News Topic: New York Business
News: Frenkel Benefits, an EPIC Company Adds Nicholas Tunno in New York
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel Benefits - an EPIC Company announced today that employee benefits, risk management and insurance professional Nicholas Tunno has joined the firm in New York as a Principal.
News: Joseph Ferber Joins Frenkel and Company – an EPIC Company in New York
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Joseph Ferber has joined the firm's operations in New York as a Principal.
News: Iron Cove, a division of EPIC, again Named Best U.S. Insurance Provider by Hedgeweek
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that Iron Cove, a division of EPIC, was named Best U.S. Insurance Provider by Hedgeweek, a Global Fund Media publication, which reaches over 98,000 financial services executives globally.
News: Cold Chain Capital, LLC launches: Private Equity Firm Focused on Air Conditioning and Refrigeration
Mortgage and Finance News: (SYRACUSE, N.Y.) Cold Chain Capital LLC, a Fayetteville, N.Y.-based private equity firm, announced its launch today. The company focuses on the heating, ventilation, air conditioning and refrigeration industry ("HVACR").
News: EPIC Acquires Alternative Asset Management Industry Specialist Vanbridge LLC
Mortgage and Finance News: (NEW YORK, N.Y.) Vanbridge, LLC, a specialty insurance intermediary, program management, and risk advisory services business, and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that EPIC has acquired the assets, employees and operations of Vanbridge.
News: As Hurricane Florence Nears the US, Here’s What To Know About Travel Insurance Coverage
Mortgage and Finance News: (NEW YORK, N.Y.) As one of the first major storms of 2018 looms over the East Coast, many travelers may be caught off guard if their vacations are impacted, according to TravelInsurance.com. But for those who purchased travel insurance already, many of their trip costs could be covered for travel interruptions or cancellations if directly impacted by Hurricane Florence.
News: EPIC Insurance Brokers Honored by American Heart Association for Workplace Health Achievement
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that EPIC's Houston office and New York-based Frenkel & Company - an EPIC Company have received Bronze level recognitions in the American Heart Association's Workplace Health Achievement Index.
News: In Memoriam: John Klingenstein
Mortgage and Finance News: (NEW YORK, N.Y.) The members and employees of Klingenstein Fields Wealth Advisors are deeply saddened by the passing of John Klingenstein, one of our founding members and a Principal of the firm. He is survived by his wife Pat Klingenstein, and children, Tom, Nancy, Andy and Sally, ten grandchildren, and one great-grandchild.
News: EPIC adds Lou D’Agostino as a Principal in New York serving the Financial Services Industry
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers & Consultants today announced that risk management and insurance brokerage veteran Lou D'Agostino and his Iron Cove Partners team have joined the firm. D'Agostino has over 17 years of insurance brokerage experience with an expertise in serving the Financial Services industry.
News: The Pension Inspector Launches New SaaS Integrating Prior and Present Form 5500 Filings, to Provide Big Picture of Plan Operations
Mortgage and Finance News: (NEW YORK, N.Y.) National Retirement Programs, Inc. and its wholly owned subsidiary AtPrime Media Services, the creator of PensionInspector.com, introduces "Form 5500 Prestige Vision," an addition to its, super easy to use, replacement for the U.S. Department of Labor's ERISA Form 5500 Download Service "ERISA Plus Dashboard."
News: Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
Mortgage and Finance News: (NEW YORK, N.Y.) KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research.
News: Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services, LLC (WTIS)
Mortgage and Finance News: (NEW YORK, N.Y.) Wholesale Trading Insurance Services, LLC (WTIS) today announced that Ryan Sims has joined the firm as Vice President / Casualty Broker in San Francisco, while Alex Megenis has joined as Vice President / Property-Casualty Broker in New York.
News: EPIC Insurance Adds Diane Montelione to Financial Risk Practice in New York
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants announced today that financial and professional risk management and insurance veteran Diane Montelione has joined the firm's Financial Risk Practice as a senior vice president. She will be based in New York and report to managing principal and Financial Risk Practice Leader, Michael Klaschka.
News: Minor Metals Rebound, with Growing Opportunities
Mortgage and Finance News: (NEW YORK, N.Y.) A new market study by Thintri, Inc., shows how minor metals, having endured a period of slack demand for many commodities, are now facing a brighter future with improving markets. In some cases the metals face rapid growth in demand in some of today's hottest markets while others will track the overall economy, and a few will see declining demand.
News: American Truck Dealers 20 Group Meeting: Frenkel & Company – an EPIC Company’s Michael Feinstein Presents on Cyber Liability
Mortgage and Finance News: (NEW YORK, N.Y.) EPIC Insurance Brokers and Consultants (EPIC), a retail property, casualty insurance brokerage and employee benefits consultant, announced today that Michael Feinstein, executive vice president of Frenkel & Company - an EPIC Company, will present at the American Truck Dealers (ATD) 20 Group Meeting on Monday, Feb. 19, 2018 at 7 a.m. at the Phoenician in Scottsdale, Ariz.
News: Neurotech Reports Announces 2018 Investment and Management Conference for Bioelectronic Medicine
Mortgage and Finance News: (NEW YORK, N.Y.) Neurotech Reports, the publisher of Neurotech Business Report newsletter, today announced the launch of the Bioelectronic Medicine Forum, the first investment and management conference for the bioelectronic medicine industry. The inaugural event will take place on March 22, 2018 at the Millennium Broadway Times Square in New York, N.Y.
News: NIF Group, Inc. Acquires Agency Intermediaries, Inc.
Mortgage and Finance News: (MANHASSET, N.Y.) NIF Group, Inc., a leading wholesale broker, program administrator and managing general agency and their parent company, JenCap Holdings LLC announces that they have agreed to acquire privately held Agency Intermediaries, Inc. and A.I.I. Insurance Brokerage of Mass., Inc. (A.I.I.). Both affiliated entities serve as MGA/contract binding authorities and wholesale insurance brokerages, respectively located in Guilford, Connecticut and East Douglas, Massachusetts.
News: After 139 Years of Operations as Frenkel and Company, Venerable NY Insurance Broker Elects to Join EPIC
Mortgage and Finance News: (NEW YORK, N.Y.) Frenkel & Company, one of the nation's most respected full-service independent insurance brokers and EPIC Insurance Brokers & Consultants, a unique and innovative national retail insurance brokerage and employee benefits consulting firm, announced today that they have joined forces.
LiveTraders Announces Launch of its Scholarship Program for Stock Market and Forex Traders
Mortgage and Finance News: (NEW YORK, N.Y.) Celebrating the breakthrough success of their education and training programs for Stocks, Options and Forex professional traders Live Traders have decided to give back to the financially less fortunate. The educational platform recently celebrated the launch of the Live Traders Scholarship Program where qualified students have a chance to go through the Live Trader training program for free or at dramatically deep discounts.
EPIC Insurance Brokers adds Broker Anthony ‘Tony’ Gerrato in New York City
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 Anthony (Tony) Gerrato has joined the firm as a Principal in EPIC's New York City office.
The Wilshire Foundation announces the close of first-round funding for its Conscious Capital Fund, says CEO Taylor Wilshire
Mortgage and Finance News: (NEW YORK, N.Y.) The Wilshire Foundation recently announced the close of first-round funding for its Conscious Capital Fund. The Wilshire Foundation, created by the team at Wilshire Financial including CEO Taylor Wilshire, constructs programs and invests in organizations that address chronic environmental, social, and economic challenges in unique and transformative ways.
Denise Walsh joins EPIC Insurance Brokers in New York as Assistant General Counsel
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 Denise Walsh has joined the firm as Vice President and Assistant General Counsel.
Special Risks Facilities, Inc. acquired by JenCap Holdings LLC
Mortgage and Finance News: (NEW YORK, N.Y.) JenCap Holdings LLC announced today that it has agreed to acquire privately held Special Risks Facilities, Inc., an MGA/contract binding authority and wholesale insurance brokerage firm based in Sterling Heights, Michigan with another office in Peoria, Arizona. Special Risks was formed in 1971 and has been led by Jack Klebba and Randy Kaszeta. Messrs.
The Pension Inspector Announces Release 10, an Online Due Diligence Add-In, ‘ERISA PLUS’
Mortgage and Finance News: (NEW YORK, N.Y.) Pension Inspector(R) one of the leading internet research data mining solutions from AtPrime Media Services, online since 2007, announces Pension Inspector Release 10.0, which ushers in a new dimension in ERISA* Retirement Plan Transparency with "ERISA PLUS."
Klingenstein Fields Wealth Advisors releases White Paper on alternative investments
Mortgage and Finance News: (NEW YORK, N.Y.) 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.
JMT Consulting Offers Grants for Nonprofits to Purchase Fund Accounting System
Mortgage and Finance News: (PATTERSON, N.Y.) JMT Consulting Group, a premier provider of technology and services to the nonprofit sector, announces the availability of ACCELERATE grants towards the purchase of Abila MIP Fund Accounting software. JMT Consulting will also offer matching grant awards. These grants will award the equivalent of 50 percent of the purchase price of Abila MIP Fund Accounting system up to $10,000.