News Topic: New York Business
News: Alyssa Gelper Joins Klingenstein Fields Advisors as a Managing Director, Senior Advisor, in New York
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), an advisory firm providing personalized wealth and investment management to individuals, families, and non-profits, is pleased to announce that Alyssa Gelper has joined the firm as a Managing Director, Senior Advisor.
News: Jencap Announces Acquisition of U.K.-based Lloyd’s Coverholder
Mortgage and Finance News: (NEW YORK, N.Y.) Jencap Group, LLC (Jencap), the wholesale program management and binding authority business of Galway Insurance Holdings LP (Galway), has acquired London-based Worldwide Hole 'N One Ltd. (WHNO).
News: Move For Hunger to Connect Food Donations with Local Distribution Centers in Partnership with Goldman Sachs Asset Management
Mortgage and Finance News: (NEW YORK, N.Y.) Move For Hunger, a national hunger relief non-profit organization, today announced that they will partner with the Private Real Estate business within Goldman Sachs Asset Management (Goldman Sachs) on a national program that leverages both organizations' networks to create scalable social impact through community-based food distribution channels.
News: EPIC Select Teams Up with Morgan Stanley for Sports and Entertainment Insurance
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers & Consultants announced today that it has been named by Morgan Stanley to offer risk management services to their sports and entertainment clients through their Global Sports & Entertainment Directors via the EPIC Select model. EPIC Select is a new bespoke service model focused on asset management and risk mitigation for successful individuals and businesses in the Sports & Entertainment industry.
News: Rockfleet Announces Availability of CapRaize
Mortgage and Finance News: (NEW YORK, N.Y.) Rockfleet Financial Services, Inc. ("Rockfleet") announced today immediate availability of CapRaize℠, enabling entrepreneurs and qualified all-stage companies seeking capital to connect seamlessly with all classes of investors, including crowdfunding enthusiasts, accredited investors, qualified purchasers, institutions, and family offices.
News: MondoBrain Announces Settlement – Company severs all ties to Augustin Huret
Mortgage and Finance News: (NEW YORK, N.Y.) The shareholders of MondoBrain have brought to a successful close a derivative lawsuit against its former CEO. As a result of a mutual settlement agreement, Augustin Huret is no longer affiliated with the company and has no ownership stake.
News: TravelInsurance.com Recognized as One of the Best Travel Insurance Companies of 2021 by Money
Mortgage and Finance News: (NEW YORK, N.Y.) TravelInsurance.com has been named by Money as one of the "6 Best Travel Insurance Companies of 2021" and singled out for its fast and easy travel insurance quote comparison system.
News: Taylor Wilshire and the Wilshire Foundation Receive Global Excellence Award While Spearheading International Change During Pandemic
Mortgage and Finance News: (NEW YORK, N.Y.) Taylor Wilshire and the Wilshire Foundation will receive the Global Excellence Award (GEA) from the Consortium of International Social and Financial Responsibility (CISFR) on February 15, 2021. This award highlights the Wilshire Foundation's outstanding achievements, advancements, and innovations in international business and global affairs.
News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Advisors (KF Advisors), a leading wealth management firm with approximately $4 billion in assets under management as of 12/31/2020, is pleased to announce that Shomari Gilyard, CFP®, Director, Wealth Planning, has been made a partner of the firm.
News: DDK and Company Welcomes Sze Man Tam as Partner: First Asian-American to Take on this Role
Mortgage and Finance News: (NEW YORK, N.Y.) DDK & Company, LLP, an accounting, tax, and consulting firm, announced on January 1 that Sze Man Tam has been promoted to Partner. In her new role, Sze will be leading DDK's Audit department, helping clients grow and improve their businesses, and developing DDK's next generation.
News: FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to sponsoring financial institutions
Mortgage and Finance News: (NEW YORK, N.Y.) Fiduciary Insurance Services, LLC (FIS) announces its launch today as a provider of strategic consulting, insurance advice, and investment advice, on an hourly or retainer basis, to financial institutions seeking to participate in a growing trend for insurance distributed via fiduciaries.
News: Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA) announced today that, together with its affiliate, KF Group, LP, with which it conducts a fully-integrated advisory business, it is now operating under the brand name Klingenstein Fields Advisors (KF Advisors).
News: Stalking Horse Bid Set as Green Mountain College Campus Goes to Auction
Mortgage and Finance News: (CENTRAL ISLIP, N.Y.) Maltz Auctions, a premier full-service auction company serving the Continental United States and Caribbean, announced it has a well-qualified, interested party who placed a $3m stalking horse bid for the idyllic 155-acre Green Mountain College Campus, anchoring Main Street, in the Historic downtown of Poultney, Vermont, which was previously listed at $23m.
News: Structured Settlement Factoring Company Launches New Website to Better Serve Customers
Mortgage and Finance News: (NEW YORK, N.Y.) Strategic Capital has launched a new website. With this newly revamped web presence, they give people the opportunity to learn more about how they can maximize payout options for structured settlements, lottery winnings, casino winnings, and more.
News: Andrew Crofton Joins Klingenstein Fields Wealth Advisors as a Managing Director
Mortgage and Finance News: (NEW YORK, N.Y.) Klingenstein Fields Wealth Advisors (KFWA), a wealth management firm with approximately $4 billion in assets under management, is pleased to announce that Andrew Crofton has joined the firm as a Managing Director.
News: Paragon Insurance Holdings Acquires Trident Public Risk Solutions from Argo Group
Mortgage and Finance News: (NEW YORK, N.Y.) Paragon Insurance Holdings, LLC, headquartered in Avon, Connecticut, a national MGA, announced today that it has closed on the purchase of Trident Public Risk Solutions (TPRS). Acquired from Argo Group (Argo), the transaction positions Paragon as one of the largest providers of commercial insurance coverage for public entities in the U.S.
News: Green Mountain College Campus Goes to Auction
Mortgage and Finance News: (CENTRAL ISLIP, N.Y.) Maltz Auctions, a premier full-service auction company serving the Continental United States and Caribbean, announced it will pursue buyers for the idyllic 155-acre Green Mountain College Campus, anchoring Main Street, in the Historic downtown of Poultney, Vermont.
News: Vanbridge Releases Second Comprehensive Review of US Representations and Warranties Insurance Market
Mortgage and Finance News: (NEW YORK, N.Y.) Vanbridge, an EPIC company, an insurance intermediary and program management firm, published its second edition of its U.S. Representations and Warranties Insurance (R&W) Market Review today. This edition evaluates and summarizes domestic R&W data for the years 2017, 2018 and 2019.
News: EPIC Insurance Brokers and Consultants Launches Restructuring Services Offering
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers & Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that the firm has launched a Restructuring Services operation under its Financial Services division to support the restructuring process for distressed situations with risk mitigation and risk transfer insurance capital solutions.
News: EPIC Adds Matthew Marmorek as National Practice Leader, Global (Non-U.S.) Employee Benefits
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Matthew Marmorek has joined the firm as National Practice Leader, Global (Non-U.S.) Employee Benefits.
News: Taylor Wilshire, CEO of the Wilshire Foundation receives ‘outstanding achievement’ praise from the United Nations
Mortgage and Finance News: (NEW YORK, N.Y.) On March 3, 2020, the United Nations Economic and Social Council acknowledged the work that the Wilshire Foundation has done to support the UN's 2030 Sustainable Development Agenda, a blueprint for addressing poverty, inequality, climate change, environmental degradation, peace and justice.
News: EPIC Announces Tim Brenneman as President and National Private Client Practice Leader
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC announced today that Tim Brenneman has been named President and National Private Client Practice Leader for its newly reorganized National Private Client Practice team reporting to Executive Chairman and Co-Founder John Hahn.
News: EPIC Adds Trent Sullivan as a Producer in the firm’s Edgewood Healthcare Advisors Practice
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Trent Sullivan has joined the firm as a Producer in the firm's Edgewood Healthcare Advisors' Practice.
News: EPIC Continues Expansion of Employee Benefits Practice with a new Pharmacy Practice Leader
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today they are continuing to expand their employee benefits resources with the addition of a new Pharmacy Practice Leader, Bob Eisendrath.
News: Travel Insurance Companies vs. Cruise Lines: Why Shopping Around Is The Better Choice
Mortgage and Finance News: (NEW YORK, N.Y.) With the kick off of the Cruise Wave Season this month, the time when cruise companies offer the best deals on cruises, TravelInsurance.com urges travelers to purchase travel insurance early to protect their investments and ensure they're covered in the event of travel mishaps.
News: HexGn Study: Startup Investors Shun Asia in 2019 and Flock to Americas and Europe
Mortgage and Finance News: (NEW YORK, N.Y.) HexGn released a study of the funding trends in the global startup ecosystem in 2019; the team analyzed over 60,000 deals and one million data points for the report.
News: TravelInsurance.com, A Leading Travel Insurance Comparison Site, Offers Travel Tips to Reduce Stress Over the Holidays
Mortgage and Finance News: (NEW YORK, N.Y.) This year, more Americans are expected to travel between Dec. 21 and Jan. 1 than ever before, according to the American Automobile Association, making travel mishaps even more likely this holiday season. Whether traveling to be with loved ones or for that end-of-year dream escape, there is a high potential for stress. TravelInsurance.com, a leading travel insurance comparison website, offers tips to get you through the holiday travel season smoothly.
News: EPIC Adds Matthew Presutti as Managing Principal in their New York operations
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property and casualty insurance brokerage and employee benefits consultant, announced today that Matthew Presutti has joined their EPIC New York operations as managing principal on the employee benefits team.
News: By Prioritizing Customer Experience, Leading Travel Insurance Comparison Site TravelInsurance.com Reaches 50,000 5-Star Reviews on Shopper Approved
Mortgage and Finance News: (NEW YORK, N.Y.) TravelInsurance.com today announced they have surpassed 50,000 5-star reviews through the Shopper Approved platform, one of the fastest-growing customer review companies in the United States. Verified customers on TravelInsurance.com have rated the travel insurance comparison site a 4.8 out of 5.0, with 97% noting they would recommend it to others.
News: Susan Tewhill of EPIC named Practice Leader of Edgewood Healthcare Advisors, a division of EPIC
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants, a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Susan Tewhill will be leading the Edgewood Healthcare Advisors practice. Susan and her team bring a wealth of knowledge and experience to the healthcare industry with an average of over 25 years of experience.