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investments Press Releases

Shaun Melby, CFP®, Launches Wealth Management Firm

Shaun Melby, CFP®, Launches Wealth Management Firm

Melby Wealth Management, a new fee-only financial planning and investment management firm founded by Shaun Melby, CFP®, is ready for business. Melby Wealth Management will specialize in serving those in Generations X and Y, business owners and the entertainment industry.  “I’m…

Collectors Equity | First Ever Market Cap Weighted Index for Graded Collectibles

Collectors Equity | First Ever Market Cap Weighted Index for Graded Collectibles

Collectors Equity is an innovative financial technology firm serving the global community of graded collectibles. The company offers a comprehensive suite of daily valued, market capitalization weighted indices that track the financial trends of graded sports cards. Collectors Equity advocates on behalf of…

Promanas Brings Occupancy at Park Place Five to 95 Percent

Promanas Brings Occupancy at Park Place Five to 95 Percent

Promanas has recently executed new leases totaling more than 39,000 square feet at the Park Place Five office building, bringing the occupancy to 95 percent. Tenants include Verint® Systems Inc., Vintage Financial Services LLC, Groundspeed Analytics Inc., Koddi Inc. and Promanas. Park…

Arboretum Commercial Finance, LLC Opens New Headquarters in Atlanta, Georgia

Arboretum Commercial Finance, LLC Opens New Headquarters in Atlanta, Georgia

Arboretum Group, LLC (“Arboretum Group”) is happy to announce the opening of a new headquarters of Arboretum Commercial Finance, LLC (“Arboretum Commercial Finance”) located in Atlanta, Georgia, as well as the hiring of Robert “Chip” Leas to serve as the…

SQN Investment Advisors, LLC Announces Rebrand to Arboretum Investment Advisors, LLC

SQN Investment Advisors, LLC Announces Rebrand to Arboretum Investment Advisors, LLC

SQN Investment Advisors, LLC, an industry leading fund manager and SEC registered investment adviser that specializes in asset backed and equipment leasing funds, has announced that it is rebranding to Arboretum Investment Advisors, LLC ("Arboretum Investment Advisors”). This comprehensive rebrand is…

Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

Advisors Capital Management Elevates Dr. JoAnne Feeney to Partner

Nationally recognized investment advisory and portfolio management firm, Advisors Capital Management (ACM), is pleased to announce the elevation of Dr. JoAnne Feeney to partner. Dr. Feeney joined the firm in 2015 as a portfolio manager and member of the firm’s…

Employment Technology Fund Invests in PAIRIN to Remove Soft-Skill Barriers to Employment

Employment Technology Fund Invests in PAIRIN to Remove Soft-Skill Barriers to Employment

The Employment Technology Fund (ETF), a social impact fund focused on breaking down barriers to employment for lower-income adults, announced its investment in PAIRIN to rapidly scale the company’s tools that make education more relevant and hiring more equitable by…

SiriusXM Radio to Offer Weekly Wealth Management Broadcast

Larry Rosenthal, president of the Rosenthal Wealth Management Group in Northern Virginia, will host a new national SiriusXM satellite radio program designed to provide listeners with the latest and best information on how to manage their investments, estate and financial…

SteelBridge Consulting Announces the Acquisition of Oak Moss Consulting

SteelBridge Consulting announces the acquisition of Oak Moss Consulting in Pittsburgh, PA. The Oak Moss team expands the execution-focused capabilities of SteelBridge’s Portfolio Company Services (PCS) business practice by adding leadership experienced in managing cross-functional, multi-stakeholder projects across a wide…

Ewan Moir of Aspect Financials Awarded 5-Star Asset Management Recognition by Hong Kong-Based Asset Management Company

Ewan Moir, of Aspect Financials in Hong Kong, has been recognized by the asset management company for his hugely impressive achievements during the company's current private client drive. He has welcomed a record number of new private clients to the…

Zoe Financial Raises $2M From JP Morgan & Blackrock Execs to Build Digital Wealth Management Marketplace

 Zoe Financial, a startup which just raised $2M from JP Morgan & Blackrock executives, is looking to transform how Americans approach their personal finances, starting with their relationship with a financial advisor. The round was led by Chris Jones, the former…

swissglobal Eyes Acquisitions Worldwide With Focus on Middle East

Financial solutions provider swissglobal is eyeing M&A opportunities in markets across the Middle East as it seeks to supplement rapid organic expansion with strategic acquisitions. The strategy comes as the financial services and wealth management brand expands into the Middle East, and…

Aspect Financials Appoints New Senior Asset Manager

Aspect Financials is pleased to announce the appointment of Andrew McIntosh to Senior Asset Manager (SAM) of Aspect Financials’ Private Client Division, starting Monday, 10 September 2018. He will report to Lee Manford, Country Head, Hong Kong, and be based in…

Financial Education Benefits Center: Is It Possible to Find Happiness in a Finance App?

For those wrestling with too many debits and not enough credits, there are many personal finance apps that can be helpful. Mint, You Need a Budget, Wally and Acorns track finances so that users can see where their resources are going,…

Miracle Material – Spidey Tek Changes Everything

Spidey Tek’s advances in Real Spider Silk technology changes the material science paradigm regarding any product that requires light-weight, super-strength, increased-performance capabilities and durability. Case in point is the Spidey Bat Drone. A creation of world-class designer and inventor Roberto…

DNotes Global Inc. Launches Reg. D 506 (C) Funding to Raise $5 Million From Accredited Investors in a Series of Three Funding Rounds

​DNotes Global, Inc. announced on Thursday that its first funding round utilizing Reg. D 506 (c) to raise $5 million from accredited investors is now live. An offering statement has been filed with the SEC and a Private Placement Memorandum (PPM) is…

International Association of Women Honors Felecia Froe as a 2018-2019 Influencer of the Year

​​The International Association of Women (IAW) honors Felecia Froe as a 2018-2019 Influencer of the Year. She is recognized with this prestigious distinction for leadership in entrepreneurship. The International Association of Women (IAW) is a global in-person and online networking…

Association for Corporate Growth South Florida Chapter Announces Emerging Growth Company of the Year Winners E-Builder – a Trimble Company – and SMP Pharmacy Solutions

​The South Florida Chapter of the Association for Corporate Growth (ACG-South Florida) announced today the winners of the prestigious “Emerging Growth Company of the Year” award. e-Builder, A Trimble Company and SMP Pharmacy Solutions were awarded for their exceptional performance…

Thrivent Financial’s Leah Joyce Earns FIC Designation

Thrivent Financial’s Leah Joyce Earns FIC Designation

Leah Joyce, FIC®, CLTC®, of Collinsville, Ill, a Financial Associate with Thrivent Financial, recently earned the Fraternal Insurance Counselor (FIC®) designation granted by the Fraternal Field Managers' Association.The FIC® designation is awarded only to those who complete basic, intermediate and…

Keeping More of a Home's Equity When Selling Can Meaningfully Impact an Overall Financial Portfolio

Today, Virginia-based real estate broker and tech company UpsideDoor announced that it helped clients save $216,910 in brokerage fees in the first quarter of 2018 and will be putting an additional $221,075 back in the pockets of homeowners by the end…

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