Lazard Capital Markets

William H. Reinhardt Elected Vice President – Research, Adams Diversified Equity Fund

Retrieved on: 
Friday, April 19, 2024
Knowledge, ADX, Fund, Citigroup, Columbia Threadneedle Investments, Kenyon College, Research, Lazard Capital Markets, CFA

BALTIMORE, Md., April 18, 2024 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund (NYSE: ADX) announced that William H. Reinhardt has been elected Vice President-Research, effective April 18, 2024.

Key Points: 
  • BALTIMORE, Md., April 18, 2024 (GLOBE NEWSWIRE) -- Adams Diversified Equity Fund (NYSE: ADX) announced that William H. Reinhardt has been elected Vice President-Research, effective April 18, 2024.
  • Mr. Reinhardt joined Adams Diversified Equity Fund in February 2023 as a senior equity analyst covering the Industrials sector.
  • Prior to joining the Fund, Mr. Reinhardt worked at Monarch Partners and before that, at Columbia Threadneedle, as a senior equity analyst covering Industrials, Materials, and Energy.
  • Mr. Reinhardt holds a Bachelor of Arts degree in Political Science from Kenyon College and he is a CFA Charter holder.

Oppenheimer & Co. Inc. Appoints William Bird Director of Equity Research

Retrieved on: 
Wednesday, April 3, 2024
Research, Marketing, Lazard Capital Markets, Culture, Bird, Lazard, Business, Duke University, Bank, All-America, Equity, Senior, MBA, Fuqua School of Business, Institution, Research fellow, Harvard University, BofA Securities, Institutional Investor, Magid, Theme, The Wall Street Journal, Activate, Oppenheimer Holdings, Management

NEW YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the appointment of William Bird as Director of Equity Research. Bird, who previously served as Managing Director, Head of Thematic Research, succeeds John Parks, who is retiring from Oppenheimer after 35 years of service. 

Key Points: 
  • Bird Has More Than 30 Years of Experience as a Top-Performing Analyst, Portfolio Manager and Management Strategy Consultant
    NEW YORK, April 3, 2024 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the appointment of William Bird as Director of Equity Research.
  • Bird, who previously served as Managing Director, Head of Thematic Research, succeeds John Parks, who is retiring from Oppenheimer after 35 years of service.
  • Earlier in his career, Bird was Managing Director, U.S. Equity Research at Citi-Smith Barney, and held similar roles with Bank of America Merrill Lynch and Lazard Capital Markets.
  • "I am honored to begin my new role as Director of Equity Research at Oppenheimer," Bird said.

Oppenheimer & Co. Inc. Hires William Bird As Head of Thematic Research

Retrieved on: 
Monday, October 23, 2023
Knowledge, Research, Bank, NYSE, Oppenheimer Holdings, Equity, Magid, BofA Securities, Lazard Capital Markets, Creativity, Senior, Theme, TD, Bird, Culture, Lazard, Research fellow, Activate, Financial services, Stock

NEW YORK, Oct. 23, 2023 /PRNewswire/ -- Oppenheimer & Co. Inc. (Oppenheimer) — a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the hire of William Bird as Managing Director, Head of Thematic Research, a newly created position. He will work out of the firm's New York headquarters and report to John Parks, Director of Equity Research. 

Key Points: 
  • He will work out of the firm's New York headquarters and report to John Parks, Director of Equity Research.
  • Bird's addition greatly enhances Oppenheimer's thematic research platform, which is focused on spotting risks and opportunities for clients by identifying mega-trends that cut across sectors horizontally.
  • Most recently, Bird served as Managing Director, Head of Thematic Content, Research Management at TD Cowen.
  • "We are thrilled to have Bill join the research management team," said John Hellier, Senior Managing Director, Head of Equities for Oppenheimer.

William Blair’s Investment in Equities Business Gains Momentum

Retrieved on: 
Monday, April 24, 2023
Banking, Asset Management, Professional Services, Finance, Lazard Capital Markets, Cowen Inc., Alcalde ordinario, University, Lehman Brothers, Private Shared Wireless Network, Southern Methodist University, Stella, Lazard, Methodist University, M.A, Growth, Guggenheim Partners, Economics, Financial services, Security (finance), Truist

William Blair , the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the addition of two senior hires in the firm’s equities group.

Key Points: 
  • William Blair , the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced today the addition of two senior hires in the firm’s equities group.
  • “I am thrilled to welcome Paul and Chris to our growing equities team,” said Scott McLaughlin , head of equities at William Blair.
  • “William Blair continues to invest substantially in our equities business, bolstering our global capabilities to deliver unparalleled service and expertise to clients."
  • “I am honored to join William Blair and contribute to the growth of the global equities team,” Ordinario said.

StevenDouglas Promotes Ross Cohen to Managing Director with Continued Focus on Financial Services Expansion

Retrieved on: 
Wednesday, January 25, 2023
MD, Private equity, Real estate, Lazard Capital Markets, Growth, Investment banking, Financial services, Corporate development, Alternatives, Investment management, Brad Nortman

FORT LAUDERDALE, Fla., Jan. 25, 2023 /PRNewswire-PRWeb/ -- StevenDouglas promotes Ross Cohen to Managing Director of the Financial Services Search Division as part of a continued commitment to offer best-in-class, specialized search services to their growing roster of Financial Services clients across all asset classes. Cohen will be responsible for continuing the growth of the firm's practice in the Investment Banking, Private Equity, Hedge Fund, Investment Management, Investor Relations, Corporate Development, Real Estate, and Alternatives arenas. He joined the firm in 2017, playing an indispensable role in building StevenDouglas' Financial Services practice in these highly specialized areas. Cohen is ideal to lead in this role since he began his career as an Equity Research Associate at Lazard Capital Markets. He brings direct experience working in the financial sector and comprehensive knowledge of critical, often niche skills needed for high-impact placements.

Key Points: 
  • This important move reinforces the firm's commitment to investing in and further expanding the capabilities of the Financial Services Search practice.
  • FORT LAUDERDALE, Fla., Jan. 25, 2023 /PRNewswire-PRWeb/ -- StevenDouglas promotes Ross Cohen to Managing Director of the Financial Services Search Division as part of a continued commitment to offer best-in-class, specialized search services to their growing roster of Financial Services clients across all asset classes.
  • He joined the firm in 2017, playing an indispensable role in building StevenDouglas' Financial Services practice in these highly specialized areas.
  • Cohen is ideal to lead in this role since he began his career as an Equity Research Associate at Lazard Capital Markets.

Sannova Appoints Jason Apter as CEO and Stephen Unger as CFO

Retrieved on: 
Wednesday, October 26, 2022
Biotechnology, Finance, Health, Professional Services, Pharmaceutical, Quotient, CFO, Cros, Culture, Sigma-Aldrich, Growth, LLC, NASDAQ, Biotechnology, Drug development, Analytic, Bear Stearns, Company, Marketing, Sector, Needham & Company, Board, West Pharmaceutical Services, Lazard Capital Markets, SFW, Needham, Compliance, CRO, Leadership, Fine chemical, Management

In addition, Sannova is pleased to announce that Stephen Unger has joined the company as its new Chief Financial Officer.

Key Points: 
  • In addition, Sannova is pleased to announce that Stephen Unger has joined the company as its new Chief Financial Officer.
  • Mr. Unger is an accomplished finance executive with deep experience as both an operator and senior equity research analyst.
  • Jason and Steve bring new levels of client focus and operating excellence to an already stellar Sannova team, said Michael Silvon, Executive Chairman at Sannova.
  • We are delighted to welcome Jason and Steve to Sannova, added Roger Freeman, Board Member at Sannova and Partner at SFW Capital Partners, the majority investor in Sannova.

BTIG Adds Winston Kitchingham to Legal Team

Retrieved on: 
Monday, May 23, 2022
Other Professional Services, Legal, Professional Services, Finance, Assistant, Health, Simpson Thacher & Bartlett, Capital market, City, ETF, Cannabis, Associate, Lazard Capital Markets, Research, General counsel, LLC, MUFG, Financial services

BTIG announced today that Winston Kitchingham has joined the firms legal team as a Managing Director.

Key Points: 
  • BTIG announced today that Winston Kitchingham has joined the firms legal team as a Managing Director.
  • Mr. Kitchingham will serve as Associate General Counsel and focus on BTIGs Investment Banking division.
  • We are excited to welcome Winston to our team.
  • He brings significant investment banking and capital markets experience to BTIG and will play a prominent role in supporting our expanding business, said Steve Druskin, General Counsel, BTIG.

Danforth Advisors Names William Tanner Managing Director of New York Metropolitan Region

Retrieved on: 
Thursday, April 14, 2022
Physiology, Biotechnology, Guggenheim Partners, IPO, George Washington University School of Business, MBA, LLC, Center, Compliance, GLOBE, Department, Doctor of Philosophy, CFO, Cell biology, Washington University School of Medicine, Texas A&M University, Business, SEC, Lazard Capital Markets, Triple accreditation, Washington University in St. Louis, Cowen Inc., Industry, Risk, Immunology, Management

WALTHAM, Mass., April 14, 2022 (GLOBE NEWSWIRE) -- Danforth Advisors, LLC today announced the appointment of William Tanner, PhD, as Managing Director of the New York metropolitan region, including Connecticut.

Key Points: 
  • WALTHAM, Mass., April 14, 2022 (GLOBE NEWSWIRE) -- Danforth Advisors, LLC today announced the appointment of William Tanner, PhD, as Managing Director of the New York metropolitan region, including Connecticut.
  • Dr. Tanner brings more than 25 years of experience to the role, combining deep insights in life science corporate development, capital raising and investment banking.
  • He most recently served as Co-founder and Chief Financial Officer of ImmunoGenesis, a clinical stage immuno-oncology company.
  • Danforth Advisors is the financial and operational backbone to hundreds of life science companies, providing integrated and scalable consulting teams ranging from staff accountant through CFO.

Brookline Capital Markets Announces Promotions

Retrieved on: 
Monday, March 7, 2022
Banking, Other Professional Services, Professional Services, Finance, Lazard Capital Markets, IPO, Research, CFO, Special-purpose acquisition company, Partner (business rank), M&A, Solution, LLC, Partner, Equity capital markets, Capital market, Wall Street, CEO, Syndicate, SPAC, Renewable energy, Security (finance), Management

Brookline Capital Markets, a division of Arcadia Securities, LLC (Brookline), is pleased to announce the recent promotions of several team members.

Key Points: 
  • Brookline Capital Markets, a division of Arcadia Securities, LLC (Brookline), is pleased to announce the recent promotions of several team members.
  • With 2022 now underway, Brookline has made four key promotions:
    Michael D. Fontaine has been promoted to Managing Partner and will continue to head the Equity Capital Markets and Syndicate businesses.
  • Prior to Brookline, Mr. Fontaine served as the Head of U.S. Equity Syndicate at BTIG and Lazard Capital Markets.
  • Brookline Capital Markets, a division of Arcadia Securities, LLC, is a leading investment banking boutique based in New York City.

PMV Pharmaceuticals Reports Third Quarter 2021 Financial Results and Corporate Highlights

Retrieved on: 
Friday, November 12, 2021
University, PMV, Cancer, Private Securities Litigation Reform Act, Fordham University, Breast, Neoplasm, Clinical trial, Lazard Capital Markets, R, Security (finance), MBA, Senior, Growth, COVID-19, Research, Moses Austin, RMIT Global Cities Research Institute, Corporate development, Biotechnology, Company, U.S. Securities and Exchange Commission, Columbia University, Large-cell lung carcinoma, M.A, GLOBE, Therapy, Celgene, SEC, RBC Capital Markets, Biology, Nasdaq, Patient, Fast Track, Pharmaceutical industry, Cryptocurrency, Medical imaging

CRANBURY, N.J., Nov. 12, 2021 (GLOBE NEWSWIRE) -- PMV Pharmaceuticals, Inc. (Nasdaq: PMVP), a clinical-stage oncology company pioneering the discovery and development of small molecule therapies designed to activate p53 function, today reported financial results for the third quarter ended September 30, 2021 and provided corporate highlights.

Key Points: 
  • CRANBURY, N.J., Nov. 12, 2021 (GLOBE NEWSWIRE) -- PMV Pharmaceuticals, Inc. (Nasdaq: PMVP), a clinical-stage oncology company pioneering the discovery and development of small molecule therapies designed to activate p53 function, today reported financial results for the third quarter ended September 30, 2021 and provided corporate highlights.
  • Prior to joining PMV Pharma, Mr. Smith was Chief Business Officer of Verseau Therapeutics.
  • He spent his early career in equity research covering the biotechnology sector at RBC Capital Markets, Lazard Capital Markets, and Citi Research.
  • PMV Pharma ended the third quarter with $326.3 million in cash, cash equivalents, and marketable securities, compared to $361.4 million as of December 31, 2020.