WEST CONSHOHOCKEN, PA, April 7, 2021 – Boenning & Scattergood, Inc., a leading independent securities, wealth management, and investment banking firm, is pleased to announce a series of promotions within its Investment Banking Group. In the West Conshohocken, Pennsylvania (Corporate) office, James Adducci will now serve as Managing Director and Zoe Swetra will take on the role of Business Development Administrator. Promotions in the Cleveland, Ohio office include Raffi Pounardjian to Vice President and Gina Hobbs to Marketing Strategist.
Mr. Adducci has more than 20 years of investment banking experience working with public and private companies executing exclusive sale assignments, buyside transactions, financings, and various other strategic advisory engagements across a broad range of industries. In the course of his career, James has participated in nearly 100 transactions and cultivated deep relationships with water, infrastructure, and environmental (WI&E) clients, companies, and industry leaders by helping maximize their transactional goals. As Managing Director, James will have an expanded role in the growth of the Investment Banking division while continuing to lead and specialize in the global WI&E industry and advising on financial services transactions.
As Business Development Administrator, Ms. Swetra will provide administrative, marketing, and project support to the Investment Banking team. This will include leading initiatives targeted to business development and growth, marketing projects, departmental operations, database development, and process improvements. Zoe brings to the Investment Banking Group more than seven years of experience in documentation, process automation, CRM development, web marketing and design, as well as project administration from her roles in the software and nonprofit industries.
Mr. Pounardjian has more than 10 years of experience in the bank, insurance, and specialty finance sectors at major financial services firms and institutions. In his new role as Vice President, Raffi will support senior-level Investment Banking team members by conducting market research, administering sales and due diligence processes, as well as preparing financial models, offering documents, and marketing materials. In addition, he will interface with clients and counterparts in the execution of transactions primarily within the banking and insurance sectors.
As Marketing Strategist, Ms. Hobbs will work with the Investment Banking Group to create targeted marketing strategies that align with overall business goals. This will include the development and execution of sales and marketing plans, marketing collateral, advertising campaigns, and promotions. Gina has more than 20 years of experience in strategic marketing and planning, national brand advertising, content marketing, and public relations, mostly on high-profile corporate accounts at regional and national advertising agencies.
“We are pleased to recognize the accomplishments of these members of our team,” said Chad Hull, Managing Director and Head of Boenning & Scattergood’s Investment Banking Group. “Each of these individuals has played an instrumental role in the growth and success of our firm’s Investment Banking Group. With their technical expertise, market savviness, as well as attention and focus on client service, we are confident that they will continue to enhance our practice moving forward.”
About Boenning & Scattergood, Inc.
Established in 1914, Boenning & Scattergood is one of the oldest independent regional securities, wealth management, and investment banking firms in the country. Professionals at the firm provide individual investors, corporate and municipal clients, and institutions a full complement of financial services, including brokerage, wealth management, equity research, equity and fixed income sales and trading, investment banking, public finance, equity option strategy, and asset management. For more information, please visit www.boenninginc.com. Member FINRA / SIPC.
About Boenning & Scattergood’s Investment Banking Group
Boenning & Scattergood’s Investment Banking Group continues to serve as a premier and trusted advisor in a wide variety of areas, including mergers & acquisitions as well as public and private offerings of equity, preferred stock, and subordinated debt. The Investment Banking practice has a proven track record managing small, mid-size, and large deals while consistently ranking among the most active M&A advisors in the country. With more than 105 years of client service spanning from the Great Depression to the Great Pandemic of 2020, Boenning & Scattergood stands ready to provide sound analysis and leadership – no matter the size of the deal or economic cycle.
Managing Director and Head, Investment Banking Group
Boenning & Scattergood, Inc.
Manager, Marketing & Corporate Communications
Boenning & Scattergood, Inc.