Kidder, Peabody & Company

NewEdge Wealth Establishes Atlanta Office in Buckhead

Retrieved on: 
Wednesday, February 7, 2024
Asset Management, Professional Services, Finance, Morgan Stanley, Entrepreneurship, J. P. Morgan, Kidder, Peabody & Company, UBS, Financial services

Pritchett and Noble, formerly of The Pritchett Group at J.P. Morgan Wealth Management, join NewEdge Wealth along with an experienced client service associate.

Key Points: 
  • Pritchett and Noble, formerly of The Pritchett Group at J.P. Morgan Wealth Management, join NewEdge Wealth along with an experienced client service associate.
  • “The Southeastern United States represents a massive and relatively underserved high net worth and ultra high net worth wealth management market, and we are excited that Roland and Andrew will help NewEdge provide this region with best-in-class service,” said Rob Sechan, Co-Founder and CEO of NewEdge Wealth.
  • In 1999, Pritchett was hired by current NewEdge Wealth President, John Straus, at Morgan Stanley Private Wealth Management, where he also played a pivotal role in opening its first Atlanta office.
  • Pritchett said, “The future of high net worth and ultra high net worth wealth management service is with growth-minded firms like NewEdge.

Skyward Specialty Adds Mike Morrissey to Its Board of Directors

Retrieved on: 
Thursday, December 14, 2023
Public policy, Kidder, Peabody & Company, Executive Committee, Protective Life, Business administration, Harvard Business School, Manhattan Life Insurance Company, Master of Business Administration, Dartmouth College, The arts, Organization, Corporation, CFA, Management

HOUSTON, Dec. 14, 2023 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group Inc.™ (NASDAQ: SKWD) ("Skyward Specialty" or "the Company"), a leader in the specialty property and casualty (“P&C") market, is pleased to announce the addition of Mike Morrissey, CFA to its Board of Directors effective December 14, 2023.

Key Points: 
  • HOUSTON, Dec. 14, 2023 (GLOBE NEWSWIRE) -- Skyward Specialty Insurance Group Inc.™ (NASDAQ: SKWD) ("Skyward Specialty" or "the Company"), a leader in the specialty property and casualty (“P&C") market, is pleased to announce the addition of Mike Morrissey, CFA to its Board of Directors effective December 14, 2023.
  • “I am excited to welcome Mike to our Board of Directors.
  • His expertise in the insurance and investment markets, coupled with his extensive public board track record makes him a terrific addition to our Board.
  • It is clear to all members of the board that Mike’s wisdom and experience will be invaluable as we continue to build Skyward Specialty into one of the premier specialty insurance carriers,” said Skyward Specialty CEO, Andrew Robinson.

Sanctuary Wealth Welcomes Glomb Private Wealth from UBS as the Latest Wirehouse Team to Join the Firm

Retrieved on: 
Friday, July 28, 2023
Senior, Professional, RIA, Bachelor of Business Administration, Loyola Marymount University, General Education, Silicon, Business administration, Theresa Glomb, Wealth management, Santa Clara University, Kidder, Peabody & Company, Commerce, UBS, Sanctuary, Management, Financial adviser

INDIANAPOLIS, July 28, 2023 /PRNewswire/ -- Sanctuary Wealth (Sanctuary), home to the next generation of elite advisors, welcomes Glomb Private Wealth (Glomb) a fast-growing family practice with $600 million in client assets. The firm includes founders and private wealth advisors Chris Glomb, CFP® and Michael Glomb, CFP®. The father-son team is joined by Jessica Regidor, Managing Director and Chief Operations Officer and Sara-Belle Guglielmino, Client Service Associate. The Los Gatos, California team joins from UBS, and is the latest breakaway firm to choose independence with Sanctuary.

Key Points: 
  • The firm includes founders and private wealth advisors Chris Glomb, CFP® and Michael Glomb, CFP®.
  • The Los Gatos, California team joins from UBS, and is the latest breakaway firm to choose independence with Sanctuary.
  • Chris Glomb, CFP®, Founder, Glomb Private Wealth, is a 40+ year wealth management industry veteran.
  • On behalf of our entire staff, I welcome Glomb Private Wealth to the firm and can't wait to see all we will do together."

Academy Securities Announces Key Credit Trading and Sales Hires

Retrieved on: 
Thursday, June 22, 2023
Veterans, Finance, Consulting, Banking, Accounting, Professional Services, Small Business, Other Professional Services, Defense, StoneX Group Inc., Bear Stearns, SDVOSB, Mizuho Securities, Crédit Agricole, Credit Suisse, KBW, IG, Minority business enterprise, Crédit Agricole Corporate and Investment Bank, Kidder, Peabody & Company, Citigroup, Bache, MBE, Security (finance), Salomon, Jack Hawkins (U.S. Marine Corps officer), Bank

Ken Casatuta is an industry veteran with 37 years of institutional fixed income, credit trading, & risk management experience in both corporate bonds and credit default contracts.

Key Points: 
  • Ken Casatuta is an industry veteran with 37 years of institutional fixed income, credit trading, & risk management experience in both corporate bonds and credit default contracts.
  • Mr. Casatuta started his career trading at Salomon Brothers/Citigroup and subsequently held trading desk positions as Director at Credit Suisse, Managing Director at BTIG, and Executive Director at Mizuho Securities.
  • Most recently, Mr. Kucinich was at Credit Agricole CIB, also on the IG credit sales desk, as well as the high yield desk.
  • Academy Securities is a preeminent disabled veteran owned investment bank with strength in capital markets, public finance, fixed income, and equity trading.

The Larry H. Miller Company Elects Paul J. Carbone to its Board of Directors

Retrieved on: 
Tuesday, May 30, 2023
Pennsylvania State University, University of Chicago Medical Center, Penn State Board of Trustees, Condé Nast, University, Stanley, College, Kidder, Peabody & Company, Art, Utah State Bar, Peak (automotive products), Utah Jazz, PPC, Family business, PGIM, University of Utah College of Science, RR Donnelley, LHM, Misericordia Home, MBA, McGraw Hill Education, Trustee, Kidder, History, Art Institute, Family, Bangladesh Technical Education Board, Rochester Institute of Technology, Carbone, Publishing, Securities and Exchange Board of India (Alternative Investment Funds) Regulations, 2012, Schneider, Harvard Business School, Time Inc., Follett Corporation, Hartwick College, Management, Intermatic, Northwestern University

SANDY, Utah, May 30, 2023 /PRNewswire/ -- The Larry H. Miller Company (the LHM Company) announced the election of its newest board member, Paul J. Carbone. He is the co-founder and president of Pritzker Private Capital (PPC) and also chairs the PPC Management and Investment Committees. Carbone has been with PPC and its predecessor since 2012 and was previously president and managing partner.

Key Points: 
  • SANDY, Utah, May 30, 2023 /PRNewswire/ -- The Larry H. Miller Company (the LHM Company) announced the election of its newest board member, Paul J. Carbone.
  • "We are pleased to welcome Paul to the board of directors for our family business," said Steve Miller, board chair of the LHM Company.
  • Haslam, a childhood friend of Larry Miller, previously worked for the Larry H. Miller Company, including as president of the Utah Jazz and Larry H. Miller Sports & Entertainment.
  • After he retired from the LHM Company, Haslam assisted Gail Miller in forming the company's board of directors in 2015.

Steve Booth, Baird chairman and CEO, to receive Honorary Doctor of Business and Economics at MSOE Commencement

Retrieved on: 
Tuesday, May 23, 2023
Sentinel, World Water Council, Investment banking, SVKM's NMIMS, Milwaukee, Kidder, Peabody & Company, Executive officer, Water, Business, Southern Methodist University, MSOE, Multimedia, Kidder, MBA, Kellogg School, SMU, Business administration, Student, Milwaukee metropolitan area, Humanities, Corporate finance, Milwaukee Journal Sentinel, Methodist University, Milwaukee School of Engineering, Cox School of Business, Northwestern University, Character, Commerce, Management, Science, Economics

MILWAUKEE, May 23, 2023 /PRNewswire/ -- Steve Booth, chairman and CEO of Baird, will receive an Honorary Doctor of Business and Economics from Milwaukee School of Engineering (MSOE) during its Spring Commencement on Saturday, May 27, 2023.

Key Points: 
  • MILWAUKEE, May 23, 2023 /PRNewswire/ -- Steve Booth, chairman and CEO of Baird, will receive an Honorary Doctor of Business and Economics from Milwaukee School of Engineering (MSOE) during its Spring Commencement on Saturday, May 27, 2023.
  • "Our mission at MSOE challenges us to develop graduates with the MSOE Mindset: those who are leaders of character, responsible professionals, passionate learners, and value creators.
  • Booth also is a member of the board of directors of Baird Financial Group and affiliated entities including Robert W. Baird & Co.
  • In 2022, Booth was named Wisconsin Business Leader of the Year by the Harvard Business School Club of Wisconsin and the Milwaukee Journal Sentinel.

FAT Brands Announces Ken Kuick and Rob Rosen as Co-CEOs

Retrieved on: 
Monday, May 1, 2023
Diamond, Capital market, Noodles & Company, FAT, Caesars Entertainment, Wall Street, Twin Peaks, The Bank of Tokyo, Ecologic Brands, Inc., Kidder, Peabody & Company, FAT Brands, Growth, FleetBoston Financial, Bank, Vici Properties, Management

LOS ANGELES, May 01, 2023 (GLOBE NEWSWIRE) -- FAT (Fresh. Authentic. Tasty.) Brands Inc. announces Ken Kuick and Rob Rosen as Co-CEOs, effective May 5, 2023. As previously announced, Andy Wiederhorn will step down as CEO and continue in his role as Chairman of the Board, where he will focus on the strategic direction of the company, the allocation of capital, and ensuring the management team executes the Company’s business plan while maintaining quality restaurant operations.

Key Points: 
  • Brands Inc. announces Ken Kuick and Rob Rosen as Co-CEOs, effective May 5, 2023.
  • Mr. Kuick and Mr. Rosen will also continue in their respective roles as Chief Financial Officer and Executive Vice President of Capital Markets while assuming the Co-CEO role.
  • “Over the last few years, Ken and Rob have played a tremendous role in the unprecedented growth of FAT Brands,” said Andy Wiederhorn, CEO of FAT Brands.
  • “In the near term, Ken and I will look to build on the strong foundation FAT Brands has already laid, which includes our robust growth pipeline, exciting innovations, and a commitment to our franchisees and customers.”
    For more information on FAT Brands, visit www.fatbrands.com .

Buckingham Appoints Benjamin J. Young as Chief Investment Officer

Retrieved on: 
Tuesday, April 18, 2023
Columbia University, University, Kidder, Peabody & Company, Hibernia Real Estate Group, Head, Financing, Insurance, Real Estate and Business Services (constituency), Trust, University of Pennsylvania, Kidder, Columbia Business School, Wharton School of the University of Pennsylvania, Sun Belt, Equity Group Holdings, Investment, Widener University Commonwealth Law School, Deutsch, Growth, CIO, Blackrock Head, Real estate, Financial services, Economics

INDIANAPOLIS, April 18, 2023 /PRNewswire/ -- Buckingham, a national vertically integrated real estate development and investment company, announced today that Benjamin J. Young has joined Buckingham as CIO, Managing Director effective April 3, 2023. Mr. Young will head Buckingham's asset management and investment division as the company grows and leverages its successes in institutional capital raising, client engagement and investment performance to build an industry-leading institutional real estate investment platform. Buckingham is an award-winning developer, owner, manager and investor in multifamily and urban mixed-use real estate across the U.S. with a focus on Midwest and Sunbelt markets.

Key Points: 
  • Mr. Young will head Buckingham's asset management and investment division as the company grows and leverages its successes in institutional capital raising, client engagement and investment performance to build an industry-leading institutional real estate investment platform.
  • "Ben's deep investment expertise, acquired over three decades at some of the world's largest private equity real estate firms, makes him uniquely qualified to lead the strategic expansion of our company's institutional real estate investment business," said Bradley B.
  • Over the last 39 years we have progressed from ground-up multifamily to becoming a full service, vertically integrated real estate investment company.
  • Mr. Young has been a prominent real estate private equity investor and asset manager for more than three decades.

EnLink Midstream Announces Changes to Its Board of Directors

Retrieved on: 
Wednesday, March 15, 2023
UCLA, Social science, University, Harris, Advisory board, Investment, Policy, Credit Suisse, Lead, Partner, Natural gas, NYSE, Bachelor of Arts in Organizational Psychology, Transport, Carbon, Oklahoma Energy Resources Board, Mergers and acquisitions, Electricity, Columbia University Center for Psychoanalytic Training and Research, Head, GIP, Kidder, Peabody & Company, Compensated emancipation, Management, LNG

DALLAS, March 15, 2023 /PRNewswire/ -- EnLink Midstream, LLC (NYSE: ENLC) today announced that Matthew C. Harris, a Founding Partner of Global Infrastructure Partners (GIP), will be appointed as Chairman of its Board of Directors (Board).

Key Points: 
  • DALLAS, March 15, 2023 /PRNewswire/ -- EnLink Midstream, LLC (NYSE: ENLC) today announced that Matthew C. Harris, a Founding Partner of Global Infrastructure Partners (GIP), will be appointed as Chairman of its Board of Directors (Board).
  • "We are pleased to welcome back Matt to the EnLink Board," EnLink Chief Executive Officer Jesse Arenivas said.
  • His leadership will greatly help EnLink as we continue to build momentum with our traditional midstream and growing carbon transportation businesses.
  • As a founding partner of GIP, his return to the Board demonstrates GIP's deep commitment to EnLink."

Oppenheimer Announces Expansion of Investment Grade Fixed Income Sales Team

Retrieved on: 
Tuesday, February 7, 2023
MBA, Bond credit rating, Rest, Oppenheimer Holdings, Goldman Sachs, Debt, Fifth Third Bank, NYSE, Municipal bond, Cohen, Executive officer, Senior, Bear Stearns, Colgate University, Knowledge, David Cohen & Co. Warehouse, Carnegie Mellon University, Cantor Fitzgerald, BBVA, Structured product, Kidder, Peabody & Company, Security (finance), Management, New York University, Boston College

NEW YORK, Feb. 7, 2023 /PRNewswire/ -- Oppenheimer & Co. Inc. ("Oppenheimer") — a leading investment bank, wealth manager and a subsidiary of Oppenheimer Holdings (NYSE: OPY) — announced today the continued expansion of its Investment Grade desk with the additions of Perren Thomas, Dennis Megley and Mike Henneberry. Each will serve as Managing Directors on the Investment Grade Sales team in New York and report to Katie Lucas, Managing Director, and Head of Investment Grade Sales.

Key Points: 
  • Each will serve as Managing Directors on the Investment Grade Sales team in New York and report to Katie Lucas, Managing Director, and Head of Investment Grade Sales.
  • Peter Albano, Global Head of Fixed Income at Oppenheimer, said, "We are delighted to welcome Perren, Dennis and Mike to the team.
  • These Investment Grade sales hires follow the recruitments of Managing Directors Si Lund (High Yield Sales), John Covello (Investment Grade Trading), Chris O'Connor (Debt Syndicate), Peter Overton (Short-term Trading), Ed Murphy (Municipal Bond Trading), Jose Puell (Emerging Markets Sales) and Russ Mueller (Structured Product Trading).
  • Mr. Thomas joins Oppenheimer with nearly two decades of experience in fixed income sales.