Published: May 03, 2021
SAN DIEGO, May 3, 2021 /PRNewswire/ Shoreline Biosciences, Inc. (Shoreline), a biotechnology company developing intelligently designed allogeneic off-the-shelf, standardized and targeted natural killer (NK) and Macrophage cellular immunotherapies derived from induced pluripotent stem cells (iPSC) for cancer and other serious diseases, today announced the appointment of Vanessa L. Jacoby as Chief Financial Officer. Ms. Jacoby brings more than twenty years of experience as a financial leader to Shoreline, with a strong background in company building and financial strategy. I am pleased to welcome Vanessa to Shoreline as our Chief Financial Officer, said Kleanthis G. Xanthopoulos, Ph.D., Shoreline Co-Founder and Executive Chairman. Vanessa s recent IPO and public markets experience, coupled with a proven track record in building and financing companies through critical phases of growth, will be invaluable to our team as we grow into a domain-do
Succession Planning Goes In-House A new crop of programs at IBDs helps advisors find successors keeping their clients, and assets, close to home.
The wealth management industry has long had a succession problem. Few advisors plan for their own retirement, and even fewer have a road map to step away from the business in a way that both monetizes the practice and provides continuity to their clients. Even worse is the lack of a plan in case of an advisors’ sudden death or impairment the dreaded “hit by a bus” scenario.
A 2018 study by the Financial Planning Association and Janus Henderson Investors found that 73% of financial advisors don’t have a written succession plan in place; of those who are within five years of retirement, 60% lack a succession plan.
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Trillium Launches UK Business with Senior Investment Hires
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BOSTON, April 22, 2021 /PRNewswire/ Trillium Asset Management (Trillium), an impact-driven, environmental, social and governance (ESG) focused investment firm, today announces its increased commitment to the UK market as it focuses on delivering its nearly 40-year track record of ESG investing and shareholder advocacy to clients in the UK and Europe.
As part of the move, Trillium has attracted a team of senior investment professionals to spearhead the launch of new global ESG equity strategies, led by Ian Warmerdam who joins as Lead Portfolio Manager from Janus Henderson Investors, where he spent 18 years, most recently as Director of Global Equities managing both global and EAFE select equities strategies for both UK and North American clients.