News Article | May 9, 2017
BOSTON--(BUSINESS WIRE)--NEPC, LLC, one of the industry’s largest independent, full-service investment advisory firms, today announced that Dan Gimbel has joined the firm’s Private Wealth Team in the capacity of Principal and Senior Consultant. Gimbel will split his time between NEPC’s offices in Boston, Portland, OR, and Ponte Vedra Beach, FL. NEPC’s Private Wealth Group provides a wide range of high-touch services to ultra-high net-worth individuals and family offices, including investment and philanthropic advice, legacy planning, and multi-generational investment planning. In late January, NEPC announced plans to grow its Private Wealth Group into a significant family office business and one of the firm’s key practice areas, and the group has made several senior hires over the last few weeks. “Attracting and retaining the best talent the industry has to offer is an essential component of NEPC’s business model and a key driver of our business success,” said KC Connors, NEPC Partner and Director of the Philanthropic and Private Wealth Teams. “Dan is emblematic of the caliber of individual we’re looking for, and we know that he’ll make lasting contributions to the Private Wealth Group, and to the entire NEPC franchise. We look forward to working with him.” Immediately prior to joining NEPC, Gimbel served as Director, Investment Advisory Services at CTC | myCFO, a position he held since 2006. His role at the firm included managing all aspects of client relationships, including asset allocation analysis, development of investment policy statement, investment portfolio construction, manager monitoring and performance reporting. He also served as a voting member on the firm’s investment and operating committees. Previously, Gimbel served as Director, Corporate Sponsorships, at Charles Schwab with responsibility for the delivery and integration of all financial products and services to the PGA Tour, US Ski and Snowboard Association, and the San Francisco Giants. Beyond this, he served as a financial consultant at Shearson Lehman Brothers, and an account executive at Merrill Lynch. Gimbel holds a BS degree in Business Administration and Finance from the University of Southern California, and a Certified Investment Management Analyst (CIMA®) designation from The Wharton School, University of Pennsylvania. NEPC, LLC® is an independent, full service investment advisory firm, providing asset allocation, manager search, performance evaluation, and investment policy services. It works with institutions and private wealth clients on both an advisory and discretionary basis. NEPC has offices in Atlanta, Boston, Charlotte, Chicago, Detroit, Las Vegas, Portland and San Francisco. Learn more at http://www.nepc.com/clients/private_wealth.
News Article | May 15, 2017
JACK Coulbeck has joined his parents at Grimsby based JCS Fish as commercial manager, with the business anticipating continued growth and the launch of new products in its Big Fish Brand salmon range. The son of founders Andrew and Louise Coulbeck, Jack is a first class honours graduate in accounting and finance and a part qualified CIMA accountant. For the past three years he has been gaining experience of the seafood industry and commercial finance in a graduate role at Young’s Seafood. Andrew Coulbeck said: ‘We were delighted when Jack chose to develop his career in the seafood industry and even more delighted when the opportunity arose this spring for him to join us. ‘We are proud of what we have achieved so far for JCS Fish as an independent family firm and Jack brings some very useful skills to the company.’ Jack said: ‘Since graduating I have concentrated on broadening my business experience and working towards my chartered accountancy status. ‘It seemed like a natural next step to come into the family business, although in some ways working for the family will probably prove harder than working anywhere else!’ Andrew added: ‘As an undergraduate Jack earned his stripes in various production roles at JCS during the summer holidays so he is already familiar with how the business works and well known to the rest of the team. ‘He can look forward to excellent support and mentoring not just from myself and Louise but from everyone else in the business.’ Picture: Jack Coulbeck with his parents, Andrew and Louise
News Article | May 22, 2017
These additions add to the existing suite of six total return strategies CMC currently has available on virtually all turnkey asset management platforms (TAMPs) and that are available directly to advisory businesses from CMC that wealth managers can trade themselves on their preferred custodial platforms. "We have been incubating these portfolios for over two years and had one advisory adopt them some time ago. Now that we have built an attractive track record we are launching these strategies in the marketplace. In a low rate environment, these models should be a good fit for investors who need monthly income”, said Barry Mendelson, CIMA CEO of CMC. About Capital Market Consultants, Inc. Capital Market Consultants ("CMC"), founded in 2002, is a respected independent institutional investment consultant that specializes in serving the wealth management industry. CMC provides an array of services including independent and impartial manager research and due-diligence, economic consulting, portfolio structuring, and more. Their clients are financial institutions and wealth management firms. For more information, please visit http://www.cmarkc.com or contact Barry K. Mendelson, CIMA at barry(at)cmarkc.com or 414-727-7995.
News Article | May 16, 2017
Spanish scientists at the University of Navarra and Vivet Therapeutics expect to begin the first clinical trials on patients in 2018 with the new VTX801 treatment which corrects an advanced stage of this rare disease in animals Pamplona (Spain), May 16. Scientists at the Center for Applied Medical Research (CIMA) at the University of Navarra (Spain) have designed a promising gene therapy method to treat Wilson's disease, a rare pathology caused by the lack of or malfunction of a gene. The gene therapy consists in introducing the correct version of the gene into the damaged cells by means of vehicles or vectors, generally viruses which have been modified in the laboratory to eliminate their capacity to cause disease but maintain their ability to penetrate the cells. With this promising method Dr. Gloria González Aseguinolaza, director of the Gene Therapy Program at CIMA, and her team have designed VTX801, a viral vector that corrects an advanced stage of Wilson's disease in animals. The Massachusetts Eye and Ear (MEE), a hospital associated with Harvard University, has participated in the development process of her innovative therapeutic strategy by contributing an advanced viral capsid (Anc80), the coating of the genetic material of the modified virus. This advance has been possible thanks to the CIMA agreement and exclusive license, through its foundation for applied medical research (FIMA) with the emerging French bio-technical company Vivet Therapeutics (Vivet). This company, which develops new treatments based on gene therapy for hereditary metabolic rare diseases, has raised €37.5 million in its Series A financing round from a consortium of investors led by Novartis Venture Fund and Columbus Venture Partners and including Roche Venture Fund, HealthCap, Kurma Partners and Ysios Capital. Outstanding is the fact that a project from a Spanish academic institution research center should attract so many international investors in the biotechnology sector. An injection with beneficial effects that continue for years Wilson's disease is caused by a mutation of the ATP7B gene, which is responsible for metabolizing copper. It causes this metal to accumulate in the liver and other tissues and produces hepatic and neurologic damage and potentially death. It affects one in 30,000 people worldwide. The current treatment attempts to mitigate the progress of the disease and consists of taking several pills daily for life, with great discomfort for the patient and a chronicity which implies high health care costs at a global level. "Our strategy goes to the root of the disease and tries to correct it", stated Dr. Gloria González Aseguinozala. And, "it consists in applying a single injection whose effects may last up to seven years, which is, up to now, the follow-up time of a patient treated with gene therapy". According to the researcher, the successful results in mice at an advanced stage of the disease together with the agreement with Vivet "have allowed us to optimize the VTX801 vector and its production system in order to obtain large clinical grade quantities". Once the CIMA researchers have tested the safety and effectiveness of the new drug, Vivet expects to begin the first clinical trials with VTX801 towards the end of 2018. González Aseguinozala points out that her research "has focused on Wilson's disease because it is the first for which we have satisfactory data and the possibilities of being of benefit to patients are more immediate. However, the potential of this therapeutic strategy opens the doors to other treatments with gene therapy, as, by changing the defective gene, we may be able to address diseases with a similar cause". Caption: CIMA researchers on the Vivet project. In the center, Gloria González Aseguinolaza and on the far right Jesús Hernández, a representative of FIMA and previous director general of CIMA.
News Article | February 21, 2017
Researchers at CIMA of the University of Navarra prove that the inhibition of this gene provokes a drastic reduction in the size of these tumors in different experimental models Pamplona, February 21. Researchers at the Center for Applied Medical Research (CIMA) of the University of Navarra (Spain) have identified a critical gene, FOSL1, in the development of lung and pancreatic cancer. The results of the work, a collaboration with researchers in the USA, UK, Germany and Denmark, have been published in the latest issue of the scientific journal Nature Communications. Approximately 25% of patients with lung cancer and 90% of those with pancreatic cancer show mutations in the KRAS gene, the most commonly mutated oncogene in cancer, and, at present, there are no effective therapies for these patients. Using an innovative bioinformatic application (which analyzes many series of samples from patients with different types of cancer) the CIMA researchers have identified a core of 8 genes regulated by the KRAS oncogene. From these genes, the researchers focused on FOSL1 because they found that in lung and pancreatic cancer, "patients with high-level mutations of the gene we have identified had the worst survival prognosis", explained Dr. Silve Vicent, a researcher on the CIMA Solid Tumors and Biomarkers Program and head of this research. "What is most important is that inhibition of FOSL1 brings about a great reduction in the size of the tumors in the lungs and pancreas. Thus, the results present this gene as a new molecular target to which new drugs should be directed", the researcher added. The work, which begun three years ago, has used a total of 2000 samples from patients with lung cancer, pancreatic cancer, cholangiocarcinoma, colorectal cancer and multiple myeloma, together with cell lines from human and mouse tumors and genetically- modified models. The CIMA researchers have also shown that FOSL1 affects another gene, AURKA, which, to date, had been thought to be regulated independently of the KRAS oncogene; currently clinical trials with a drug inhibiting it are currently on going. For the first time, the CIMA researchers have tested the combination of drugs against AURKA with drugs against another important gene for tumors with KRAS mutation, MEK, and have observed greater elimination of tumor cells. "This combined strategy promotes reduction of the size of tumors with mutated KRAS", Dr. Vicent stressed. "The fact that both drugs are already being used clinically is heartening as the benefits of this new treatment may reach patients within a relatively short time". "The next step will be the identification of biomarkers which respond to the combined treatment we have described. This step is critical, as not all patients with mutated KRAS are identical; therefore the type of molecular changes which characterize patients who may finally benefit from this treatment must be better defined", concluded the CIMA researcher. Caption: Dr. Vicent (center) with his team of CIMA researchers Audio: Explanation of the finding and its potential clinical application, declarations by Dr. Vicent (1'49") Images: Human lung cancer cells WITH & WITHOUT FOSL1. An integrative approach unveils FOSL1 as an oncogene vulnerability in KRAS-driven lung and pancreatic cancer
News Article | February 20, 2017
BOSTON, Feb. 20, 2017 /PRNewswire/ -- Twenty-one financial counselors at The Colony Group have been named in the 2017 list of "Five Star Wealth Managers," compiled by Five Star Professional. Jeff Craig, CFP®; Patrick Donnelly, CFP®; Denise Duffy, JD; Clay Eubank, CIMA®, CPWA; Car...
News Article | February 15, 2017
Hackensack, New Jersey: Crowley is named Partner, Head of Operations. She is a seven-year veteran of Beacon and previously, had been Manager of Operations and a Senior Portfolio Specialist. Crowley holds a Bachelor’s Degree in Economics from Drew University and a Series 65 license. “In her long tenure here, Kerry has been a strong champion of the firm’s sophisticated technology infrastructure which has enabled Beacon to scale and grow,” said Mark S. Germain, CFP®, MBA, ADPA®, Founder and CEO of Beacon. “Her unique combination of talents will help keep us on the fast track of innovation while maintaining systems architecture to meet the new regulatory requirements set forth by the impending Department of Labor Fiduciary Rule.” Cacchiola is named Partner, Managing Director of Wealth Management. He joined the firm in 2011 and served in a number of capacities including Director of Financial Planning and Client Service. Cacchiola is a Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor® (CRPC®) and holds a Bachelor’s Degree in Finance from Kean University and a Series 65 license. “Chris’s passion and relentless work ethic truly embodies our commitment to our clients. His way with people and deep understanding of investments, financial markets, tax planning, and technology from a millennial’s perspective aligns perfectly across Beacon’s multi-generational landscape, especially young, married, professional couples in the wealth accumulation phase,” said Tina C. Powell, a partner at Beacon. “We call it financial planning 3.0” About Beacon Wealth Management Beacon Wealth Management, LLC is an independent, fee-based Registered Investment Advisory (RIA) firm based in Hackensack, New Jersey. The firm offers investment management and financial planning and Beacon to retirees, baby boomers, millennials, business owners, physicians, surgeons, attorneys, and entrepreneurs. More information can be found at http://www.beaconwealthmanagement.com.
News Article | February 22, 2017
NEW YORK, NY--(Marketwired - Feb 22, 2017) - Enterprise Product Partners LP, Sunoco Logistics Partners LP, EnLink Midstream Partners LP, Crestwood Equity Partners LP, Alliance Resource Partners LP, Summit Midstream Partners LP, Noble Midstream Partners LP, and CrossAmerica Partners LP are among the MLPs participating at Capital Link's 4th Annual Master Limited Partnership Investing Forum taking place on Thursday, March 2, 2017 at the Metropolitan Club in New York City. REGISTRATION To register please go to the link below: forums.capitallink.com/mlp/2017 The Forum has been approved for 8 CFP/CIMA/CPWA Continuing Education credits. FORUM OVERVIEW AND STRUCTURE The Forum will address major topics of interest to the industry and investors who follow the MLP space. It will feature two separate and concurrent tracks. One with panel discussions by top industry experts and one with presentations of individual MLPs. Investors can also request 1x1 meetings with MLP management. There are four SECTOR PANELS: Midstream - MLPs in Texas: Permian and Eagle Ford; Midstream - Rest of the US: Non-Texas Trends; LNG & Maritime; and The Private Equity Perspective on Energy Infrastructure There are six INDUSTRY PANELS: Tax/Legislation/Regulatory; Energy in 2017: The View from the Fourth Estate; Raising Capital for MLPs - Capital Markets & Bank Financing; MLP Rating Agency; Institutional Investor Perspective and the Analyst Perspective. TARGET AUDIENCE Institutional Investors • Registered Investment Advisors • Financial Advisors • Financial Planners • Wealth Advisors • MLP Executives • Investment & Private Bankers • Securities Analysts • Retail and Institutional Brokers • Industry Specialists & Analysts • Financial Press & Media. UPCOMING RELATED EVENTS The MLP Investing Forum capitalizes on the long track record of success of Capital Link's Annual Closed End Funds and Global ETFs Forum, which attracts 1,000+ executives. The 16th Annual Closed End Funds & Global ETFs Forum will take place on Thursday, April 27, 2017 at The Metropolitan Club in New York City. For the complete 2017 Events Calendar, please visit: forums.capitallink.com FOR MORE INFORMATION Please visit: forums.capitallink.com/mlp/2017 Or, contact Nicolas Bornozis at email@example.com ORGANIZER - CAPITAL LINK, INC. Founded in 1995, Capital Link is a New York based investor relations, financial communication and advisory form with strategic focus on MLPs, the energy, commodities and maritime sectors, as well as Closed-End Funds and ETFs. In addition, Capital Link organizes ten investment conferences a year in the United States and Europe all of which are known for combining rich educational and informational content with unique marketing and networking opportunities. Capital Link is a member of the Baltic Exchange. Based in New York City, Capital Link has offices in London, Athens & Oslo.
News Article | February 21, 2017
NEW YORK--(BUSINESS WIRE)--Dynasty Financial Partners is delighted to welcome the independent wealth management firm, Buckley Wealth Management, LLC to its Network of Advisors. Founding Partner Brian Buckley launched Buckley Wealth Management as an RIA after he left Morgan Stanley Wealth Management. At Morgan Stanley, Mr. Buckley CIMA was an Executive Director, Wealth Advisor, Senior Institutional Consultant and Senior Portfolio Management Director. Buckley Wealth Management previously managed $600 million in client assets. Director of Operations Dawn Buchan, Portfolio Manager Lori Chittenden and Financial Analyst Sonia Pittman have all left Morgan Stanley and joined Buckley Wealth Management. Susan Buckley also joined the firm as Chief Compliance Officer. Buckley Wealth Management is based in Las Vegas, Nevada and the firm has deep ties to the community. Mr. Buckley’s family moved to Las Vegas in 1968 when his father was asked to be medical director for Howard Hughes Nevada Operations. After graduating from Santa Clara University, Mr. Buckley returned to Las Vegas and began his financial advisor career with PaineWebber in 1978. He earned the Certified Investment Management Analyst® designation from The Wharton School in 1988. The firm’s approach to wealth management is based on in-depth knowledge of its clients and their families, open communication and exceptional service. The firm serves non-profit organizations, business owners, professionals and high net worth individuals and their families, focusing on multigenerational planning and wealth management. The firm offers its clients portfolio management capabilities including an in-house investment process as well as expanded access to third-party managers. For more information, please visit www.buckleywealth.com. “With our move to independence, we will improve our capabilities across the board. We will broaden our investment offerings, provide more competitive trading execution and have increased access to research and cutting-edge technology. In short, we will be more aligned with our clients,” said Mr. Buckley, Managing Partner and Chief Investment Officer. “As a new firm with a seasoned team with a track record of success, we are confident that Buckley Wealth Management will flourish as an independent firm and grow their business. We are delighted to welcome Brian, Susan and the entire Buckley team to our Network,” said Shirl Penney, CEO of Dynasty Financial Partners. Buckley Wealth Management has formed strategic alliances with some of the leading providers including Fidelity Clearing & Custody Solutions and Dynasty Financial Partners for the robust analytics and operational support that will allow the firm to deliver objective and personalized service at the highest level. Buckley Wealth Management will engage with Dynasty on building out their practice management including marketing and branding, and in streamlining their operations, investments and technology. Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and seek to grow their clients’ wealth. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients. Dynasty Financial Partners has corporate offices in New York City, Chicago, Coral Gables, Florida and San Francisco. Visit our website for more information: www.dynastyfinancialpartners.com.
News Article | February 15, 2017
(PRLEAP.COM) January 18, 2017 - Donny Shimamoto was announced as the featured presenter for a CGMA webinar, How to Turn a Tech Team Into a Strategic Partner . The session will discuss how non-IT executives can evaluate the effectiveness of their IT departments and IT leader to ensure that they are obtaining the most return on investment from their IT department. The webinar will be held on January 18th at 11am Eastern time. Donny is the immediate past chairman of the AICPA's Information Management & Technology Assurance Executive Committee, and former member of its Governing Council and Assurance Services Executive Committee, and an honoree of multiple industry awards. He has worked on several international collaborations between the AICPA and CIMA related to business intelligence and is also a frequent speaker on how management accountants can help add-value to their organizations.The webinar will provide attendees with questions for the CIO or IT service provider that will help IT take a broader role in the business including compliance and leadership. Suggestions for corrective actions will be provided for those times when business owners and managing partners do not feel they are getting the answers they need.Attendees will learn how to evaluate the IT function's alignment with the overall business strategy. Shimamoto will demonstrate how the IT budget reflects the role of IT in an organization, and strategies will be given to balance the internal versus outsourced IT model.Donny has been recognized as one of the Top 100 Most Influential People by Accounting Today in 2013 and 2014, a Top Thought Leader in Public Accounting by CPA Practice Advisor from 2012 to 2016, he received the 2009-2010 President's Award from the Hawaii Society of CPAs, was named to CPA Technology Advisor's 40 Under 40 list in 2007, 2009 and 2014, a Hawaii Top High Tech Leader in 2004, and was recently awarded the AICPA Standing Ovation Award.Donny C. Shimamoto, CPA.CITP, CGMA, is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and business process outsourcing for small businesses, middle market organizations, and nonprofits. Donny (@DonnyITK) is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount. He is the recipient of numerous industry awards and can be seen across the U.S. educating audiences year after year. For more information, visit http://www.donnyitk.com/ where you can find Donny inspiring the next generation of business professionals in his personal blog on leadership, business, IT and his life as a CPA.IntrapriseTechKnowlogies LLC (ITK) is an advisory-focused CPA firm, focused on organizational development and business process transformation for accounting firms, nonprofits, and other businesses that are innovative and think BIG. ITK formulated the Intraprise Architecture model and consulting methodology that optimizes an IT strategy to support an organization's business strategy. ITK is a combined management consulting firm and systems integrator which results in expertise to right-size enterprise processes and leverage cost-effective technologies that enable organizations to gain a competitive advantage. ITK is focused on providing. Visit http://www.intraprisetechknowlogies.com/ for more information.