Charles Vista Founder - Gregg Lorenzo

Mr. Gregg Lorenzo is a visionary who, during his decade of experience in the financial services industry, has built a reputation as a hardworking professional with an expertise in investment banking. During his career he has honed his skills in building companies with both early and late stage venture capital. Today, Mr. Lorenzo provides leadership and motivation to the team at Charles Vista LLC, instilling the ethics of hard work. Assisting others in realizing their dreams is at the core of Mr. Lorenzo's philosophy. Mr. Lorenzo maintains the following FINRA registrations: Series-7, 24, 63 and 79.

Posted on: 12 July 2012 | 11:59 pm

Charles Vista LLC Partners With NYC Charities To Deliver Backpacks To Students In Need NYC Brokerage Firm Donates ...

Charles Vista, LLC., a full service broker dealer and premier investment banking firm today announced that its employees stuffed 140 backpacks full of supplies for students attending schools throughout New York City. In conjunction with the TR Foundation and the Greater New York chapter of Volunteers of America, Charles Vista answered the call of Operation Backpack, a volunteer initiative that fills thousands of backpacks each year with the tools children in need require for a successful school experience. "We see Operation Backpack as a fantastic opportunity to give back to our community", said Gregg Lorenzo, founder of Charles Vista, LLC. "Too many students in New York City lack the basic supplies they need to be successful in school. With these tools in hand, more children will be able to focus on their school work and grow to reach their academic potential." Operation Backpack and its affiliated charities seek to serve the thousands of school-age children living in New York City homeless shelters on any given day. Many of these children begin school each September without the basic writing utensils, notebooks and other items they need to be successful in the classroom. Each year, non-profit organizations and corporate donors come together from around the city to fill as many as 8,000 backpacks with everything from coloring paper and #2 pencils to graphing calculators and USB flash drives. "I support Operation Backpack and the unique organizations involved on this mission because I believe with all my heart that these kids lives are being impacted by the small changes we provide", said Levi Rachmanov, director of the TR Foundation and a Financial Consultant at Charles Vista, LLC. "By reaching out to these families as an Operation Backpack sponsor, Charles Vista and its employees have shown their dedication to the community and to creating positive change." For more information about Operation Backpack, please contact the Volunteers of America of Greater New York.About Charles Vista, LLC Charles Vista is a full-service broker dealer and premier investment banking firm, offering superior services to high net-worth clientele. We focus on late-stage venture capital, private placements and alternative investments in sectors such as green technology, social media, entertainment and other emerging industries. Our success comes from the success of those we serve. To that end, we focus on fostering strong relationships, creating client centric opportunities and delivering a range of offerings -- from late-stage venture capital and private placements to bridge financing, private investment in public equity (PIPEs), reverse mergers, and debt and equity financing. Charles Vista is solidly focused on pursuing its core mission: to identify companies with extraordinary growth potential and to provide the best client service. Headquartered in the heart of Manhattan's financial district, Charles Vista is reshaping the financial industry, one company and one client at a time.

Posted on: 21 June 2012 | 11:55 pm

About Gregg Lorenzo - Charles Vista

Gregg Lorenzo began his career in the financial services industry at 19 years of age. In 2003, while at Summit Brokerage, he was awarded prestigious Chairman's Club status, reserved for individuals who have raised a substantial sum of private capital. Prior to founding Charles Vista LLC, Gregg Lorenzo was a Managing Director of Investment Banking for several full-service brokerage firms.

Posted on: 4 June 2012 | 11:48 pm

Charles Vista Opens Long Island Office Adding Jobs to New York's Economy

Charles Vista, LLC proudly announces the opening of their first branch office at 1121 Walt Whitman Rd. in Melville, Long Island, NY. The new office marks the first step in the national expansion of Charles Vista. "The addition of the Long Island branch is extremely exciting," stated founder Gregg Lorenzo . "At Charles Vista we place great importance on serving our clients, but also on providing young brokers with opportunities to build their careers; this office achieves both. Expanding after only a year of business reflects the growth potential and commitment of Charles Vista." The branch, under the management of Patricia Giglia, will maintain the high standard of quality and professionalism for which Charles Vista is known. The addition of seven, intelligent, passionate, and hardworking brokers in Long Island strengthens the company immeasurably. "The expansion beyond the confines of Manhattan's financial district, further solidifies Charles Vista's commitment to offering its clients institutional caliber products and infrastructure at the retail level," said Lorenzo. About Charles Vista, LLC Charles Vista LLC a member of the FINRA/SIPC, is an independent broker dealer and investment banking firm headquartered at 100 William Street, in the center of New York City's financial district. The firm offers a wide array of investment options to best serve its high net worth and institutional clients. Charles Vista places emphasis on providing both private and public companies access to capital through their retail clients, as well as catering to each client's specific investment needs and objectives.

Posted on: 20 April 2012 | 1:36 am

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. 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.

Posted on: 6 August 2011 | 7:40 am

Charles Vista LLC The New Face Of Wall Street A Strategic Collaboration Of Motivated Financial Minds

In this emerging economy it takes a group of dedicated, brilliant minds to combat the effects of a weak economic time and create a force to be reckoned with. In only a year Charles Vista LLC has emerged into one of the top small cap, full service firms in the industry. The up and coming full-service financial firm located in the heart of Wall Street NYC, is packing a punch as they run neck and neck with their competitors. They continue to excel in building client relationships and bringing powerful investment opportunities to the market place. Built on character and values Charles Vista LLC has one mission to make sure their clients expectations are exceeded at all costs, and to expect accumulating a healthy ROI.   Charles Vista LLC continues to aggressively research investment opportunities for its clients, its all about thinking outside the box, adds the 27 year old financial founder Gregg Lorenzo. We want to create investment opportunities for our clients that are not only great ways for an ROI but that are interesting and impactful to the community.   This fairly new and hopefully soon to be financial empire has also stimulated the economy in its own right, by creating employment opportunities, not only for its employees, but also for the new and exciting companies they finance through private placements.   Over the summer, the company opened a new branch in Long Island, which not only shows the quick paced growth of the one-year-old firm, but also reflects the opportunities given to ambitious starting and professional brokers in the financial world. Gregg Lorenzo feels that providing strategic broker placement contributes in nurturing the foundation of any successful organization. Charles Vista is also exploring unconventional investment opportunities in a wide variety of industries, including the entertainment industry and green energy. Recently the firm closed a 2 million financing campaign for the bilingual TV Series Hacienda Heights which is currently in production. It is expected to be groundbreaking in the growing bilingual Hispanic community. It will be the first television show filmed in both Spanish and English. In addition to Hacienda Heights Charles Vista is getting ready to embark on other ground breaking projects that will be responsible for creating hundreds of jobs over the next few years. Some of their green-based projects include companies dealing with solar power products, waste management, water analysis, as well as domestic investment opportunities in leading foreign corporations.   Charles Vista is definitely The New Face of Wall Street and needs to be kept on the radar. This firms strong moral core, community related passion, and strategic investment opportunities, allow investors to experience an honest financial investing experience.   About Charles Vista LLC   Charles Vista LLC a member of the FINRA/SIPC, is an independent broker dealer and investment-banking firm. The firm offers a wide array of investment options to best serve its high net worth and institutional clients. Charles Vista places emphasis on providing both private and public companies access to capital through their retail clients, as well as catering to each client's specific investment needs and objectives.   For further information about Gregg Lorenzo, Charles Vista LLC visit, http://www.charlesvista.com/main.html, or to set up an interview, please contact Steven Levine, MODE Public Relations, at 646-596-2114 or via e-mail at sjlpublicist@gmail.com  

Posted on: 21 June 2011 | 2:00 am

Charles Vista LLC Announces Completion of Acquisition

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.

Posted on: 14 May 2011 | 2:41 am

Charles Vista LLC Assists Primary Capital LLC with the Closing of American Retail Group Private Placement

NEW YORK, NY -- (MARKET WIRE) -- 07/13/2010 -- Charles Vista LLC proudly announces the closing of a $1.2 million private placement for American Retail Group ("ARG", the "Company"). The proceeds of the transaction will be used to finance expenses related to a subsequent public offering projected to close in the first quarter of 2011. John Leo, Chairman of Primary Capital, stated, "We are pleased with the results, and we look forward to working with Charles Vista again in the future. We will continue to position ARG for its future listing on a US stock exchange." American Retail Group, Inc., through its wholly owned subsidiary SM Market, specializes in the development of supermarkets in the Republic of Kazakhstan. In 2009 SM Market acquired the GROS supermarket chain, and in 2010 American Retail Group, a Nevada corp., acquired SM Market through a share exchange agreement. SM Market employs 2,800 people, and operates 35 modern grocery stores in Kazakhstan, where open air markets and kiosks are still common. They penetrate all areas of the market by providing three types of shopping experiences which include hypermarkets, discount stores, and smaller corner stores. The pre audited financials indicate 2009 revenue of $211 million, as well as a strong balance sheet. "It was a pleasure working with John Leo, and the rest of the Primary Capital team," says Charles Vista Founder, Gregg Lorenzo. "We are excited to be closing this transaction. American Retail Group is a great corporation, and we are glad we could assist them in growing their business." About Charles Vista, LLC Charles Vista LLC a member of the FINRA/SIPC is an independent broker dealer and investment banking firm headquartered at 100 William Street, in the center of New York City's financial district. The firm offers a wide array of investment options to best serve its high net worth and institutional clients. Charles Vista places emphasis on providing both private and public companies access to capital through their retail clients, as well as catering to each client's specific investment needs and objectives.

Posted on: 25 April 2011 | 5:47 am

Charles Vista Teams With Dennis Ray & Chan Add Films to Create Hispanic "Sopranos" Series

NEW YORK, NY -- (MARKET WIRE) -- 07/19/2010 -- Charles Vista, LLC announces today its strategic partnership on the television project "Hacienda Heights" with longtime Television Executive, Dennis Ray, and CEO and Executive Producer of Chan Add Films, Desmond Gumbs. The series, which has a Sopranos feel, is the first of its kind; featuring an all Latin cast, and airing in both English and Spanish. The dramatic story line revolves around two families motivated by lust, greed, and power. Desmond Gumbs has worked in the entertainment industry for over 25 years with stars such as Martin Lawrence, Charlie Murphy and Brad Pitt. Ray's 25 years of experience has made him a pioneer of multi-cultural media sales and marketing. He has worked on shows, such as the Cosby Show, LA Law, Cheers, the Simpsons, and Beverly Hills 90210. Additionally, he created the first minority owned Broadcast programming service. "We are thrilled to have this opportunity to work with Charles Vista, LLC. Our experience with them has been terrific, and they are a real class act," stated Mr. Ray. "With the success of this first venture, we intend to continue our relationship with Charles Vista and look to do even bigger deals with them in the future." "Charles Vista is excited to start this project with Desmond and Dennis," commented Gregg Lorenzo, founder of Charles Vista. "Hacienda Heights is a great show with a great team backing it. We are honored to be part of this landmark in the television industry." About Charles Vista, LLC Charles Vista, LLC, a member of the FINRA/SIPC, is an independent broker dealer and investment banking firm headquartered at 100 William Street, in the center of New York City's financial district. The firm offers a wide array of investment options to best serve its high net worth and institutional clients. Charles Vista places emphasis on providing both private and public companies access to capital through their retail clients, as well as catering to each client's specific investment needs and objectives.

Posted on: 4 April 2011 | 5:30 am

Charles Vista LLC Hires Patricia J. O'Neil Giglia as Managing Director of Business Development

NEW YORK, NY -- (Marketwire) -- 07/13/10 -- Charles Vista LLC is proud to announce the hiring of Patricia J. O'Neil Giglia as the Managing Director of Business Development, as well as the Branch Manager for its newly opened Long Island Branch located in Melville, Long Island, NY. "We are thrilled to have someone of Pat's caliber," said Charles Vista LLC's Founder Gregg Lorenzo. "Her proven track record will propel the expansion of Charles Vista, while, undoubtedly, maintaining the high standard necessary for that expansion." Patricia is a seasoned professional who has worked in the financial industry for 20 years. Her career began at Ladenburg Thalmann & Company where, in her eleven years there, she held the positions of Operations Manager, Associate Partner of Operations, Vice President of Operations, and Vice President of Private Client Services. Patricia's expertise allowed her to quickly and effectively relocate 100 brokers to a new facility in only a weekend. Accomplishments such as this will prove integral in the expansion plans of Charles Vista. She holds three industry licenses, a series 7, 63 & 24. "I am very excited to be joining Charles Vista," said Pat Giglia. "With their experienced management team and client centered philosophy, Charles Vista is on the cusp of tremendous growth and I am looking forward to contributing to that growth." About Charles Vista, LLC Charles Vista LLC a member of the FINRA/SIPC, is an independent broker dealer and investment banking firm headquartered at 100 William Street, in the center of New York City's financial district. The firm offers a wide array of investment options to best serve its high net worth and institutional clients. Charles Vista places emphasis on providing both private and public companies access to capital through their retail clients, as well as catering to each client's specific investment needs and objectives.

Posted on: 16 March 2011 | 4:55 am

Charles Vista LLC Completes Investment Banking Deal

Charles Vista LLC is proud to announce that it was a member of the selling group that participated in a Private Placement of $8,939,130 for China Baicaotang LTD. Charles Vista raised $3,444,130 of the offering which was closed on February 1st 2010. Gregg Lorenzo, the Firm's Founder commented, "The Firm is proud to have had the opportunity to work with China Baicaotang LTD and once again this raise shows the strength and commitment of Charles Vista's Investment Banking team and its ability to raise money on a retail level for great projects."   About China Baicaotang LTD   China Baicaotang (Baicaotang) is South Western China's leading company in drug distribution and retailing. Based in Liuzhou city, the largest industrial city of Guangxi Province, it enjoys an ideal geographical location in one of China's most significant medical production and distribution centers. Baicaotang operates more than 64 retail pharmacy stores in Guangxi Province.   China Baicaotang's activities cover all aspects of the medical and healthcare products supply chain -- manufacturing, distribution, and retailing -- placing it in an ideal position for rapid growth throughout China. Founded in 1956, its shares are to be publicly traded in the U.S. on the Over-the-Counter Bulletin Board.   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, 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 INFO: Gregg Lorenzo Founder Charles Vista LLC 100 William Street 18th Floor New York, NY 10038 646-422-3111

Posted on: 6 December 2010 | 5:23 am