Brad Auleta Ivy Asset Management








News

Puerto Rico: Tropical Tax Haven for America's Super-Rich
based brokerage Euro Pacific Capital, relocated his $900 million asset management arm from Newport ... be financial drawbacks to moving to the island. Brad Alford, who runs Atlanta-based Alpha Capital Management, which farms out more than $200 million.

Ramius Names Head of Liquid Alternative Products
In his role, Brad will be responsible for the firm’s mutual fund platform and growing its suite of liquid alternative products. Mr. Sussman is ... Mr. Sussman was a Portfolio Manager at Ivy Asset Management for over a decade and was responsible for.

Residential real estate transfers, Nov. 22
REO Asset Management Co. to HBI LLC, 1405 Madison St., $115,000 ... to Albanez, Jake E. and Brittney N., 7513 Ivy Lane Drive, $128,000. Allpress, Douglas R. Sr. and Carolyn N. to Tarnick, Rock and Denise, 7529 Lillian Ave., $102,000.

Elks offer thanks to scholarship donors
Calamos Asset Management, Cathy Azevedo of Wells Fargo Advisors, Credit Bureau Services, Dixie Frisinger, Franklin Templeton Investments, Hearing Services Solano County, IMD Graphics, ING Investment Management, Ivy Funds, Reliable Refrigeration Heating.

Paulson's Puerto Rico Paradise Lures Rich Fleeing Taxes
Schiff, who runs Westport, Connecticut-based brokerage Euro Pacific Capital Inc., relocated his $900 million asset management arm ... to moving to the island. Brad Alford, who runs Atlanta-based Alpha Capital Management LLC, which farms out more than.

Alan ‘Ace’ Greenberg, who remade Bear Stearns, dies at 86
“It’s hard to imagine a financial services industry without Ace,” Dimon and the firm’s head of asset management, Mary Erdoes ... the past and focused on maximizing return on equity,” Brad Hintz, an analyst at Sanford C. Bernstein & Co. and.

Pyxis Capital Names Financial Services Veteran J. Bradley Ross As President
His deep skill set includes asset management ... "His most recent success at Ivy paints a perfect example of what he brings to the table for Pyxis," said Mr. Scott Kavanaugh, chairman of the board for the Pyxis Funds. "Brad has added significant value.

New Wall Street Cop: I’ll Be a Player, But in My Own Shoes
“Maria is extraordinarily smart and creative with terrific instincts and wise judgment,” said Brad Karp, chair of Paul ... Vullo was also behind Cuomo’s suit against Ivy Asset Management LLC, which accused the firm of misleading its clients about.

November 2012 Ponzi Scheme Roundup
Brad Demuzio of Idaho was sentenced to prison after being ... A Bank of New York Mellon Corp. unit, Ivy Asset Management, agreed to pay $210 million to the state of New York to resolve a number of lawsuits claiming that the bank concealed doubts about.