Klingenstein Fields Advisors in NY named to Barron’s Top 100 RIA Firms for 2021
NEW YORK, N.Y. /NEW YORK NETWIRE/ --- Klingenstein Fields Advisors (KF Advisors), an independent investment advisor with approximately $4.5 billion in assets under management (AUM), has been named to Barron's Top 100 RIA Firms for 2021. This is Barron's sixth annual ranking of registered independent advisory firms and recognizes top advisory firms nationwide.
EPIC Names Tim Brenneman President and National Private Client Practice Leader
NEW YORK, N.Y. /NEW YORK NETWIRE/ -- 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.
HexGn Finance Study: Startup Investors Shun Asia in 2019 and Flock to Americas and Europe
NEW YORK, N.Y. /New York Netwire/ -- 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.
The Solaris Group, LLC Joins Klingenstein Fields in New York
NEW YORK, N.Y. /New York Netwire/ -- The Solaris Group (Solaris), a New York-based wealth advisor and investment consultant to non-profit organizations, today announced that it is joining KF Group LP, an affiliate of Klingenstein Fields Wealth Advisors (KFWA), a complementary wealth advisor also based in New York.
Adam Glick Appointed Principal of Frenkel & Company – an EPIC Company in New York
NEW YORK, N.Y. /New York Netwire/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Adam Glick has been appointed Principal of the firm's operations in New York. Glick is based in EPIC's New York, NY office and reports to Phil Remig, New York City President & COO.
Mg O’Hare Law Releases White Paper on New York State’s Industrial Equipment Rental Industry
NEW YORK, N.Y. /New York Netwire/ -- Mg O'Hare Law, a New York Law Firm, releases white paper on New York State's Industrial Equipment Rental Market for Owners and Operators. The industrial equipment rental market is forecast to grow over the next five years to 2023. New York State is expected to outpace the rate of growth of the U.S. industry. A focus on customer retention can give operators an edge over the competition.
Celebrity Travel Mishaps: Even Movie Stars Can Benefit from Travel Insurance in 2019
NEW YORK, N.Y. /New York Netwire/ -- Scrolling through the Instagram feeds of famous celebrities might lead to the belief that stars never experience the same travel mishaps that ordinary travelers do. According to Travelinsurance.com, we have more in common with famous jet-setters than we realize, in that celebrities face the same travel troubles that can derail anyone's vacation.
Mark Maher and David Nielsen Assume Leadership Roles at JenCap Holdings in NY
NEW YORK, N.Y. /New York Netwire/ -- JenCap Holdings LLC (JCH), a specialty insurance business, announced that Mark P. Maher has been promoted to Chief Operating Officer and that David Nielsen had recently joined the firm as Corporate Chief Financial Officer.
EPIC Holdings to Acquire Integro USA
NEW YORK, N.Y. /New York Netwire/ -- EPIC Holdings, Inc. today announced an agreement to acquire Integro Holdings Inc., which houses substantially all of the U.S. operations of Integro Group Holdings, LP. Founded in 2005, Integro has built a highly successful specialty insurance brokerage and consulting business in the U.S. with revenue in excess of $150 million.
Tandis Nili Joins Frenkel & Company – an EPIC Company as VP, Global Services Division Leader
NEW YORK, N.Y., /New York Netwire/ -- Frenkel & Company - an EPIC Company announced today that risk management and insurance professional Tandis Nili has joined the firm's operations in New York as Senior Vice President and leader of the Global Services Division. Nili is based in Frenkel's New York, NY office at 350 Hudson Street and reports to John F. Kelly, President and CEO of Frenkel & Company.
New Survey Finds More Than 75-percent of 2018 Travelers Experience Travel Mishaps, Yet Few Protect Themselves with Travel Insurance
NEW YORK, N.Y. /New York Netwire/ -- A new survey conducted by travel insurance comparison site TravelInsurance.com found that even though travelers are concerned with travel disruptions and many have experienced mishaps while on vacation, fewer than half of those surveyed have purchased travel insurance. Of those who didn't purchase travel insurance, only a third even considered it.
Iron Cove – a division of EPIC, is again Named to Best U.S. Insurance Provider List by Hedgeweek
NEW YORK, N.Y. /New York Netwire/ -- EPIC Insurance Brokers and Consultants announced today that Iron Cove, a division of EPIC, was named Best US Insurance Provider by Hedgeweek, a Global Fund Media publication, which reaches over 98,000 financial services executives globally.
Cold Chain Capital Launches New Private Equity Firm Focused on Air Conditioning and Refrigeration
SYRACUSE, N.Y. /New York Netwire/ -- Cold Chain Capital LLC ("Cold Chain Capital"), 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").
As Hurricane Florence Nears the US, Here’s What To Know About 2018 Travel Insurance Coverage
NEW YORK, N.Y. /New York Netwire/ -- As one of the first major storms of the year 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.
Americans’ Labor Day 2018 Plans Include Long Trips to Canada, Europe and Across the USA, says Travel Insurance Comparison Site TravelInsurance.com
NEW YORK, N.Y. /New York Netwire/ -- Labor Day for many marks the end of summer, and according to sales data from TravelInsurance.com, a top travel insurance comparison site, American travelers are planning to spend those last vacation days on long trips across the U.S. and Canada and in the U.K., Ireland and Italy.
Lou D’Agostino and his Iron Cove Partners team have joined EPIC in NY
NEW YORK, N.Y. /New York Netwire/ -- 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.
The Pension Inspector Announces its New SaaS Integrating Prior and Present Form 5500 Filings, offering Big Picture of Plan Operations
NEW YORK, N.Y. /New York Netwire/ -- 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."
Klingenstein Fields Wealth Advisors in NY Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
NEW YORK, N.Y. /New York Netwire/ -- Klingenstein Fields Wealth Advisors (KFWA) 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.
Ryan Sims and Alex Megenis Join Wholesale Trading Insurance Services in NY
NEW YORK, N.Y. /New York Netwire/ -- Wholesale Trading Insurance Services, LLC (WTIS) announced today 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.
EPIC Insurance Brokers Adds Diane Montelione to its Financial Risk Practice in New York
NEW YORK, N.Y. /New York Netwire/ -- 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.
