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Credit Analyst Sought To Work With A $5 Billion Advisory Firm

Credit Analyst Sought To Work With A $5 Billion Advisory Firm

Our partner/sponsor seeks a credit analyst to work with a high growth, dynamic $5 billion New York-based SEC-registered alternative investment advisory firm in an exciting part of their business, credit administration, across various debt and equity investments.

Boston Portfolio Advisors, Inc. (“BPA”) is a loan portfolio management, risk management advisory, and financial administration services firm based in Fort Lauderdale, Florida. Our rewarding and challenging work environment helps our people achieve both personal, financial, and professional fulfillment.  BPA is consistently recognized as a thought leader by our clients, in part because we give our team continuous opportunities to learn, to contribute […] Read more

Affluent, Unhappy New Yorkers Moving To South Florida In Droves

Affluent, Unhappy New Yorkers Moving To South Florida In Droves

“I have never seen such demand like this from New York before,” said Armando Codina, executive chairman of Codina Partners, developer of Downtown Doral.

Wealthy New Yorkers are ditching city’s high taxes for Miami

 

Call it fight and flight.

Affluent New Yorkers, financially distressed by recent changes to the nation’s tax laws, are bucking the Big Apple’s high costs and heading for an economic paradise — Florida’s Miami-Dade County area.

The famed resort is luring the disgruntled urbanites with the prospect of a considerable annual tax and cost-of-living savings of between $20,000 […] Read more

Social Media Influencers Seek Wealth Advisor Guidance

Social Media Influencers Seek Wealth Advisor Guidance

So far, working with a wealth adviser has been “amazing,” according to Im, who declined to say how much she pulls in annually from her YouTube channel.

“It feels really good to have someone in my corner that I trust, who is watching my investments every day,” she said. “It allows me to focus on other things that are important, like my family and creating new content.”

 

 

From Bloomberg:  Read the full article here

By

Jasmine Teng

Jenn Im started making YouTube videos as a hobby nine years ago, a way to express her love for turning thrift-store finds into stylish outfits.

Creating content for her […] Read more

Outback Steakhouse Founder Swaps Mansions With Hedge Fund Executive

Outback Steakhouse Founder Swaps Mansions With Hedge Fund Executive

 

By Brian Bandell  – Senior Reporter, South Florida Business Journal
Jul 10, 2019, 2:06pm EDT

FROM SOUTH FLORIDA BUSINESS JOURNAL– CLICK HERE FOR FULL ARTIClE

J. Timothy Gannon, the co-founder of Outback Steakhouse and Bloomin’ Brands, has exchanged Palm Beach mansions and millions of dollars with hedge fund executive Laurence M. Austin and wife Molly M. Austin.

Gannon sold his 7,005-square-foot beachfront mansion at 1300 N. Ocean Blvd. for $12.23 million to the Austins. On the same day, the Austins sold their 5,802-square-foot home at 235 Nightingale Trail to Gannon for $5.76 million.

The listing agent for the home at 1300 N. Ocean Blvd. was Lawrence […] Read more

Florida Is the Big Winner as the Wealthy Move Out of Northern States

Florida Is the Big Winner as the Wealthy Move Out of Northern States

 

Gary Gold, David Goodboy, Anna Pomeranets Palm Beach Hedge Fund Association

 
FROM BLOOMBERG:  READ ORIGINAL HERE
 
By

Lee J Miller

and

Wei Lu

May 24, 2019, 11:00 AM EDT

Florida nets $17.2 billion from inbound moves vs outbound

Connecticut, New York, New Jersey face biggest income drains

Roughly 5 million Americans move from one state to another annually and some states are clearly making out better than others.

Florida and South Carolina enjoyed the top economic gains, while Connecticut, New York and New Jersey faced some of the biggest financial drains, according to a Bloomberg analysis of state-to-state moves based on data from the Internal Revenue Service and […] Read more

Castle Ridge Announces Strategic Investment From Canaccord Genuity

Castle Ridge Announces Strategic Investment From Canaccord Genuity

We are proud to announce that our sponsor, Castle Ridge Asset Management has obtained a strategic investment from noted global financial firm Canaccord Genuity!

 

CASTLE RIDGE ASSET MANAGEMENT ANNOUNCES STRATEGIC INVESTMENT FROM CANACCORD GENUITY INC.

TORONTO, May 28, 2019 – Artificial Intelligence powered hedge fund, Castle Ridge Asset Management Limited (“Castle Ridge”), announced today that it has accepted a strategic investment from Canaccord Genuity Group Inc. (“Canaccord Genuity”), a leading global financial services firm that specializes in wealth management and capital markets.

The investment will enable Castle Ridge to expand its distribution channel with Canaccord Genuity Wealth Management, which manages over $60 billion in […] Read more

Wealth Advisers Are Fleeing Big Banks For Smaller Firms

Wealth Advisers Are Fleeing Big Banks For Smaller Firms

From Bloomberg– read original here 
 
By

Sophie Alexander

May 13, 2019, 8:30 AM EDT Updated on May 13, 2019, 1:12 PM EDT

UBS team overseeing $530 million latest to go independent

Breakaway firms have parked $25 billion on Dynasty’s platform

Another day, another team of wealth advisers leaving a Wall Street bank.

Four UBS Group AG private bankers overseeing $530 million in client assets are the latest to strike out on their own, creating a Portland, Maine-based firm called Great Diamond Partners, according to a statement Monday. Last week, five Bank of America Corp. advisers in Atlanta overseeing $450 million in client assets departed, while a $6 billion Texas […] Read more

Forbes Family Trust Buys Optima & AM Global Family Office

Forbes Family Trust Buys Optima & AM Global Family Office

Source: Institutional InvestorIn November, Forbes Family Trust announced it was expanding in the U.S. with the purchase of AM Global Family Investment Office in Palm Beach, Florida. The deal was completed in January.

The parent of Forbes Family Trust has agreed to buy Optima Fund Management, an alternative investment firm with about $2 billion of assets under management.

As part of the deal, Optima founder D. Dixon Boardman will immediately become vice chairman of Forbes Family Trust, according to a statementThursday from its parent FWM Holdings. The firm did not disclose terms of the purchase, which is expected to be completed in the third quarter.

Forbes Family […] Read more