Meet Robert Balentine, a leading expert in wealth management and family legacy. As Chairman of Balentine, Robert has decades of experience guiding clients toward financial success and enduring family legacies. Don’t miss the chance to learn from this industry veteran at Executive Insights! Learn more about this premier conference for executive leaders here: https://lnkd.in/ewFPyAMM #Atlantaexecutives #wealthmanagement #CEOs
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Meet Robert Balentine, a leading expert in wealth management and family legacy. As Chairman of Balentine, Robert has decades of experience guiding clients toward financial success and enduring family legacies. Don’t miss the chance to learn from this industry veteran at Executive Insights! Learn more about this premier conference for executive leaders here: https://lnkd.in/e8RSu3ej #Atlantaexecutives #wealthmanagement #CEOs
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In a recent edition of CEO Corner, Marc Cadin chatted with Maggie Seidel about the power of credibility. Tune in to hear Marc discuss how trust shapes our profession in this insightful conversation with Maggie Seidel, Finseca’s Executive Vice President of External Affairs and Chief of Staff. It's a great opportunity to hear directly from our leadership on key topics affecting your success. Don’t miss out—be part of a community dedicated to building trust and advancing financial security 💼📈 https://lnkd.in/g8HSKAZT #Finseca #FinancialServices #Credibility #CEOcorner
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CFP Board CEO Kevin R. Keller, CAE has been honored with the Noel Maye Award for Outstanding Contribution to the Profession by the Financial Planning Standards Board Ltd. Presented at FPSB’s 20th anniversary dinner, the award recognizes Kevin’s leadership, advocacy and efforts in advancing global financial planning and CFP® certification. Learn more in this Rethinking65 article: https://lnkd.in/eRB_wVEy #CFPpro #FinancialPlanning
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Plant-A Insights, in partnership with Newsweek, is thrilled to recognize Naples Global Advisors, LLC as one of America’s Top Financial Advisory Firms for 2025. With remarkable short- and long-term asset performance, a dedication to exceptional client care, and a broad array of services, they have firmly established themselves as leaders in the industry. Finding a financial advisor who pairs deep expertise with a client-first mindset is no small task. That’s why America’s Top Financial Advisory Firms for 2025 is so impactful—it recognizes the top 750 firms from over 15,000 SEC-registered advisories, focusing on what truly matters in this industry. This recognition isn’t just a badge of honor; it’s a reflection of hard work, integrity, and a commitment to excellence. See the full rankings here: https://lnkd.in/gUwUVAY4 Dive into the award methodology: https://lnkd.in/g6KnZJvX Michael Morris Kerry Geroy John Suddeth Sara Perkins Greg Debski, CFA Wyatt Russo, CFA #TopAdvisoryFirms2025, #FinancialExcellence, #TrustedAdvisors
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The power of connection is probably the most important motto I live by. It was wonderful meeting so many impactful, strong, dedicated, and influential women in one room last week in Chicago. The value of connection goes a long way. Connections like the ones I made last week are truly invaluable. Thank you, #TMANOW, for orchestrating one of the best summits I have attended. Also, thank you to the new and old friends that made this conference one to remember! Jaime Hochhausen Micaela Siekmann Guerrero #womeninfinance #chironangels #mergersandaquisitions #investmentbanking #capitalraise #advisors #womeninturnaroundmanagement #debtrefinance #turnaroundmanagement
Our Chiron Angels (Candice Hubert, Jaime Hochhausen, and Micaela Siekmann Guerrero) attended the 10th-anniversary celebration of TMA NOW. They made amazing new connections and reconnected with old friends! This year’s panels were both inspiring and informative. The first panel discussed “Ethical Considerations for Turnaround Professionals,” highlighting the importance of ethical practice and compliance in all cases, particularly in Chapter 11 deals. Panel 2, "Beyond the Check-up: Understanding Drivers of Physical and Financial Wellness," featured guest speakers Dr. Kim Henderson from Morgan Stanley, and Simone G. Vinocour, also from Morgan Stanley. They discussed the benefits of physical and financial health and what each woman (regardless of age) should focus on for a successful retirement. We were graced with keynote speakers Elizabeth R. Sarhaddi-Blue from Gordon Brothers and Amy Fahey from First Women's Bank. We also enjoyed a fireside chat with NOW Founders Teresa Kohl from SSG Capital Advisors, Rakhee Patel from Sidley Austin, Robyn Pollack, Esquire from Loutel, and Michelle Salazar-Rosenbloom from KCC. The day concluded with two of Chicago’s most respected female founders in the food and beverage industry, Kim Oster-Holstein from Twisted Alchemy and Karen Urie Shields from Smyth and The Loyalist. They shared their journeys and how they successfully navigated challenging times during the pandemic. The evening finished with a delightful dinner cruise on the river. Thank you, TMA Chicago/Midwest Chapter and #TMANOW, for this amazing opportunity! #TMANOW #WomenOrg #PrivateEquity #SuccessSale #CapitalRaise #Turnaround #MergersandAcquisitions #DebtRefinancing #FinancialAdvisory #ChironFinancial #Finance #InvestmentBanking #Business #Investment #Global #Banking #InvestmentAdvisors #Advisors #InvestmentBankers #TurnaroundManagement
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They say the apple doesn’t fall far from the tree. If this post’s photos of industry leaders and young staff is any indication, the adage rings true. These young padwans are in good hands with Knight Frank senior management. As mentors and powerful industry voices, our #global and #local leaders have decades of experience between them. They offer many opportunities for #nextgen to write their own Knight Frank stories and chart their own successful #realestate career paths to be proud of. Set goals. Reach out. Ask questions. Seek answers. Break new ground. The future shines bright.
#happeningnow: Senior Partner and Group Chair William Beardmore-Gray and Chief Financial Officer Matt Tweedie are here on our sunny shores to catch up with senior management, and meet with our spirited young colleagues for conversations about the industry and their Knight Frank journeys. Galven Tan Danny Yeo Kin Hon Calvin Yeo Daniel Ding, MBA Chia Mein Mein Lee Sharon Evan Chung Ethan H. Nicholas Keong Alice Tan Leonard Tay Zi Xuan Lim Nicole Lee Ong Jian Sheng Jason Chan Nahyun Kim (김나현) Nikki Kim Na Hyun Kim Kai Jie Koh Sim Li Wei GuoXin Xiong Dorcas Foo Pan Yan Ritz Ong Victoria L. Xin Yee Tan Ng Yong Yuan Lin Bing Han Phaedra Sun Ain Ibrahim
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Meet Enzo Severino, CCUFC Severino Luna, one of our Member Experience Market Managers! As part of our "Faces of First Commonwealth" series, he shares his journey into the world of credit union leadership and his dedication to helping members navigate their financial paths. Enzo brings a wealth of knowledge and a deep commitment to ensuring every member feels supported and informed. Here, he breaks down just how simple it is to get started with financial counseling. Dive deeper into Enzo's story and gain valuable insights by watching the full interview here: https://lnkd.in/eNA-eq5r #FinancialCounseling #MemberSupport #FinancialWellness #FacesOfFirstCommonwealth
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Did you miss our recent webinar discussing Beyond inheritance? So many great insights from Ioly Kisin and Emily Hammon. You can register below and listen at a time convenient to you. #familybusiness #beyondinheritance. Grant Thornton Australia
Preparing the Rising Generation in your family is essential in ensuring your wealth remains protected and your legacy continued. Grant Thornton's Family Business Advisors Kirsten Taylor-Martin and Ioly Kisin were recently joined by Emily Hammon of Scenic World Blue Mountains to discuss the fundamentals of preparing the Rising Generation. To learn more, you can watch the full webinar on demand here: https://okt.to/ntHrDX #Risinggen #Familybusiness
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Balancing experience and expertise are crucial as boards navigate today's dynamic landscape. In the financial sector, 45% of new independent directors are first-time public board appointees. Learn more in our sector snapshot: https://bit.ly/4fXUuIN #IndependentDirector #financialsector
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Congratulations to Infinera’s Nancy Erba for being named to TOP CFOs' Top 25 CFOs of San Francisco for 2024! https://bit.ly/3W6BctZ Find out more and view the full list of awardees, who play a pivotal role in navigating the ever-changing market, capitalizing on opportunities, and shaping the economic future of their companies, at the link! #CFOs #Finance #OpticalNetworking
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