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news:-shomari-gilyard,-cfp,-director,-wealth-planning,-has-been-made-a-partner-at-kf-advisors-|-citizenwire

News: Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF...

NEW YORK, N.Y. /CitizenWire/ -- 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. At KF Advisors, Shomari and his team are responsible for…
news:-fiduciary-insurance-services-llc-to-provide-integrative-wealth-management-and-insurance-advice-to-sponsoring-financial-institutions

NEWS: FIDUCIARY INSURANCE SERVICES LLC to provide Integrative wealth management and insurance advice to...

NEW YORK, N.Y., Sep 18, 2020 (SEND2PRESS NEWSWIRE) -- 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. "Insurance has always been provided…
news:-klingenstein-fields-wealth-advisors-(kfwa)-will-now-be-known-as-klingenstein-fields-advisors

NEWS: Klingenstein Fields Wealth Advisors (KFWA) will now be known as Klingenstein Fields Advisors

NEW YORK, N.Y., Aug 26, 2020 (SEND2PRESS NEWSWIRE) -- 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). KF Advisors provides comprehensive wealth and investment management services to…
news:-andrew-crofton-joins-klingenstein-fields-wealth-advisors-as-a-managing-director

NEWS: Andrew Crofton Joins Klingenstein Fields Wealth Advisors as a Managing Director

NEW YORK, N.Y., May 06, 2020 (SEND2PRESS NEWSWIRE) -- 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. In this role, Mr. Crofton will be responsible for advising high-net-worth and institutional clients…
news:-mpi-report:-wide-range-of-private-market-fund-returns-could-explain-ivy-endowments’-lackluster-fiscal-2019-performance

NEWS: MPI REPORT: Wide Range of Private Market Fund Returns Could Explain Ivy Endowments’...

SUMMIT, N.J., Feb 19, 2020 (SEND2PRESS NEWSWIRE) -- Markov Processes International (MPI), a leading provider of investment research, analysis and reporting solutions for the global wealth and asset management industry, today announced the publication of its annual Ivy League endowment performance analysis for the latest fiscal year, "Measuring the Ivy 2019: Decoding the Performance Gap."…
news:-fairport-wealth-announces-2020-community-beacon-recipient

NEWS: Fairport Wealth Announces 2020 Community Beacon Recipient

CLEVELAND, Ohio, Feb 19, 2020 (SEND2PRESS NEWSWIRE) -- Fairport Wealth is pleased to announce its support of Shoes and Clothes for Kids (SC4K) as its 2020 Community Beacon recipient. For 50 years, SC4K has been removing barriers to school attendance by providing essential school supplies such as school shoes and uniforms for kids in need.…
news:-best-financial-life-launches-deliberate-money-moves-podcast

NEWS: Best Financial Life Launches Deliberate Money Moves Podcast

DANVILLE, Calif., Jan 21, 2020 (SEND2PRESS NEWSWIRE) -- Greater East Bay financial planning firm Best Financial Life announces the launch of the Deliberate Money Moves podcast. Deliberate Money Moves was developed as a new avenue to educate clients and prospects on a wide variety of money and financial wellness topics so they can discover how…
news:-conte-wealth-advisors-opens-york-office-continuing-expansion

NEWS: Conte Wealth Advisors Opens York Office Continuing Expansion

CAMP HILL, Pa., Dec 03, 2019 (SEND2PRESS NEWSWIRE) -- Camp Hill based Conte Wealth Advisors continues its considerable expansion efforts opening an office at 1423 E Market St in York and welcoming two seasoned advisors into the organization. Brian Lauer and Patrick Barry each joined CWA on November 1, 2019 in order to offer expanded…
news:-beyond-aum-co-founder-nima-tolooi-named-one-of-crain’s-2019-notable-entrepreneurs

NEWS: Beyond AUM Co-Founder Nima Tolooi Named One of Crain’s 2019 Notable Entrepreneurs

CHICAGO, Ill., Sep 17, 2019 (SEND2PRESS NEWSWIRE) -- Nima Tolooi, co-founder of Beyond AUM, has been named one of Crain's Chicago Business's 2019 Notable Entrepreneurs. Crain's list of Notable Entrepreneurs features 44 businesspeople who have identified needs and untapped opportunities in the market; organized and run companies; and taken on greater-than-normal financial risk to achieve…
news:-paul-b.-stetz-joins-fairport-wealth

NEWS: Paul B. Stetz Joins Fairport Wealth

CLEVELAND, Ohio, Aug 29, 2019 (SEND2PRESS NEWSWIRE) -- Fairport Wealth (formerly Fairport Asset Management) announced today the appointment of Paul B. Stetz as Chief Operating Officer and member of the Executive Leadership Team. Prior to joining Fairport, Paul has held leadership positions with Schwab Advisor Services and Fidelity Clearing & Custody Solutions, where he successfully…
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