Tag: Investment Services
Klingenstein Fields Wealth Advisors promotes Maria Chambers, IACCP to Chief Compliance Officer
NEW YORK, N.Y. /New York Netwire/ -- 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
SAN FRANCISCO, Calif., Jan. 13, 2017 (SEND2PRESS NEWSWIRE) -- 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 at the Hyatt Regency in San Francisco, Calif. in the Main Hall - Pacific Level.
VLP Law Group LLP Continues Growth with Addition of Corporate Partner Geoffrey Perusse
PALO ALTO, Calif., Nov. 22, 2016 (SEND2PRESS NEWSWIRE) -- 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.
Lender Price Investor Glenn Stearns Appearing at 2016 Mortgage Bankers Association Convention in Boston
PASADENA, Calif., Oct. 17, 2016 (SEND2PRESS NEWSWIRE) -- 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.
Klingenstein Fields Wealth Advisors Panel Discussion on how to Achieve Your Family’s Philanthropic Goals
NEW YORK, N.Y., June 3, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently held an event at the Harvard Club examining the complex topic of family giving. A panel of professionals offered their knowledge and perspectives on how wealthy families can best support their philanthropic objectives.
Klingenstein Fields Wealth Advisors Participates in a Day of Service
NEW YORK, N.Y., May 31, 2016 (SEND2PRESS NEWSWIRE) -- Klingenstein Fields Wealth Advisors (KFWA), a leading wealth management firm with approximately $3 billion in assets under management, recently volunteered a day of service at God's Love We Deliver (GLWD), a New York-based charitable organization.
Klingenstein Fields Wealth Advisors releases publication on alternative investments
NEW YORK, N.Y., Nov. 23, 2015 (SEND2PRESS NEWSWIRE) -- 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.
BNP Paribas Brings SmartStops.net Risk Management Solutions to The Italian Market
SAN FRANCISCO, Calif., Nov. 18, 2015 (SEND2PRESS NEWSWIRE) -- 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.
