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Maria Chambers, IACCP, Promoted to Chief Compliance Officer in NY at Klingenstein Fields
eNewsChannels NEWS: (NEW YORK) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with more than $3 billion in assets under management, is pleased to announce that Maria Chambers, Vice President, has been promoted to Chief Compliance Officer at the firm. Ms. Chambers' responsibilities include administering KFWA's compliance program, overseeing day to day compliance needs, maintaining and developing compliance policies, procedures and processes.
EPIC Insurance to Speak at Cap-Intro West Conference Jan. 19 in San Francisco
eNewsChannels NEWS: (SAN FRANCISCO, Calif.) -- EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that its Managing Principal & Practice Leader - Financial Risk Solutions, Bill Cosgrove will speak at the Cap-Intro West Conference on January 19, 2017 at the Hyatt Regency in San Francisco, Calif. in the Main Hall - Pacific Level.
VLP Law Group Continues Expansion, adds Corporate Partner Geoffrey Perusse
eNewsChannels NEWS: (PALO ALTO, Calif.) -- VLP Law Group LLP is pleased to announce that Geoffrey Perusse has joined the firm's Corporate Practice Group as a partner based in the San Francisco Bay Area. Mr. Perusse will chair the firm's Private Funds and Investment Management Group.
Investing Expert Glenn Stearns Appearing at 2016 Mortgage Bankers Association Convention in Boston
eNewsChannels NEWS: (PASADENA, Calif.) -- Lender Price, the emerging leader in real-time, competitive mortgage analytics and product pricing and eligibility (PPE) solutions complete with full mobile functionality and advanced business intelligence, today announced that its investor Glenn Stearns will appear at its 2016 MBA Annual Convention exhibit in Boston on October 23-26, 2016.
Klingenstein Fields Wealth Advisors welcomes Lacey Johnson, CFP, as Director, Wealth Advisor
NEWS: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, is pleased to announce that Lacey Johnson has joined the firm as a Director and Wealth Advisor. In this role, Ms. Johnson will be responsible for advising high-net-worth clients on a range of wealth management issues, as well as helping to grow the firm's client base.
B2B Venture Capital Fund announced by Laconia Capital Group LP
NEWS: (NEW YORK, N.Y.) Laconia Capital Group L.P. announces the launch of a new Business-to-Business Venture Capital Fund. The newly capitalized fund utilizes an investment approach described as 'Inflection Capital Investing,' through which Laconia will invest in late seed-stage companies that have reached an inflection point in their business development that strongly suggests continued growth.
White Paper: Potential benefits of alternative investments spur increased usage among high-net-worth investors
NEWS: Klingenstein Fields Wealth Advisors has released a white paper discussing the role of alternative investments in a diversified portfolio. Many investors today are looking for new sources of diversification and uncorrelated sources of return. As a result, alternative investments have experienced significant growth, particularly among high-net-worth investors.
SmartStops Online Risk Management Tools head to Italian Finance Markets
NEWS: SmartStops, an online service that helps investors of all levels manage investment risk, announced today that it has extended its relationship with BNP Paribas and is now available to investors in the Italian market.
FFG San Antonio Texas: Financial Foundation Group helps the Marines gather Toys for Tots
SAN ANTONIO, Texas -- As the year came to an end, Financial Foundation Group - San Antonio continued the giving through the holiday season....
FFG Denver: Financial Foundation Group – Making a Sterile Environment Fun for Kids
DENVER, Colo. -- As 2009 came to an end the employees of Financial Foundation Group, also known as FFG, wanted to make the holiday...