Franklin & Marshall College

Duo of Accomplished Advisors Break from Merrill to Create Independent Wealth Planning and Advisory Firm in North Carolina – Vincita Investment Partners

Retrieved on: 
Wednesday, April 3, 2024
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Vincita Investment Partners is proud to announce its launch as an independent investment advisory firm.

Key Points: 
  • Vincita Investment Partners is proud to announce its launch as an independent investment advisory firm.
  • Based in Greensboro, North Carolina, Vincita is dedicated to providing customized financial planning, an extensive investment platform, and personalized service to assist clients in navigating the intricacies of their finances.
  • Prior to starting Vincita, JJ and Lauren worked together at Merrill and have 15 and 10 years of industry experience, respectively.
  • JJ holds several designations, including Certified Private Wealth Advisor®, Certified Exit Planning Advisor and Chartered Retirement Planning Counselor™.

Latest Wirehouse Breakaway Brings $700 Million in Client Assets to Sanctuary Wealth

Retrieved on: 
Tuesday, April 2, 2024
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INDIANAPOLIS, April 2, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Vincita Investment Partners (Vincita), a Greensboro, North Carolina-based firm with $700 million in client assets. Its founders and managing partners JJ Marus, CEPA, CPWA, CRPC, and Lauren Norris, CFP®, CPFA, are the latest successful advisors to break away from a wirehouse to launch a firm on Sanctuary's Partnered Independence platform.

Key Points: 
  • INDIANAPOLIS, April 2, 2024 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Vincita Investment Partners (Vincita), a Greensboro, North Carolina-based firm with $700 million in client assets.
  • Given their all-encompassing drive to succeed, it is hardly surprising that they've built a highly sophisticated, $700 million practice in just 15 years.
  • Adam Malamed, CEO of Sanctuary Wealth, concluded, "Sanctuary is uniquely positioned to help breakaway teams seamlessly transition to independence and grow their businesses on their terms.
  • Sanctuary is committed to helping them deepen client relationships and accelerate their growth."

Qorvis Names Seasoned Tech Communications Leader Al Black as Partner, Technology and Public Sector

Retrieved on: 
Wednesday, March 27, 2024
Stratos Global Corporation, Harris Corporation, Network Solutions, Organization, Software as a service, The Washington Post, Health, The New York Times, Financial Times, Education, Internet, Social media, CNN, Artificial intelligence, Black, WIRED, Marshall College, Hope, Public sector, Franklin & Marshall College, Publication, Cisco, Lockheed Martin, Cloud computing, Atmosphere, Adobe, Fox News, Urban Institute, Telecommunications, Multimedia, The Wall Street Journal, Data

WASHINGTON, March 27, 2024 /PRNewswire/ -- Qorvis announces the appointment of Al Black to the position of Partner, Technology and Public Sector.

Key Points: 
  • WASHINGTON, March 27, 2024 /PRNewswire/ -- Qorvis announces the appointment of Al Black to the position of Partner, Technology and Public Sector.
  • With Al Black, Qorvis expands its already formidable public sector and technology presence.
  • Black rejoined Qorvis in 2023 after working at the agency for over a decade, where he led accounts in sectors including technology, public sector, defense, healthcare, and education.
  • "With Al Black, Qorvis expands its already formidable public sector presence to guide technology companies and organizations through this rapidly growing and evolving terrain.

Fulton Financial Corporation Names Betsy Chivinski as Interim Chief Financial Officer and Atul Malhotra as Chief Risk Officer

Retrieved on: 
Friday, February 9, 2024
Banking, Professional Services, Finance, Arthur Andersen, Risk management, CRISC, CFO, Franklin & Marshall College, Business administration, Corporation, CRMA, Fulton Financial Corporation, Senior, Marshall College, Accounting, Computer science, Management

Fulton Financial Corporation (Nasdaq: FULT) (Corporation) today announced that Betsy Chivinski (Chivinski) has been named interim chief financial officer (CFO), replacing Mark McCollom who resigned from Fulton Financial on February 8, 2024.

Key Points: 
  • Fulton Financial Corporation (Nasdaq: FULT) (Corporation) today announced that Betsy Chivinski (Chivinski) has been named interim chief financial officer (CFO), replacing Mark McCollom who resigned from Fulton Financial on February 8, 2024.
  • In a related announcement, Atul Malhotra (Malhotra) has been promoted to chief risk officer (CRO) to succeed Chivinski in that role.
  • Previously chief risk officer, Chivinski will now serve as senior executive vice president and interim CFO and will continue to report to Chairman and CEO Curt Myers.
  • Replacing Chivinski, Malhotra will serve as executive vice president and chief risk officer and will report to Myers.

Prudential Announces Group Insurance Leadership Transition

Retrieved on: 
Wednesday, February 7, 2024
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Prudential Financial, Inc. ( NYSE: PRU ) announced today that Mike Estep, head of product for Group Insurance, will succeed Yanela Frias as president of its Group Insurance business following Frias’ appointment as Prudential’s CFO.

Key Points: 
  • Prudential Financial, Inc. ( NYSE: PRU ) announced today that Mike Estep, head of product for Group Insurance, will succeed Yanela Frias as president of its Group Insurance business following Frias’ appointment as Prudential’s CFO.
  • Previously, Estep led the group product and voluntary practice at the Guardian Life Insurance Company.
  • Jess Gillespie will succeed Estep as head of product for Group Insurance.
  • Over her more than 20-year career at Prudential, Gillespie has held leadership positions spanning strategic partnerships, national accounts, and distribution.

S&S Health Announces Two New Additions to its Board of Directors, Don Weinstein and Richard Fleder

Retrieved on: 
Tuesday, February 6, 2024
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S&S Health (“S&S” or the “Company”), a leading provider of administration and technology solutions for health plans for small and mid-sized businesses, today announced the appointments of Don Weinstein and Richard Fleder to its Board of Directors.

Key Points: 
  • S&S Health (“S&S” or the “Company”), a leading provider of administration and technology solutions for health plans for small and mid-sized businesses, today announced the appointments of Don Weinstein and Richard Fleder to its Board of Directors.
  • “We are pleased to welcome Don and Richard to the Company’s Board,” said Vincent Esposito, CEO of S&S.
  • “Don and Richard provide key product and technology insights and bring significant experience building value across companies in the healthcare benefits and insurance services sectors.
  • Mr. Weinstein holds an M.B.A from the Leonard N. Stern School of Business at New York University, an M.S.

LMP Promotes Spencer Hurst to Principal and Mark Adelman to Vice President of Operations

Retrieved on: 
Tuesday, January 30, 2024
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Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, announces the promotions of Spencer Hurst to Principal and Mark Adelman to Vice President of Operations.

Key Points: 
  • Lovell Minnick Partners (“LMP”), a private equity firm investing in growth-oriented companies, announces the promotions of Spencer Hurst to Principal and Mark Adelman to Vice President of Operations.
  • “We are thrilled to announce the promotions of Spencer Hurst and Mark Adelman, whose contributions to the Firm have been instrumental to LMP’s continued growth and success,” said Bob Belke, Managing Partner at LMP.
  • Mr. Hurst, most recently a Vice President with the Firm, joined LMP in 2016.
  • Prior to LMP, Mr. Adelman was an Investment Analyst with Hamilton Lane's Fund Investment group, and previously worked at Archer as an Operations Specialist.

Wanda Austin to join Apple’s board of directors

Retrieved on: 
Thursday, January 11, 2024
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Apple® today announced Dr. Wanda Austin, former president and CEO of The Aerospace Corporation, has been nominated for election to Apple’s board of directors.

Key Points: 
  • Apple® today announced Dr. Wanda Austin, former president and CEO of The Aerospace Corporation, has been nominated for election to Apple’s board of directors.
  • “Wanda has spent decades advancing technology on behalf of humanity, and we’re thrilled to welcome her to Apple’s board of directors,” said Tim Cook, Apple’s CEO.
  • “I’m honored to join Apple’s board of directors, and I look forward to being part of a company that’s always creating new ways to empower people all over the world.”
    The board has a longstanding policy that directors generally may not stand for reelection after reaching age 75.
  • She serves on the board of Amgen, and also serves on the board of Chevron, where she is the lead independent director.

Fred Duchin Joins Avista Capital Partners as a Strategic Executive

Retrieved on: 
Tuesday, January 2, 2024
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NEW YORK, Jan. 2, 2024 /PRNewswire/ -- Avista Capital Partners ("Avista"), a leading private equity firm focused exclusively on healthcare, today announced that Fred Duchin has joined the firm as a Strategic Executive.

Key Points: 
  • NEW YORK, Jan. 2, 2024 /PRNewswire/ -- Avista Capital Partners ("Avista"), a leading private equity firm focused exclusively on healthcare, today announced that Fred Duchin has joined the firm as a Strategic Executive.
  • Mr. Duchin is a highly established senior executive in the consumer healthcare industry with over 30 years of experience.
  • Mr. Duchin joins Robert O'Neil as Avista's second Strategic Executive covering the consumer healthcare sector and will play an integral role in sourcing investment opportunities for Avista and building value in its consumer healthcare investments.
  • Fred Duchin, Strategic Executive at Avista, said, "I have known Avista and their strong reputation within consumer healthcare for many years, and I am excited to join them formally as a Strategic Executive.

SCHOCHOR, STATON, GOLDBERG AND CARDEA, P.A. ANNOUNCE MICHAEL S. RUBIN JOINS THE FIRM AS AN ATTORNEY

Retrieved on: 
Monday, December 18, 2023
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BALTIMORE, Dec. 18, 2023 /PRNewswire/ -- Schochor, Staton, Goldberg and Cardea, P.A., Maryland's leading medical malpractice, personal injury and civil litigation law firm, today announced that it has added Michael S. Rubin to the firm's team as an Attorney.

Key Points: 
  • BALTIMORE, Dec. 18, 2023 /PRNewswire/ -- Schochor, Staton, Goldberg and Cardea, P.A., Maryland's leading medical malpractice, personal injury and civil litigation law firm, today announced that it has added Michael S. Rubin to the firm's team as an Attorney.
  • "We look forward to benefitting from Michael's valuable expertise as we continue to take on tough cases and achieve impactful results for our clients."
  • Rubin joins Schochor, Staton, Goldberg and Cardea, P.A.
  • Rubin is a member of the Maryland State Bar Association and District of Columbia Bar Association.