Laidlaw & Company enhances their Wealth Management offering with Envestnet | MoneyGuide

Laidlaw & Company enhances their Wealth Management offering with Envestnet | MoneyGuide

NEW YORK, NY, UNITED STATES, March 11, 2020 /EINPresswire.com/ — Laidlaw Wealth Management is pleased to announce it has chosen Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, to provide Laidlaw advisors with access to their leading, comprehensive financial planning program; MoneyGuidePro®.

Helping clients define and prioritize goals helps them put their financial decisions into perspective. MoneyGuidePro helps clients define and prioritize their goals into needs, wants and wishes. It is designed for advisors with the client in mind; providing sophisticated solutions and smart assumptions to help advisors navigate the complex financial elements of their clients’ lives.

Rick Calhoun, CEO of Laidlaw Wealth Management stated, “we did a lot of due diligence on the planning applications available, to provide our clients with the best solution for their financial wellness and determined that MoneyGuidePro is it.” He went on to say, “we also identified and agreed with their motto: Everyone needs and deserves a quality financial plan®.”

Envestnet | MoneyGuide is dedicated to this mission – and focuses exclusively on helping advisors use financial planning to more effectively motivate each client to create, implement and maintain an investment strategy that best meets their lifetime financial goals.

Scott Abry
Abry Advisors, LLC
+1 203-253-6018
email us here

See press release at EIN Presswire here
Laidlaw & Company enhances their Wealth Management offering with Envestnet | MoneyGuide2020-03-17T00:29:13+00:00

Laidlaw served as Co-Manager on the $21.75mm EyePoint Pharmaceuticals (EYPT) Follow-On Offering.

Laidlaw Capital Markets is pleased to announce today’s pricing of a $21,750,000 Follow-On Offering for EyePoint Pharmaceuticals (EYPT). Laidlaw proudly served as Co-Manager alongside Guggenheim, who was Sole Book-Runner on the transaction.

See full Press Release on Eyepoint Website
Laidlaw served as Co-Manager on the $21.75mm EyePoint Pharmaceuticals (EYPT) Follow-On Offering.2020-02-21T20:40:43+00:00

Laidlaw served as Sole Book-Runner on the $10mm BioSig Technologies (BSGM) Follow-On Offering.

Laidlaw Capital Markets is pleased to announce today’s pricing of a $10,000,000 Follow-On Offering for BioSig Technologies (BSGM). Laidlaw proudly served as the Sole Book Runner on the transaction.

 

See full Press Release on BioSig Website
Laidlaw served as Sole Book-Runner on the $10mm BioSig Technologies (BSGM) Follow-On Offering.2020-02-21T20:30:59+00:00

Laidlaw served as Co-Manager on the $90mm Ziopharm Oncology (ZIOP) Follow-On Offering

Laidlaw Capital Markets is pleased to announce today’s pricing of a $90,000,000 Follow-On Offering for Ziopharm Oncology (ZIOP). Laidlaw proudly served as Co-Manager alongside Jefferies, who was Sole-Book Runner on the transaction.

See full Press Release on Ziopharm Website
Laidlaw served as Co-Manager on the $90mm Ziopharm Oncology (ZIOP) Follow-On Offering2020-02-05T19:29:57+00:00

Laidlaw served as Financial Advisor on the $11.5mm Beyond Air (XAIR) Follow-On Offering

The Laidlaw Capital Markets team is pleased to announce our role as a Financial Advisor to Beyond Air Inc (XAIR) on this mornings $11,500,000 Follow-On Offering led by Suntrust Robinson. Laidlaw acted as Sole Placement Agent on a $10,000,000 PIPE in 2018 and this is the third transaction we have been involved in with the company.

See full Press Release on Beyond Air Website

 

Laidlaw served as Financial Advisor on the $11.5mm Beyond Air (XAIR) Follow-On Offering2020-01-14T23:05:11+00:00

Laidlaw Wealth Management Boosts Investment Offering With Green Harvest Deal

Laidlaw Wealth Management Boosts Investment Offering With Green Harvest Deal

NEW YORK–(BUSINESS WIRE)–Laidlaw Wealth Management is pleased to announce that it is expanding its collaboration with Green Harvest Asset Management.

The relationship will give Laidlaw Advisors access to Green Harvest’s ProActive Tax Management investment strategies which are designed to provide investors with broad exposure to the equity and fixed income markets while maximizing after-tax returns.

Green Harvest Asset Management provides innovative, tax-beneficial investment solutions and services to help clients achieve their goals. The firm specializes in tax-loss harvesting strategies designed to provide tax benefits through portfolios comprised of low-cost, brand-name, exchange-traded funds (ETFs).

“This new expanded relationship substantially enhances Laidlaw’s investment offering and supports our commitment to provide truly innovative solutions for our clients,” said Ken Mathieson, Founding Partner of Laidlaw Wealth Management.

Rick Calhoun, CEO of Wealth Management at Laidlaw, went on to say, “We are thrilled to partner with Green Harvest Asset Management which is a leader in the field of tax-loss harvesting, especially in light of this incredible decade long increase in the markets that has created significant taxable gains in our clients’ portfolios.”

“We are very pleased to be working so closely with Laidlaw Wealth Management,” said Bob Holderith, CEO of Green Harvest. “Our strategies are only available through wealth managers and Laidlaw’s client centric approach makes them a great partner.”

About Green Harvest

Based in New York City, Green Harvest Asset Management was formed in 2017 by a team of seasoned ETF experts. Bob Holderith and Brian Jacobs designed Green Harvest to provide tax beneficial investment strategies for investors and the financial professionals that advise them. Green Harvest is a unique asset manager that deploys its proprietary technology and skilled traders to create portfolios of low-cost ETFs that seek to maximize after-tax returns. The firm is majority owned by its employees. In July of 2019, Resolute Investment Managers acquired a minority interest in Green Harvest.

About Laidlaw and Company

Laidlaw Wealth Management LLC is affiliated with Laidlaw & Company (UK) Ltd. Laidlaw & Co. is headquartered in New York City with additional offices in London, San Francisco, CA, Greenwich, CT, Boca Raton, FL and Melville, NY. Laidlaw and Company (UK) Ltd. was founded in 1842 as one of the first Investment Banking firms on Wall Street and continues as a full service investment bank, brokerage and Wealth Management firm offering personalized investment advice for high net worth individuals and skillful execution to private and public institutions.

Contacts

Scott Abry
Abry Advisors, LLC
203-253-6018
scott@abryadvisorsllc.com

Laidlaw Wealth Management Boosts Investment Offering With Green Harvest Deal2020-01-12T22:30:14+00:00

Laidlaw served as Financial Advisor on the $50mm Molecular Templates (MTEM) Follow-On Offering

Laidlaw Capital Markets is pleased to serve as Financial Advisor to Molecular Templates (MTEM) on the pricing of its $50,000,000 Follow-On Offering. This is Laidlaw’s second transaction in the syndicate, helping raise more than $100,000,000 in capital for the company in the last 15 months.

See full Press Release on Molecular Templates Website
Laidlaw served as Financial Advisor on the $50mm Molecular Templates (MTEM) Follow-On Offering2020-01-14T23:04:38+00:00

Laidlaw on a Recruiting Tear in 2019

Over Half a Billion Recruited in First Half of Year With Recent Addition of $250 Million, 35-Year Morgan Stanley Veteran

NEW YORK, NY, USA, June 20, 2019 /EINPresswire.com/ — Laidlaw Wealth Management is pleased to announce the continued growth of its wealth management business. As of Q2 2019 Laidlaw has recruited advisors from Morgan Stanley and Merrill Lynch with assets of over $560 Million AUM.
An affiliate of a 177-year-old Broker Dealer, Laidlaw Wealth Management has been enhancing and expanding its open architecture offering to provide innovative solutions and services for its partners and clients. This expansion, along with a boutique environment and partnership culture has been attracting advisors looking for a unique experience for themselves and their clients. Laidlaw leverages its deep industry knowledge, vast network of specialized services and a passion for serving clients with clarity and transparency.

The advisors all joined Laidlaw’s NYC Headquarters. However, many more recruits are in discussions to join Laidlaw’s other offices in San Francisco, Boston, Long Island, Boca Raton and London.

The most recent advisor to join, Mel Lewis from Morgan Stanley, spent his entire career at the same place starting at E.F. Hutton and working through the many different ownership changes over those years. “I felt like it was time to make a change. I wanted to get back to a firm with a similar culture and commitment to my clients and me that I felt at E.F. Hutton. Laidlaw stands out as a firm that offers that environment.”

Matt Eitner, CEO of Laidlaw said, “We are honored that an advisor like Mel who has never moved firms would embrace the special culture and client experience we have created enough to make that difficult decision, he represents the type of advisor we are all about.”

The onboarding was led by Keith Hassan, Founding Partner of Laidlaw Asset Management. “Mel has a great reputation, years of experience in the business servicing his longtime clients and providing seasoned investment advice like we do here at Laidlaw, he is a perfect fit, said Keith. “In addition to senior advisors like Mel, we have also brought on several other advisors from Merrill Lynch and Morgan Stanley that were looking for an environment that would help them grow their business, give their clients a higher touch service and provide ownership in the firm, in essence being a partner.”

About Laidlaw & Company, LTD
Laidlaw was founded in 1842 as one of the first Investment Banking Boutiques in America. The firm has a 177-year legacy of independent investment banking and securities brokerage focused on the needs of domestic and international companies, corporate entrepreneurs, institutions and private clients worldwide.
A growing network of offices in the United States and the UK operating under dual FCA authorization and FINRA registration, allowing the firm to develop relationships, pursue new business and service individual clients on a global basis.

A healthcare focused investment banking and capital markets team of predominantly senior professionals combining ‘bulge’ bracket experience with an entrepreneurial ‘independent’ firm perspective with the goal of providing experienced, ‘hands-on’ transaction management and comprehensive solutions.

The ability to assist emerging companies quickly raise capital through our strong retail sales force, which allows our corporate clients the financial flexibility to grow.

Patrick Clancy
AdvisorHub
+1 540-883-3116

Ken Mathieson
Founding Partner
Laidlaw Asset Management LLC
521 Fifth Ave 12th Flr
NY NY 10175

Phone 212 953 4984
Cell 201 693 7347
kmathieson@laidlawam.com

Laidlaw on a Recruiting Tear in 20192020-01-06T17:47:45+00:00