Mischler Financial Group

Santander, Ramirez & Co. and Mischler Financial Group Join DirectBooks

Retrieved on: 
Wednesday, January 24, 2024

NEW YORK and LONDON, Jan. 24, 2024 /PRNewswire/ -- DirectBooks, a global leader in primary markets communications, announced today that Santander, Ramirez & Co. and Mischler Financial Group have joined the platform. The recent additions increase the number of underwriters participating on DirectBooks to 34 worldwide.

Key Points: 
  • NEW YORK and LONDON, Jan. 24, 2024 /PRNewswire/ -- DirectBooks , a global leader in primary markets communications, announced today that Santander, Ramirez & Co. and Mischler Financial Group have joined the platform.
  • The recent additions increase the number of underwriters participating on DirectBooks to 34 worldwide.
  • "DirectBooks welcomes our newest members as we continue to fulfill our goal of broadening our global community of underwriters," said DirectBooks CEO, Rich Kerschner.
  • In 2023, DirectBooks celebrated a community growth milestone by surpassing 500 institutional investor accounts.

Jefferies Establishes Full Service Investment Banking and Capital Markets Capabilities in Canada

Retrieved on: 
Monday, December 4, 2023

Jefferies Financial Group (NYSE: JEF) today announced it has established full service investment banking and capital markets capabilities in Canada to serve the evolving needs of corporate, institutional and government clients across Canada.

Key Points: 
  • Jefferies Financial Group (NYSE: JEF) today announced it has established full service investment banking and capital markets capabilities in Canada to serve the evolving needs of corporate, institutional and government clients across Canada.
  • In partnership with Jefferies' existing global platform, our team in Canada will deliver our full suite of advisory and capital markets capabilities.
  • “Its proven long-term leadership, investment in talent and exceptional work for clients has positioned Jefferies as one of the few leading global investment banking firms.
  • Our new Canadian team is excited to bring clients Jefferies’ deep industry perspectives, M&A and capital markets solutions and geographical insights.”

Citizens Financial Group to Participate at the Goldman Sachs U.S. Financial Services Conference

Retrieved on: 
Tuesday, November 7, 2023

Citizens Financial Group, Inc. (NYSE: CFG) announced today that Chairman and Chief Executive Officer Bruce Van Saun will participate at the Goldman Sachs U.S. Financial Services Conference on Tuesday, December 5, 2023 at 10:00 am ET.

Key Points: 
  • Citizens Financial Group, Inc. (NYSE: CFG) announced today that Chairman and Chief Executive Officer Bruce Van Saun will participate at the Goldman Sachs U.S. Financial Services Conference on Tuesday, December 5, 2023 at 10:00 am ET.
  • The live webcast will be available at http://investor.citizensbank.com under Events & Presentations.

Ambac to Release Third Quarter 2023 Results on November 7, 2023

Retrieved on: 
Tuesday, October 24, 2023

Ambac Financial Group, Inc. (NYSE: AMBC), a financial services holding company, today announced that it will release third quarter 2023 results on November 7, 2023, following the close of the market.

Key Points: 
  • Ambac Financial Group, Inc. (NYSE: AMBC), a financial services holding company, today announced that it will release third quarter 2023 results on November 7, 2023, following the close of the market.
  • On November 8, 2023, at 8:30 a.m. (ET), Claude LeBlanc, President and Chief Executive Officer, and David Trick, Executive Vice President and Chief Financial Officer, will discuss third quarter 2023 results during a live conference call.
  • A live audio webcast of the call will be available through the Investor Relations section of Ambac’s website, www.ambac.com .
  • A replay of the call will be available through November 22, 2023, and can be accessed by dialing (844) 512-2921 (Domestic) or (412) 317-6671 (International), using ID# 13741343.

Western Asset Announces New Partnership with Mischler Financial Group

Retrieved on: 
Wednesday, October 18, 2023

Franklin Templeton announced the launch of Mischler Financial Group branded share classes in two Cayman Islands-based institutional money market funds sub-advised by Western Asset Management.

Key Points: 
  • Franklin Templeton announced the launch of Mischler Financial Group branded share classes in two Cayman Islands-based institutional money market funds sub-advised by Western Asset Management.
  • The new share classes represent a partnership between Western Asset and Mischler Financial Group that aims to support their mutual corporate clients’ objectives of maximizing their positive social impact through partnering with minority, women and disabled-veteran broker dealers.
  • The share classes are available for investment by non-U.S.-based institutional shareholders through Mischler Financial Group and its affiliates and are intended as cash management solutions for non-U.S.-based shareholders, including corporate treasury and other qualifying institutional investors.
  • Matt Jones, Head of Liquidity Distribution at Western Asset, said: “We are excited to have been selected as the exclusive offshore money market fund provider to Mischler Financial Group’s clients.

Lincoln Financial Group Names Tina Madon as Senior Vice President, Head of Investor Relations

Retrieved on: 
Tuesday, October 17, 2023

Lincoln Financial Group (NYSE: LNC) announced today that Tina Madon has been named senior vice president (SVP), Head of Investor Relations.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced today that Tina Madon has been named senior vice president (SVP), Head of Investor Relations.
  • She will report to Chris Neczypor, executive vice president, Chief Financial Officer and will become part of the company’s corporate leadership group, effective Oct. 25.
  • Earlier in her career, she served as managing director, Head of Public Markets Investor and Creditor Relations at Och-Ziff Capital Management Group, where she led successful investor and creditor relations programs and critical financial efforts.
  • Prior to that, Madon spent nearly a decade at Merrill Lynch, leading global corporate and finance efforts related to operational efficiencies and investor relations.

Ledyard Names Charles Petersen to its Board of Directors

Retrieved on: 
Friday, September 22, 2023

Ledyard Financial Group (Ticker Symbol: LFGP), the holding company for Ledyard National Bank, is pleased to announce that Charles M. Petersen has joined its Board of Directors, effective September 21, 2023.

Key Points: 
  • Ledyard Financial Group (Ticker Symbol: LFGP), the holding company for Ledyard National Bank, is pleased to announce that Charles M. Petersen has joined its Board of Directors, effective September 21, 2023.
  • Charles also launched an Officer Development Program to prepare the bank’s next generation of leaders.
  • That, combined with his deep understanding of our local communities and hands-on leadership experience, will be true assets for Ledyard and its board,” remarked Bruce King, Chair of Ledyard’s Board of Directors.
  • Ledyard Financial Group, Inc., with headquarters in Hanover, New Hampshire, is the holding company for Ledyard National Bank.

Johnson Financial Group Announces Plans to Acquire The Appleton Group

Retrieved on: 
Tuesday, September 19, 2023

Johnson Financial Group (JFG) announced today they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.

Key Points: 
  • Johnson Financial Group (JFG) announced today they have signed an agreement to acquire The Appleton Group, a registered investment advisor with $210 million in assets under management based in Appleton, Wisconsin at the end of the month.
  • “We’re excited to welcome The Appleton Group clients and employees to our firm,” said Jim Popp , CEO of Johnson Financial Group.
  • “Johnson Financial Group offers the investment products, technology and service our clients expect.
  • DeVoe & Company supported Johnson Financial Group in this transaction.

Lincoln Financial Group Names Jared Nepa as Head of Life and MoneyGuard Distribution

Retrieved on: 
Thursday, September 14, 2023

Lincoln Financial Group (NYSE: LNC) announced that long-tenured leader, Jared Nepa, has been named senior vice president and head of Life and MoneyGuard distribution and is now a part of the company’s corporate leadership group, effective immediately.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced that long-tenured leader, Jared Nepa, has been named senior vice president and head of Life and MoneyGuard distribution and is now a part of the company’s corporate leadership group, effective immediately.
  • View the full release here: https://www.businesswire.com/news/home/20230914794619/en/
    Jared Nepa, senior vice president and head of Life and MoneyGuard distribution (Photo: Business Wire)
    In this newly created position, Nepa will lead sales for Lincoln Financial’s life and executive benefits business as well as its long-term care business, focused on continuing to evolve wholesaler effectiveness and engagement with financial professionals.
  • “Over the past few years, we’ve seen a significant evolution in distribution activities, particularly in how we engage and interact with financial professionals and clients to best meet their needs,” said John Kennedy, executive vice president, chief distribution and brand officer, Lincoln Financial.
  • He holds FINRA Series 6, 26 and 63 designations, as well as his Pennsylvania Producers Life Accident and Health license.

Lincoln Financial Group sustainability and investment leader, Amber Williams, receives 2023 Women of Influence recognition from Philadelphia Business Journal

Retrieved on: 
Wednesday, August 30, 2023

Lincoln Financial Group (NYSE: LNC) announced today that Amber Williams, Chief Sustainability Officer and Head of Client Investment Strategies, has been recognized by Philadelphia Business Journal on its 2023 Women of Influence list.

Key Points: 
  • Lincoln Financial Group (NYSE: LNC) announced today that Amber Williams, Chief Sustainability Officer and Head of Client Investment Strategies, has been recognized by Philadelphia Business Journal on its 2023 Women of Influence list.
  • “Amber continuously shows her dedication to achieving long-term goals for our company and our clients,” said Jayson Bronchetti, Chief Investment Officer and Head of Hedging and Sustainability at Lincoln Financial Group.
  • Philadelphia Business Journal is celebrating the 30th anniversary of its Women of Influence program, previously named Women of Distinction, and recognizes thirty awardees selected out of 250 nominations from colleagues, peers and mentors.
  • The Philadelphia Business Journal’s editorial board reviewed each Women of Influence nomination and selected the women who are leaving a mark on Greater Philadelphia in their own unique ways.