LOYAL3 taps Bain’s Rutberg for MD

LOYAL3 said Wednesday that it has hired Josh Rutberg as managing director of its capital markets team in the western U.S. Previously, Rutberg worked at Bain & Company. Based in San Francisco, LOYAL3 is a platform that allows people to buy stocks without incurring fees.

PRESS RELEASE

SAN FRANCISCO, CA–(Marketwired – Aug 5, 2014) – LOYAL3 today announced that Josh Rutberg has joined the company as Managing Director of its capital markets team in the Western U.S. LOYAL3 is a social platform that makes it easy and affordable for people to invest in their favorite brands’ stock and initial public offerings (IPOs).

“Josh’s impressive background and track record will be a great asset to our capital markets team,” said Bill Blais, Executive Vice President, LOYAL3. “With his expertise, we will be able to bring even more curated IPOs to individual investors.”

As Managing Director, Rutberg will lead LOYAL3’s partnership initiatives with pre-IPO companies based in the Western U.S. Through these partnerships, companies can leverage LOYAL3’s platform to open up IPO access to their most valued stakeholders.

“The LOYAL3 platform has immense value for companies going public and I am excited to join the company at such an exciting time,” said Rutberg.

Before joining LOYAL3, Rutberg spent 15 years at Bain & Company working with numerous technology clients and private equity funds across a range of issues including: strategy, operations, due diligence and organizational improvement.
Rutberg holds a BS in Economics and MBA in Finance from the University of Pennsylvania.

About LOYAL3
LOYAL3 offers a highly scalable social technology platform that makes stock ownership easy and affordable for a new class of individual investors. LOYAL3’s Social Stock Plan enables people to buy stock in their favorite companies in three steps, with as little as $10 and no fees. LOYAL3 also offers the Social IPO™, a platform that opens up IPO access to people on a first-come, first-served basis, making IPO stock available at the same price and time as Wall Street. With its Stock Rewards™ product, LOYAL3 enables companies to use their stock for brand-positive promotions to increase acquisition, engagement and loyalty. LOYAL3 generates revenue from companies by helping them raise capital, attract low-cost individual shareholders and create a deeper level of brand engagement. For more information, visit www.loyal3.com.

LOYAL3 Disclosures: Our mission is to make it easier and more affordable for people to invest in the brands they know and love. Own What You Love® represents our core philosophy that there is affinity between people and the brands that they know — and love! — and that we want to make it possible for more people to invest in many of their favorite brands.

Participants are not charged fees for enrollment, transactions, or account transfer, and are not required to maintain a minimum account balance. IPOs require a $350 minimum account balance, but unused funds can be withdrawn at any time. Maximum purchase generally limited to $10,000 per IPO and $2,500 per month per non-IPO stock. Purchases will include partial or fractional shares. When you sell shares, LOYAL3 uses a batch or combined order process, and typically executes trades only once per day, which means that the price you will receive will differ, perhaps significantly, from the market price of the shares available when you place your order.

Participant accounts are held at LOYAL3 Securities, Inc. Member FINRA, SIPC. Security products are not FDIC insured, are not bank guaranteed, and may lose value. LOYAL3 Securities, Inc. does not solicit, recommend, or offer advice on the merits of investing in any securities. The availability of any security on the LOYAL3 platform is based on various factors, including social prominence, but is not based on value and does not mean that it is an appropriate investment for you. Further investment risk disclosures here. The availability of any security on the Browse Stocks page does not necessarily indicate any contractual relationship between LOYAL3 and the listed company, or the payment of fees for services. Stocks that are not subject to a prospectus are subject to our Terms and Conditions. Be careful about any credit card payments that may incur interest charges from your credit card issuer. Participants agree to receive all communications from LOYAL3 and companies electronically.

Brand logos are owned by the respective companies and not by LOYAL3. The use of a company’s brand logo does not represent an endorsement of LOYAL3 by the company, nor an endorsement of the company by LOYAL3, nor does it necessarily imply the existence of any contractual relationship.

 

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