Fidelity Investments

Fidelity Investments Achieves FinOps Foundation's Enterprise Certification

Retrieved on: 
Monday, January 29, 2024
Cloud, Engineering, SAN, Investment, Knowledge, SVP, Fidelity, Linux Foundation, KPI, Technical Advisory Council, Organization, Fidelity Investments

SAN FRANCISCO, Jan. 29, 2024 /PRNewswire/ -- The FinOps Foundation, a part of The Linux Foundation's non-profit technology consortium focused on advancing the people and practice of FinOps, announced that Fidelity Investments has achieved the FinOps Certified Enterprise certification, a level of advanced FinOps practices that contributes best practices for others and validates the work of the FinOps Foundation.

Key Points: 
  • SAN FRANCISCO, Jan. 29, 2024 /PRNewswire/ -- The FinOps Foundation , a part of The Linux Foundation's non-profit technology consortium focused on advancing the people and practice of FinOps, announced that Fidelity Investments has achieved the FinOps Certified Enterprise certification, a level of advanced FinOps practices that contributes best practices for others and validates the work of the FinOps Foundation.
  • "Seeing the FinOps Enterprise Certification and Training programs gain momentum validates the work and impact of the Foundation and our community," said J.R. Storment, FinOps Foundation Executive Director.
  • "FinOps remains one of the key pillars at Fidelity, ensuring that we optimize our cloud investment," said Jen Hays, SVP of Engineering Efficiency at Fidelity and FinOps Foundation Governing Board Chair.
  • Most recently, Fidelity's Noel Crowley (Director, Cloud and Platform Engineering FinOps) and Zach Stitham (VP, FinOps - Fidelity Wealth) co-authored a Medium article on Fidelity's FinOps journey.

StockBrokers.com Announces Winners for the 2024 Annual Awards

Retrieved on: 
Tuesday, January 23, 2024
Professional Services, Business, Data Analytics, Finance, Asset Management, Consulting, CFA, Fidelity Investments, Interactive Brokers, CMT, Data collection, Financial adviser

StockBrokers.com, a leading publisher of in-depth brokerage reviews and guides, is proud to announce the winners of the StockBrokers.com 2024 Annual Awards.

Key Points: 
  • StockBrokers.com, a leading publisher of in-depth brokerage reviews and guides, is proud to announce the winners of the StockBrokers.com 2024 Annual Awards.
  • The Annual Awards represent the culmination of StockBrokers.com’s proprietary research, analysis and data collection.
  • “The Annual Awards allow Reink Media Group to really champion the interests of individual investors, as well as encourage innovation among online brokerages,” Levine said.
  • Several new awards for 2024 recognize evolutions in the industry, including #1 Broker for Bond Trading, going to Interactive Brokers.

“For the Industry, By the Industry”: CAIA Association Unveils Completely Redesigned Fundamentals of Alternative Investments Program

Retrieved on: 
Wednesday, January 10, 2024
Professional Services, Education, Finance, Asset Management, Continuing, Training, Senior, CAIA, Philosophy, T. Rowe Price, CIPM, Investment, Bank, CFA, Morgan Stanley, Language, Chartered Alternative Investment Analyst, Club, Bank of America, Unifi, FAI, Future, FDP, Advisory Council, Fidelity Investments, Growth, Financial adviser

The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.

Key Points: 
  • The Chartered Alternative Investment Analyst (CAIA) Association , the global professional body for the alternative investment industry, is today unveiling a completely redesigned and refreshed Fundamentals of Alternative Investments (FAI) program.
  • “The first generation of FAI played a critical role at a time when alternatives were just starting to go mainstream,” said Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, and Head of UniFi by CAIA™.
  • The new FAI is being launched this evening at Unveiling the Future: The Next $20 Trillion in Alternative Investments, Club 101, New York, NY at 5:30pm.
  • “Programs like this will help investment professionals deepen and broaden their understanding of and expertise in the evolving role of private investments in client portfolios.”
    More information on UniFi by CAIA™ can be found here: https://caia.org/programs/unifi

Fidelity Investments Canada reduces fees on Fidelity Advantage Bitcoin ETF®

Retrieved on: 
Thursday, January 11, 2024
Bitcoin, ETF, HST, MER, Investment, Fidelity, TSX, Blockchain, Digital asset, ULC, Organization, Liquidity, Fidelity Investments, Cryptocurrency

This reduction will also be passed along to Fidelity Advantage Bitcoin ETF Fund®, which invests directly in the ETF.

Key Points: 
  • This reduction will also be passed along to Fidelity Advantage Bitcoin ETF Fund®, which invests directly in the ETF.
  • Fidelity Advantage Bitcoin ETF® and other digital asset strategies are custodied by Fidelity Clearing Canada ULC's institutional grade clearing and custody platform.
  • How It Works - The investment objective of Fidelity Advantage Bitcoin ETF® is to invest in bitcoin.
  • Fidelity Security Features - Fidelity Advantage Bitcoin ETF® custodies bitcoin through Fidelity Clearing Canada.

Isaac Green Joins North Square Investments as Vice President, Regional Director

Retrieved on: 
Thursday, January 11, 2024
Investment, CS, RIAS, FINRA, Marketing, Registered investment adviser, Fidelity Investments, ROBO, Financial adviser

CHICAGO, Jan. 11, 2024 /PRNewswire-PRWeb/ -- North Square Investments today announced that Isaac Green had joined the firm as a vice president and regional director. The announcement was made by CEO Mark Goodwin, who said Isaac will report to Head of Distribution Phil Callahan.

Key Points: 
  • North Square Investments today announced that Isaac Green had joined the firm as a vice president and regional director.
  • CHICAGO, Jan. 11, 2024 /PRNewswire-PRWeb/ -- North Square Investments today announced that Isaac Green had joined the firm as a vice president and regional director.
  • The announcement was made by CEO Mark Goodwin, who said Isaac will report to Head of Distribution Phil Callahan.
  • "Throughout his career Isaac has worked with Registered Investment Advisors (RIAs), broker-dealers, and private wealth advisory teams and he joins North Square with an extensive network on the west coast."

Amundi US Appoints Head of US Intermediary and International Distribution

Retrieved on: 
Friday, January 5, 2024
Banking, Asset Management, Professional Services, Finance, Business, Ameriprise Financial, Columbia Threadneedle Investments, MBA, Research, Investment, University, Fidelity Investments, Columbia Business School, National accounts, Economics, Senior

Amundi US today announced the appointment of Jason Xanthakis as Senior Managing Director, Head of US Intermediary and International Distribution, effective January 1, 2024.

Key Points: 
  • Amundi US today announced the appointment of Jason Xanthakis as Senior Managing Director, Head of US Intermediary and International Distribution, effective January 1, 2024.
  • Jason has been a member of the Amundi US Intermediary Distribution team since December 2009, most recently as Senior Managing Director, Head of US Intermediary Strategy, Partnerships & National Accounts.
  • In his expanded US role, Jason will lead Amundi US’s Intermediary Distribution Team in the US, while continuing to lead the distribution of US-managed investment solutions in the International Retail and US Offshore/Retail Latin American channels.
  • Upon his return to the US, Jason was appointed Senior Managing Director, Head of International Retail Business & US Intermediary Strategy, Partnerships, and National Accounts.

Axogen, Inc. Appoints Kathy Weiler to its Board of Directors

Retrieved on: 
Tuesday, December 26, 2023
Marketing, Blue Shield, Quality of life, Optum, Partnership, UnitedHealth Group, International economics, Blue Cross, Executive, Nerve, Financial services, Consumer, Bowdoin College, Investment, Quality, Brandeis University, Fidelity Investments, Mental health, BNY, Patient, Organization, Experience, Management

“I am happy to welcome Kathy to the Board as Axogen is approaching an exciting inflection point in its journey,” commented Karen Zaderej, chairman, CEO, and president.

Key Points: 
  • “I am happy to welcome Kathy to the Board as Axogen is approaching an exciting inflection point in its journey,” commented Karen Zaderej, chairman, CEO, and president.
  • Prior to Amwell, Weiler served as Chief Consumer Officer at Optum, where she led consumerism across the enterprise.
  • “I am impressed by Axogen’s unique products that restore quality of life for patients with nerve injuries,” said Weiler.
  • “I am excited to join the Board and contribute to the Company’s strategic path, and it’s commercial success.”

Ameresco wins Large Company of the Year Gold Award at the 2023 Best in Biz Awards

Retrieved on: 
Wednesday, December 20, 2023
Architecture, Other Energy, Utilities, Sustainability, Alternative Energy, Energy, Other Construction & Property, Environment, Construction & Property, Green Technology, Urban Planning, Building Systems, U-Haul, AMRC, The New York Times, The Wall Street Journal, Verizon Communications, Gold, City, Housing, Fidelity Investments, Publication, Carbon, CO2, Bloomberg, Film industry

Ameresco, Inc. , (NYSE: AMRC), a leading cleantech integrator specializing in energy efficiency and renewable energy, today announced it has won the Company of the Year Award (Large - 1000 and more employees) gold award at the 2023 Best in Biz Awards .

Key Points: 
  • Ameresco, Inc. , (NYSE: AMRC), a leading cleantech integrator specializing in energy efficiency and renewable energy, today announced it has won the Company of the Year Award (Large - 1000 and more employees) gold award at the 2023 Best in Biz Awards .
  • The Best in Biz Awards is an independent awards program that celebrates the achievements of executives, employees, teams, company performance, products and services.
  • Ameresco has won the Company of the Year gold award for the company’s sustainability efforts over the last two years.
  • "We express our gratitude to the Best in Biz Awards team, judges and representatives for recognizing our company with this esteemed award,” said George Sakellaris, President and CEO of Ameresco.

Brightcove Appoints New CMO and CRO, Creates COO Position

Retrieved on: 
Tuesday, December 19, 2023
Technology, Mobile, Wireless, Other Communications, Entertainment, Online, Communications, Audio, Video, Software, Internet, Marketing, DeBevoise, Tribune Broadcasting, Acquisition, CMO, Software as a service, BCOV, Klingler, Fidelity Investments, Advertising, Growth, KPMG, Corporate development, Organization, Creativity, Santander Bank, Management

Kathy Klingler has been appointed Chief Marketing Officer (CMO), and Jim Norton as Chief Revenue Officer (CRO), effective January 8, 2024.

Key Points: 
  • Kathy Klingler has been appointed Chief Marketing Officer (CMO), and Jim Norton as Chief Revenue Officer (CRO), effective January 8, 2024.
  • Additionally, Brightcove’s current Chief Strategy and Corporate Development Officer, David Beck, is taking on an expanded role as Chief Operating Officer (COO).
  • “I am thrilled to join Brightcove to continue its unparalleled leadership in the streaming technology space,” said Klingler.
  • Brightcove represents the perfect intersection of all that I have been working towards, and I can't think of a better fit,” said Norton.

FiCAS AG Welcomes Former Fidelity Portfolio Manager Harlan Carere.

Retrieved on: 
Wednesday, December 20, 2023
Digital asset, Investment, Goldman Sachs, Harvard Business School, Research, Source Code Capital, AG, Fidelity, FICA, Portfolio management, Fidelity Investments, Partnership, MBA, Growth

FiCAS AG Welcomes Former Fidelity Portfolio Manager Harlan Carere.

Key Points: 
  • FiCAS AG Welcomes Former Fidelity Portfolio Manager Harlan Carere.
  • Zug, Switzerland — 19 December 2023 — FiCAS AG is thrilled to announce the addition of Harlan Carere to their team.
  • At Fidelity, Harlan held a number of Portfolio Management positions with a focus on technology and growth equities.
  • Harlan states, “I am enthusiastic to join the highly skilled team here at FiCAS AG.