Investment Services
Blaylock Van Serves as Co-Manager for $1.5 Billion State Street Debt Issuance
NEW YORK CITY, N.Y. — Blaylock Van, LLC, the nation’s longest continuously operating Black-owned investment firm, recently announced as co-manager for State Street Corp.’s $1.5 debt issuance. The senior unsecured debt issuance, part of State Street’s DE&I focus, involved four black-owned investment firms….
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….
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….
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….
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….
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®….
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….
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….
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….
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….