All posts by imreal

Business: Insurance

What Are The Most Common Car Insurance Myths And Misconceptions

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“Misconceptions are quite common in the car insurance industry. Luckily, these misconceptions are easily debunked”, said Russell Rabichev, Marketing Director of Internet Marketing Company.


LOS ANGELES (PRWEB)

Carinsuranceshoppingsource.com has launched a new blog post that presents several popular car insurance misconceptions people can have.

For more info and free online quotes, please visit https://carinsuranceshoppingsource.com/typical-misconceptions-car-insurance/

Many persons are still having some misconceptions regarding the car insurance market. Most of these misconceptions are not true. In most cases, these fears are spread by persons that have little knowledge of how the car insurance industry works or by persons with bad intentions.

The most common misconceptions about auto insurance are the following:


  •     Minimum liability coverage provides coverage for almost all scenarios when the car is damaged. This is not true. The minimum liability coverage is only enough to drive legally. In many cases, minimum liability coverage is not enough to pay the damage caused to other persons’ property or to pay their medical expenses. Policyholders that don’t have enough coverage will risk losing their assets to pay for the damage and medical bills.

  •     Carrying one or two policies will suffice. Drivers that own one or two policies are not fully protected against all situations. To be fully protected, policyholders should purchase liability, collision, comprehensive, PIP and Uninsured/Underinsured motorist insurance policies. Full coverage can be pretty expensive.

  •     The value of deductibles will not be relevant. Deductibles are very important for drivers that know to take advantage of them. The deductibles represent the amount a driver has to pay upfront before the insurance policy kicks in. Drivers that choose higher deductibles will pay lower insurance premiums. Smart drivers can tweak their deductibles in order to obtain good insurance rates and affordable deductibles.

  •     Red cars are charged more by insurance companies. Many persons associate red car owners with people that are reckless drivers or like speeding. This popular belief is false and car insurance companies are not interested in the color of a vehicle.

  •     Adding a second senior driver will lower the cost of the premiums. Many believe that adding a senior driver to their policies will make their insurance costs to drop. In many cases, this is not true. Most senior drivers pay lower car insurance rates due to their driving experience. However, if a policyholder is adding a senior driver that has recent traffic violations in the driving record, then the insurance costs will not be lowered, but instead, they can increase.

For additional info, money-saving tips and free car insurance quotes, visit https://carinsuranceshoppingsource.com/

Carinsuranceshoppingsource.com is an online provider of life, home, health, and auto insurance quotes. This website is unique because it does not simply stick to one kind of insurance provider, but brings the clients the best deals from many different online insurance carriers. In this way, clients have access to offers from multiple carriers all in one place: this website. On this site, customers have access to quotes for insurance plans from various agencies, such as local or nationwide agencies, brand names insurance companies, etc.

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Business: Executives

Mercer Advisors Elevates Regional Director to Senior Management Role

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In the new, Managing Director role, Combs will now oversee Mercer Advisors’ rapidly growing businesses in Boulder and Denver, CO as well as for the Chicago, IL and Omaha, NE offices.


DENVER (PRWEB)

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the promotion of Laura Combs, CFP® to Managing Director with responsibility for Mercer’s offices in the Central part of the U.S. With the promotion and expansion of responsibilities, Combs will also become a member of Mercer Advisors’ Senior Leadership Team.

Combs has been with Mercer Advisors for over a decade and has held multiple positions in the organization focused on serving clients and their wealth management needs. In the new, Managing Director role, Combs will now oversee Mercer Advisors’ rapidly growing businesses in Boulder and Denver, CO as well as for the Chicago, IL and Omaha, NE offices.

“Laura has distinguished herself as an advisor and experienced leader with a passion for serving clients and helping them find their path to Economic Freedom™,” said Dave Welling, CEO for Mercer Advisors. “Her dedication and commitment to helping clients succeed as well as her approach to developing fellow team members is a perfect combination of skills that will help us to continue to grow our business here in our home state of Colorado, as well as in the greater Midwest.”

Combs serves on the executive steering committee for Mercer Advisors’ award-winning InvestHERs women’s initiative, which focuses on becoming the wealth management firm of choice for women advisors and clients. Combs has also been recently recognized by the Thrive Awards as one of the fastest growing financial advisors in the country.

Combs began her career in the investment management industry in 2008. Her financial advisor experience includes the diverse elements of financial planning and investment management by helping clients achieve their short- and long-term goals, and navigate life changing events with confidence and clarity. A member of Mercer Advisors Investment Committee, Combs provides investment analysis and helps with manager selection for Mercer Advisors’ clients. Combs graduate from Wheaton College with a degree in Communications and a minor in Spanish.

About Mercer Advisors

Established in 1985, Mercer Global Advisors Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive, fee-based investment management, financial planning, family office services, retirement benefits and distribution planning, estate and tax planning, asset protection expertise, and corporate trustee and trust administration services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. (RIA), majority owned by both Oak Hill Capital and Genstar Capital, one of the largest Registered Investment Advisors and financial planning firms in the U.S. with over $18 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has over 400 employees, and operates nationally through 47 offices across the country. For more information, visit http://www.merceradvisors.com.

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Health

Deerwalk Introduces Reporting to Simplify Stop Loss Analysis

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…we were aware of the need for a better, centralized solution for stop loss reporting. We’ve solved for this by designing a tool that draws on our data expertise to deliver easy-to-use stop loss reporting that is specific to each group’s unique situation and can be easily run and distributed.


BOSTON (PRWEB)

Deerwalk, Inc., an innovative population health management, data management, and healthcare analytics software company is proud to introduce new stop loss reporting functionality. This new reporting provides a “one-stop shop” for stop loss reporting and is available with the latest release of Plan Analytics, Deerwalk’s interoperable healthcare reporting and analytics application.

From within Plan Analytics, clients now have access to a data entry portal and two new reports, Specific Stop Loss (i.e., Individual Stop Loss) and Aggregate Stop Loss. The data entry portal allows users to enter a group’s stop loss contract parameters to calculate specific or aggregate stop loss, including custom parameters such as lasered members, run-in and run-out provisions, and uncommon (i.e., non-January) contract renewal months. The reports generate an overall financial picture by combining the input contract parameters with medical/pharmacy claims and eligibility data.

Reporting that integrates the actual paid claims experience and accounts for specific contract variables simplifies analysis, allowing for a comprehensive understanding of how a group is performing in relation to its stop loss policy. Armed with this information, healthcare decision makers can more accurately assess exposure to fluctuating claims costs, easily track where a group is in terms of meeting its stop loss deductible and reimbursement levels, and plan accordingly for budgeting for contractual purposes.

Deerwalk’s Vice President of Product Ed Hausman stated, “From our experience working with a client base that includes over 45 third party administrators, as well as brokers and stop loss entities, we were aware of the need for a better, centralized solution for stop loss reporting. We’ve solved for this by designing a tool that draws on our data expertise to deliver easy-to-use stop loss reporting that is specific to each group’s unique situation and can be easily run and distributed.”

Not only does Deerwalk’s stop loss reporting provide a clearer, more detailed overall picture, but having all this data in one place eliminates the need to collect information from disparate sources (such as carriers, claims databases, and numerous reporting tools) that must then be compiled and reconciled with the stop loss contract. Deerwalk’s dynamic reporting replaces this manual work, essentially automating this time-consuming process by bringing together all of the critical pieces of information into one place to quickly generate a report that can be shared with stakeholders.

To see a live demo of this new functionality, visit info.deerwalk.com/demorequest or reach out to Tim Huke, Chief Growth Officer at Deerwalk, at (949) 233-4908 or thuke@deerwalk.com.

About Deerwalk, Inc.

Deerwalk is an innovative population health management, data management, and healthcare analytics software company based in Lexington, Massachusetts. Founded in 2010, Deerwalk is privately held with over 300 employees worldwide, including a technology campus in Kathmandu, Nepal. We partner with industry leaders responsible for making decisions for the health of a population to optimize costs and improve the quality of care. Deerwalk offers a complete population health management suite built on a foundation of data integrity that delivers reliable data insights and actionable intelligence. To learn more, visit http://www.deerwalk.com.

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Technology: Computer

Galactic Mathematics Helps States Title Disrupt 143-Year Old Industry

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I adapted this technique to work on title insurance risk, optimizing our machine learning algorithm to produce maximal value while enabling the best customer experience. It turns out, if you’re just optimizing a number, it doesn’t matter if it’s galactic dark matter or dollars of revenue and loss.


SAN FRANCISCO (PRWEB)

States Title Holding, Inc., one of the top ten largest real estate settlement service companies in the United States, was issued a patent for “Predictive Machine Learning Models” by the U.S. Patent and Trademark Office on December 17, 2019. The company can now find the “sweet spot” for automated title processing in its first-of-its-kind title insurance algorithm.

The patent for invention number 10,510,009 allows States Title to optimize the value-maximizing point in the instant underwriting model by modifying the previously well-known Markov Chain Monte Carlo technique with unique title-specific mathematical components. The company’s Chief Data Scientist, Andy Mahdavi, a Fulbright Scholar who earned his PhD in Astronomy and Astrophysics from Harvard University, previously applied the Markov technique to study dark matter using galaxy cluster data from NASA satellites.

“During the first half of my career, I was an astrophysicist, working on unraveling the nature of dark matter, a substance that makes up 85 percent of the cosmos and yet is totally invisible and extremely difficult, if not impossible, to detect in a lab. To do this, I leveraged a statistical technique called Markov Chain Monte Carlo, which optimizes theoretical models until they match the data, providing the most suitable match. When I arrived at States Title, I adapted this technique to work on title insurance risk, optimizing our machine learning algorithm to produce maximal value while enabling the best customer experience. It turns out, if you’re just optimizing a number, it doesn’t matter if it’s galactic dark matter or dollars of revenue and loss.”

– Andy Mahdavi, Chief Data Science Officer, States Title Holding, Inc.

This new patent complements the patent awarded to States Title in April 2019, which protects the company’s use of data science to create predictive title insurance by assigning a risk score to indicate how safe a property is in terms of potential liens or other liabilities that may cloud a property’s title. The second patent protects States Title’s unique application of the Markov technique to turn this risk score into a profit/loss number.

Mahdavi joined the company from Capital One, where he applied the scientific rigor of almost two decades in academia to develop hyper real-time fraud protection. He is emblematic of how States Title attracts experts from a variety of fields to disrupt an industry that has looked the same for more than 100 years.

“Anyone who has bought or refinanced a property has experienced the friction and frustration inherent to the traditional title and escrow process. Our team brings academic and industrial expertise from astrophysics, data science, machine intelligence, supply chain management, operations research and engineering disciplines together in a concerted effort to reimagine the residential mortgage industry.”

– Max Simkoff, Chief Executive Officer, States Title Holding, Inc.

About States Title Holding, Inc. and States Title

Founded in 2016 in San Francisco, States Title Holding, Inc. has grown rapidly to become one of the top ten largest title and escrow companies in the US. The States Title family of companies – States Title, North American Title Company (NATC) and North American Title Insurance Company (NATIC) – is able to impact 90% of all real estate transactions in the US. States Title’s first-of-its-kind, patented technology solution utilizes machine intelligence to make residential real estate closings vastly more simple and efficient. Current customers are able to close more loans, faster, and at a lower cost, while maintaining best in class quality and service. To learn more visit http://www.statestitle.com.

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Technology: Electronics

Allerio to Showcase New Wireless Technology at the Consumer Electronics Show

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“We’re excited to meet with innovators and thought leaders to explore how Allerio’s mobile hub can enhance patient care for first responders today,” said Drew Delaney, Allerio Director of Business Development.


DULUTH, Minn. (PRWEB)

Allerio, a smart mobile connectivity company that is taking emergency medical services (EMS) and telemedicine to the next level with a mobile connectivity solution, is kicking off 2020 by heading to two world-renowned conventions focusing on breakthrough technology and innovation for first responders.

This will be the first year Allerio will exhibit its cutting-edge technology for first responders at the Consumer Electronics Show (CES) Jan. 7-10 in Las Vegas, Nevada. Additionally, Allerio continues to showcase alongside industry partners at the National Association of EMS Physicians (NAEMSP) conference Jan. 7-10 in San Diego, CA.

CES attracts business leaders and pioneering thinkers from around the world and has served as the proving ground of bleeding edge technology for groundbreaking innovations for half a century. With more than 170,000 attendees, 4,500 exhibitors and more than 1,100 industry thought-leaders on the CES stage, a once traditional technology trade show has evolved into a global event for all industries, reinforcing the idea that every company is now a tech company.

“Startup companies across every major industry are using technology to transform their businesses, and this event acts as the global stage for the latest innovations, including public safety and healthcare,” said Allerio CEO TJ Kennedy.

llerio will be exhibiting in a buzzworthy start-up arena at CES called Eureka Park, in the health and wellness section at booth # 51727. This includes demonstrations of its new secure “mobile hub” that enables a seamless rich data integration from the field to the hospital. Allerio’s platform “as a service” allows for a reliable, uninterrupted and secure enhanced connectivity capability, which is more critical now that telemedicine has become more prevalent with the roll out of Emergency Triage, Treat and Transport (ET3) for out of hospital care being performed by EMS.

“We’re excited to meet with innovators and thought leaders to explore how Allerio’s mobile hub can enhance patient care for first responders today,” said Drew Delaney, Allerio Director of Business Development.

To schedule an in-person meeting with the Allerio team at CES, contact marketing director, Lindsey Edson at ledson@allerio.com. Learn more at http://www.allerio.com.

About Allerio:

Allerio’s smart connectivity solutions for EMS agencies, healthcare professionals, and hospitals provide a reliable communication platform to facilitate the exchange of critical patient information and data from the field to the hospital. Through an easy to use, one-button interface, Allerio gives EMS personnel an efficient and secure platform to connect devices and transmit rich data on its “Mobile Hub,” whether in or out of a vehicle, or patient home, ensuring patient data is delivered in real-time. Allerio is headquartered in Duluth, Minnesota with satellite offices spanning the U.S., including production facilities in Madison Heights, Michigan. Visit us at http://www.allerio.com and follow us on social media.

About CES:

CES® is the largest, most influential tech event in the world – the proving ground for breakthrough technologies and global innovators. This is where the world’s biggest brands do business and meet new partners, and the sharpest innovators hit the stage. Owned and produced by the Consumer Technology Association (CTA)®, CES features every aspect of the tech sector. More than 1,200 startups used CES 2019 as a platform to showcase their products and been funded at more than $1.5 billion since 2012. Learn more at CES.tech.

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health and fitness

ValvTechnologies Recognized as Fittest Company in Houston at 2019 Fit Company Challenge

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ValvTechnologies takes first place at the 2019 Fall Fit Company Challenge.


HOUSTON (PRWEB)

The Fit Company Challenge, presented by Fit Company Institute, is a bi-annual fitness competition designed to encourage employees to be active in the office and on the field. ValvTechnologies, Inc. the global leader in the design and manufacturing of zero-leakage valve solutions, took first place overall in the medium division at last year’s fall event.

Challengers from companies in the Houston area exhibited their mental and physical stamina as they competed against each other in a three-course fitness event designed to test their strength, agility and endurance.

“ValvTechnologies’ fit team trained over the course of three months, exercising together to complete a variety of obstacles that incorporated weightlifting, running and core strength,” said Julie Bodine, ValvTechnologies’ Director of Global Marketing. “Every year, we look forward to participating in the Fit Challenge. It’s an opportunity to highlight ValvTechnologies’ commitment to wellness and challenge ourselves to be the best.”

To learn more about the Fit Company Challenge and view the wall of champions, visit: http://www.fitcompany.com.

About ValvTechnologies

Founded in 1987 and headquartered in Houston, Texas, ValvTechnologies is the leading manufacturer of zero-leakage, high-performance isolation valve solutions providing an unsurpassed level of severe service isolation services and reliability to customers in the fossil power, nuclear generation, upstream oil and gas, downstream and chemical processing, mining and minerals, pulp and paper and other specialized industries.

Employing more than 400 people worldwide, ValvTechnologies has offices in Australia, Bangladesh, Belgium, Brazil, Canada, Chile, China, Colombia, India, Ireland, Japan, Kazakhstan, South Korea, Malaysia, Poland, Saudi Arabia, Singapore, Spain, Sri Lanka, Thailand, Turkey, United Arab Emirates, United Kingdom and United States.

In addition, ValvTechnologies partners with stocking distributors, independent representatives and authorized repair centers to service customers around the world.

To find out more about the products and services offered or to locate a representative, visit our website at http://www.valv.com. Connect with ValvTechnologies on YouTube, Instagram, Twitter, LinkedIn and Facebook.

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Industry: Healthcare

Modernfold’s New PureView® Glass Wall Partition Line Maximizes Operability, Durability, Design Flexibility

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These glass partitions have been thought through down to the last detail.


GREENFIELD, Ind. (PRWEB)

Modernfold’s new PureView® Glass Wall System combines distinctive beauty with exceptionally easy, reliable operation. High-quality manufacturing from this trusted industry leader provides a robust solution for many architectural settings, including banks, offices, lobbies, interior storefronts, arena skyboxes and other commercial, institutional, and hospitality applications.

Every PureView® Glass Wall System includes double-brush top and bottom seals for draft management, foot-operated face and end panel interconnecting floor bolts for maximum convenience and security. Combinations of straight, angled or segmented configurations are available to fit a variety of space division needs.

In addition to the base clear anodized aluminum rail finish, designers may also select from three additional anodized aluminum finish options. Designers also have the option to select from more than 170 RAL powder coat colors, enabling custom rail color selections to meet any design need.

The premium PureView® Plus expression of the line features convertible panels for variable egress which can be placed anywhere in the panel run – and a clean profile wherever the convertible panel is situated. PureView® Plus also features a concealed door closer in the top panel rail maintaining the slim profile of the PureView® system. PureView also takes advantage of the preprogramming capabilities courtesy of Modernfold’s Smart Track™ suspension technology.

“These glass partitions have been thought through down to the last detail,” said Bryan Welch, Modernfold Managing Director. “PureView® panels can be separated from or connected to others effortlessly, safely and quickly. Backed by Modernfold’s expert service capabilities, these installations ensure many years of satisfaction.”

For more information on the new PureView® Glass Wall System and the many other beautiful and technically advanced Modernfold wall partition systems, please visit http://www.modernfold.com.

About Modernfold

For more than 95 years, Modernfold, Inc. has been the premier provider of products that enable optimal space utilization. Whether the primary requirement is acoustical control, versatile space management, energy savings, or daylighting, Modernfold’s innovative product solutions assist and facilitate building management. Beginning in 1925, the company helped invent the movable wall industry. Its current product line continues that leadership.

In a wide range of installations, outstanding, highly flexible results are provided by Modernfold Operable Partitions, Movable Glass Walls, Acoustically rated Acousti-Clear® Glass Wall systems, Acousti-Seal® Encore®, Acousti-Seal® Encore® Automated, Accordion Doors and ComfortDrive®.

About dormakaba Group

Modernfold became part of the dormakaba Group in 2015; Skyfold in 2017. dormakaba Group offers innovative, reliable access, security, and space division solutions in corporate environments, hotels, shops, sports facilities, airports, and much more. dormakaba is one of the top three companies of access control and security solutions on the global market as well as one of the leading global companies in the space division industry.

With strong brands in its portfolio, dormakaba and its numerous cooperation partners are represented in over 130 countries worldwide. The company has over 150 years of experience as a trusted partner for products, solutions and services for access to buildings and rooms from a single source. dormakaba is listed at the SIX Swiss exchange, is headquartered in Rümlang (Zurich/Switzerland) and generated a turnover of over CHF 2.8 billion with more than 16,000 employees in financial year 2017/18.

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Health: Mental Health

Red Oak Recovery® Welcomes Ian Petersen, MBA, as Executive Director of Foothills

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“We are thrilled for Ian to come on board and join the team to help continue to build on our solid foundation and take Foothills to the next level of excellent adolescent care.” explains Jack Kline, MS, LPCS, LCAS, CCS, CTT-2, MAC, President and founder of Red Oak Recovery®.


ELLENBORO, N.C. (PRWEB)

Red Oak Recovery® is excited to announce the selection of Ian Petersen, MBA, as Executive Director of Foothills at Red Oak Recovery effective immediately. Ian began working in the behavioral healthcare industry in 2008 as a mentor at one of the nation’s leading residential treatment centers for adolescents. In this capacity, Ian worked with clients who had a range of mental and behavioral health diagnoses including anxiety, depression, suicidality or ideation, substance abuse disorders, oppositional defiance disorder, and other issues.

Over a period of twelve years, Ian has held a variety of roles, including Marketing Director, Admissions Director and Program Director. As Program Director, he was responsible for orchestrating and aligning residential, academic and therapeutic programming as well as supervising 50+ residential team members. Ian has become known for challenging norms in order to enhance the client experience and engage clients through intentional, evidence-based treatment.

As Executive Director at Foothills, Ian ensures that all team members are delivering the highest quality of clinical care to clients and families.

Foothills at Red Oak Recovery is a clinically-dynamic residential adolescent treatment program for boys, ages 14-17 that treats trauma, substance abuse, co-occurring mental health issues, grief and loss, adoption, divorce issues, and process addictions.

Reach out to learn more: 866.300.5275; admissions@foothillsatredoak.com

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Business: Insurance

FastMed Will be the First Independent Urgent Care Company to Launch the Epic EHR

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PHOENIX (PRWEB)

FastMed, one of the nation’s largest operators of urgent care clinics and the largest that is Joint Commission accredited, will be the first independent urgent care company to launch the Epic electronic health record (EHR) system. Epic, the most widely used and comprehensive EHR, is used by a majority of U.S. News and World Report’s top-ranked hospitals and medical schools. More than 250 million patients have a medical record in Epic.

“We selected Epic because it will enable us to optimize patient care and give us the functionality and flexibility we need to accelerate our expansion into primary and virtual care,” said Web Golinkin, CEO of FastMed. “Because so many major health systems and other providers use Epic, it will also give us the ability to integrate more fully into regional healthcare ecosystems in order to improve population health.”

Using Epic’s patient portal, MyChart, FastMed patients will be able to access their health information, communicate with providers, schedule appointments, and pay bills using the app or webpage on their phone or computer. Additionally, Epic will support FastMed’s ability to incorporate telehealth and other digital services into its care model, and to optimize its clinical and business performance through improved data analytics.

“We are excited to be working with FastMed, which is one of the nation’s largest and most well-respected urgent care operators,” said Alan Hutchison, Epic’s Vice President for Population Health. “Implementing Epic will enable FastMed to give patients even easier access to high-quality, affordable healthcare and to be clinically integrated with other providers.”

FastMed’s ability to seamlessly and securely share patient medical records with healthcare organizations across the country that already use Epic, as well as with health systems using other EHR systems, will allow FastMed’s medical staff to exchange patient information quickly with surrounding hospitals and healthcare facilities. All organizations using Epic interoperate, which means they can share information to facilitate care coordination across the locations wherever patients receive care.

To learn more about FastMed Urgent Care and find a clinic near you, please visit https://www.fastmed.com/.

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About FastMed Urgent Care

FastMed Urgent Care owns and operates 109 clinics in North Carolina, Arizona and Texas, providing a broad range of acute/episodic and preventive healthcare services 365 days per year. FastMed also provides workers’ comp services at all of its clinics, and family and sports medicine services at select locations. FastMed has successfully treated more than 5.8 million patients since the opening of its first clinic in 2005, and is the largest urgent care operator to be awarded the Joint Commission Gold Seal of Approval® for accreditation in healthcare quality and safety in ambulatory healthcare. For more information about locations, services, hours of operation, insurance and prices, visit http://www.FastMed.com.

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Business: Executives

i3, LLC Announces New COO, Expands Leadership Team with New Development Positions

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Mason Hamrick has been named COO of i3, LLC

Mason Hamrick has been named COO of i3, LLC

“Perfecting what works has allowed i3 to steadily refine our services and evolve our methodologies and deliverables. We now look to more aggressive growth with the right people in the best positions to serve our developing client base. Mason is the right operations leader for i3 going forward.”


COLUMBIA, S.C. (PRWEB)

i3, LLC., a select private asset management and family CFO services firm, today announced the appointment of Mason Hamrick as Chief Operating Officer, and the addition of two supporting leadership positions. Joining Hamrick are Tom Wood in the role of Client Leadership Development and Fisher Easterling in Business Development.

Reporting directly to CEO Kevin Heaton, Hamrick will oversee the day-to-day administrative and operational functions of i3 with a focus on the full integration of i3’s proprietary suite of real estate accounting and asset management platform services, unique to the private asset management and family office services industry.

These changes set the stage for significant growth for i3, as robust reporting and complex data analysis remains top of mind for family offices and their family businesses and foundations. Hamrick has been an insightful leader in i3’s development and implementation of innovative reporting and client support services and brings a hands-on perspective to best-of-class asset management approaches.

“i3 is proud to have grown its private asset management and family CFO services business over the past twelve years solely through client referral,” said CEO Heaton. “Perfecting what works has allowed i3 to steadily refine our services and evolve our methodologies and deliverables. We now look to more aggressive growth with the right people in the best positions to serve our developing client base. Mason is the right operations leader for i3 going forward.”

The positions of COO, Leadership Development and Business Development are first-time roles for the company, further indicative of its sustained success and commitment to the future.

“I am thrilled to accept this senior leadership role at i3,” said Hamrick. “I take great satisfaction in delivering superior results to our clients, and to our internal team. The next phase of growth is on the horizon, and we’re well-positioned to accelerate into the future. The team we’ve assembled is diverse and seasoned, and we’re looking forward to further elevating i3 and its services.”

To learn more about i3 and its services, please visit: http://i3resources.com

About i3

i3 is a boutique private asset management firm providing high net worth families, closely-held companies and private institutions access to relevant information, the infrastructure to acquire and manage assets, and investment options that allow the preservation and continued re-investment of capital.

Media Contact

Karen Masullo

CMO

i3

karen.masullo@i3resources.com

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