Fidelity Investments

FBLA Celebrates American Enterprise Day with Career Panel Featuring Experts in Six Fields

Retrieved on: 
Wednesday, November 8, 2023
Research, McCormick & Company, Education, Clinical professor, Teladoc Health, Student, Workforce, The American Enterprise, McCormick, FBLA, CDM, Engineering, Fidelity Investments, CLA, CliftonLarsonAllen, LLP, Teaching, CDM Smith, Starbucks, Armstrong Teasdale, Merrill, Mayo Clinic, Management

Reston, Virginia, Nov. 08, 2023 (GLOBE NEWSWIRE) -- Future Business Leaders of America, Inc. (FBLA), the nation’s largest career and technical student organization focused solely on business, is hosting a career panel featuring professionals in six fields for its middle school, high school, and college members to celebrate American Enterprise Day on November 15.

Key Points: 
  • Reston, Virginia, Nov. 08, 2023 (GLOBE NEWSWIRE) -- Future Business Leaders of America, Inc. (FBLA), the nation’s largest career and technical student organization focused solely on business, is hosting a career panel featuring professionals in six fields for its middle school, high school, and college members to celebrate American Enterprise Day on November 15.
  • Students will hear from experts in computer science, engineering, finance, health care, law, and social media/marketing.
  • FBLA celebrates American Enterprise Day by teaching others about the American entrepreneurial spirit through a range of activities, projects, and festivities.
  • FBLA inspires and prepares students to become community-minded business leaders in a global society through relevant career preparation and leadership experiences.

America Mentors Collaborates with Fidelity Investments to Help Underserved Students Persist to Graduation Through Mentoring

Retrieved on: 
Wednesday, November 8, 2023
Pell, Mentorship, Education, Corporate social responsibility, Investment, Fidelity Investments, Fidelity, Student, Partnership, EAB, Nursing, Management, Tutoring, COLUMBUS

COLUMBUS, Ohio, Nov. 8, 2023 /PRNewswire-PRWeb/ -- This collaboration stems from Fidelity's ongoing commitment to fostering educational inclusion and economic advancement for all through its Invest in My Education (ME)SM initiative, with America Mentors supporting the mentoring component of the program. As a corporate sponsor of America Mentors, Fidelity will directly contribute to the organization's efforts to provide essential resources, mentorship, and support to underserved college students, including the 2,500 students that will participate in the Fidelity Scholars program over the next five years.

Key Points: 
  • America Mentors, a non-profit organization dedicated to assisting first-generation, Pell Grant-eligible college students in their journey to graduation, is thrilled to announce a new collaboration with Fidelity Investments.
  • With this partnership, Fidelity will directly contribute to America Mentor's efforts to provide essential resources, mentorship, and support to underserved college students, including the 2,500 students that will participate in the Fidelity Scholars program over the next five years.
  • America Mentors, powered by MentorcliQ's award-winning mentoring software, has transformed the lives of over 5,000 first-generation, Pell Grant-eligible college students to date.
  • America Mentors equips students with the mentoring and support they need to navigate the complexities of higher education and persist to graduation.

Portability Services Network Launches Nation's First Solution to Move Workers' Retirement Savings When Changing Jobs

Retrieved on: 
Tuesday, November 7, 2023
Vanguard, Grammy Award for Best Country Collaboration with Vocals, Retirement, PSN, Empower, TIAA, Fidelity Investments, Alight Solutions, Woman, Automation, Pension fund, Financial adviser

CHARLOTTE, N.C., Nov. 7, 2023 /PRNewswire/ -- The Portability Services Network (PSN) announced the launch of its digital auto portability solution, designed to help tens of millions of under-served and under-saved Americans keep their retirement savings invested and working for them when they change jobs. Having become operational 12 months after being announced in 2022, PSN includes as founding members the nation's leading workplace retirement plan recordkeepers—Alight Solutions, Empower, Fidelity Investments, Principal, TIAA, and Vanguard—under the leadership of Robert L. Johnson, Chairman of the PSN and Retirement Clearinghouse, LLC.

Key Points: 
  • Retirement Clearinghouse, Leading Workplace Retirement Plan Providers, and Employers Across the Country Collaborate to Increase Savings for Lower-Wage Workers Through Auto Portability
    Portability Services Network Chairman Robert L. Johnson Encourages Employers to Join
    CHARLOTTE, N.C., Nov. 7, 2023 /PRNewswire/ -- The Portability Services Network (PSN) announced the launch of its digital auto portability solution, designed to help tens of millions of under-served and under-saved Americans keep their retirement savings invested and working for them when they change jobs.
  • "The Portability Services Network is poised to deliver on its core mission to stem the cash-out crisis that harms Black and other under-served and under-saved low-wage workers," said Robert L. Johnson, Chairman of PSN and Retirement Clearinghouse, LLC.
  • So far, we have seen great interest from employers—and we encourage all plan sponsors to learn about how this solution can help their employees greatly improve their retirement security."
  • To learn more, view a video here of leaders of Portability Services Network sharing their commitment to help improve American workers retirement savings situations and outcomes.

Cary Street Partners to Add Jeb Cogger, CFP®, ChFC® as Head of Wealth Planning, Managing Director

Retrieved on: 
Monday, November 6, 2023
Finance, Consulting, Banking, Professional Services, Asset Management, Partner, American College, FINANCIAL, Financial services, Cary Street Park and Shop Center, Investment, The American College of Financial Services, Fidelity Investments, Head, Merrill (company), Edelman Financial Engines, Financial plan, Edelman, Emerson College, Financial adviser, Science

Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director.

Key Points: 
  • Cary Street Partners is pleased to announce that Jeb Cogger, CFP®, ChFC®, has joined as Head of Wealth Planning, Managing Director.
  • Mr. Cogger brings almost 30 years of wealth management and financial planning experience to Cary Street Partners, having most recently served as the Senior Director of Financial Planning, Research & Education at Edelman Financial Engines.
  • He will also lead Cary Street Partners’ financial planning steering committee, provide timely planning resources and content, and enhance internal training and coaching processes and programs.
  • “We are thrilled to welcome Jeb to our team,” said Joseph R. Schmuckler, Chief Executive Officer of Cary Street Partners.

Acquia Flagship Event to Focus on AI and Accessibility as Differentiators for IT and Marketing Pros Building Digital Experiences

Retrieved on: 
Wednesday, November 1, 2023
Technology, Public Relations, Investor Relations, Marketing, Other Technology, Communications, Software, Internet, Data Management, Artificial Intelligence, United States–Africa Leaders Summit, Digital, Rhode Island School of Design, Intelligence, Live, Thought, SVP, Harvard Law School, Organization, Resorts Casino Hotel, Entrepreneurship, Fidelity Investments, Digital marketing, AI, Management, New Balance, Drupal, Acquia, Mars

Acquia , the digital experience leader, brings its signature event, Acquia Engage , to Boston on November 14 and 15.

Key Points: 
  • Acquia , the digital experience leader, brings its signature event, Acquia Engage , to Boston on November 14 and 15.
  • Designed for digital innovators, Acquia Engage Boston features keynotes, sessions, and workshops, with a focus on AI and product innovations that deliver strong return on investment.
  • This year’s two-day agenda includes detailed guidance and thought-provoking presentations for marketers, web designers and developers, IT operations teams, and practitioners.
  • Acquia thanks our Engage Boston sponsors:
    For more information and to register for the event, visit: https://www.acquia.com/engage/boston
    For more details on the Digital Freedom Tour, visit: https://www.acquia.com/engage

FOUNDATION SOURCE APPOINTS INDUSTRY VETERANS PAMELA NORLEY AND CHARLES "CHIP" ROAME TO BOARD OF DIRECTORS

Retrieved on: 
Wednesday, November 1, 2023
University, Temple University School of Medicine, Partner (business rank), Advisory board, Envestnet, Organization, ALSAC, GTCR, Research, Investment, Fidelity Investments, Bachelor of Arts, Fidelity, Business administration, Ecosystem, Master of Business Administration, Retirement, Edelman Financial Engines, Temple University Beasley School of Law, St. Jude Children's Research Hospital, Edelman, Software as a service, Management

FAIRFIELD, Conn., Nov. 1, 2023 /PRNewswire/ -- Foundation Source, the nation's largest provider of cloud-based SaaS solutions and management services for private foundations, today announced the appointment of two new members to its Board of Directors: Pamela (Pam) Norley, former President of Fidelity Charitable, and Charles (Chip) Roame, Founder and Managing Partner of Tiburon Strategic Advisors and Tiburon CEO Summits. Foundation Source is a portfolio company of GTCR, a leading private equity firm, which acquired the business in September 2023.

Key Points: 
  • Foundation Source is a portfolio company of GTCR, a leading private equity firm, which acquired the business in September 2023.
  • "Foundation Source is innovating and simplifying how foundations operate to prepare for the next generation of philanthropy," said Ms. Norley.
  • Chip Roame is a leading strategic advisor to management teams and board members at wealth and investment management firms worldwide.
  • "I look forward to joining the Foundation Source board of directors to help the company further its goal of becoming a key philanthropic resource for wealth managers."

Cohen & Company Capital Markets Continues Strong Momentum, Appoints Gary Quin Senior Advisor, EMEA Investment Banking to Expand Global Reach

Retrieved on: 
Monday, October 30, 2023
Credit Suisse, Fairfax Financial, Government, SPAC, Harvard Business School, Capital market, IPO, Sale, Aer Lingus, Vice, Blackstone Inc., Digicel, Investment, Irish government response to the COVID-19 pandemic, Acquisition, University, IA Financial Group, MBA, REIT, Fidelity Investments, Growth, Trinity College, University College Cork, CCM, Pleasure, Commander, U.S. Pacific Fleet, Trinity College Dublin, Senior advisor, NAAC, Financial services, Cryptocurrency, Saudi Aramco

MENLO PARK, Calif. and NEW YORK, Oct. 30, 2023 /PRNewswire/ -- Cohen & Company Capital Markets ("CCM") is pleased to announce the appointment of Gary Quin as Senior Advisor, who will lead CCM's efforts in Europe, the Middle East, and Africa (EMEA).  

Key Points: 
  • Gary brings a wealth of expertise to CCM, including over 25 years of investment banking, operating, and investing experience.
  • Gary previously served as the CEO of North Atlantic Acquisition Corp (NAAC), a Nasdaq-listed SPAC with a primary focus on European acquisition opportunities.
  • Prior to NAAC, he served as Vice Chairman of Credit Suisse's investment banking division in Europe, advising corporations, governments and governmental organizations, financial sponsors and family offices on M&A and capital raising.
  • During his tenure at Credit Suisse, Gary successfully raised $66 billion in both private and public markets.

Top 500 investment managers see assets drop by $18 trillion

Retrieved on: 
Monday, October 23, 2023
Fidelity Investments, Om, Growth, The Vanguard Group, Climate change, State Street Global Advisors, Research, Investment, BlackRock, Financial adviser, Cryptocurrency

While Japanese managers within the world’s largest 500 fared much better than average with a 5.5% decrease in assets, North American asset managers saw a 14.2% decrease, and Europe (including the U.K.) experienced an above-average 16.8% decrease.

Key Points: 
  • While Japanese managers within the world’s largest 500 fared much better than average with a 5.5% decrease in assets, North American asset managers saw a 14.2% decrease, and Europe (including the U.K.) experienced an above-average 16.8% decrease.
  • The research also reveals the continued evolution of active versus passive AuM among the largest investment managers.
  • Notably, among the world’s largest managers, this still leaves a considerable majority of 65.3% actively managed assets.
  • Turning to individual asset managers, the research shows that BlackRock remains the world’s largest asset manager, despite seeing a drop in AuM from just over $10 trillion to just over $8 trillion in 2022.

First Horizon Names Velia Carboni to Board of Directors

Retrieved on: 
Tuesday, October 24, 2023
First Horizon Bank, Digital, NYSE, FHN, Investment, Fidelity Investments, Environment, VF, VF Corporation, First Horizon Corporation, First, Management

MEMPHIS, Tenn., Oct. 24, 2023 /PRNewswire/ -- First Horizon Corporation (NYSE: FHN or "First Horizon") today announced the election of Velia Carboni, 54, to the First Horizon Board of Directors.

Key Points: 
  • MEMPHIS, Tenn., Oct. 24, 2023 /PRNewswire/ -- First Horizon Corporation (NYSE: FHN or "First Horizon") today announced the election of Velia Carboni, 54, to the First Horizon Board of Directors.
  • Carboni has served as Executive Vice President and Chief Digital and Technology Officer of VF Corporation ("VF"), a provider of branded lifestyle apparel, footwear and accessories, since 2018.
  • At VF, she is responsible for the integration of digital and technology capabilities across all aspects of the company's business, leads the company's digital strategies and oversees VF's analytics function.
  • "We welcome Velia to the Board of Directors.

Immuno-Oncology360º Announces 2024 Keynotes and Featured Speakers for the 10th Annual NYC Meeting

Retrieved on: 
Thursday, October 19, 2023
Data mining, Margaret Callahan, IPO, EVP, UCSF, Optimism, Memorial Sloan Kettering Cancer Center, III, RNA, Life, University of California, Conference, PD-1, Doctor of Philosophy, MBA, Citigroup, R, Fidelity Investments, Cancer immunology, University, Pittsburgh, NYU Langone Health, Genentech, Ira Mellman, AI, FACP, Diagnosis, Research fellow, Weill Cornell Medicine, H. Lee Moffitt Cancer Center & Research Institute, Video game, Management, Medical device, Pharmaceutical industry, MD, Immunotherapy, IO

NEW YORK, Oct. 19, 2023 /PRNewswire-PRWeb/ -- The Conference Forum today announced the launch of the 10th annual Immuno-Oncology 360º Summit (IO360°) taking place February 27-29, 2024, at New York Marriott Brooklyn Bridge, in Brooklyn, NY.

Key Points: 
  • The Conference Forum announced the IO360º Summit's 2024 keynotes and featured speakers for its 10th annual conference.
  • NEW YORK, Oct. 19, 2023 /PRNewswire-PRWeb/ -- The Conference Forum today announced the launch of the 10th annual Immuno-Oncology 360º Summit (IO360°) taking place February 27-29, 2024, at New York Marriott Brooklyn Bridge, in Brooklyn, NY.
  • The IO360° 2024 keynotes include:
    Genentech's Ira Mellman, PhD, VP, Cancer Immunology, will speak on the roles of data mining and AI, and other clinical and translational data, in discovery and trial design.
  • "The IO360º conference presents the latest data impacting the IO landscape and for the 10th annual event, we are pleased to announce the extraordinary leadership advancing this space.