BCG BINAH CAPITAL GROUP INC.

Binah Capital Group’s David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report

Binah Capital Group’s David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report

NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. ("Binah" or “the Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, proudly announces that its Chief Financial Officer (“CFO”), David Shane, has been named one of the Top 5 Wealth Management CFOs by Wealth Solutions Report in their annual "CFO 5" list. This prestigious recognition highlights CFOs who have demonstrated exceptional leadership and strategic vision in the financial services industry.

The recognition highlighted Mr. Shane’s impressive three-decade career in financial services across both senior advisory and operational roles, including his comprehensive experience with broker-dealers, RIA firms and asset managers. Throughout his career as a CFO, Mr. Shane has spearheaded financial strategy, complex transaction structuring and capital raising within both public and private markets for major financial services enterprises. Most recently, Mr. Shane has been instrumental in overseeing Binah's financial operations and driving the Company's growth and early success through its first year as a public company.

"David's extensive and multi-faceted experience and strategic insight have been invaluable to Binah's evolution," said Craig Gould, CEO of Binah Capital Group. "His ability to balance rigorous financial management with forward-thinking leadership leaves us well-positioned to create significant value for our shareholders as we continue to execute on our long-term growth strategy.”

Mr. Shane expressed his gratitude for the recognition, stating, "I'm honored to be included among such distinguished peers. This acknowledgment reflects the collective efforts of our dedicated team at Binah. Looking ahead, we remain laser focused in executing our long-term growth strategies and strengthening our position as a leader in the wealth management industry.”

The full article detailing the "CFO 5" list is available on the Wealth Solutions Report website .

About Binah Capital Group

Binah Capital Group is a financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors. As a national broker-dealer aggregator, Binah specializes in delivering value through its innovative hybrid-friendly model, making it an optimal platform for RIAs navigating today's complex financial landscape. Binah's portfolio companies are built to help advisors run, manage, and execute commission-based business seamlessly while providing best in class resources to support their advisory practice. We don't just offer tools—we cultivate partnerships. Binah Capital Group stands alongside RIAs as a trusted ally, delivering the structure, flexibility, and cutting-edge solutions they need to succeed in an increasingly competitive marketplace. For more, please visit: 

Contact:

Binah Capital Investor Relations



Binah Capital Public Relations



EN
09/04/2025

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on BINAH CAPITAL GROUP INC.

 PRESS RELEASE

Binah Capital Group Expands Executive Team with Appointment of Industr...

Binah Capital Group Expands Executive Team with Appointment of Industry Veteran Ryan Marcus as Chief Business Development and Engagement Officer - Will Contribute to Development and Implementation of Long-Term Business Strategy - NEW YORK, May 01, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah Capital”) (NASDAQ: BCG), a leading financial services enterprise that owns and operates a network of firms empowering independent financial advisors, today welcomed Ryan Marcus as its new Chief Business Development and Engagement Officer. In his new role, Mr. Marcus will work closely ...

 PRESS RELEASE

Binah Capital Group’s David Shane Recognized Among Top 5 Wealth Manage...

Binah Capital Group’s David Shane Recognized Among Top 5 Wealth Management CFOs by Wealth Solutions Report NEW YORK, April 09, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. ("Binah" or “the Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, proudly announces that its Chief Financial Officer (“CFO”), David Shane, has been named one of the Top 5 Wealth Management CFOs by Wealth Solutions Report in their annual "CFO 5" list. This prestigious recognition highlights C...

 PRESS RELEASE

Binah Capital Group Reports Fourth Quarter and Full Year 2024 Results

Binah Capital Group Reports Fourth Quarter and Full Year 2024 Results - Grew Total Revenue 8% Year-over-Year to $45 Million in the Fourth Quarter 2024 - - Assets Under Management (“AuM”) Increased 13% Year-over-Year to $27 Billion - - GAAP Net Loss of $1.1 Million in the Fourth Quarter - - Grew Adjusted EBITDA* 43% Year-Over-Year to $2.0 Million in the Fourth Quarter - NEW YORK, March 31, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, Inc. (“Binah”, “Binah Capital” or the “Company”) (NASDAQ: BCG; BCGWW), a leading financial services enterprise that owns and operates a network of indust...

 PRESS RELEASE

Binah Capital Recognized Among Industry Leaders in the Financial Plann...

Binah Capital Recognized Among Industry Leaders in the Financial Planning’s Top Deal Makers List “Top IBD Moves and M&A Deals of 2024” Recognition Underscores Binah's Transformative Impact on the Financial Services Industry NEW YORK, Jan. 02, 2025 (GLOBE NEWSWIRE) -- Binah Capital Group, (NASDAQ: BCG) ("Binah" or the "Company"), a financial services enterprise that owns and operates a network of industry-leading firms empowering independent financial advisors, is honored to be recognized for its significant role in four of the most impactful financial transactions of the year, as featur...

 PRESS RELEASE

Binah Capital Group Chief Executive Officer Recognized by the Prestigi...

Binah Capital Group Chief Executive Officer Recognized by the Prestigious InvestmentNews Hot List Award Recognizes Outstanding Contributions to the Financial Sector NEW YORK, Dec. 19, 2024 (GLOBE NEWSWIRE) -- Binah Capital Group, (NASDAQ: BCG) ("Binah" or the "Company"), financial services enterprise that owns and operates a network of industry-leading firms that empower independent financial advisors, is proud to announce that its Chief Executive Officer, Craig Gould, has been recognized by the InvestmentNews Hot List, which honors the top financial professionals in the United States. ...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch