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Eventide Announces Promotion of Harry Nelson to Chief Operating Officer

Eventide Announces Promotion of Harry Nelson to Chief Operating Officer News provided by Share this article Share this article BOSTON, May 7, 2021 /PRNewswire/ Eventide is pleased to announce the promotion of Harry Nelson to Chief Operating Officer from his current position of Director of Distribution for Eventide. As Chief Operating Officer, he is responsible for leading Eventide s corporate performance and operations as well as several business development functions, including managing the relationships between Eventide and intermediaries. Prior to joining Eventide in 2017, Mr. Nelson was President of GuideStone Capital Management, LLC. Before that, he served in business development roles at GuideStone and Golden Capital Management. He holds the Certified Investment Management Analyst certification administered by Investment Management Consultants Association and taught, in conjunction with the Wharton School of Business, at the University of Pennsylvania. He earned a B.A. i

United statesRobin johnSherrie johnson smithDallas baptist universityFund contactGuidestone capital managementWharton school of businessEventide asset managementNorthern lights distributorsUniversity of pennsylvaniaInvestment management consultants associationHarry nelsonChief operating officerGolden capitalCertified investment management analystWharton school

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM

Share this article Share this article DALLAS, April 29, 2021 /PRNewswire/ Prospera Financial Services, Inc. (Prospera) continues to grow its presence on the West Coast with the addition of Ossola Wealth Management, a private family wealth management office located in Aliso Viejo, California. Dean Ossola, founder, and associates bring with them decades of industry experience and add $120M in AUM. Prospera, a privately held company, is a Texas-based financial firm founded in 1982 as a full-service, boutique broker-dealer and support organization for successful independent financial professionals across the country. Anthony Dean Ossola, Managing Director and Owner, is an Orange County native with a Bachelor s Degree in Business Management from Brigham Young University and a Masters of Business Administration from the University of California, Irvine. After a successful career at Microsoft Corporation through the 1990s, Dean joined UBS Financial Services in 2000, and developed th

United statesOrange countyAliso viejoAllison squarSpencer ossolaLas vegasAmy ossolaTarah mattia williamsUniversity of california at los angelesUniversity of californiaRoyce management groupProspera financial services incOssola wealth management groupYale universityUc berkeley haas school of businessMerrill lynch

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM

Boutique Independent Broker-Dealer, Prospera Financial Services, is Proud to Announce the Affiliation of Ossola Wealth Management, Adding $120M in AUM
prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.

United statesOrange countyAliso viejoAllison squarSpencer ossolaLas vegasAmy ossolaTarah mattia williamsUniversity of california at los angelesUniversity of californiaRoyce management groupProspera financial services incOssola wealth management groupYale universityUc berkeley haas school of businessMerrill lynch

Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team

Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team News provided by Share this article Share this article WASHINGTON, April 21, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is continuing its nationwide expansion with the addition of Poljak Group Wealth Management in Shreveport, Louisiana. The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley. Denis and Davor represent a true American success story, and we re proud that they have chosen Steward Partners to help grow their business and write their next chapter, said Chris Barton, Divisional President, Steward Partners Global Advisory. Their team is a living testament to how hard work, advanced education and genuine concern for clients can be

New yorkUnited statesCentenary college of louisianaColumbia universityNew york stock exchangeFederation of bosnia and herzegovinaBosnia herzegovinaTommy poljakDavor poljakChris bartonMichaela moralesRaymond jamesScott salvailTomislav tommy poljakJohn simpsonJasonl adams

Shively joins AMI team

Shively joins AMI team KENDALLVILLE â AMI Investment Management is pleased to announce that Ben Shively has joined the firmâs investment team. Shivley is a certified financial planner is and has earned the Certified Investment Management Analyst designation. He earned his bachelorâs degree in finance at Western Michigan University and his masterâs in business administration at the University of Notre Dame. âBen has 22 years of experience in the investment industry designing and managing investment portfolios for individual and institutional clients. We are excited to have Ben join our team and serve AMI clients,â stated AMI President Michael Axel.

Michael axelBen shivelyMichigan universityUniversity of notre dameCertified investment management analystWestern michigan universityRegistered investmentAmi investment managementBachelors degreeமைக்கேல் அச்சுபென் ஷிவேழிமிச்சிகன் பல்கலைக்கழகம்பல்கலைக்கழகம் ஆஃப் நோட்ரே டேம்சிஇஆர்டிஐஎஃப்ஐஇடி முதலீடு மேலாண்மை ஆய்வாளர்மேற்கு மிச்சிகன் பல்கலைக்கழகம்பதிவுசெய்யப்பட்டது முதலீடு