Latest news with #CFA
Yahoo
14 hours ago
- Business
- Yahoo
Navigator Financial Services Launches to Provide Fractional CFO Expertise to B2B Services Companies with Deep Testing, Inspection, Certification/Compliance Experience
CHICAGO, May 28, 2025--(BUSINESS WIRE)--Navigator Financial Services ("Navigator"), a newly formed fractional CFO firm, is proud to announce its official launch, offering strategic financial leadership to small and medium-sized businesses principally in the Testing, Inspection, Certification, Compliance, Repair, and Maintenance (TICC and RM) sectors. Founded by Drew Szilagyi, CFA, Navigator brings deep industry expertise and a proven track record of scaling financial systems for growth. Drew, a CFA Charterholder since 2018, holds dual degrees in Accountancy and Finance from the University of Illinois' Gies College of Business. His experience includes serving as CFO of Infinity Laboratories, where he helped lead the company through its successful sale to Eurofins Scientific in 2024. Prior to that, he played a key role in corporate development at Great Lakes Dental Partners (a portfolio company of Shore Capital Partners), expanding the organization to nearly 30 locations across two states. Drew began his career in investment banking at Stout, advising industrial service and manufacturing companies on mergers & acquisitions and debt & equity capital markets. Navigator offers a suite of services including Fractional CFO Service, Interim Executive Coverage, and Board Advisory, tailored specifically for service-based businesses that require high-caliber financial leadership without the full-time overhead. "What stops most companies from hiring full-time financial executives is their ability to fund the expense or complacency with existing systems," said Szilagyi. "My aim with Navigator is to provide efficient financial leadership to small and medium-sized service-oriented businesses. 1–2 days per week or 3–4 days per month of CFO leadership can have a dramatic impact on underlying companies, especially when the outlay for that leadership is only 20–40% the cost of a full-time seasoned executive." Navigator began operations earlier this year and is now formally announcing its launch alongside the debut of its website. About Navigator Financial Services Navigator Financial Services is a Chicago-based Fractional CFO Services firm. Navigator bridges the company-level executive gap that frequently challenges growing businesses. By leveraging its proven framework of developing sound, company-specific financial planning & analysis models and professionalizing financial infrastructure, client-companies and their leaders are empowered to make excellent decisions and to achieve strategic objectives. View source version on Contacts For more information, visit | contact info@ | 312.488.9540
Business Wire
14 hours ago
- Business
- Business Wire
Navigator Financial Services Launches to Provide Fractional CFO Expertise to
CHICAGO--(BUSINESS WIRE)-- Navigator Financial Services ('Navigator'), a newly formed fractional CFO firm, is proud to announce its official launch, offering strategic financial leadership to small and medium-sized businesses principally in the Testing, Inspection, Certification, Compliance, Repair, and Maintenance (TICC and RM) sectors. 1–2 days per week or 3–4 days per month of CFO leadership can have a dramatic impact on underlying companies, especially when the outlay for that leadership is only 20–40% the cost of a full-time seasoned executive. Share Founded by Drew Szilagyi, CFA, Navigator brings deep industry expertise and a proven track record of scaling financial systems for growth. Drew, a CFA Charterholder since 2018, holds dual degrees in Accountancy and Finance from the University of Illinois' Gies College of Business. His experience includes serving as CFO of Infinity Laboratories, where he helped lead the company through its successful sale to Eurofins Scientific in 2024. Prior to that, he played a key role in corporate development at Great Lakes Dental Partners (a portfolio company of Shore Capital Partners), expanding the organization to nearly 30 locations across two states. Drew began his career in investment banking at Stout, advising industrial service and manufacturing companies on mergers & acquisitions and debt & equity capital markets. Navigator offers a suite of services including Fractional CFO Service, Interim Executive Coverage, and Board Advisory, tailored specifically for service-based businesses that require high-caliber financial leadership without the full-time overhead. 'What stops most companies from hiring full-time financial executives is their ability to fund the expense or complacency with existing systems,' said Szilagyi. 'My aim with Navigator is to provide efficient financial leadership to small and medium-sized service-oriented businesses. 1–2 days per week or 3–4 days per month of CFO leadership can have a dramatic impact on underlying companies, especially when the outlay for that leadership is only 20–40% the cost of a full-time seasoned executive.' Navigator began operations earlier this year and is now formally announcing its launch alongside the debut of its website. About Navigator Financial Services Navigator Financial Services is a Chicago-based Fractional CFO Services firm. Navigator bridges the company-level executive gap that frequently challenges growing businesses. By leveraging its proven framework of developing sound, company-specific financial planning & analysis models and professionalizing financial infrastructure, client-companies and their leaders are empowered to make excellent decisions and to achieve strategic objectives.
Yahoo
15 hours ago
- Business
- Yahoo
Michaud Capital Management Names André Mehta Senior Managing Director
Multi-family Office Extends Presence to the East Coast DENVER, May 28, 2025 /PRNewswire/ -- Michaud Capital Management (MCM), an independent, employee-owned multi-family office serving select families and private foundations, has appointed seasoned investment and family office executive André Mehta as senior managing director. Mehta will be based in Boston. Mehta will lead MCM's client success initiatives, partnering with clients on strategic investment planning, portfolio construction, and manager selection. He will also drive business development and play a central role in shaping the firm's investment strategies and working cross-functionally to help clients achieve their long-term financial goals. "We are thrilled to welcome André to our leadership team," said Joe Michaud, founder and managing partner at Michaud Capital Management. "With more than 25 years of global investment experience, André brings a rare combination of technical expertise, thoughtful leadership, and a deep understanding of the complex needs of multigenerational families." Mehta joins MCM following more than two decades at Cambridge Associates, where he served as a partner and led one of the firm's investment teams, advising foundations, pensions, and private clients. Earlier in his career, he held roles at the Yale Investments Office, J.P. Morgan, GMO (Grantham, Mayo, Van Otterloo & Co.), and Baker Investments Group. He is a Chartered Financial Analyst (CFA). "André's background and collaborative approach to serving families give him a unique perspective on the art and science of portfolio management," Michaud added. "His commitment to simplifying complexity and aligning portfolios with client values mirrors our mission at MCM." Working alongside Patrick Kanouff, Erin Bawa, Allyson Ross, and Peyton Garnsey, Mehta expands MCM's geographic footprint to the East Coast and enhances its ability to deliver highly personalized, holistic advice across a growing client base. "Our seasoned and dedicated team enables us to tailor engagement models and reporting structures to fit the evolving needs of each family or institution," said Mehta. "That flexibility is key to delivering continuity and value as clients navigate increasingly complex financial landscapes." MCM's investment philosophy is rooted in the belief that a thoughtfully designed strategic plan can add meaningful long-term value. The team considers each client's full ecosystem, looking not only at individual assets but also how they interact, allowing for fully customized solutions aligned with each family's goals and values. Serving clients with the care of a single-family office, MCM provides the added advantage of the access, scale, and expertise of a global multi-family platform. The firm acts as a quarterback for its clients, ensuring seamless coordination across all aspects of their financial lives and relationships. In addition to his professional work, Mehta serves on the boards of two Boston-based nonprofits, Pine Street Inn and Lesley University, and regularly helps families design and implement philanthropic strategies. Mehta holds a Master of Public and Private Management from the Yale School of Management and a Bachelor of Arts from Vassar College. About Michaud Capital Management Michaud Capital Management, based in Denver, Colorado, is an independent, employee-owned multi-family office serving a select group of families and private foundations. Since 2012, the firm has provided highly personalized investment and administrative services designed to simplify the complexities of family wealth. MCM is guided by a team that values excellence, expertise, and discretion. View original content to download multimedia: SOURCE Michaud Capital Management Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Herald Sun
21 hours ago
- Herald Sun
Brendan Helmore pleads guilty to lighting fires at Ulupna island
Don't miss out on the headlines from Goulburn Valley. Followed categories will be added to My News. A Bendigo miner lit more than 30 fires at a popular camping site near Tocumwal on the state's northern border after entering a 'psychotic state', believing he was dying of dehydration and stripping off his clothes. Brendan Helmore, 45, pleaded guilty in Shepparton County Court on Wednesday to intentionally causing a bushfire and possessing methylamphetamine. On the Easter weekend of 2024, Helmore was camping at Ulupna island, along with about 2000 others. He was on personal leave from his job at a West Australian-based mining company, where he worked as an underground operator at the time. After consuming methylamphetamine the night before, Helmore went for a walk on March 30 in the bush near his campsite when he started to become distressed and delusional. The court heard he believed he was dehydrated to the point he was going to die and panicked when he could not find any water. He stripped his jumper and shirt off wearing only his jeans. Helmore saw an aircraft flying above him and in an attempt to be rescued he began setting fires with a black lighter. Witnesses saw one of the fires and attempted to put it out before seeing more and calling emergency services. It took four hours for the fires to be brought under control by the CFA, and a further seven days for the area to be deemed safe. Helmore was arrested at the campsite and interviewed where he admitted to lighting at least three fires, however he denied he was in the fire area that has been reported. The court heard he told police he did not try to put any of the fires out and kept lighting them because the first one didn't work in getting attention. Helmore was in prison from his arrest to November 20 last year when he was granted bail. The court heard he experienced a 'very uncomfortable' time in custody. Defence lawyer Alex McLennan said Helmore accepted the seriousness of the offences and with his plea of guilty had accepted responsibility. He said Helmore had good prospects for rehabilitation and had not experienced any relapses in his mental health, but would be best supported by continued treatment. He will be sentenced on June 5 and assessed for a community corrections order.
Time of India
a day ago
- Business
- Time of India
Raja Khas becomes Himachal's first solar model village
Raja Khas , a village located in the Indora sub-division of Kangra district , Himachal Pradesh , has earned the distinction of becoming Himachal's first Solar Model Village , Deputy Commissioner Hemraj Bairwa informed on Tuesday. Chairing a meeting of the District-Level Coordination Committee (DLCC) under the PM Surya Ghar: Muft Bijli Yojana, Bairwa said that Raja Khas has emerged as the top-performing village among 43 short-listed villages in Kangra district. These villages had been participating in a six-month-long competition aimed at selecting an ideal solar energy village based on solar installation performance, a statement issued here said. "The government will provide a grant of ₹1 crore for solar development in Raja Khas, setting a model for green energy adoption in rural areas," he added. The DC said that a Model Solar Village Implementation Agency has been nominated to prepare a Detailed Project Report (DPR) and spearhead the transformation of the village into a fully solar-powered settlement. He emphasized that the PM Surya Ghar Scheme will be implemented efficiently across the district to promote clean energy and reduce dependency on conventional power sources. Project Officer of Himachal Pradesh Energy Development Agency (Himurja) and DLCC Member Secretary Ramesh Thakur said that the implementation of the scheme is being handled by the Himachal Pradesh State Electricity Board Ltd, while Himurja has been designated as the nodal agency for monitoring its progress. He further elaborated that key components of the scheme include Central Financial Assistance (CFA) for domestic consumers, solar energy saturation in government buildings, incentives for local bodies, and the development of Adarsh Urja Grams (Model Energy Villages).
