From The Wall Street Journal By Liz Hoffman and Bradley Hope Oct. 31, 2019 11:40 am ET Flying over Europe in a private jet last year, Rajeev Misra took his shoes off and propped his bare feet on the knee of a top executive of FIFA, soccer’s governing body. The executive froze while Mr. Misra, head...Read More
Our 2019 Season Kick-Off Soirée was incredible. Hosted by Virgin/Brightline, guests were treated to a wide variety of delicious Hor d Oueves, drinks and ambiance. Members and guests mingled, chatted, and forged business relationships, as well as made new friends as the evening progressed. I heard of several intriguing financial deals in the works and...Read More
Our first European social held with our partner The Circle Global Family Office was a huge success! PBHFA members mingled with the global financial elite at the ultra-exclusive Yacht Club de Monaco. Guests were treated to the finest food & drink as The Circle’s CEO Marc Duthoit showed the group a revolutionary method to leverage...Read More
From Bloomberg PENTA Firms ranging from UBS Global Wealth Management and Bank of America Private Bank, to smaller institutions such as U.S. Bank’s Ascent Private Capital Management and Wilmington Trust, are beefing up staff and services to focus attention on serving the country’s wealthiest. Newer entrants are rapidly gaining assets in this ultra-wealth sector,...Read More
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...Read More
We are thrilled to announce the launch of PBHFA’s luxury letter Palm Beach Pursuits!! Now in its second issue, check it out here! https://conta.cc/31OFp67 Read More
“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 By John Aidan Byrne July 21, 2019 | 7:13am | From NY Post : Read more here Call it fight and flight. Affluent New...Read More
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...Read More
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...Read More
We had an absolutely terrific time at our June 6th Deal Making Social! Over 100 members and their guests joined us at the iconic West Palm Brewery and Wine Vault. Fantastic Hor d’Oueves and tasty brew were flowing as the elite of South Florida’s hedge fund and investment professionals mingled with investors, family office leaders...Read More
