Tag: Investment Services
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Introducing Luma Wealth Advisors – Understanding Women’s Wealth Needs
CLEVELAND, Ohio — Is there a benefit to having a financial advisor focused on women? For many women, the answer is probably “yes” and the recently launched Luma Wealth Advisors is ready to meet their planning needs.
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Maria Chambers, IACCP, Promoted to Chief Compliance Officer at Klingenstein Fields Wealth Advisors
Klingenstein Fields Wealth Advisors, NEW YORK, Maria Chambers IACCP, compliance oversight — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers’ responsibilities include administering…
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EPIC Insurance to Speak at Cap-Intro West Conference
SAN FRANCISCO, Calif. — EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader – Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19, 2017 at the Hyatt Regency in San Francisco, Calif. in the…
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VLP Law Group LLP Continues Growth with Addition of Corporate Partner Geoffrey Perusse
PALO ALTO, Calif. — VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm’s Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm’s Private Funds and Investment Management Group.
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Lender Price Investor Glenn Stearns Appearing at 2016 Mortgage Bankers Association Annual Convention in Boston
PASADENA, Calif. — Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23-26, 2016.
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Sunshine Capital, Inc. Acquires Small Cap Development, Inc. to Assist in Portfolio Acquisitions
HOLLYWOOD, Fla. — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) announces it has acquired Small Cap Development, Inc. to help with the execution of the Company’s plan to acquire positions in multiple public companies.
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Sunshine Capital, Inc. Appoints James R J Scheltema as New President and CEO to Execute ‘The Duffy Plan’ for the Company
HOLLYWOOD, Fla. — Sunshine Capital, Inc. (Pink Sheets: SCNP / OTC:SCNP) today announces that it has appointed James R J Scheltema as the Company’s new President and CEO to execute “Daniel J Duffy’s plan” of turning the Company into a well-structured, revenue, earnings and asset based company.
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Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals
NEW YORK, N.Y. — Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic…
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Sunshine Capital, Inc. Announces Approval of All Recommendations Made by Investment Trustee Daniel J Duffy, to Cancel 92% of Company’s Outstanding Shares
HOLLYWOOD, Fla. — Sunshine Capital, Inc. (Pinksheets: SCNP / OTC:SCNP) today announced that the Board of Directors has approved all recommendations made by Advisory Board Member and Investment Trustee, Daniel J Duffy.