Business, Free News Articles

Jennifer Oliverio Takes Over Local Edward Jones Branch Office

PUEBLO, Colo. -- Jennifer Oliverio has been named to take over the local Edward Jones office located at 200 W City Center Dr. STE 202 Pueblo, CO 81003, the firm announced today. Oliverio transferred to Pueblo, CO from an Edward Jones office in Puyallup, Washington.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses.

The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.8 trillion in assets under care.

For more information, visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

MEDIA CONTACT:

Jennifer Oliverio | 719-545-3564

Related link: https://www.edwardjones.com/

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Business, Free News Articles, Insurance

Galway Holdings Announces Formal Close of MAI Capital Management Deal

SAN FRANCISCO, Calif. -- Galway Holdings ("Galway") today announced its investment in MAI Capital Management, LLC ("MAI") has officially closed. Retaining the MAI Capital Management name, the firm now operates as a part of the Galway Companies. MAI's financial and wealth management services will complement existing business relationships within EPIC Insurance Brokers & Consultants as well as other areas of specialization across all Galway platforms.

MAI is a full-service Registered Investment Adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families. Galway's investment will help MAI accelerate its organic growth trajectory, enhance its client service offerings, and further expand its national presence. The MAI executive team will remain intact.

Notably, Barron's placed MAI on its 2021 Top 100 Independent Advisors list, moving up to position 31. MAI has received this recognition for four years in a row.

John Hahn, Executive Chairman, Galway Holdings said, "We are pleased to have the partnership closed and are ready to move forward with Rick Buoncore and the MAI team by our side, providing capital and resources that will help sustain the continued growth of its premier wealth management platform."

As Galway and MAI execute on their growth plan, they will be seeking additional strategic partners to complement their overall financial services and wealth management offerings.

About Galway Insurance Holdings

Galway Insurance Holdings, LP is a financial services distribution company. It includes EPIC Insurance Brokers & Consultants and a diversified brokerage distribution and underwriting platform, with a focus towards data analytics, technology transformation, and innovative risk sharing solutions.

About MAI Capital Management

MAI Capital Management, LLC is a fee-based registered investment adviser and wealth management firm based in Cleveland with additional regional offices across the country. The firm provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. For more information, visit https://mai.capital/.

Media Contact:
Betsy Van Alstyne
Betsy.VanAlstyne@galwayholdings.com

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Awards and Honors, Business, Free News Articles

Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms for 2021

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.

Firms are asked to complete an extensive questionnaire in order to be considered, and criteria encompass "both qualitative and quantitative criteria, including: the assets a firm manages and the revenue those assets generate; regulatory record; staffing levels and diversity; technology spending; succession planning, and more."

"We are thrilled to be recognized as one of Barron's Top 100 RIA Firms this year," said Kenneth D. Pollinger, Co-Chairman and CEO of KF Advisors. "This honor reflects the hard work and dedication of our entire team. We are committed to continuing to serve our clients with a high level of expertise and attentiveness to help them achieve their financial goals."

According to Barron's, the goal of the rankings is "to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry." Advisors who wish to be ranked complete a 102-question survey, and this data is verified by Barron's before it applies its proprietary rankings formula to the data. Ranking the firms is "meant as a starting point for clients looking for an advisor."

KF Advisors is an independent advisor registered with the Securities and Exchange Commission and based in New York City. For over 30 years, KF Advisors has been solely dedicated to helping individuals, families, and organizations achieve their legacy, philanthropic, and funding goals through customized wealth planning and investment management.

More information: https://www.klingenstein.com/.

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Business, Free News Articles

Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York

NEW YORK, N.Y. -- Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor. Ms. Gelper will be responsible for managing client relationships and advising high-net-worth and institutional clients on a range of wealth, planning, and investment management issues.

Most recently, Ms. Gelper was with HSBC in the Private Bank as Head of US Collaboration, where she spearheaded cross-divisional business development efforts in the US. While there, Ms. Gelper also built an initiative dedicated to serving women's unique wealth management needs. In a prior position at Bank of America Merrill Lynch, Ms. Gelper was responsible for delivering private wealth management services to corporate and investment banking clients.

Ms. Gelper held other positions at Citigroup Private Bank and Goldman Sachs Private Wealth Management, where she provided comprehensive estate and philanthropic services to meet the complex needs of high-net-worth individuals and families. Ms. Gelper began her career as an attorney in the Trust and Estates group at Fried, Frank. Ms. Gelper earned a B.S. in Economics Cum Laude, from The Wharton School of University of Pennsylvania and a J.D., Cum Laude, from the Benjamin N. Cardozo School of Law at Yeshiva University, where she was an Editor of the Cardozo Law Review.

"Alyssa's dedication to meet and exceed client objectives, combined with her extensive experience in wealth and investment management will enhance our ability to serve our clients' needs," said Susan H. Curry, Chief Operating Officer and Senior Vice President at KF Advisors. "We are excited to incorporate Alyssa's expertise into our customized offering for clients."

More information: https://www.klingenstein.com/.

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Awards and Honors, Business, Free News Articles

Financial Advisor Keith Eckhardt of Edward Jones Receives Accredited Asset Management Specialist® Designation

COLORADO SPRINGS, Colo. -- Financial Advisor Keith Eckhardt of the financial services firm Edward Jones in Colorado Springs, Colorado has achieved the professional designation of Accredited Asset Management Specialist®.

Eckhardt successfully completed the Accredited Asset Management Specialist, or AAMS®, Professional Education Program from the Denver−based College for Financial Planning. Those who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS® designation.

This advanced training offers investment professionals the hands−on information needed to provide comprehensive financial services. Study topics include understanding the asset management process and understanding asset allocation and strategies.

His office is located at Broadmarket Square, 1763 South 8th St, Ste 1, Colorado Springs, CO 80905.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors. The firm's nearly 19,000 financial advisors serve more than 7 million clients with a total of $1.6 trillion in assets under care. Visit edwardjones.com or the recruiting website at careers. https://www.edwardjones.com/. Member SIPC.

CONTACT:
Keith Eckhardt, 719-578-5833

Related link: https://www.edwardjones.com/

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Business, Free News Articles

Luma Wealth Has Formed an Advisory Council

CLEVELAND, Ohio -- Luma Wealth Advisors is pleased to announce that it has formed an Advisory Council to facilitate its national growth as a leading provider of financial advice for women and their families.

Council members, who are thought leaders in their respective industries, have been selected to provide their views and perspectives. They will meet quarterly to help the firm continue to enhance its offerings, improve its client service, and develop strategic partnerships.

In addition to Heather R. Ettinger, Founder and CEO of Luma Wealth, council members include:

* Cassidy Blackwell, Director of International Communications for Airbnb, is experienced in empowering women and underrepresented communities

* Dr. Nicola Finley, a board-certified internal medicine physician and lecturer, has a passion for women's health topics and health equity

* Kate Healy, NextGen Advocate, focuses on advocacy for sustainability issues facing the financial planning profession

* Jenn Kenning, CEO & Co-Founder of Align, has expertise in the impact sector

* Anne Richie, Managing Director at The Mezzanine Fund, has extensive experience helping companies grow

According to Kenneth J. Coleman, Luma Wealth's president, "This talented and diverse group shares Luma Wealth's vision for empowering women and can help guide our focus on women's overall wellness." Heather Ettinger adds, "I look forward to the dialogue we will share as we continue to implement Luma Wealth's mission across the country."

About Luma Wealth

Luma Wealth Advisors is a division of Fairport Wealth that provides women and their families with personalized wealth planning, experienced investment management, and a supportive, enriching community where they can learn, connect, and celebrate with other women. For more information, visit: https://www.lumawealth.com/.

About Hightower

Hightower is a national wealth management firm that provides growth capital and front- to back-end support services to independent-minded financial advisory businesses. Operating as a Registered Investment Advisor, Hightower provides investment, financial and retirement planning services to individuals, foundations and family offices. Corporate services include 401(k) consulting and corporate cash management. For more information, visit https://hightoweradvisors.com/.

Securities offered through Hightower Securities, LLC. Member FINRA/SIPC, Hightower Advisors, LLC is a SEC Registered Investment Adviser.

MULTIMEDIA:

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*PHOTO CAPTION: Top (L-R): Cassidy Blackwell, Dr. Nicola Finley, Kate Healy; Bottom (L-R): Jenn Kenning, Anne Richie

Related link: http://lumawealth.com/

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Business, Free News Articles, Funding and Investment, Product Launches

Rockfleet Announces Availability of CapRaize

NEW YORK, N.Y. -- Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices. CapRaize is now available at https://capraize.com/.

"Rockfleet believes that there is a need to keep the human element involved in the capital raising process while simultaneously amplifying access to opportunities for investors," said Cathy Corrigan, CEO of Rockfleet. "Founders of companies meeting our vetting requirements will benefit not only through targeted outreach via our sales force, but also through this new capability to reach potential investors we have not yet met."

"CapRaize allows us the advantage of creating the right balance between the high touch human connection with entrepreneurs and investors that we at Rockfleet value, while using state of the art cloud-based technology, enabling seamless interaction and transaction between the two. We see this as both a way for Rockfleet to offer our clients this service and additionally to expand access via our affiliate program to other boutique broker/dealers seeking this type of approach," added John Swift, Managing Director and Group Head of Private Capital and Wealth Management Groups at Rockfleet.

Rockfleet also announced its recent addition to the Private Capital Group, Lindi Salasko, Managing Director. Salasko is a closely-held advisor to private companies from early-stage technology businesses to multi-generational family-owned corporations. Her career began in 2000 with Brown Brothers Harriman & Co., in corporate finance. Most recently, Salasko co-founded Nuova Capital, a micro-VC fund investing in very-early-stage companies in North America and the Middle East with the aim to be the first institutional check. Prior to Nuova, she established Unison Capital FZE, a boutique investment bank headquartered in the UAE with offices in Hamburg, Hong Kong and San Francisco, focusing exclusively on cross-border transactions.

Salasko said of CapRaize, "As the landscape continuously shifts for middle market, privately-held businesses, the ability to cast a wider net to garner investment from institutions, family offices and accredited investors is more necessary than ever for these companies to achieve growth. The launch of a digital fundraising platform of CapRaize's breadth and caliber could not come at a better time!"

POSITIVE IMPACT

Several of Rockfleet's institutional clients seek to benefit from early adoption of CapRaize℠:

Sonatafy Technology, a client-centric focused technology services company featuring nearshore software developers, recently committed to the CapRaize platform to complement its capital raising efforts to address its need for growth capital while diversifying its investor base in a meaningful and responsible way.

Kannact™, a digital health company providing chronic management solutions, is augmenting its traditional capital raising efforts with CapRaize to address its need for growth capital for its rapidly expanding business.

TwoWayMed™, a cloud based, healthcare services marketplace for the under- and un-insured, is using CapRaize to heighten investor awareness of its initial seed capital round, complementing Rockfleet's sales efforts.

AuthentiFact℠, the provider of DLGNZ℠ - an online marketplace that seeks to democratize the due diligence process by expanding companies' access to a larger, diversified pool of due diligence services providers - is launching its initial capital raise on CapRaize.

About Rockfleet

Founded in 2008, Rockfleet is a recognized leader in financial services. The company offers a wide range of products and services designed to bring and execute the best choices for its clients. For mor information about Rockfleet, visit https://rockfleetfinancial.com/.

Rockfleet and CapRaize are either registered service marks or service marks of Rockfleet.

The names of actual companies and products mentioned herein may be the trademarks or service marks of their respective owners.

@rockfleet @CapRaize

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Business, Free News Articles

New, high performance weekly signals are now available for ETF future and option traders

JACKSONVILLE, Fla. -- HottingerSignals.com, LLC is proud to announce the release of its newest algorithm for producing weekly trading signals on 5 ETF's: SPY, QQQ, GLD, IWM, XBI, and their parallel E-Mini futures.

The previous algorithms Hottinger Signals had been using were not providing a signal each week (due to market volatility caused by the covid virus). This new algorithm does produce a signal each week for each of these ETF's.

Back-testing, which used data as far back as 2000, produced truly remarkable results:

* Winning percentages were above 70%, and profit factors well above 4.

"We are extremely pleased with this latest effort," said Fritz Hottinger, the company's CEO & President. "We have been writing stock market trading algorithms since 1978, and this one is our most successful to date. There were no results worse than 70% and the profit factors ranged between 3.98 and 7.39, with an average of 5.47."

He pointed out that these new results are based on the same formula used in all their other trading algorithms:

The trade entry is based on the Monday Open, and the exit is based on the Friday Close. "We do not presume to know any trader's individual tolerance for risk. Thus, funds are exposed for no more than 5 days, and we use the maximum time to calculate the results of our signals."

"However, we believe most traders will make their exits mid-week. In fact, we are now publishing the possible Index Point gain for each weekly signal. The week closing April 5, our 5 signals produced 38.63 potential Index Points. And over 8 weeks these 5 signals have averaged 5.81 Index Points. This includes both long and short trades."

About HottingerSignals:

HottingerSignals has a long history of providing information for trading the markets. They began to sell signals in 1990, prior to the introduction of the internet (6 Aug, 1991), and were the developers of the E-Zone System, which they sold in 2014. Their first algorithm was developed while studying with Ibbotson (Stock Market Theory) and Roberts (Progressive Statistics) in the University of Chicago's MBA course in 1978. They strive to continue providing traders with the most accurate signals by including a self-correcting feature in each of their algorithms. ETF index future and option traders are invited to explore HottingerSignals history as well as the back-tested results for this newest trading algorithm and to take advantage of their free trial at https://hottingersignals.com/.

Related link: https://hottingersignals.com/

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Business, Free News Articles, Funding and Investment

Keith Eckhardt Takes Over Colorado Springs Edward Jones Branch Office

COLORADO SPRINGS, Colo. -- Keith Eckhardt has been named to take over the local Edward Jones office located at 1763 South 8th Street, Ste 1, in Colorado Springs, Colorado, the firm announced today. Eckhardt transferred to the Cheyenne Canyon community from an Edward Jones office in the Widefield community.

Eckhardt said he is enthusiastic about taking over the branch office. "I joined this firm because I was impressed with its commitment to individual investors," he said. "Now I'm looking forward to meeting with the individuals here to help them meet their financial goals." Eckhardt said he is looking forward to the challenges that lie ahead.

Eckhardt has four years of experience in the financial services industry.

Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm's business, from the investments offered to the location of branch offices, caters to individual investors. The firm's 19,000−plus financial advisors serve more than 7 million clients with a total of $1.5 trillion in client assets under care.

Visit https://www.edwardjones.com/us-en/ or the recruiting website at https://careers.edwardjones.com/. Member SIPC.

Learn more about at Keith Eckhardt: https://www.edwardjones.com/us-en/financial-advisor/keith-eckhardt

Related link: https://www.edwardjones.com/

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Awards and Honors, Business, Free News Articles

Fernando S. Ereneta, CFP® – CEO of Legacy Wealth Advisors has been named to the Forbes Best-in-State Wealth Advisor List for the fourth year in a row – in Illinois

WARRENVILLE, Ill. -- Raymond James Financial Services is proud to announce that Fernando S. Ereneta of Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Advisor list!

The recently released list recognizes advisors and practices on a state-by-state basis from national, regional and independent firms. https://www.forbes.com/best-in-state-wealth-advisors/#769783fa291d

"For the fourth year in a row, we've been named as one of Forbes' Best in State advisors - in Illinois. We want to Go BIG-begin in gratitude and thank you, the client for this recognition. Legacy Wealth Advisors wouldn't be here without you," said Fernando S. Ereneta, CFP®.

He added, "We are grateful every day that you let us guide and serve you and your Family. I am also grateful to God for each member of the team that serves you."

In gratitude to our clients' continued faith and trust in us - Fernando and the team wanted to pay this forward.

The practice made charitable donations to Doctors Without Borders and Christian Medical and Dental Association (CMDA). The donations approximate $100 per client. Fernando said, "These organizations are making a difference in people's lives here, near and far." He is in awe of the selfless doctors, nurses, and other medical professionals who are on the front lines of the pandemic, dedicating their lives to care for those battling COVID.

Fernando believes that it really puts it all into perspective. He said, "The medical professionals and front-line workers are doing the hard work - so we can maintain some sense of normalcy in our lives during these uncertain times."

We are grateful for them - and we're grateful for you.
Thank you.

Fernando S. Ereneta, CFP®
Registered Principal, Raymond James Financial Services, Inc.
CEO, Legacy Wealth Advisors

Raymond James Financial Services, Inc.
Member FINRA/SIPC
4200 Cantera Drive, Suite 221
Warrenville, IL 60555
630-791-9226
888-563-5524 (Toll Free)
630-791-9233 (Fax)
fernando.ereneta@raymondjames.com
http://www.legacywealthadvisorsil.com/

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Legacy Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(tm), CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

About Forbes ranking of Best-In-State Wealth Advisors

Data provided by SHOOKTM Research, LLC.

Source: https://www.forbes.com/?sh=7879ffcc2254 (January, 2021). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years' experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. For more information: https://www.shookresearch.com/.

About Raymond James Financial Services

As of 12/31/2020. Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE: RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.02 trillion. Additional information is available at https://www.raymondjames.com/.

Related link: https://www.raymondjames.com/legacywealthadvisorsil

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