Trust Company

Altimetrik Appoints Michael Woodall as Chief Growth Officer

Retrieved on: 
Thursday, April 4, 2024
Technology, Finance, Fintech, Business, Professional Services, Software, Networks, Internet, Data Management, Trust Company, Organization, Growth, Face, Putnam Investments, Financial services, AI, Trust, Investment

Altimetrik , a pure-play digital business services company, has appointed Michael Woodall as Chief Growth Officer of Financial Services.

Key Points: 
  • Altimetrik , a pure-play digital business services company, has appointed Michael Woodall as Chief Growth Officer of Financial Services.
  • Woodall will focus on identifying new growth and revenue streams in the financial services industry, and will report to Altimetrik’s Chief Executive Officer, Raj Sundaresan.
  • In this newly created role, Woodall will lead the company’s expansion across financial services.
  • “Having worked with Altimetrik as one of its clients, I understand the power of the company’s Digital Business Methodology and impact it can have on organizations,” said Woodall.

Members Trust Company Announces Appointment of Kei Sasaki as Chief Investment Officer

Retrieved on: 
Monday, March 25, 2024
Research, CIO, Trust Company, Fordham University, MTC, Business, Business school, NYU, Mentorship, Research fellow, CFA, PineBridge Investments, International business, Interim, Region, Security (finance)

TAMPA, Fla., March 25, 2024 /PRNewswire/ -- Members Trust Company (MTC), a nationally chartered trust company providing trust and investment services throughout the United States, today announced the appointment of Kei Sasaki, Chief Investment Officer (CIO).

Key Points: 
  • TAMPA, Fla., March 25, 2024 /PRNewswire/ -- Members Trust Company (MTC), a nationally chartered trust company providing trust and investment services throughout the United States, today announced the appointment of Kei Sasaki, Chief Investment Officer (CIO).
  • Mr. Sasaki stated: "It is an honor to be asked to join Members Trust Company and its accomplished team.
  • Dr. Davidson stated, "having worked closely with Kei Sasaki for many years, I am thrilled that he is joining the already amazing team at Members Trust.
  • Kei brings deep investment experience, keen insights, and strong leadership qualities to benefit the clients and partners of Members Trust."

Wealthbox Announces Enterprise CRM Agreement with Heartland Bank and Trust Company

Retrieved on: 
Tuesday, January 30, 2024
Partnership, Trust, Heartland Bank, Trust Company, SVP, Communication, CRM, Sales

PROVIDENCE, R.I., Jan. 30, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Heartland Bank and Trust Company.

Key Points: 
  • PROVIDENCE, R.I., Jan. 30, 2024 /PRNewswire/ -- Wealthbox, the highest-rated CRM software for financial advisors, today announces a new enterprise CRM agreement with Heartland Bank and Trust Company.
  • Through this agreement, the wealth management professionals at Heartland Bank and Trust Company will begin using Wealthbox as their CRM.
  • "We are thrilled to partner with Heartland Bank to make best-in-class CRM available to its advisors," said Jomin Bishop, VP of Enterprise Sales at Wealthbox.
  • "We are excited about the strategic partnership with Wealthbox and the opportunities it presents for our wealth management professionals at Heartland Bank and Trust Company," said Kim Larson, SVP - Wealth Management Director at Heartland Bank.

HBT Financial, Inc. Announces Fourth Quarter 2023 Financial Results

Retrieved on: 
Wednesday, January 24, 2024
Table, Trust, HBT, Country, Sale, GAAP, Trust Company, Dividend, Acquisition, Marketing, Heartland Bank, Growth, Bank

BLOOMINGTON, Ill., Jan. 24, 2024 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company” or “HBT Financial” or “HBT”), the holding company for Heartland Bank and Trust Company, today reported net income of $18.4 million, or $0.58 diluted earnings per share, for the fourth quarter of 2023. This compares to net income of $19.7 million, or $0.62 diluted earnings per share, for the third quarter of 2023, and net income of $13.1 million, or $0.46 diluted earnings per share, for the fourth quarter of 2022.

Key Points: 
  • J. Lance Carter, President and Chief Executive Officer of HBT Financial, said, “We had a very good fourth quarter to complete an excellent year.
  • Net interest margin for the fourth quarter of 2023 was 3.93%, compared to 4.07% for the third quarter of 2023, and net interest margin (tax-equivalent basis)(1) for the fourth quarter of 2023 was 3.99% compared to 4.13% for the third quarter of 2023.
  • Noninterest income for the fourth quarter of 2023 was $9.2 million, a decrease of 3.0% from $9.5 million for the third quarter of 2023.
  • Noninterest expense for the fourth quarter of 2023 was $30.4 million, a 0.9% decrease from $30.7 million for the third quarter of 2023.

HBT Financial, Inc. to Announce Fourth Quarter 2024 Financial Results on January 24, 2024

Retrieved on: 
Wednesday, January 10, 2024
Trust, HBT, Trust Company, Heartland Bank

BLOOMINGTON, Ill., Jan. 10, 2024 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company” or “HBT”), the holding company for Heartland Bank and Trust Company, today announced that it will issue its fourth quarter 2024 financial results before the market opens on Wednesday, January 24, 2024.

Key Points: 
  • BLOOMINGTON, Ill., Jan. 10, 2024 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company” or “HBT”), the holding company for Heartland Bank and Trust Company, today announced that it will issue its fourth quarter 2024 financial results before the market opens on Wednesday, January 24, 2024.
  • A copy of the press release announcing the fourth quarter 2024 financial results and an investor presentation will be made available on the Company’s investor relations website at https://ir.hbtfinancial.com .

Cary Street Partners to Add Industry Veteran Matthew L. Rubin as Chief Investment Officer

Retrieved on: 
Thursday, November 2, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, Morgan Stanley, Family, ETF, Research, Neuberger, Trust Company, Growth, Trust, Sixth Street Partners, Fiduciary Trust Company International, Partnership, Partner, Professional

Cary Street Partners today announced it has agreed to acquire AnchorCove Partners, a New York metro area firm, founded only a year ago by Matthew Rubin, an industry veteran.

Key Points: 
  • Cary Street Partners today announced it has agreed to acquire AnchorCove Partners, a New York metro area firm, founded only a year ago by Matthew Rubin, an industry veteran.
  • Mr. Rubin will serve as Chief Investment Officer of Cary Street Partners and will lead the firm’s wealth management solutions.
  • “We are pleased to be joining forces with Matt Rubin,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners.
  • “I am very excited to join the team at Cary Street Partners,” stated Mr. Rubin.

HBT Financial, Inc. Announces Third Quarter 2023 Financial Results

Retrieved on: 
Monday, October 23, 2023
IPO, Sale, Loss, HBT, Country, GAAP, Acquisition, Town and Country, Trust Company, Trust, Table, Heartland Bank, Town and Country Planning Act 1947, Security (finance), Real estate, Bank, Rare-earth element, Town

BLOOMINGTON, Ill., Oct. 23, 2023 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company” or “HBT Financial” or “HBT”), the holding company for Heartland Bank and Trust Company, today reported net income of $19.7 million, or $0.62 diluted earnings per share, for the third quarter of 2023. This compares to net income of $18.5 million, or $0.58 diluted earnings per share, for the second quarter of 2023, and net income of $15.6 million, or $0.54 diluted earnings per share, for the third quarter of 2022.

Key Points: 
  • Net interest income for the third quarter of 2023 was $48.3 million, a slight decrease from $48.9 million for the second quarter of 2023.
  • Net interest margin for the third quarter of 2023 was 4.07%, compared to 4.16% for the second quarter of 2023, and net interest margin (tax-equivalent basis)(1) for the third quarter of 2023 was 4.13% compared to 4.22% for the second quarter of 2023.
  • Noninterest income for the third quarter of 2023 was $9.5 million, a decrease of 4.3% from $9.9 million for the second quarter of 2023.
  • Noninterest expense for the third quarter of 2023 was $30.7 million, a 9.7% decrease from $34.0 million for the second quarter of 2023.

Vision Sensing Acquisition Corp. Announces Postponement of Special Meeting of Stockholders to Wednesday, October 25, 2023 at 12:00 noon EDT

Retrieved on: 
Thursday, October 19, 2023
Transfer, Combination, Business analyst, EDT, VSAC, EST, Intellectual property, Acquisition, Research, Trust Company, Trust, Companies (1st Amendment) Act, 2015, Special, Sub, Extension, Continental, Security (finance)

NEW YORK, Oct. 19, 2023 (GLOBE NEWSWIRE) -- Vision Sensing Acquisition Corp. (NASDAQ: VSACU, VSAC, VSACW) (the “Company”) a special purpose acquisition company, announced today that it has postponed the Special Meeting of its Stockholders scheduled to occur at 8:30 a.m. EDT on Friday, October 20, 2023 until 12:00 noon EDT on Wednesday, October 25, 2023.

Key Points: 
  • NEW YORK, Oct. 19, 2023 (GLOBE NEWSWIRE) -- Vision Sensing Acquisition Corp. (NASDAQ: VSACU, VSAC, VSACW) (the “Company”) a special purpose acquisition company, announced today that it has postponed the Special Meeting of its Stockholders scheduled to occur at 8:30 a.m. EDT on Friday, October 20, 2023 until 12:00 noon EDT on Wednesday, October 25, 2023.
  • 1 dated May 1, 2023 with Continental Stock Transfer and Trust Company (“Continental”).
  • Adoption of the Extension Amendment entitles VSAC’s public stockholders to require the redemption of their VSAC Class A common stock with funds from VSAC’s trust account.
  • Pursuant to the Business Combination Agreement, Merger Sub will merge with and into VSAC, with VSAC surviving the merger.

HBT Financial, Inc. to Announce Third Quarter 2023 Financial Results on October 23, 2023

Retrieved on: 
Wednesday, October 11, 2023
Trust Company, Trust, HBT, Heartland Bank, Cryptocurrency

BLOOMINGTON, Ill., Oct. 11, 2023 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company” or “HBT”), the holding company for Heartland Bank and Trust Company, today announced that it will issue its third quarter 2023 financial results before the market opens on Monday, October 23, 2023.

Key Points: 
  • BLOOMINGTON, Ill., Oct. 11, 2023 (GLOBE NEWSWIRE) -- HBT Financial, Inc. (NASDAQ: HBT) (the “Company” or “HBT”), the holding company for Heartland Bank and Trust Company, today announced that it will issue its third quarter 2023 financial results before the market opens on Monday, October 23, 2023.
  • A copy of the press release announcing the third quarter 2023 financial results and an investor presentation will be made available on the Company’s investor relations website at https://ir.hbtfinancial.com .

STATEMENT BY FRED RYAN, CHAIRMAN OF THE BOARD OF THE RONALD REAGAN PRESIDENTIAL FOUNDATION AND INSTITUTE ON THE DEATH OF ROBERT DAY

Retrieved on: 
Monday, September 18, 2023
Ronald Reagan Presidential Library, Ronald Reagan, Trust, Intelligence, SIMI, President's Intelligence Advisory Board, Collection, Trustee, Trust Company, Private investigator

President Reagan always appreciated Robert Day's business acumen and admired his generous philanthropic support to so many worthy causes across America.

Key Points: 
  • President Reagan always appreciated Robert Day's business acumen and admired his generous philanthropic support to so many worthy causes across America.
  • In 2002, he served on President Bush's Foreign Intelligence Advisory Board, which advises the President on intelligence collection, counterintelligence and foreign intelligence activities.
  • is
    Robert Day served with distinction on the Board of Trustees of the Ronald Reagan Presidential Foundation and Institute since 2017.
  • Our thoughts and prayers go to his wife, Marlyn, his three children, and to the entire Day family.