Isaac Davis (advisor)

Leading Asset Management Industry Law Firm Kelley Hunt, PLLC Adds Seasoned ‘40 Act Attorney Ryan Charles, Rebrands as Kelley Hunt & Charles, LLC

Retrieved on: 
Wednesday, March 15, 2023
Asset Management, Legal, Professional Services, Finance, Conference, Isaac Davis (advisor), The Coca-Cola Company, Berkshire Hathaway, Graham Holdings, General counsel, ICI, ETF, Growth, PLLC, U.S. Bancorp, Uncertainty, Security (finance), Film industry

He was formerly a partner and General Counsel at Davis Advisors and most recently served as legal counsel at U.S. Bank.

Key Points: 
  • He was formerly a partner and General Counsel at Davis Advisors and most recently served as legal counsel at U.S. Bank.
  • For almost two decades, I relied on his counsel and was proud to call him a colleague.
  • As part of the firm’s new name and brand, Kelley Hunt & Charles is today also unveiling its new website: www.khc.law .
  • For more information and to visit the new Kelley Hunt & Charles website, please visit: www.khc.law

Trinity Alps Capital Partners Appoints Jessica W. Jennings as Chief Marketing Officer

Retrieved on: 
Thursday, February 3, 2022
Trinity, Growth, Bankers Trust, SAN, Allied Irish Banks, Consultant, MBE, Isaac Davis (advisor), Trinity Alps, AUM, TCW Group, GLOBE, Industry, Davis, Financial services

SAN FRANCISCO, Feb. 03, 2022 (GLOBE NEWSWIRE) -- Trinity Alps Capital Partners announced today industry veteran Jessica W. Jennings has joined the firm as Chief Marketing Officer.

Key Points: 
  • SAN FRANCISCO, Feb. 03, 2022 (GLOBE NEWSWIRE) -- Trinity Alps Capital Partners announced today industry veteran Jessica W. Jennings has joined the firm as Chief Marketing Officer.
  • Bringing a 30-year track record of leading client and sales teams within established and emerging asset managers, Ms. Jennings is responsible for directing Trinity Alps business development efforts and is based in New York.
  • Most recently, Ms. Jennings was Chief Marketing Officer at Fithian LLC, where she led the marketing efforts for the early-stage, woman-owned registered investment advisor.
  • As of December 31, 2021, Trinity Alps Capital had $921M in AUM.

Tidal ETF Services Reaches $3 Billion Assets Under Administration

Retrieved on: 
Thursday, December 16, 2021
Lovell Minnick Partners, AUM, Solution, Henkel North American Consumer Goods, Isaac Davis (advisor), Public sector banks in India, Intelligence, Administration, Gotham, JSTC, Columbia Threadneedle Investments, Growth, Social justice, Industry, Registered investment adviser, RIAS, LLC, NEW, Risk, AUA, Marketing, Investment, ACSI, ETF, Trust, GLOBE, Partnership, Senior, Funding, Prospectus, Financial adviser, Security (finance), Tidal

CHICAGO and MILWAUKEE and NEW YORK, Dec. 16, 2021 (GLOBE NEWSWIRE) -- Tidal ETF Services LLC (Tidal), an innovative leading provider of ETF services, announced today its Assets Under Administration (AuA) has surpassed $3 billion under its Tidal ETF Trust (Trust).

Key Points: 
  • CHICAGO and MILWAUKEE and NEW YORK, Dec. 16, 2021 (GLOBE NEWSWIRE) -- Tidal ETF Services LLC (Tidal), an innovative leading provider of ETF services, announced today its Assets Under Administration (AuA) has surpassed $3 billion under its Tidal ETF Trust (Trust).
  • Tidal is an industry leading, full-service firm offering structuring, launch, and growth services for ETF issuers.
  • Clients who are not in the Tidal ETF Trust have the option to work with Tidal for marketing and sales support.
  • Formed by ETF industry pioneers and thought leaders, Tidal ETF Services LLC sets out to revolutionize the way ETFs have historically been developed, launched, marketed, and sold.