Finance
B. Riley Securities Strengthens Real Estate Investment Banking Team with Eric Dobi
Eric Dobi joins B. Riley Securities as Senior Managing Director, bringing over 25 years of real estate investment banking expertise to enhance the firm's client services in capital markets and strategic advisory.
Meketa Investment Group Expands Employee Ownership with New Shareholder
Meketa Investment Group enhances its employee ownership by welcoming Matt Curran as a new shareholder, highlighting the firm's commitment to growth and culture.
The Cannabist Company Strengthens Board with Appointment of Experienced Directors
The Cannabist Company has appointed Tom Lynch and Peter Lee as independent directors, enhancing its board with their extensive experience in capital markets and financial leadership, signaling strategic growth and stability in the evolving cannabis industry.
Vocatus Recognized as Finalist in WealthManagement.com 2025 Industry Awards
Vocatus has been named a finalist in the WealthManagement.com 2025 Industry Awards for Best Client PR Campaign, highlighting its significant contributions to the financial services industry and its impact on client success.
Callan Family Office Recognized in Four Categories for 2025 WealthManagement.com Industry Awards
Callan Family Office's recognition in four categories at the 2025 WealthManagement.com Industry Awards highlights its innovative approaches and leadership in serving ultra-high-net-worth families, signaling its significant impact on the financial advisory industry.
Rangeford Investment Embraces AI to Revolutionize Wealth Management
Rangeford Investment's strategic integration of artificial intelligence marks a pivotal shift in wealth management, promising enhanced decision-making and operational efficiency for global clients.
Oceans Equity Strengthens Leadership with Appointment of Scott Bartnick as Managing Partner
Oceans Equity enhances its leadership team by appointing Scott Bartnick as Managing Partner, signaling a strategic move to bolster its investment and operational capabilities.
AMG Elevates Thomas M. Wojcik to President and COO, Signaling Strategic Growth Focus
AMG announces Thomas M. Wojcik's promotion to President and COO, highlighting his pivotal role in the company's expansion into private markets and liquid alternative strategies, now accounting for half of its earnings.
Mariner Expands Wealth Management Services with Acquisition of Taurus Asset Management
Mariner's acquisition of Taurus Asset Management, a firm specializing in wealth management for high-net-worth individuals and professional athletes, signifies a strategic expansion in its financial services portfolio, adding $1.4 billion in assets under advisement.
JAB Insurance Strengthens Leadership Team with Key Appointments
JAB Insurance has announced the addition of Jin Chang as a Partner and the appointment of three new executives, alongside four independent directors, to bolster its leadership and governance as it expands its footprint in the U.S. insurance market.
Lane42 Investment Partners Strengthens Leadership Team to Drive Growth
Lane42 Investment Partners announces key additions to its senior leadership team, signaling a strategic move to bolster its platform and investment strategy in the alternative asset management sector.
Imprint Strengthens Leadership with Appointment of Will Larson as Chief Technology Officer
Imprint, a leader in modern co-branded credit cards, has named Will Larson as its new Chief Technology Officer, signaling a push towards further technological innovation and growth in the financial sector.
SLR Credit Solutions Strengthens Team with New Director of Origination
SLR Credit Solutions enhances its leadership by appointing Taylor Stewart as Director of Origination, leveraging his extensive experience to expand the firm's private credit solutions for middle market businesses.
SolarBank Corporation Adopts Bitcoin Treasury Strategy to Enhance Financial Position
SolarBank Corporation, a leading North American clean energy developer, has announced a Bitcoin treasury strategy to hedge against inflation and attract digital-savvy investors, marking a significant move in the renewable energy sector.
FAVO Capital Inc. Revolutionizes SMB Financing with AI-Driven Solutions
FAVO Capital Inc. (FAVO) is transforming the landscape of small and medium-sized business financing through its AI-powered lending platform, offering rapid, efficient funding solutions across 45 states and the Dominican Republic.
Merchant Strengthens Leadership with Appointment of Rich Policastro as Managing Director
Merchant enhances its leadership team by appointing Rich Policastro as Managing Director, aiming to bolster its ecosystem of service partners and support for financial advisors with his three decades of industry experience.
Rothschild & Co Strengthens North American Advisory Team with Ralph Lerman Hire
Rothschild & Co enhances its North American Global Advisory business by appointing Ralph Lerman as Managing Director, signaling a strategic push to expand its U.S. Business Services practice and bolster its advisory services.
Kasheesh Appoints Chris Hartley as Chief Product and Operations Officer to Drive Financial Innovation
Kasheesh enhances its leadership team with the appointment of Chris Hartley as Chief Product and Operations Officer, aiming to revolutionize personalized payment solutions and financial well-being for consumers.
Laura Alfaro Appointed as Chief Economist at Inter-American Development Bank
Laura Alfaro's appointment as Chief Economist and Economic Counselor at the Inter-American Development Bank marks a significant step towards addressing Latin America and the Caribbean's economic challenges through research and policy.
Aegis Capital Corp. Successfully Leads $1.25 Million Public Offering for Cemtrex
Aegis Capital Corp. has closed a $1.25 million underwritten public offering for Cemtrex, Inc., marking a significant step for the advanced security technology and industrial services company.
Wall Street Shifts Focus to Breakout Gold Producers Amid Bull Market Surge
As gold prices surpass $3,000 per ounce, outperforming major indexes and cryptocurrencies, institutional investors are turning their attention to gold producers like ESGold Corp. for leverage and scalable operations, signaling a significant shift in investment strategies.
MoneyShow Launches Mid-Year Portfolio Review Virtual Expo for Investors
The Mid-Year Portfolio Review Virtual Expo by MoneyShow offers investors and traders a platform to gain insights into current market trends and actionable investment strategies, featuring expert speakers on a wide range of investment topics.
Mizuho Americas Strengthens Equity Research Team with Nick Setyan Appointment
Mizuho Americas has appointed Nick Setyan as Managing Director and Senior Equity Research Analyst for the Restaurant sector, enhancing its research capabilities with his extensive industry experience and insights.
OdysseyRe Strengthens Leadership with Appointment of Matthew Sheppard as Deputy Chief Underwriting Officer
Odyssey Reinsurance Company has named Matthew Sheppard as the Deputy Chief Underwriting Officer for its London branch, marking a strategic move to bolster its leadership in the reinsurance market.
Ballast Rock Private Wealth Named Finalist for Thought Leader of the Year in Wealth Management Awards
Ballast Rock Private Wealth has been recognized as a finalist in the Wealth Management 2025 Industry Awards for Thought Leader of the Year, highlighting the firm's contributions to understanding market volatility and its impact on wealth management strategies.
Fusion Fuel Green PLC Proposes Reverse Share Split to Meet Nasdaq Compliance
Fusion Fuel Green PLC announces its Annual General Meeting on June 25, 2025, featuring a vote on a reverse share split aimed at regaining Nasdaq compliance, highlighting the company's strategic moves towards sustainability and growth.
Beeline Holdings, Inc. Expands Mortgage Tech Platform with Crypto-Enabled Equity Access
Beeline Holdings, Inc. introduces a blockchain-backed stablecoin feature to its digital mortgage suite, enabling homeowners to convert property equity into immediate funds without traditional loans, marking a significant shift in property financing.
Beeline Holdings, Inc. Introduces Stablecoin-Backed Home Equity Product
Beeline Holdings, Inc. (NASDAQ: BLNE) is revolutionizing home equity access with a new product that allows homeowners to leverage their property's value without traditional loans, offering liquidity through stablecoins backed by fractional property ownership.
NMTC Fuels Economic Growth with 350 Projects and Over 61,000 Jobs in 2024
The New Markets Tax Credit (NMTC) has significantly impacted the U.S. economy in 2024, funding 350 projects and creating over 61,000 jobs, with a focus on severely distressed communities and rural areas.
YETI Strengthens Investor Relations Team with Appointment of Arvind Bhatia
YETI Holdings, Inc. enhances its investor relations strategy by appointing Arvind Bhatia as Vice President, signaling a strong commitment to shareholder value and market engagement.