Avior

Avior Wealth Appoints First Chief Operating Officer

Retrieved on: 
Monday, September 11, 2023
Human resources, Robert von Mehren, Most, Director of Operations, Integration, PayPal, HR, Growth, Management, Interior design, Avior, Risk

OMAHA, Neb., Sept. 11, 2023 /PRNewswire/ -- Avior Wealth Management prepares for its next phase of growth by redefining some leadership roles and strengthening its core management structure. On September 5th, Avior announced the appointment of Kelli Mehrens as the firm's first Chief Operating Officer (COO). Kelli brings a wealth of experience in project management, process design, organizational integration, governance, and team leadership. Her mission is to unite Avior's wealth and tax operations into a cohesive and efficient unit.

Key Points: 
  • On September 5th, Avior announced the appointment of Kelli Mehrens as the firm's first Chief Operating Officer (COO).
  • Avior Wealth prepares for its next phase of growth by redefining and strengthening its core management team.
  • Kelli is excited to join Avior Wealth Management and contribute her extensive knowledge to the firm.
  • "I am delighted to welcome Kelli Mehrens as Avior's first Chief Operating Officer.

Avior Wealth Ranks for the Second Year on the Inc. 5000 Annual List

Retrieved on: 
Thursday, August 31, 2023
Microsoft, Chobani, Murder Inc. Records, Telecommunications, Avior

OMAHA, Neb., Aug. 31, 2023 /PRNewswire/ -- Two weeks ago, Inc. revealed that AVIOR WEALTH MANAGEMENT™ ranked for the second time on its annual Inc. 5000 list of the fastest-growing private companies in America. The prestigious ranking provides a data-driven look at the most successful companies within the economy's most dynamic segment—its independent, entrepreneurial businesses. Facebook, Chobani, Under Armour, Microsoft, Patagonia, and many other household name brands gained their first national exposure as honorees on the Inc. 5000.

Key Points: 
  • 3,313 Among America's Fastest-Growing Private Companies
    OMAHA, Neb., Aug. 31, 2023 /PRNewswire/ -- Two weeks ago, Inc. revealed that AVIOR WEALTH MANAGEMENT™ ranked for the second time on its annual Inc. 5000 list of the fastest-growing private companies in America.
  • Facebook, Chobani, Under Armour, Microsoft, Patagonia, and many other household name brands gained their first national exposure as honorees on the Inc. 5000.
  • For the 2nd year, Avior Wealth ranks among America's fastest-growing private companies on the Inc. 5000 list.
  • We're honored to have made the list alongside so many innovative companies that are doing great things in the US.

Corium Pharma Solutions Names Two Industry Veterans to its Executive Team

Retrieved on: 
Thursday, February 9, 2023
Saint Joseph's University, Niraj, ApiJect Systems, Therapy, Alzheimer's disease, Rare, International business, Crest Whitestrips, Publication, Intellectual property, PG, NYSE, State university system, Acquisition, Patient, Business, Business development, University, Research, Rensselaer Polytechnic Institute, Temple University School of Pharmacy, Area under the curve (pharmacokinetics), FDA, Growth, Avior, MS, BS, Indian Institutes of Technology, Chemical engineering, Management, Pharmaceutical industry, Pharmacy, Biology, Corium

GRAND RAPIDS, Mich., Feb. 9, 2023 /PRNewswire/ -- Corium Pharma Solutions, Inc. (CPSI), a leading, full-service contract development and manufacturing organization specializing in novel drug delivery technologies for prescription drug and consumer products including transdermal modalities, has named Kevin Ostrander as Chief Business Officer and Dr. Niraj Vasisht as Chief Technology Officer.  These appointments, including CPSI's recent announcement that Mark Sirgo had been named Chief Executive Officer, further strengthen CPSI's executive team and position the company for long-term growth.

Key Points: 
  • These appointments, including CPSI's recent announcement that Mark Sirgo had been named Chief Executive Officer, further strengthen CPSI's executive team and position the company for long-term growth.
  • Dr. Niraj Vasisht brings more than 25 years of experience as an executive, entrepreneur, and technology key-opinion-leader in drug delivery to the pharmaceutical industry.
  • As Chief Technology Officer, Niraj will play a critical role overseeing the formulation development work behind all of our CPSI platforms.
  • Founded in 1995 in Grand Rapids, Michigan, Corium Pharma Solutions has maintained longstanding partnerships with multinational Fortune 500 companies and pharmaceutical businesses alike.

Avior Expanded into the Scottsdale, AZ Market

Retrieved on: 
Friday, January 13, 2023
Partnership, Air force, Finance, Growth, Avior, Communication, Financial adviser, Management

OMAHA, Neb., Jan. 13, 2023 /PRNewswire/ -- Avior Wealth Management, LLC tapped Curt Smith, an Air Force veteran and top advisor talent in the Scottsdale area, to head up its newer Department of Strategic Growth. Scott Cavey temporarily held this position. The addition of Curt will allow Scott to dedicate more time toward advisor development and other firm initiatives.

Key Points: 
  • The addition of Curt will allow Scott to dedicate more time toward advisor development and other firm initiatives.
  • Avior Wealth Management opened Its 8th office and welcomed a New Director of Strategic Growth, Curtis Smith.
  • Curt believes Avior can continue to realize its vision by bringing more value to people through expanded communication and information sharing across multiple platforms.
  • Avior Wealth looks forward to a longstanding partnership and meaningful journey ahead.

Avior Wealth Celebrates Two Firsts with A Ribbon Cutting

Retrieved on: 
Thursday, September 29, 2022
Investment, LLC, SAN, Avior, United, Goal, First, Risk, Registered investment adviser, Inc.

SAN ANTONIO, Sept. 29, 2022 /PRNewswire/ -- Avior Wealth Management, LLC would like to invite you to join them in celebrating their first time making the Inc. 5000 list of fastest-growing private companies in the US, as well as the anniversary of their corporate rebrand.

Key Points: 
  • "My eyes tend to stay planted on the horizon ensuring that our company is on track to reach its goals.
  • Britt Campbell, Managing Director of Avior Wealth
    Interested in celebrating with Avior?
  • Over the past 3 years, Avior has been working steadily to share its vision and comprehensive financial planning services with people beyond Nebraska and Nebraska's neighboring states.
  • Avior has opened offices in 5 different states across the US with more locations soon-to-come.

Avior Wealth Celebrates Two Firsts with A Ribbon Cutting

Retrieved on: 
Thursday, September 29, 2022
Investment, LLC, Avior, United, Goal, First, Risk, Registered investment adviser, Inc.

OMAHA, Neb., Sept. 29, 2022 /PRNewswire/ -- Avior Wealth Management, LLC would like to invite you to join them in celebrating their first time making the Inc. 5000 list of fastest-growing private companies in the US, as well as the anniversary of their corporate rebrand.

Key Points: 
  • "My eyes tend to stay planted on the horizon ensuring that our company is on track to reach its goals.
  • Britt Campbell, Managing Director of Avior Wealth
    Interested in celebrating with Avior?
  • Over the past 3 years, Avior has been working steadily to share its vision and comprehensive financial planning services with people beyond Nebraska and Nebraska's neighboring states.
  • Avior has opened offices in 5 different states across the US with more locations soon-to-come.

Avior Wealth Expands Its Services To Clients As It Expands Into California

Retrieved on: 
Thursday, September 29, 2022
Investment, LLC, Avior, United, Acquisition, Goal, Risk, Registered investment adviser, Financial services

OMAHA, Neb., Sept. 29, 2022 /PRNewswire/ -- Avior Wealth Management, LLC was selected by Montgomery Taylor Wealth Management's leadership team as the partner to help ensure that Montgomery Taylor's dream of providing high-touch, holistic financial services to Sonoma Valley continues uninterrupted. On July 1, 2022, Montgomery Taylor's office was acquired by Avior Wealth.

Key Points: 
  • On July 1, 2022, Montgomery Taylor's office was acquired by Avior Wealth.
  • This acquisition adds tax preparation & accounting service options in-house for Avior Wealth.
  • It expands the service offerings within Avior Wealth, as well adding tax preparation and accounting services to their already extensive list of financial services.
  • Scott Cavey, Director and Wealth Advisor of Avior Wealth
    Avior Wealth Management, LLC, formerly Nelson, Van Denburg & Campbell Wealth Management Group, LLC, is aSEC Registered Investment Advisor that offers financial planning and investment management services to retail and institutional clients across the United States.Avior Wealth Management, LLC and its predecessor was formed in 2008 to offer clients a holistic approach to their investments, financial planning and wealth management.

Avior Wealth Ranks on the 2022 Inc. 5000 Annual List

Retrieved on: 
Tuesday, September 20, 2022
COVID-19, Risk, Registered investment adviser, LLC, Name, United, Microsoft, Achievement, Facebook, Investment, Chobani, Inc., Avior

OMAHA, Neb., Sept. 20, 2022 /PRNewswire/ -- On August 16, 2022, Inc. revealed that AVIOR WEALTH MANAGEMENT™ is No. 3,604 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy's most dynamic segment — its independent businesses. Facebook, Chobani, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

Key Points: 
  • 3,604 Among America's Fastest-Growing Private Companies
    OMAHA, Neb., Sept. 20, 2022 /PRNewswire/ -- On August 16, 2022, Inc. revealed that AVIOR WEALTH MANAGEMENTis No.
  • 3,604 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America.
  • Avior Wealth ranks on the 2022 Inc. 5000 annual list; proving it didn't just survive the COVID-19 pandemic, it thrived!
  • "We're honored to have made the list alongside so many innovative companies that are doing great things in the US.

KEO World Announces Closing Of $20M Institutional Growth Equity Financing Round

Retrieved on: 
Tuesday, June 14, 2022
Data Management, Electronic Commerce, Technology, Other Retail, Logistics, Supply Chain Management, Specialty, Restaurant, Bar, Food, Beverage, Payments, Retail, Other Professional Services, Small Business, Fintech, Finance, Banking, Transport, Professional Services, Other Technology, Software, Supply Chain Management, SME, Avior, Corporate governance, Montreux, Board of directors, Director, Science and technology in Asia, CEO, Broderbund Software Inc. v. Unison World, Inc., Partnership, Ecosystem, System, Building, Investment, Growth, B2B, Super Mario, Board, KEO, First Data, Financial services, Online shopping, Airline, LATAM

KEO World Inc. (KEO), the leading B2B Buy Now, Pay Later (BNPL) fintech, today announced the closing of a $20 million growth equity round led by Montreux Growth Partners with additional funding provided by Mayberry Investments and Avior alongside a debt facility from Hayfin Capital Management .

Key Points: 
  • KEO World Inc. (KEO), the leading B2B Buy Now, Pay Later (BNPL) fintech, today announced the closing of a $20 million growth equity round led by Montreux Growth Partners with additional funding provided by Mayberry Investments and Avior alongside a debt facility from Hayfin Capital Management .
  • With this investment, KEO World will fuel the growth of its Workeo small and medium-sized enterprise (SME) inventory financing program across the USA and LATAM.
  • KEO's core Workeo B2B BNPL platform was developed to digitize the B2B payments ecosystem and to facilitate business growth around the world.
  • Founded in 2020, KEO World is a Buy Now, Pay Later fintech focused on credit solutions and supply financing for small-and-medium-sized businesses (SMBs).

Why A Successful Omaha Wealth Management Firm Rebranded to Avior Wealth Management After 10 Years of Service

Retrieved on: 
Friday, December 3, 2021
Avior, Person, Name, Intention, Investment, Risk, LLC, Registered investment adviser, Life, United, United States

Thetime had come to brandtheir company with a name that represents their team as a whole and what they believe in when it comes to serving clients.

Key Points: 
  • Thetime had come to brandtheir company with a name that represents their team as a whole and what they believe in when it comes to serving clients.
  • Once clients identify their Avior the purpose behind their wealth the Avior Wealth Management team works with them to build a financial plan that helps them navigate every phase of their life, always keeping clients alignedwith their true purpose.
  • They are grateful for their clients' trust and their team looks forward to guiding members of their community and their families for years to come as Avior Wealth Management.
  • Avior Wealth Management, LLC, formerly Nelson, Van Denburg & Campbell Wealth Management Group, LLC, is aSEC Registered Investment Advisor that offers financial planning and investment management services to retail and institutional clients across the United States.Avior Wealth Management, LLC and its predecessor was formed in 2008 to offer clients a holistic approach to their investments, financial planning and wealth management.