Sentences with phrase «focus financial partners»

Anita Venkiteswaran is a vice president at Focus Financial Partners where she is responsible for business development and acquisition activities.

I later became the General Counsel of Focus Financial Partners, LLC, then on its way to transform into the largest partnership of independent financial advisory firms in the world.

• An investor group led by Stone Point Capital and KKR (NYSE: KKR) agreed to acquire a majority stake in Focus Financial Partners, a New York - based wealth management firm, for around $ 2 billion.

Not exact matches

The focus is instead on partnering with existing financial institutions.

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

«Donor - advised funds that are sponsored by a community foundation tend to have a more singular focus and they're on the local pulse of charitable activity,» said Gavin Morrissey, managing partner at Financial Strategy Associates in Needham, Massachusetts.

«We've responded to the competitive environment by focusing on industries that are currently out of favor with the public - equity market, like biotech, medical devices, and early - stage information - technology companies,» says Patrick Boroian, a general partner at Sprout, which is the New York City - based venture - capital affiliate of financial - services giant Donaldson, Lufkin & Jenrette.

Prior to joining Oaktree, from September 2013 until June 2015, Mr. Pendo served as a Managing Director at Sandler O'Neill Partners, an investment banking boutique focused on the financial services industry.

«Following a successful carve - out from Visteon, we partnered with the business to develop a high - performing and focused management team that was able to vastly improve financial performance.

According to Financial Technology Partners (an investment bank focused on FinTech), March 2016 counted 109 financing deals in FinTech with a total of $ 887.7 million being poured into FinTech companies across segments.

Conversely, audit committee members who come from professional backgrounds — former partners in CPA firms, investment managers, and securities analysts — may have a myopic focus or insufficient expertise in some broader financial areas that may become critical.

TMX said Thursday that the subsidiary, Shorcan Digital Currency Network, had partnered with Paycase Financial on the initiative, which would focus on bitcoin and ether at...

Elmar Meyer is the founder and CEO of Lexpert Partners, a specialized law firm focused on financial services providers and their clients located in Zug.

As a partner at IA Capital, he has focused exclusively on the financial technology space and has followed the evolution of marketplace lending.

Previously, Mr. Satchu spent 12 years in New York City where he was a General Partner at Fenway Partners, a US$ 1.4 billion private equity firm focused on acquiring leading middle market companies typically from families or large corporations and a Financial Analyst at Merrill Lynch in the High Yield Finance and Restructuring Group.

I'm skeptical,» Michael Falk, a chartered financial analyst and partner at Focus Consulting, said in an interview.

The firm focuses on private equity and credit investments and is dedicated to partnering with world - class management teams across targeted industry sectors to help companies achieve their operating and financial objectives.

This set - up already eliminates much of the financial stress from a relationship and allows partners to focus on each other and enjoy the perks of living a privileged life.

San Francisco About Blog Mosaic Financial Partners was founded by industry thought leaders who felt that wealth management focused too much on sales and too little on long - term planning and life goals.

In the meantime, with the festival entering its 36th year, Cultural Weekly & Entertainment Media Partners have launched an infographic breaking down «Sundance 2014 By the Numbers», focusing on the financial side of things including funding and box office.

Most recently, he was a partner in the New York office of the global management consulting firm McKinsey & Co., where he was a leader in the financial institutions practice focusing on insurance and asset management.

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(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.

Our work has been focused on advocating for OUSD adopting fiscally responsible policies and best practices, developing a long - term strategic financial plan, and engaging school leaders to partner in systems changes to benefit students.

I think we chatted in the past about how regulated industry, the financial, health care and government, and that remains to be the number one focus of mine and my team and the rest of the consumer space we will reach out through our partners.»

Falk, a partner with Illinois - based Focus Consulting Group, reminded the audience of (mostly) financial advisers that the concept of retirement is still relatively young — about 120 years — going back to agrarian societies when bodies gave out earlier than minds do in today's service economy, and life expectancies were far lower.

We offer clients several investment strategies such a small - cap focused strategy (Gator Concentrated Small Cap) and a financial services focused hedge fund (Gator Financial Pfinancial services focused hedge fund (Gator Financial PFinancial Partners.)

Historically, the Focus Fund has had heavy weightings of Consumer and Financial companies as well as general partners of Oil & Gas Pipelines (C corp).

Plus, you can feel good about partnering with an organization focused on strengthening the financial health of our members, local businesses, and our community.

As a dedicated school partner, we support you and your students, with a focus on borrower services, training, default prevention, financial literacy, and communication.

«No one gets rich by saving in the bank,» said Byrke Sestok, a certified financial planner and president of Rightirement Wealth Partners in White Plains, N.Y. «If you have 30 years before retirement and 30 years during retirement, then you have the time to participate heavily or totally in the stock market, and ignore the big drops and focus on the fact that stocks have historically proved to be a better - performing asset class over bonds and cash.»

By Linnea Jessup Whether saving the environment or reaching out to individuals at home and abroad, art - industry partners support their communities through acts of kindness, financial assistance and a focus on better environments for all.

Realizing that going forward would put a strain on the organization and our partners in the community, we have decided to focus our efforts in 2010 toward developing a strong financial footing that will allow us to fully realize our ambitions for Prospect.2 in 2011.»

But for the rising corporate stars at UK - wide firms who made partner in the aftermath of the financial crisis, the world of scarce work, fee competition and a sharp focus on winning clients is the only one they have experienced.

Based in Asia for 25 years and a former partner at a global accounting firm, he then managed a group of China - focused companies before playing a key role in establishing and developing Kroll's financial investigations practice in Asia.

Co-led by partners Steven Mills and Clare Stothard, the practice is predominantly focused on financial litigation and investigations work for major banks.

The panel is coordinated by the South Asian Bar Association and will focus on all aspects of advancing to partner including financial responsibilities, tax implications, business development, leadership and how to incorporate diversity, inclusion and minority recruitment into the process.

Paul, Weiss, Rifkind, Wharton & Garrison LLP announced today that Roberto J. Gonzalez, former Deputy General Counsel of the U.S. Department of the Treasury, will join the firm as partner in its litigation department, resident in Washington, D.C., where he will represent financial services and other clients, focusing on high - stakes litigation, white - collar criminal and regulatory defense, internal investigations, and congressional proceedings.

The new Dublin practice will focus on financial services and technology, and will be run by three partners, bringing its total number of fee earners in the island of Ireland to 12 partners and more than 50 lawyers.

As partners generally look to their personal distributions as the measure of financial success and stability of their firms, maintaining and increasing those distributions is a management focus.

Meghan Spillane, a partner in Goodwin Procter's securities litigation and white - collar defence group, focuses her practice on white - collar criminal defence, corporate internal investigations, and complex business and financial litigation.

The blog is managed by Juan C. Antúnez, who is a partner with Stokes, McMillan, Antúnez P.A. Essential probate and trust litigation concepts are covered in the blog's articles, with a focus on Florida Supreme Court cases, mediator ethics, equitable law, and even financial exploitation of the elderly claims, as seen in this article.

«We remain focused on expanding our international finance capabilities and our presence in key financial markets such as London,» said Tom Fitzgerald, Winston's firmwide managing partner.

Marc Dautlich («an industry leading practitioner who is personable and knowledgeable, and scans the horizon for his clients to anticipate oncoming risks») heads the team, which includes Cerys Wyn Davies in Birmingham; contentious specialist David Barker, who is «a fantastic, client - focused lawyer who is happy to roll up his sleeves and deliver advice at the top level»; newly promoted partner Ian Birdsey, who is recommended for cybersecurity issues; and senior associate Kathryn Wynn, who advises financial services clients.

As owner of PerformLaw, his focus includes law firm performance improvement, partner and associate compensation, strategic and practice planning, financial management, new partner admittance, lateral evaluation and business development.

• Leadership... but not dictatorship • An optimistic, realistic vision of the firm • Focus on strategic issues rather than day - to - day administrative matters • Build relationships with each of the partners • Possess the instinct to know when to consult with and secure support of partners • Build a consensus on key issues prior to presenting initiatives • Financial knowledge and good business judgment • Be decisive... but build consensus • Listen to all points of view • Willingness to take prudent risks • Appreciation of firm culture • Maintain confidence • Be accessible • Always have a few minutes to listen • Provide recognition and praise • Communicate with associates and staff

Leanne joined Fox Rodney Search at the start of 2011 and focuses on both the London, Benelux and German markets (in particular Frankfurt, Munich and Dusseldorf) undertaking retained partner searches, partner representation, team moves and lift outs, new office openings, retained senior in - house legal and compliance searches in the financial services sector, due diligence assignments and market intelligence assignments.

Some additional distinctions between Liam Brown's «law company» and the traditional law firm include: (1) performance and reward structures that value output over input; (2) closer alignment with the financial and enterprise objectives of the consumer; (3) a corporate structure that takes a long - term, client - centric view over profit - per - partner; (4) continuous process improvement; (5) investment in technology; (6) focus on «the right resource for the task»; (6) compressed delivery time; (7) a continuous quest to use technology and process to automate tasks and gather «big data» for benchmarking, predicting, and quantifying risk; (8) a transparent, 24/7/365 accessible connection with legal consumers; (9) supply chain management expertise; and (10) reduced cost.

Matt Becker, a financial planner in Florida whose practice focuses on younger families, said working parents should buy enough insurance to replace their income for five to 20 years, depending on how old their children are and whether a spouse or partner could support the children on one income.

Glidera handles interactions with the legacy financial system so our partners can focus on innovating within the Bitcoin ecosystem.