investment banking - FinTecBuzz

Warren May joins TAG Financial Institutions Group

August 2, 20234 min

TAG Financial Institutions Group, LLC, a leading investment banking firm in the Financial and Business Services sectors, announced that Warren May has joined the firm as a Senior Advisor. Mr. May brings to TAG Financial over 40 years of experience in the financial services profession. His career began as a second-generation owner of a regional, full service, multiple line, independent insurance and financial services enterprise. After the sale of the firm, he entered the corporate arena....

by PRNewswire

Banking

Dave Inc. appoints Yadin Rozov to Board of Directors

July 11, 20233 min

Dave Inc, one of the nation’s leading neobanks, appointed of Yadin Rozov, a financial expert with deep experience in managing financial services firms and operating public companies, to its Board of Directors, effective July 6, 2023. Mr. Rozov has previously served as a board member for banking, insurance, chemicals, and pharmaceutical companies. With over 20 years of experience in capital markets, corporate finance, investment banking, and investment management, Mr. Rozov’s guidance will support the Company in...

by BusinessWire

Investments

Clear Street to Launch Investment Banking Business, Advisory Services

June 30, 20236 min

Fintech prime broker welcomes industry experts from JonesTrading, Bridgeway Capital Partners, EF Hutton to lead new practice area

by BusinessWire

Compliance & Scoring

ACA Group Appoints Patrick Olson as Chief Executive Officer

May 23, 20233 min

17-year BlackRock veteran with blend of industry expertise, client relationships and global operating experience, will help drive growth and innovation.

by GlobeNewswire

Crypto Currencies

Okcoin Appoints New Leadership in Europe and Ireland

March 15, 20234 min

Erald Ghoos appointed Europe GM, David Renold named CEO for Okcoin Ireland affiliate

by PRNewswire

Platforms

Sarah Quinlan Joins Consello as Chief Economist

March 14, 20234 min

Consello, the financial services advisory and strategic investing platform, is pleased to announce the appointment of Sarah Quinlan to the position of Chief Economist. Ms. Quinlan has over 25 years of macro–economic asset management experience encompassing all asset classes. She has also been an advisor to C–Suite Executives, Boards of Directors and government officials in over 50 countries. Ms. Quinlan will work across all the Firm’s businesses, applying her deep understanding of global market trends and the...

by PRNewswire

Investments

Tom Hackett named chief executive officer of Truist Securities

March 14, 20235 min

Hackett succeeds John Gregg, who will retire

by PRNewswire

Banking

BGL Announces New Partnership Between Utitec and Cadence

February 22, 20233 min

Brown Gibbons Lang & Company (BGL), a leading investment banking and financial advisory firm, is pleased to announce a new partnership between Utitec, Inc. (Utitec), a manufacturer specializing in miniature, deep drawn medical device and commercial components, and Cadence, Inc. (Cadence), a leading contract manufacturer of medical and drug delivery devices and specialty commercial products. BGL’s Healthcare investment banking team initiated the transaction and acted as the exclusive financial advisor to Utitec. The specific terms of the transaction...

by BusinessWire

Investments

Freedom Holding Corp. Inks Agreement to Acquire Maxim Group

February 17, 20235 min

Acquisition will expand capital markets, research, and investment banking capabilities

by BusinessWire

Banking

Wassim Al-Khatib Joins Lazard as CEO, MENA Investment Banking

January 23, 20234 min

Lazard Ltd (NYSE: LAZ) today announced the appointment of Wassim Al-Khatib as Chief Executive Officer (CEO) of the firm’s Financial Advisory business in the Middle East and North Africa (MENA), and CEO of Lazard Saudi Arabia, subject to regulatory approval. Wassim Al-Khatib will be based in the Riyadh office, which will serve as Lazard’s regional MENA Investment Banking hub. “We are pleased to have Wassim join us as CEO of our MENA Investment Banking business,”...

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