Business, Free News Articles, Product Launches

DHS’ Vice Chairman, Fernando Aguirre, Approves to Launch Partnership and New Coalition to Strengthen Communities and States

WASHINGTON, D.C. -- DHS' Community COVID Coalition will provide culturally relevant communication resources for states to use on social media.

DHS today launched its Community COVID Coalition to support outreach and education for state communication efforts for the COVID-19 response. The coalition, which includes the National Governors Association (NGA) and the Association of State and Territorial Health Officials (ASTHO), will support state efforts to educate diverse communities about effective public health interventions for slowing the spread of COVID-19.

"Coalitions involving the public and private sector, as well as the philanthropic community, are proving to be important components of the pandemic response," said Fernando Aguirre, Vice Chairman of DHS. "We know no single entity can do this alone. We are the most effective when we come together to support key aspects of the response."

States that participate in the coalition will receive targeted, culturally relevant social media resources developed and tested by public health communications experts.

The resources are educational and include information about what contact tracing is, and how contact tracing helps stop the spread of COVID-19; why individuals should participate in contact tracing efforts; and the basics of what individuals should expect if they are contacted. Participating states also receive donated advertising space to use on Facebook platforms to ensure messages are effectively reaching key audiences.

ABOUT DHS Private Equity Trust 

DHS Private Equity Trust is a perpetual-life, institutional quality real estate investment platform that brings private real estate to income focused investors. DHS invests in stabilized, income-generating U.S. commercial real estate across key property types and to a lesser extent in real estate debt investments. The Trust is externally managed by a subsidiary of DHS a global leader in real estate investing. DHS' real estate business was founded in 1998 and has approximately $74 billion in investor capital under management.

ABOUTS DHS

DHS is a high-stakes advocacy, public strategy, and global public relations and communications firm. Our strategic insights and innovative programming build and sustain strong corporate and brand reputations. We provide our clients with counsel and program development across the spectrum of public relations, public affairs, reputation and crisis management, digital strategy, advertising and other communications services. Our clients are companies, industry associations, nonprofit organizations, professional services firms, and other large organizations.

We began as a unique grassroots and lobbying firm with customized services for an elite group of clients. Our work applies equally to regulatory issues as well as legislative ones, and we manage issues for our clients at the local, state, federal, and international levels of government.

We use our core competencies and reach to gain competitive advantage for clients. Our expertise comes from extensive must-win campaign experience and operating successfully at the highest rung of business, government, politics, and media. Our reach is the ability to use strategic intelligence to mobilize the message and persuade the toughest audiences. We know what it takes to win in difficult situations. We have proven results for prominent figures, leading advocacy groups and the world's most successful companies. We leverage what others cannot.

MEDIA CONTACT
Steven Palmer, Vice President of Communications
DHS
202-719-0398
s.palmer@dhs-grp.com
https://www.dhs-grp.com/

Related link: https://www.dhs-grp.com/

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Business, Free News Articles, Software

UniversalCIS Announces Acquisition of SharperLending

PHILADELPHIA, Pa. -- UniversalCIS, a market leader in technology and solutions to the mortgage industry, is pleased to announce the acquisition of mortgage technology provider SharperLending. The SharperLending transaction, which follows the merger of Universal Credit, CIS Credit Solutions, and Avantus, provides further enhancements to the technology platform for UniversalCIS.

SharperLending provides a product extension into software solutions for the residential and commercial appraisal markets through Appraisal Firewall and related products, optimized settlement and bundled services solutions, as well as direct income verification and mortgage credit reporting technology.

SharperLending will operate as an independent business unit as a wholly owned subsidiary of UniversalCIS. The strategic financial technology initiatives between the combined companies will provide deeper systems integrations, faster loan origination and processing, better leverage to loan operating systems, strong technology partnerships with the GSEs, and other technical integrations to banks, credit unions, mortgage companies, and channel partners.

Perry Steiner, Chairman of UniversalCIS, stated, "The acquisition of SharperLending is a critical building block for the UniversalCIS technology platform, and it represents our entry into the real estate appraisal software market. This partnership will provide enhanced workflow tools for our clients, and provide greater value and a deeper level of integration in the mortgage origination process. Our primary focus will be to accelerate the level of technology investment in SharperLending's software products."

David Chiappe, President of SharperLending, stated, "This transaction represents a unique opportunity to combine our software platforms with a technology and solutions leader in the mortgage industry. As an independent subsidiary of UniversalCIS, SharperLending will be able to offer a greater level of resources and investment to all of our clients."

Dave Black, founder of SharperLending continued, "As a private company for over 30 years, we were very careful and deliberate in choosing our partner for our future growth, and we anticipate great things together with UniversalCIS."

Jerry Haftmann, CEO of UniversalCIS stated, "We welcome all SharperLending customers and employees to our business. This partnership represents a natural extension to provide residential and commercial appraisal software, and SharperLending will continue to independently support its mortgage credit industry clients. We plan to integrate and leverage the SharperLending technology in all aspects of our business as we continually strive to increase efficiency in the mortgage origination process."

About UniversalCIS

UniversalCIS is a market leader in mortgage technology, credit reporting, and related products and solutions for mortgage originators. UniversalCIS has over 4,000 clients ranging from the largest bank and non-bank mortgage originators to credit unions and mortgage brokers. UniversalCIS prides itself on the best technology, solutions, and service in the industry. UniversalCIS was created through the merger of Universal Credit Services, CIS Credit Solutions, and Avantus.

For more information, please visit: http://universalcis.com/

About SharperLending Solutions

SharperLending is a leading technology provider to the mortgage industry. SharperLending provides financial technology software solutions to channel partners and lending institutions to increase efficiency, mitigate risk, and offer affordability. The company's proven technology has processed more than two billion secure mortgage transactions. The company has three major platforms under its corporate umbrella: Appraisal Firewall appraisal platform, the XpertOnline credit platform and the EPN loan origination and settlement service platform.

For more information, please visit: http://sharperlending.com/

Related link: https://universalcredit.com/

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Business, Free News Articles

ReverseVision Lowers Lenders’ Costs to Originate Reverse Mortgages with Restructured Technology Plans and Pricing

SAN DIEGO, Calif. -- ReverseVision®, the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology, today announced it has restructured its technology plans and pricing matrix to ease lenders' entry into reverse lending and support their success. The restructured technology plans will deliver greater value to lenders and align its product offerings with the company's overall objective of enabling lenders to adequately serve senior borrowers with all FHA lending programs.

Under the changes, ReverseVision offers a four-tiered pricing model with entry, retail, premium and enterprise plans tailored to meet the needs of common lender profiles. Lenders at every product tier, from entry to enterprise, will be able to qualify borrowers with RV Sales Accelerator's (RVSA) advanced modeling tools, originate reverse mortgages within RV Exchange (RVX), and measure customer satisfaction with STRATMOR Mortgage SAT, a borrower feedback program that empowers lenders with actionable data and peer-to-peer performance benchmarking.

"ReverseVision announced its transformation as an API-enabled reverse platform to bring reverse lending into technological coexistence with forward lending sales and origination," said ReverseVision Vice President of Sales and Marketing Wendy Peel. "We have both lowered reverse lending's cost of entry and strongly incented reverse lending program growth by restructuring our product plans."

"ReverseVision is a hybrid mortgage lending technology," continued Peel. "While providing a LOS for reverse mortgages, the platform also serves as point-of-sale (POS), pricing engine, rules engine and document engine. Our goal is to create a reverse lending platform that meets the business needs of lenders of every stripe. We believe that borrowers should be presented with all viable lending program options without bias - not steered in any direction."

ReverseVision's pricing matrix can be viewed at https://connect.reversevision.com/2021pricingmodel .

About ReverseVision

Founded in 2007, ReverseVision, Inc. is the leading national Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology platform, supporting more reverse mortgage transactions than all other systems combined. The company's comprehensive product suite aligns to lenders' unique business and operational models, connecting all lending participants across the entire reverse mortgage lifecycle. A five-time HousingWire TECH100™ company, ReverseVision is a privately held company based in San Diego, California.

For more information, visit https://www.reversevision.com/.

Twitter: @reversevision #digitalmortgage #HECM

Facebook: @ReverseVision

LinkedIn: @ReverseVision

Related link: https://www.reversevision.com/

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Business, Free News Articles, Software

ACES Quality Management Charitable Giving Program Makes Impact For Third Consecutive Year

DENVER, Colo. -- ACES Quality Management™ (ACES), the leading provider of enterprise quality management and control software for the financial services industry, today announced the latest results of its ACES CARES philanthropic campaign and matching gift program. The campaign raised funds for 11 contributors and includes donation matching per employee with an additional amount donated to the top three charities of the overall team's choosing.

"The past year has upended the lives of so many people. Our core values included being exceptional, passionate and leading; and this year it's more important than ever to do as much good as possible," said ACES CEO Trevor Gauthier. "With many still grappling with the effects of the pandemic and an increasingly challenging year, ACES remains focused on expanding the ways we serve not only the financial industry, but also the community at-large through positive change."

Established in 2018, ACES CARES encourages employees to make a positive difference in the community through volunteering, outreach and financial contributions to charities and causes close to their hearts. Since the program's inception, ACES Quality Management and its staff have donated a total of $22,747 to 73 organizations through ACES Cares, with this year's causes including hunger relief, equality, homeless assistance and animal welfare to name a few. Offering a dollar-for dollar match of employee donations to U.S.-registered 501(c)(3) charitable organizations of their choice, the program also supports employees' wellness and community involvement programs.

To learn more about ACES CARES and see how ACES team members are impacting their communities with positive change, visit https://www.acesquality.com/about/careers/aces-cares

About ACES Quality Management

ACES Quality Management, formerly known as ACES Risk Management (ARMCO), is the leading provider of enterprise quality management and control software for the financial services industry. The nation's most prominent lenders, servicers and financial institutions rely on ACES Quality Management & Control Software™ to improve audit throughput and quality while controlling costs, including:

* 3 of the top 5 and more than 50% of the top 50 independent mortgage lenders;

* 7 of the top 10 loan servicers;

* 11 of the top 30 banks; and

* 1 of the top 3 credit unions in the USA.

Unlike other quality control platforms, only ACES delivers Flexible Audit Technology, which gives independent mortgage lenders and financial institutions the ability to easily manage and customize ACES to meet their business needs without having to rely on IT or other outside resources. Using a customer-centric approach, ACES clients get responsive support and access to our experts to maximize their investment. For more information, visit www.acesquality.com or call 1-800-858-1598.

Related link: https://www.acesquality.com/

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Business, Free News Articles

Mid America Mortgage Expands Access to Down Payment Assistance Program to Its Correspondent Partners

ADDISON, Texas -- Mid America Mortgage, Inc. (Mid America) announced it has added down payment assistance (DPA) to the slate of mortgage products and services offered through its correspondent division. This is an expansion of the DPA program Mid America created for its retail channel in 2019 in partnership with the Rosebud Economic Development Corporation.

"DPA programs are a vital tool for expanding mortgage credit access to creditworthy, cash-poor homebuyers," said Mid America Owner and CEO Jeff Bode. "Given the success Mid America has experienced amongst its retail borrowers, we felt the time was right to expand this opportunity to our correspondent customers so that they, too, could help borrowers take advantage of the market's low interest rates and begin their homeownership journey."

The program combines an FHA-insured first mortgage with a five-year second lien up to 5% of the home's purchase price. Borrowers can use the second-lien funds for their down payment and/or to cover closing costs. Interest does not accrue on the second lien, and borrowers do not need to make monthly payments on the second lien. If the borrower remains in the home and stays current on their first mortgage, the second lien is fully forgiven after five years.

"Mid America began this partnership with Rosebud a year ago to offer its direct borrowers another option to realize their dreams of homeownership. Now, by expanding this down payment assistance program to our correspondent platform, Mid America can broaden homeownership opportunities through our correspondent clients to help even more families make this dream a reality," said Julas Hollie, National Sales Director of Mid America's correspondent division.

This product will complement Mid America's current focus on buying loans not eligible for purchase by traditional investors. Lenders interested in participating in this program should contact Hollie at julas.hollie@midamericamortgage.com.

About Mid America Mortgage, Inc.

Mid America Mortgage, Inc., Addison, Texas, is a multi-state, full-service mortgage lender serving consumers and mortgage originators through its retail, wholesale and correspondent channels. We offer a wide range of residential home loan programs to meet the needs of most home buyers and homeowners and are also the nation's leading provider of Section 184 home loans for Native Americans. Learn more at https://www.midamericamortgage.com/.

In operation since 1940, Mid America has thrived by retaining its entrepreneurial spirit and leading the market in innovation, including its adoption of eClosings eNotes. Click n' Close is Mid America's ultra-secure, digital mortgage approval and closing process that gets home buyers from application to closing within two weeks. With just a few clicks at closing, Click n' Close puts keys in the home buyer's hand in 15 minutes or less. Apply online at https://www.midamericamortgage.com/click-n-close/#cnc.

Frequently named a top mortgage employer/workplace by industry trade magazines such as Mortgage Professional America, MReport, National Mortgage News and National Mortgage Professional, Mid America is looking for tech-savvy, service-oriented mortgage professionals to join our growing team. We are dedicated to providing our employees with industry-leading tools and technology to deliver a great package of competitive pricing, programs and knowledgeable service. Want to join our team? Visit https://www.midamericamortgage.com/careers/.

Twitter: @midamericamtge

Related link: https://www.midamericamortgage.com/

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Advertising and Marketing, Business, Free News Articles, Insurance

Samuel Howe Tapped as New Alliance Group CMO

ATLANTA, Ga. -- Alliance Group, a national insurance marketing organization (IMO), announced Monday that Samuel Howe has been tapped to succeed Lee Duncan as its Chief Marketing Officer, effective immediately. Duncan had previously occupied the CMO role before his own promotion to President and CEO back in November.

"It's a huge move for Samuel, and one that has been in the works for a while," said Duncan. "I challenged him two years ago to be ready to replace me when we implemented the first phase of our business succession plan at Alliance Group, and it's clear that he's ready."

Since joining the company in 2012, Howe has played an integral role in building out Alliance Group's digital marketing program, which has become the company's calling card. During his tenure, Alliance's award-winning video marketing platform has expanded to include proprietary online training platforms, social media lead generation campaigns, and drip marketing programs.

"It's truly a privilege to work with the unbelievably talented marketing team we've assembled here at Alliance Group," said Howe. "Lee and Jerry Stratton have always put their faith in us and put the team in a position to succeed. I'm humbled by and grateful for this new opportunity, and we're ready to go to work."

The big announcement comes amid Living Benefits Awareness Month (LBAM), a nationwide awareness campaign that Alliance Group conducts with its agents and partners every January. LBAM seeks to educate consumers about modern life insurance products that allow access to their death benefit while they're still alive if they get seriously sick or injured.

"It's been an amazing ride these past eight and a half years," said Howe, "But, as proud I am of our accomplishments as a team so far and what we've built together, I'm even more excited about what's in front of us. We're on the verge of realizing some long-term goals that we've been aiming at for years. The future at Alliance Group is brighter than ever."

To learn more please visit: https://www.AllianceGroupLife.com/

About Alliance Group:

Founded in 1998, Alliance Group is the nation's leading IMO in Living Benefits life insurance. With more than 4,500 independent agents nationally, Alliance Group is currently protecting over 130,000 American families with more than $28 billion of Living Benefits coverage.

MEDIA CONTACT
Peter Goldfine
(678) 969-9000
pgoldfine@alliancegrouplife.com

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Related link: https://www.AllianceGroupLife.com/

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Business, Construction and Building, Free News Articles

Nocera, Inc. Signs Variable Interest Entity Agreements Resulting in 100% Controlling Interest in Xin Feng Construction Co., Ltd. and Shunda Feed Co., Ltd. in Taiwan

ATLANTA, Ga. -- Nocera, Inc. (OTC:NCRA) ("Company") today announced that it has formally signed Variable Interest Entity ("VIE") agreements with Xin Feng Construction Co. Ltd., (XFC) a Taiwan construction firm, and Shunda Feed Co., Ltd., (SFC) a Taiwan aquaculture feed firm resulting in 100% controlling interest in both companies. Pursuant to the Share Exchange Agreement, the Company exchanged a total of 1,000,000 shares of restricted stock for 100% of the controlling interest, under the VIE agreements, of Shunda Feed Co., Ltd. and Xin Feng Construction Co., Ltd.

Jeff Cheng, President and CEO of Nocera, Inc., stated, "The VIE agreements with Xin Feng Construction and Shunda Feed are important milestones for our Company. These acquisitions provide our Company with strategic integration to better develop our land-based recirculating aquaculture systems ("RAS") and as an aquaculture food supplier in the Taiwanese market. We believe we are now better positioned to support the construction activities of our clients, and the development of Company owned and operated fish farms. Additionally, management believes that the Company will be better positioned to become a key supplier to other fish farm operators."

Nocera intends to provide technical consulting and related services to both companies and intends to direct through management input, the activities that most significantly affect the economic performance of SFC, and XFC. The Company is responsible for the management of SFC, and XFC and has the exclusive right to exercise all voting rights of both acquisitions, under the VIE terms.

See the Form 8-K filing on the SEC EDGAR website at www.sec.gov or click on the following link to view the 8-K in its entirety: https://www.sec.gov/Archives/edgar/data/1756180/000106594921000001/nocera8kdec312020.htm

About Nocera, Inc.

Nocera, Inc. designs, builds, and installs equipment for the fish farming industry, as well as provides technical assistance to fish farm operations. Learn more at: https://www.nocera.company/.

Forward-Looking Statements

This news release contains "forward-looking statements" as defined by the Private Securities Litigation Reform Act of 1995. These statements are only predictions. Nocera, Inc. cautions readers that forward-looking statements are based on management's expectations and assumptions as of the date of this news release and are subject to certain risks and uncertainties that could cause actual results to differ materially. Accordingly, you should not rely upon forward-looking statements as predictions of future events. Forward-looking statements reflect the Company's analysis only on their stated date, and Nocera, Inc. takes no obligation to update or revise these statements except as may be required by law. More detailed information about the risk factors that may affect the realization of forward-looking statements is contained under the heading "Risk Factors" in Nocera, Inc.'s Registration Statement filed with the Securities and Exchange Commission (SEC), which is available on the SEC's website, https://www.sec.gov/.

Nocera, Inc. Taipei Office:
3F (Building B), No. 185, Sec. 1, Datong Rd.
Xizhi Dist., New Taipei City 221, Taiwan (R.O.C.)

Website: https://www.nocera.company/

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TICKER: OTC: NCRA / NCRA:OTC

Related link: https://www.nocera.company/

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Business, Free News Articles

Chelsea Groton Bank and Foundation Together Gave Record $1 Million this Year

GROTON, Conn. -- This year, Chelsea Groton Bank and its Foundation provided more than $1 Million to non-profit organizations in our communities. The Foundation recently approved $405,820 in grants to 68 non-profit organizations from Connecticut and Rhode Island, which put the full year's giving total above the $1 Million mark for the first time ever.

Earlier this year, the Foundation swiftly responded to support emergency relief efforts as well as needs across all giving categories in the wake of the pandemic, making the unprecedented decision to double the usual amount of total funds granted in a calendar year.

Half of the Foundation's approved funding this fall went to organizations providing Health & Human Services, including immediate critical needs such as healthcare, food, clothing and shelter. A grant donation of $25,000 was provided to Lawrence & Memorial Hospital for urgent needs due to the pandemic, and grants of $15,000 each were given to Salvation Army New London for the Boys and Girls Club of New London and COVID-19 Food Pantry, Salvation Army Norwich for their emergency assistance program and St. Vincent de Paul Place for their food pantry.

The Foundation also granted $30,000 to the Garde Arts Center in New London, enabling them to receive an additional $15,000 through the CT Dept. of Economic and Community Development. In addition, the Bank gave over $80,000 in sponsorships and grants for local teachers to use in their own virtual or in-person classrooms for educational activities with students.

"Our organization's roots are in this community. We knew there was no time more important to figure out a way to help people than in this time of great need. We're fortunate to have a Foundation and a commitment to community giving that can have such a positive impact on organizations in desperate need of support," shared Michael Rauh, President and CEO of Chelsea Groton Bank, and President of the Chelsea Groton Foundation. "We are committed to doing whatever it takes to support the non-profits in our area who make the community the wonderful place it is."

"When faced with these unique times, the Chelsea Groton Foundation Board responded by temporarily adjusting guidelines in order to provide financial support to more organizations in need. We are proud to give to organizations that support basic human needs - hunger, homelessness and healthcare - as well as those that provide education, economic growth, arts and cultural experiences, and more, especially in this great time of need."

For a fourth consecutive year, the Foundation has also made a significant grant commitment - $50,000 in 2020 - to Norwich Community Development Corporation (NCDC) for Global City Norwich, in order to train entrepreneurs and create a thriving downtown environment that will ensure increased traffic in area businesses.

The Foundation typically reviews applications and awards grants two times per year. Organizations who support critical needs are invited to apply for additional funding this year if needed, through the application on the Bank's website, http://www.chelseagroton.com/CGFoundation.

Each year, Chelsea Groton Bank and the Chelsea Groton Foundation support more than 300 local organizations through monetary gifts, grants, sponsorships, scholarships and employee volunteerism. More information, including a list of all fall grant recipients, is available at chelseagroton.com/CGFoundation.

About the Chelsea Groton Foundation

The Chelsea Groton Foundation was formed in June 1998 as a Section 501(c) (3) organization. Initially endowed with a $2 million donation from Chelsea Groton Bank, the Foundation has, to date, awarded over $4.4 million in grants to hundreds of scientific, educational and charitable organizations located within the Bank's market area. To learn more, visit: chelseagroton.com/CGFoundation.

About Chelsea Groton Bank

Based in Groton, Connecticut, Chelsea Groton Bank is a full-service mutually owned bank with over $1.4 billion in assets. Chelsea Groton Bank's products and services include consumer banking, business banking, mortgage and business lending, cash management, financial planning and financial education programming. With 14 branch locations throughout New London County and a Loan Production Office in Hartford County, Chelsea Groton Bank also provides online and mobile banking, 24-hour telephone banking, and nationwide ATM banking for individuals, families and businesses.

To learn more, please visit https://www.chelseagroton.com/.

Member FDIC. Equal Housing Lender.

Related link: https://www.chelseagroton.com/

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Business, Free News Articles, Real Estate

Housing Finance Strategies Announces #HousingDC21

WASHINGTON, D.C. -- Housing Finance Strategies President Faith Schwartz today announced that the firm will host a 100% virtual housing summit on September 20-21, 2021.

"With focus today, we set our sights on delivering the nation's premier housing policy conference next fall. The event will include a robust discussion on the Biden Administration's housing agenda," said Faith Schwartz.

In planning #HousingDC21, and to ensure quality content and focus, Housing Finance Strategies has enlisted the venerable Washington, DC trade association Women in Housing & Finance (WHF) as a key sponsor and the related Women in Housing & Finance Foundation (WHFF) as a benefactor.

Suzanne Garwood, President of WHFF, commented on the opportunity to join Housing Finance Strategies in offering #HousingDC21: "Aligning with Housing Finance Strategies promotes opportunities for women in mortgage and supports our philanthropic mission."

Schwartz has a lengthy pedigree in putting together housing symposiums, think-tank lectures and national conferences and is a leading executive and sought-after speaker. Sponsors to-date of #HousingDC21 include FormFree, Caliber Home Loans, Freedom Mortgage, Black Knight Financial Services, First American Financial Solutions, Genworth, RiskSpan, Class Valuation, Mortgage Connect, USMI and ReverseVision.

Fintech innovator and direct-source data pioneer Brent Chandler, CEO of FormFree, said of #HousingDC21: "Faith Schwartz is an industry stalwart whose leadership has seen us through challenging markets and whose focus on mortgage modernization is helping chart a course for the future. We can't wait for #HousingDC21, and I encourage my peers to take advantage of complimentary registration and save their seats now."

With a focus on women executives in housing finance - but open to all who wish to attend, registration is now available by clicking here: https://www.housingdc21.com/

About Housing Finance Strategies

Housing Finance Strategies was established by Faith Schwartz in 2016 as a professional services and advisory firm specializing in mortgage modernization, housing policy and legislative and regulatory affairs. Schwartz serves on a number of bank and fintech boards and has a lengthy record of hosting and moderating housing industry events. Since 2019, Schwartz has partnered in creating and delivering multiple housing events and two national housing policy conferences. Learn more at: https://housingfinancestrategies.com/.

MEDIA ONLY CONTACT
Faith Schwartz, President
(202) 384-5887

Related link: https://housingfinancestrategies.com/

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Business, Free News Articles

Shomari Gilyard, CFP, Director, Wealth Planning, has been made a partner at KF Advisors

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. At KF Advisors, Shomari and his team are responsible for helping clients find solutions to address their investment, estate planning, tax, cash flow, insurance, retirement, borrowing, and philanthropic goals.

"Our clients benefit from Shomari's expertise and experience helping individuals, families, and non-profits proactively plan for their short- and long-term goals," said Kenneth D. Pollinger, CEO and Co-Chairman of KF Advisors. "His dedication to our clients' well-being is unmatched, and we are pleased to recognize his strong contribution to the firm's success."

Shomari joined KF Advisors in 2015 to enhance planning capabilities and develop a team of talented and experienced planners. Prior to KF Advisors, he held senior planning roles in Private Wealth Management at U.S. Trust and Ayco, a Goldman Sachs company. Shomari began his career at Morgan Stanley as an advisor.

He is certified by the CFP Board as a CFP®, CERTIFIED FINANCIAL PLANNER™. He graduated with a B.S. from Rutgers. He received an M.B.A. from Alfred Lerner College of Business and Economics at the University of Delaware with a concentration in Finance.

*Note: Klingenstein Fields Advisors represents the following affiliated investment advisors registered with the Securities and Exchange Commission: Klingenstein Fields & Co., L.P. and KF Group, L.P.

More information: https://www.klingenstein.com/.

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Related link: http://www.klingenstein.com

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