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Charles Vista LLC Announces Completion of Acquisition
Charles Vista LLC Announces Completion of Acquisition
GJL Holdings LLC has completed its acquisition of DC Evans & Company to form Charles Vista LLC; a FINRA licensed full service Broker Dealer specializing in Investment Banking, and offering a full array of financial services to both high net worth investors and institutions.
New York,
NY,
United States of America
(prbd.net)
09/02/2011
NEW YORK, NY -- (MARKET WIRE) -- 04/20/2009 -- GJL Holdings LLC has completed its acquisition of DC Evans & Company to form Charles Vista LLC; a FINRA licensed full service Broker Dealer specializing in Investment Banking, and offering a full array of financial services to both high net worth investors and institutions. Gregg Lorenzo, the Firm's Founder, commented, "Charles Vista is dedicated to distinguishing itself as one of the premier Wealth Management and Investment Banking firms on Wall Street. We believe that our greatest asset is the people with whom we work; both the talented professionals associated with our firm as well as our corporate and retail clients. It is by cultivating that human capital, and aligning the interests of all at Charles Vista with those of our clients, that allows us to provide superior investment banking vehicles for our clients."
Additionally, the Firm has appointed Mr. Michael Molinaro as Chief Compliance Officer and Mr. Francis Lorenzo as the Managing Director of Investment Banking. Both Mr. Molinaro and Mr. Lorenzo are seasoned veterans of the securities business, and bring with them a quality and character that exemplify the ideals of Charles Vista, while providing the foundation of a premier investment bank.
About Gregg Lorenzo
Gregg began his career as a licensed Registered Representative at 19 years of age. In 2003, Gregg was appointed a member of the "Chairman's Club;" an extremely prestigious distinction in the financial services industry. Two years later Gregg took on the opportunity to head up the entire retail division. Gregg's transition to Investment Banking was sparked by a fascination with the process of companies developing from their infantile stages to those of an established and prosperous company. It was in this medium where Gregg was able to summon all his skills: his enthusiasm for business, his lust for life and, most importantly, his ability to successfully articulate and convey his vision to all.
In January 2008, Gregg was appointed Managing Director of an Investment Banking firm. It was here that Gregg was first able to take the reins and hone his Investment Banking skills and utilize his talents to not only facilitate first-rate transactions but, also to nurture the continued development of all those with whom he worked. Gregg soon realized that the time had come to take all that he had learned and focus his efforts creating a world-class organization with a vision and, a singularity of purpose unlike anything in existence; Charles Vista. Here Gregg Lorenzo plans to bring together the most talented, driven, and successful professionals in the industry and unite them with a singularity of purpose: to effectively change our industry one client and one company at a time.
About Michael Molinaro
Michael is a 15-year veteran of the financial services industry and a prominent presence at Charles Vista from both a regulatory standpoint and that of a trusted colleague. Michael holds a Bachelors of Science in Computer Science from Staten Island College.
As always, at the crux of his success are Michael's interpersonal skills and the strength of the relationships with the Registered Representatives with whom he works. His focus remains on the best interests of our clients as well as those of our Registered Representatives; emphasizing the most valuable assets of any world-class organization, its human capital. Currently, Michael holds the Series 4, 7, 9, 10, 24, 53, 63, and 65 licenses. Michael joined Charles Vista with a vision of creating a firm dedicated to helping our clients achieve their goals and dreams. He remains an active member of his local Parrish in addition to his local chapter of The Knights of Columbus.
About Francis Lorenzo
Francis brings Charles Vista over 22 years of experience in the Capital Markets and financial services industry. He graduated from the University of Colorado in 1984, where he received a Bachelors of Arts in Economics and Political Science. He began his career in 1986 as an arbitrage assistant at Speer, Leeds & Kellogg/Investors, Inc., and later ascending to the role of arbitrage trader in the XMI Major Market Index (futures and options) on the American Stock Exchange. In 1995, he formed the Loren Investment Group, which focused on counseling companies seeking to go public through the reverse-merger process, as well as advising companies requiring capital how to remain compliant with the various trading exchanges' continued listing requirements. Then, in 2002, he founded and served as Chief Executive Officer of OTC Solutions, LLC; a specialized corporate advisory firm that assisted micro cap companies trading in the Over-the-Counter sector with capital formation, public and private equity financing and strategic business development.
About Charles Vista, LLC
Charles Vista LLC is a Member of the FINRA/SIPC and is an independent Broker Dealer and Investment Banking firm headquartered in the center of New York City at 100 William Street, with a growing network of Financial Consultants. The Firm offers financial and related services to both institutional and high net worth individuals with an emphasis on providing both private and public companies access to capital through the Firm's clients. For more information on the firm, please visit www.charlesvista.com.
Contact:
Gregg Lorenzo, Founder
Charles Vista, LLC
100 William Street, 18th floor
New York, NY 10038
(212)690-6000
About
100 William Street
18th Floor
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