Fidelity Investments

Sensata Technologies Appoints John Mirshekari to Its Board of Directors

Retrieved on: 
Tuesday, February 20, 2024
Electronic Design Automation, Engineering, Technology, Aerospace, Manufacturing, Software, Machinery, Fidelity, Multimedia, Investment, Fidelity Investments, Portfolio manager, Growth, Committee on Finance, Equity, Partners Capital

Sensata Technologies Holding plc (NYSE: ST) today announced that John Mirshekari has been appointed to Sensata’s Board of Directors and to serve on the Growth & Innovation Committee and the Finance Committee, effective March 1, 2024.

Key Points: 
  • Sensata Technologies Holding plc (NYSE: ST) today announced that John Mirshekari has been appointed to Sensata’s Board of Directors and to serve on the Growth & Innovation Committee and the Finance Committee, effective March 1, 2024.
  • View the full release here: https://www.businesswire.com/news/home/20240220998110/en/
    Mr. Mirshekari brings more than two decades of finance, investment and strategic execution experience to Sensata’s Board of Directors.
  • “John brings decades of experience in business strategy, shareholder value creation and corporate governance, as well as an institutional investor,” said Andrew Teich, Chairman of the Board of Sensata.
  • On behalf of our Board, we welcome John, and I am confident that he will be a great addition to the Sensata team.”

Bryn Mawr Trust Announces Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors

Retrieved on: 
Tuesday, February 20, 2024
Banking, Professional Services, Finance, A. G. Edwards, Truist, Senior, Fidelity Investments, J. P. Morgan, Lincoln University, Growth, Temple University, Social, TD Ameritrade, MBA, Security, Social Security, History, WSFS, Wealth management, Penn Mutual, TIAA, Client, Drexel University, Management

WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.

Key Points: 
  • WSFS Financial Corporation (Nasdaq: WSFS), the parent company of Bryn Mawr Trust, is pleased to announce Donald Lyons, CFP®, NSSA® and Angela S. Wagner, J.D., CEPA® as Senior Vice Presidents, Wealth Directors in Berwyn, Pa.
  • In their roles, Lyons and Wagner will lead the Berwyn team of advice-driven, cross-functional advisors, including investment advisors and wealth trust advisors.
  • They will be responsible for delivering on the Client experience, business results, community visibility and brand development in the market.
  • “We’re thrilled to continue our growth with the appointment of Don to his new role and the hire of Angela,” said Jamie P. Hopkins, Senior Vice President, Director of Private Wealth Management.

B. Riley Securities Announces Sponsors of 24th Annual Institutional Investor Conference

Retrieved on: 
Thursday, March 7, 2024
Diabetes, Privately held company, Morgan, Lewis & Bockius, LOS, Research, Fidelity Investments, Protiviti, Conference, Security (finance)

LOS ANGELES, March 7, 2024 /PRNewswire/ -- B. Riley Securities ("B. Riley"), a leading middle market brokerage and investment bank, and subsidiary of B. Riley Financial, Inc. (Nasdaq: RILY), today announced the initial list of sponsors for its Annual Institutional Investor Conference which will take place on May 22-23 in Beverly Hills, California.

Key Points: 
  • B. Riley's Flagship Conference Will Gather 200 Public and Privately Held Companies Across Variety of Industry Sectors on May 22-23, 2024
    LOS ANGELES, March 7, 2024 /PRNewswire/ -- B. Riley Securities ("B. Riley"), a leading middle market brokerage and investment bank, and subsidiary of B. Riley Financial, Inc. (Nasdaq: RILY), today announced the initial list of sponsors for its Annual Institutional Investor Conference which will take place on May 22-23 in Beverly Hills, California.
  • In its 24th year, B. Riley's flagship conference gathers more than 200 public and privately held companies across a wide variety of industry sectors.
  • "Our annual conference has served as a premier investor networking event for over two decades.
  • Participation in B. Riley's 24th Annual Institutional Investor Conference is by invitation only.

Zoom Drain opens new location in Phoenix's East Valley

Retrieved on: 
Monday, February 19, 2024
Marketing, Fidelity Investments, Mesa, Holiday, University, Attention, Organization, Economics, Investment, Brigham Young University, Canal

PHOENIX, Feb. 19, 2024 /PRNewswire/ -- Zoom Drain, a leading operator of drain and sewer services, announces the opening of its newest franchise location in Phoenix's East Valley on Feb. 19, and owners Nathan and Heather Merrill say they are happy to be members of a company dedicated to customer service and an energetic company culture.

Key Points: 
  • Before purchasing their new Zoom Drain location, Merrill worked for more than 14 years as an investment advisor and retirement planner.
  • Nathan Merrill believes the couple's skill sets will help them make Zoom Drain Phoenix East Valley a success.
  • Zoom Drain Phoenix East Valley serves Chandler, Gilbert, Mesa, Queen Creek and the surrounding areas.
  • To learn more about Zoom Drain Phoenix East Valley, visit https://www.zoomdrain.com/phoenix-east-valley/ .

David Eisenhauer and Team Launch Greykasell Wealth Strategies, Inc.

Retrieved on: 
Friday, February 16, 2024
CPA, PwC, Certified Public Accountant, Fidelity, Office management, Certified Financial Planner, RIA, Fidelity Investments, Dream, San Jose State University, CLU, Growth, Family, Business administration, Tax, Publication, Financial adviser

DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners. The newly-formed RIA is a multi-custodial firm that utilizes Fidelity as its largest custodian. Working with Fidelity Investments gives Greykasell access to a wide range of products and services that can help them serve the needs of their clients.

Key Points: 
  • DANVILLE, Calif., Feb. 16, 2024 /PRNewswire/ -- David Eisenhauer, CFP®, CPA, CLU and his team announced the launch of Greykasell Wealth Strategies, Inc. ("Greykasell"), an independent registered investment advisor ("RIA") with the SEC serving the intricate financial needs of high-net-worth individuals, families and business owners.
  • Mr. Eisenhauer, who will serve as the firm's Chief Wealth Strategist, has more than 14 years of investment experience.
  • Joining Mr. Eisenhauer at Greykasell is his entire team, including Cynthia Alyssa Pammett (Director of Operations) and Michael Kimbrough (Director of Investments) and his wife, Teri Eisenhauer, who serves as Office Manager.
  • "We are thrilled to launch Greykasell Wealth Strategies, a new independent RIA that will create more value for clients," said Mr. Eisenhauer.

Major Financial Firms Drive Growth of CFP® Professionals

Retrieved on: 
Tuesday, February 13, 2024
CAE, Woman, Professional, Fidelity, Education, Fidelity Investments, Northwestern Mutual, Certification, CFP, Schwab, Investment, Financial adviser

WASHINGTON, Feb. 13, 2024 /PRNewswire/ -- New data from CFP Board reveals that leading financial firms are responsible for the largest increases in new CFP® professionals in 2023. CFP Board added 6,089 new CFP® certificants in 2023, with 1,000 new certificants employed by Edward Jones.

Key Points: 
  • "As firms look to meet this demand and deliver more value to their clients, they are increasingly turning to CFP® professionals."
  • Highlights of the exceptional growth in new CFP® certificants at firms include the following:
    Edward Jones: New CFP® certificants grew by 1,000, a 62% year-over-year increase.
  • This makes the CFP® certification a differentiator for firms and the financial planning professionals they employ.
  • Ultimately, hiring CFP® professionals enables financial planning firms to deliver superior service, build strong client relationships and position themselves for long-term success in the industry.

Mercer Advisors Adds Five RIA Industry Veterans to Accelerate Inorganic Growth Strategies

Retrieved on: 
Tuesday, February 13, 2024
Investment, Marketing, Wealth management, Carl Orff, RIA, Fidelity Investments, Culture, Tennis, TDA, TD Ameritrade, DFA, Business development, LPL Financial, RBC, Partner, Dimensional Fund Advisors, M&A, VPS, Region, ATP, Piper Sandler Companies, RIAS, Knowledge, LPL, SS&C Advent, Financial adviser

DENVER, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the recent hiring of multiple experienced executives to bolster the firm's inorganic growth strategies, including key hires on the firm's M&A teams.

Key Points: 
  • DENVER, Feb. 13, 2024 /PRNewswire-PRWeb/ -- Mercer Global Advisors Inc. ("Mercer Advisors"), a national Registered Investment Adviser (RIA) firm, announced today the recent hiring of multiple experienced executives to bolster the firm's inorganic growth strategies, including key hires on the firm's M&A teams.
  • Enhancing Mercer Advisor's M&A Partner Development Team are veteran relationship managers with extensive experience working directly with RIAs.
  • They are passionate about advisor success and understand the highly nuanced RIA space," said Dave Welling, CEO of Mercer Advisors.
  • Jeff Dadamo joins Mercer Advisors from Dimensional Fund Advisors, where he held various roles as an investment strategist and financial advisor services analyst.

Peachtree Group Acquires Hilton Garden Inn Denver Tech Center

Retrieved on: 
Tuesday, February 13, 2024
Commercial Building & Real Estate, Construction & Property, Lodging, Finance, Travel, Professional Services, REIT, Other Construction & Property, Acquisition, Bernath, MSA, Newmont, Multimedia, Interstate 25, Investment, Fidelity Investments, Denver International Airport, Interstate 225, Interstate Highway System, CBD, Heart, Hilton Garden Inn, Comcast, Microsoft, Zoom, Central business district, Hotel

Peachtree Group ("Peachtree") announced the acquisition of the 180-room Hilton Garden Inn Denver Tech Center in Denver, Colo. Peachtree's hospitality management team will operate the property.

Key Points: 
  • Peachtree Group ("Peachtree") announced the acquisition of the 180-room Hilton Garden Inn Denver Tech Center in Denver, Colo. Peachtree's hospitality management team will operate the property.
  • View the full release here: https://www.businesswire.com/news/home/20240213770239/en/
    Peachtree Group ("Peachtree") announced the acquisition of the 180-room Hilton Garden Inn Denver Tech Center in Denver, Colo. (pictured).
  • The area is situated near the intersection of Interstate 25 and Interstate 225, providing direct access to the Denver CBD and Denver International Airport.
  • The Hilton Garden Inn Denver Tech Center marks Peachtree's second hotel in Denver, following its ownership of the Element Denver Park Meadows in Lone Tree.

Thumbtack Adds Gretchen Howard to its Board of Directors

Retrieved on: 
Wednesday, February 7, 2024
Apps, Applications, Technology, Construction & Property, Software, Home Goods, IOT (Internet of Things), Other Construction & Property, Retail, Consumer Electronics, Residential Building & Real Estate, Fidelity Investments, AllTrails, IPO, Sequoia Capital, Partner, CapitalG, Entrepreneurship, Investment, Robinhood Markets

Thumbtack , the technology company helping millions of people confidently care for and improve their homes, today announced the addition of Gretchen Howard to its Board of Directors.

Key Points: 
  • Thumbtack , the technology company helping millions of people confidently care for and improve their homes, today announced the addition of Gretchen Howard to its Board of Directors.
  • In this role, Howard will serve as Chair of the Board’s Nominating and Governance Committee.
  • Over the course of her career, Howard has served in senior leadership positions at Robinhood Markets, Inc. (“Robinhood”), CapitalG, Google, and Fidelity Investments.
  • Their approach to building long-term relationships with homeowners to help them care for and improve their most valuable asset is differentiated and innovative," said Howard.

FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2024 GRANT RECIPIENTS

Retrieved on: 
Tuesday, January 30, 2024
BNY, Partnership, Curriculum, Fidelity Investments, Knowledge, Dean (education), CFP, Patient, Personal, Texas Tech University, Investment, Communication, Psychology, FFP, Creativity, Student, Cancer, Organization, Woman

Once completed, the revised curriculum will be tested among financial planning students from Texas Tech University’s Charles Schwab Foundation Personal Financial Planning Clinic.

Key Points: 
  • Once completed, the revised curriculum will be tested among financial planning students from Texas Tech University’s Charles Schwab Foundation Personal Financial Planning Clinic.
  • “The update to this curriculum aims to enhance the comprehensive training and preparation of future financial professionals and pro bono providers,” says Durband.
  • “Our flagship Entrepreneur Empowerment Program works hard to provide personal and business financial training to nearly 60 early-stage small business owners annually.
  • Since its inception, our Pro Bono for Cancer program has served over 2,340 families via the volunteer efforts of 664 financial planners.