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Ex-Worden Capital Management Broker’s Customer is Seeking Over $200K in Damages Joseph Paul Todaro, currently an SW Financial registered representative, is named in a customer dispute in which the claimant is reporting investment losses from excessive trading, failure to follow instructions, and poor services. [read post]
6 Oct 2015, 2:10 pm by Daily Record Staff
Baltimore-based marketing and public relations firm Clapp Communications has been named the marketing consultant for Hardesty Capital Management LLC, a Baltimore wealth management services company. [read post]
24 Jun 2021, 5:29 am by Bob Ambrogi
The global managed services company Integreon has been acquired by the private equity firm EagleTree Capital, the two companies announced this morning. [read post]
30 Jul 2020, 7:41 am by Silver Law Group
” Before working at Worden Capital Management LLC (CRD# 148366), Weisberg worked at Legend Securities, Inc. [read post]
23 Mar 2020, 12:25 pm by Daily Record Staff
Artery Capital is a Chevy Chase-based company providing investment capital and asset management services for owners and investors of residential, commercial office, hospitality and retail ... [read post]
26 Jan 2019, 5:49 am by Rob Robinson
However, can a firm ethically recover its costs in a managed services partnership? [read post]
17 Oct 2023, 5:48 am by Holly Buckley
Bonaccord Capital Partners has made a passive minority investment in Revelstoke Capital Partners, according to a news release. [read post]
24 May 2017, 9:13 am by Alexander J. Davie
Since fund managers are in the business of providing asset management services, they often manage more than one investment vehicle at a time. [read post]
15 Sep 2021, 9:09 am by Geoff Cockrell
Latticework Capital Management announced it has made a strategic investment in Healthcare Building Solutions. [read post]
17 Apr 2019, 5:51 am
IAC Meeting [In late March, 2019], the Investor Advisory Committee (IAC or Committee) to the Securities and Exchange Commission (SEC) voted to ask the SEC to further investigate and evaluate whether public companies should be required to disclose information related to human capital management (HCM), in other words, how companies manage workplace relationships including training, talent development and retention. [read post]
18 Feb 2022, 10:02 am by The White Law Group
       The post Infinity Q Capital Management Founder Charged with Massive Fraud    appeared first on The White Law Group. [read post]
22 Feb 2022, 7:49 am by Holly Buckley
MedHQ, based in Westchester, Ill., is a national provider of human resources and financial management services to healthcare providers. [read post]
18 Aug 2023, 7:00 am by Geoff Cockrell
Coalesce partnered with Freedom 3 Capital, an existing Examinetics shareholder, and management for the recapitalization. [read post]
18 Aug 2020, 7:59 am by Bob Ambrogi
The managed services company Factor, one of two companies that spun off last year from legal services company Axiom, said today that one of its original investors, the investment firm Carrick Capital Partners, will multiply its stake in the company to become its majority shareholder. [read post]
15 Jan 2020, 3:00 am by Bob Ambrogi
In what it is positioning as a relaunch of the company, Axiom Managed Solutions, one of two companies spun-off last year from alternative legal services provider Axiom, is changing its name to Factor and launching a new website at www.factor.law. [read post]
8 Jul 2019, 4:48 pm by Rob Robinson
(“Driven”), a leading provider of eDiscovery consulting services. [read post]
8 Feb 2010, 7:56 am
Intermediate Capital Group (“ICG”), a leading independent investor and fund manager, announces that it has acquired a significant minority stake in legal services firm CPA Global, investing alongside the company’s senior management team and the founding shareholders. [read post]
22 Jan 2024, 3:00 pm by Daily Record Staff
SC&H Capital, a leading investment bank specializing in M&A and other advisory services for middle-market companies, announced Mike Fixler has joined as managing director. [read post]