Tag: Financial Services

Impact Newswire brings you the latest in Financial Services news

Gresham Partners
United States

Gresham Partners Names Stephen Czocher Partner

CHICAGO – Gresham Partners, LLC (“Gresham”), an independent investment and wealth management firm that manages $9 billion* for select families and family offices, is proud to announce the promotion of Stephen Czocher to Partner. “As we have grown into a mid-sized firm, we are proud to expand our leadership team and feel that Steve strongly exemplifies Gresham’s unconventional wisdom while employing unique solutions for complex … Continue reading Gresham Partners Names Stephen Czocher Partner

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Loomis Europe
Europe

Alejandro Corominas Menéndez appointed President and CEO of Loomis Europe and Latin America

Mon, Sep 30, 2024 08:00 CET Alejandro Corominas Menéndez has been appointed President and CEO of Loomis Europe and Latin America as of January 1, 2025. Currently, Alejandro holds the position as Country CEO of Loomis Spain and Regional Vice President for Loomis Europe and Latin America. Alejandro will report to the President and CEO of the Loomis Group and be a member of the … Continue reading Alejandro Corominas Menéndez appointed President and CEO of Loomis Europe and Latin America

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Capco
Untied Kingdom

Capco names Dan Martin and Sal Kutub as new US Energy Partners

NEW YORK – Capco, the global management and technology consultancy, has appointed Dan Martin and Sal Kutub as new Partners. They will drive the growth of the company’s Energy practice in the US as the industry focuses on new opportunities around digitization, decentralization, decarbonization, and AI-driven electricity demand. “We are thrilled to welcome Dan and Sal to Capco’s expanding Energy practice. During this time of … Continue reading Capco names Dan Martin and Sal Kutub as new US Energy Partners

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NewEdge Advisors
United States

NewEdge Advisors Welcome $318 Million BFS Advisory Group

Industry Veteran and Founder Debra Brennan Tagg and Team of Seven Join from Osaic NEW ORLEANS – NewEdge Advisors, LLC, a leading New Orleans-based RIA supporting successful independent financial advisors nationwide, announced today that Dallas-based BFS Advisory Group joined the firm from Osaic where the team was overseeing approximately $318 million in client assets. “We’re excited to have Debra and her team as part of … Continue reading NewEdge Advisors Welcome $318 Million BFS Advisory Group

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Wedbush Securities
United States

Wedbush Securities Appoints Mark Stephens as VP of Technology Operations

Stephens will Bolster Focus on Client Support and System Stability LOS ANGELES – Wedbush Securities, a diversified financial services provider, announces the expansion of its Information Technology department with the appointment of Mark Stephens as Vice President of Technology Operations. This strategic hire reflects the firm’s ongoing commitment to investing in client support and enhancing system stability as its multi-asset clearing business continues to grow. … Continue reading Wedbush Securities Appoints Mark Stephens as VP of Technology Operations

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