Category: LOANS & MORTGAGES

[ad_1] JOHNSTOWN, Pa., Oct. 23, 2023 /PRNewswire/ — West Chester Capital Advisors, Inc. (WCCA), a wholly owned subsidiary of AmeriServ Financial Bank and an SEC registered investment advisory firm, today announced several staff promotions. Frank J. Lapinsky, AIF, has been appointed President and Chief Executive Officer. Mr. Lapinsky brings more than 35 years of investment… Continue reading West Chester Capital Advisors Expands Capabilities with New Staff Appointments

[ad_1] FOR IMMEDIATE RELEASE SAN FRANCISCO—October 23, 2023—O’Melveny advised Textainer Group Holdings Limited, one of the world’s largest lessors of intermodal containers, on its acquisition by Stonepeak, a leading alternative investment firm specializing in infrastructure and real assets, for approximately US$7.4 billion. The transaction was announced on October 22 and is expected to close in… Continue reading O’Melveny Advises Textainer on Acquisition by Stonepeak

[ad_1] Insigneo has recruited a senior international advisor and wealth executive from Morgan Stanley Wealth Management for its Miami office, the group announced Monday. Verónica López-López joined the independent RIA and broker-dealer at the end of last week as a managing director and financial advisor. She spent the past 14 years at Morgan Stanley where… Continue reading Morgan Stanley Miami wealth vet exits after 14 years to join Insigneo

[ad_1] * This article does not provide financial advice. Please seek help from a financial advisor if you need financial assistance. Author may receive a referral fee from some companies in this post. Are you looking to secure your financial future and safeguard your retirement savings? A gold IRA is a solution many people are… Continue reading Top 3 Gold IRA Company Reviews

[ad_1] By Janet Levaux October 23, 2023 at 12:09 PM Dan Glaser, a partner with the private equity firm that recently bought Focus, takes the reins on an interim basis. Focus Financial Partners says that founder and CEO Rudy Adolf has passed the reins on an interim basis to Dan Glaser, an operating partner with… Continue reading Focus Financial’s Adolf to Retire

[ad_1] Time-tested end-of-year moves might again be sensible in these last weeks of 2023, but the possible expiration of some 2017 tax reform provisions in just 27 months should figure in planning. Without congressional action, certain provisions of the Tax Cuts and Jobs Act (TCJA)—many involving estate planning—sunset at the end of 2025. … Continue reading Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves