Optima Capital Management is a national financial advisory firm headquartered in Tempe, AZ. The firm has $116.5 million under management and employs 1.The firm caters to 340 clients of varying types.
A little-known investment bank called Digital Offering was behind Newsmax's public stock offering. An exec explains how the ...
CIBC Global Asset Management, the asset manager of Canadian Imperial Bank of Commerce (CIBC), is teaming up with Longhouse ...
With over 30 years of experience in banking and financial services, Srinivasan brings expertise in institutional growth, ...
This is the 14th consecutive year the Catalyst team is recognized on the ImpactAssets IA50 list. New York, NY, March 13, 2025 ...
Julius Baer walks away with the global award for best for discretionary portfolio management (DPM) for the second year in a row. The Swiss pure-play private bank is a veteran at DPM, the process by ...
Working capital is the money used to cover all of a company's short-term expenses, including inventory, payments on short-term debt, and day-to-day expenses—called operating expenses.
Her expertise is in personal finance and investing, and real estate. Investopedia / Dennis Madamba Investment management refers to the handling of an investment portfolio or a grouping of assets.