Lorenz Private Trustees Appoints Heidi Bitterman as Private Trustee for the West Coast
Lorenz Private Trustees is pleased to announce the appointment of Heidi Bitterman, J.D., C.T.F.A., as a Private Trustee serving clients across Washington, Oregon, and California. Bitterman, a licensed California attorney who maintains her bar status as part of her commitment to…
UBS Names Jeremy Autry Market Director for Manhattan
UBS announced that Jeremy Autry has joinedthe firm as a Market Director in the Manhattan Market. He will be based in UBS’s 1285 Avenue of the Americas location and report to Manhattan Market Executive Kellie Brady. In his new role,…
Gateway Team Honored in Scotsman Guide’s 2026 Top Women Originators
Gateway Mortgage, a division of Gateway First Bank, is proud to announce that 12 of its team members have been named Top Women Originators by Scotsman Guide. This award is based on 2025 mortgage production. The Scotsman Guide introduced the…
Broadshore Capital Partners Closes $32.1M Senior Multifamily Bridge Loan
Broadshore Capital Partners, LLC (“Broadshore”) announced the closing of a $32.1 million floating-rate multifamily senior bridge loan secured by a newly delivered Class A multifamily community located in the Huntsville, Alabama MSA. The loan was completed in partnership with an…
Prismm Joins Jack Henry Fintech Integration Network
FIN enables Prismm to integrate with SilverLake®, CIF 20/20®, Core Director® and Symitar® Prismm, an estate orchestration infrastructure platform for banks and credit unions, today announced that it has joined the Jack Henry™Fintech Integration Network (FIN). Participation in the program will…
FVCbank Expands to Hampton Roads with New Virginia Beach Loan Production Office
Terri Ruby Joins as SVP/Regional President to Lead Market Growth FVCbank, a subsidiary of FVCBankcorp, Inc. (the “Company”) (NASDAQ:FVCB), is pleased to announce the opening of a Loan Production Office in Virginia Beach, Virginia. Terri Ruby has joined FVCbank as…
Northern Trust: Canadian Pension Plans See Flat Q1 Returns Amid Rising Geopolitical Tensions
Canadian pension plan returns were tempered by political frictions and a volatile backdrop in the first quarter of 2026, with the median pension plan rising modestly by 0.4% for the quarter, according to the Northern Trust Canada Universe. The Northern…
Elavon Launches Tailored Payments Solution for Small Businesses
As National Small Business Week kicks off, Elavon, a wholly owned subsidiary of U.S. Bank (NYSE: USB) and one of the world’s largest payment processors, today announced the launch of Elavon Business Solutions, a new purpose-built suite designed to help…
Frazier & Deeter Enters the Midwest with Copeland Buhl Acquisition
Strategic acquisition establishes Frazier & Deeter’s inaugural Midwest foothold and expands services across the Twin Cities and Minnesota marketplace. Frazier & Deeter (FD), a Top 50 nationally ranked accounting and advisory firm, is pleased to announce the acquisition of Copeland…
Tetra Digital Group Unveils CADD, Canada’s First Bank-Issued CAD-Backed Stablecoin
CADD is Canada’s only stablecoin issued through a Canadian financial institution, bringing CAD settlement on-chain under full regulatory oversight. Tetra Trust Company, via its agent CAD Digital Inc., today announced that CADD, a payment stablecoin backed 1:1 by Canadian dollars,…
Affinity Federal Credit Union Reveals 2026 Wellbeing Awards Winners
The awards celebrate individuals and organizations that make a meaningful impact on the wellbeing of communities across New Jersey Affinity Federal Credit Union (“Affinity”) has named the recipients of its third-annual Wellbeing Awards, an initiative designed to recognize outstanding contributions to…
VRC Names Carla Nunes to Head Capital Markets Research
Cost of capital and valuation leader boosts firm’s technical capabilities and data insights Valuation Research Corporation (VRC), a leading global provider of independent valuation support and advisory services, today announced that Carla S. Nunes, CFA, ABV, has joined the firm…