best Global Equity Blend Strategy Manager award.
  • Citywire Deutschland evaluated over 16,000 portfolio manager teams from over 40 countries to choose winners.
  • "We're honored Citywire Deutschland recognized our Investment Policy Committee for their experience and success in managing global equities strategies," said Damian Ornani, Fisher Investments' CEO.
  • Fisher Investments maintains four principal business groups: US Private Client, Institutional, Private Client International and 401(k) Solutions, which serve a global client base of diverse investors.

Bank of Oklahoma names Greg Wheeler Oklahoma City Market Leader

Retrieved on: 
Tuesday, November 2, 2021
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OKLAHOMA CITY, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Greg Wheeler will succeed John Higginbotham as Oklahoma City market leader for Bank of Oklahoma as of Jan. 1, 2022.

Key Points: 
  • OKLAHOMA CITY, Nov. 02, 2021 (GLOBE NEWSWIRE) -- Greg Wheeler will succeed John Higginbotham as Oklahoma City market leader for Bank of Oklahoma as of Jan. 1, 2022.
  • As a lifelong resident, Gregs passion for Oklahoma City is matched by his commitment to ensuring our companys continued success in serving that market.
  • An Oklahoma City native, Wheeler earned a bachelors degree in history from the University of Oklahoma and an MBA in finance from Oklahoma City University.
  • Greg previously served as board chair for both Leadership Oklahoma and Leadership Oklahoma City, as well as Positive Tomorrows and the Oklahoma City Police Athletic League.