Insigneo announces the appointment of Michael Averett as CRO
Insigneo, a leading global wealth management firm, announced the appointment of Michael Averett as Chief Revenue Officer (CRO). This newly created role, based in Miami, will be reporting to Javier Rivero, President & COO of Insigneo. As CRO, Mr. Averett will be overseeing the firm’s revenue-generating facets and actively driving the company’s organic growth strategy. […]
Insigneo adds Aventura Private Wealth to its global financial advisors platform
Insigneo, a leading international wealth management firm, announced the addition of Aventura Private Wealth LLC, and its founder Shmuel Maya, to their platform of global financial advisors. Leveraging the sophisticated capabilities of Goldman Sachs Advisor Solutions for domestic clients, Shmuel Maya and his team at Aventura Private Wealth, which includes Ahmed Roshdy and Andrea Bruno, […]
Insigneo to acquire PNC’s Latin American Brokerage and Investment Operations
Insigneo, a global wealth management firm, announced that Insigneo Securities, LLC and Insigneo Advisory Services, LLC have entered into a definitive agreement to acquire the Latin American consumer brokerage and investment accounts of PNC Investments, PNC Managed Account Solutions, and PNC Bank. PNC will retain the deposit and loan accounts of customers with brokerage assets […]
