OAK BROOK, Ill. (PRWEB)
November 15, 2019

Millennium Trust Company, LLC (“Millennium Trust”), a leading provider of retirement and institutional solutions, finished the third quarter of 2019 with $27.4 billion assets under custody in more than 1.3 million accounts. The firm was recognized by Inc. Magazine as #2034 on the Inc. 5000 list of fastest-growing, privately held companies in the U.S., jumping 1,000 spots in one year.

Earlier this quarter, the firm welcomed Erik Beck as Chief Growth Officer to deliver innovative solutions for the retirement and investment industries, develop and expand relationships and continue to grow the business. Mark Jung joined the firm’s board of directors to provide new talent and expanded expertise on the board.

“We are very pleased to see continued positive results throughout 2019 as we head into the fourth quarter,” said Gary Anetsberger, CEO of Millennium Trust . “We owe our continued growth and evolution to our strong relationship with our clients, which inspires us to provide innovative solutions and the highest levels of service.”

As part of the firm’s commitment to increasing access to retirement savings options, Millennium Trust introduced its Workplace Savings Solutions, which provides simple and cost-effective IRA-based alternatives to 401(k) plans. In conjunction with Workplace Savings Solutions, the firm developed the Retirement Savings Selector Tool for Small Businesses as a free, easy and completely agnostic way to help small employers and advisors find the right retirement savings option.

Retirement Services also continued its mission to help Americans better prepare for retirement through its automatic rollover IRA product, the industry-accepted solution for reconnecting missing 401(k) plan participants with their retirement savings. To date, the firm has implemented more than 105,000 agreements with plan sponsors and has opened more than two million rollover IRAs.

“In my 40 plus years in the industry, I have seen ideas, opinions and solutions regarding how to help Americans save for retirement shift many times,” said Terry Dunne, Managing Director of Retirement Services. “What is widely agreed on today is that many Americans are unprepared for retirement. There is still much to be done in the industry, and I feel optimistic and excited about what Millennium Trust is doing to prevent leakage from the retirement system and increase access to retirement savings options.”

Institutional Custody Services ended the third quarter with $13.7 billion in fund assets under custody in more than 500 private and public funds. The firm also continues to focus on building its self-directed IRA and alternative assets business, which has grown 21 percent year-to-date versus the same period in 2018. The team demonstrated its expertise in delivering specialized custody solutions for alternative assets, with almost 18,000 unique assets under custody at the end of the quarter.

About Millennium Trust Company®

Millennium Trust Company is a leading provider of specialized retirement and institutional custody services with more than 1.3 million accounts holding over $27 billion in assets. We are committed to the evolving needs of individuals, employers, advisors and retirement services partners and empower clients with trusted expertise, exceptional service and access to a wide range of solutions. Whether clients are managing corporate retirement assets, running a business or wanting choice beyond traditional asset options, we provide flexible and digital solutions to support our clients’ success.

Millennium Trust Company performs the duties of a directed custodian, and as such does not provide due diligence to third parties on prospective investments, platforms, sponsors or service providers and does not sell investments or provide investment, legal, or tax advice. For more information about Millennium Trust Company, follow us on Twitter and LinkedIn.

Millennium Trust Company® and Above and Beyond Custody® are registered trademarks of Millennium Trust Company, LLC in the United States.

© 2019 Millennium Trust Company, LLC. All rights reserved.

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Lido Advisors Logo

Weinberger has been at Lido Advisors, LLC for over 14 years and has excelled in a male-dominated industry. She successfully ran the operations and marketing teams which led to her current role as Senior Managing Director and the first female partner of a fast-growing firm.

LOS ANGELES (PRWEB)
November 15, 2019

Lido Advisors, LLC, a Los Angeles-based, full-service, independent, Registered Investment Advisory firm (“RIA”), announced today that Senior Managing Director Alyssa Weinberger is among 28 Women of Influence honorees selected for 2019 by L.A. Biz and Bizwomen, members of the American City Business Journal network.

The fifth annual Women of Influence ceremony is recognizing female business leaders from different industries and backgrounds in Los Angeles who stand out for their achievements in the marketplace, as well as for their commitment to community and mentoring.

The private ceremony took place at Perch in downtown L.A. on Thursday, November 14.

The 28 outstanding businesswomen were recognized and celebrated individually at a special wine dinner that featured Suzanne Groth, Owner, Vice President of Sales and Marketing, Groth Vineyards & Winery. Attendees included honorees, their guests, Women of Influence alumni and nominators.

Honorees were selected by a panel of advisors and editors at American City Business Journals, parent company of The Business Journals, and will also be recognized on each Business Journal website.

Weinberger has been at Lido Advisors, LLC for over 14 years and has excelled in a male-dominated industry. She successfully ran the operations and marketing teams which led to her current role as Senior Managing Director and the first female partner of a fast-growing firm. In addition to her executive position at Lido Advisors, Weinberger also serves as Senior Managing Director of Lido Consulting, Inc.

Weinberger is an accomplished networking professional, locally and nationally, and works on both the East and West Coasts. She is a truly passionate executive who cares deeply about curating strong relationships and connecting the right people.

Her Annual Family Office Investment Symposium exemplifies her capacity to bring like-minded, ultra-high-net-worth families together to share best practices. The 15th Annual FOIS2020 event is scheduled for March 18-20, 2020 at the Loews Santa Monica Hotel.

For more information on the event, or to register, visit: https://www.familyofficeis.com/

Weinberger’s objective is not only to help her clients meet their goals, but within a transparent, collaborative, and process-driven approach. She believes in consistent communication as a client coverage model and strives to meet with clients quarterly to hear about changes in their life that could affect their investment portfolio and financial plans.

L.A. Biz Women of Influence 2019 Event Information: https://www.bizjournals.com/losangeles/news/2019/10/17/announcing-women-of-influence-honorees-for-2019.html

About Lido Advisors, LLC

Lido Advisors is a nationally recognized wealth advisory firm headquartered in Los Angeles, California with offices throughout the United States. It executes comprehensive investment and wealth solutions designed to grow, protect and maximize its clients’ legacies. Lido Advisors’ focus on elegant and effective client solutions underscores its commitment to excellence.

With innovation and integrity, Lido Advisors will continue working to grow and expand into a nationally recognized leader providing investment and wealth strategies for select institutions and families. The firm aims to grow, protect and maximize clients’ legacies through the pursuit of far-reaching wealth and investment advice, with due consideration to tax and estate planning facets of the client’s life.

To learn more, visit http://www.lidoadvisors.com.

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We are extremely excited to elevate Rick, Anthony, and Craig to new roles within the organization. Their profound understanding of the needs of our customers and ability to ensure we align our business with what truly matters to our clients will help drive our shared success for many years to come.

MOUNT LAUREL, N.J. (PRWEB)
November 14, 2019

Holman Enterprises, a global automotive services organization, today announced several leadership appointments that will further support the company’s strategic vision and continued growth.

Company veteran Rick Tousaw will fill the newly created role of Chief Marketing Officer for Holman Enterprises, overseeing the strategic development and execution of the organization’s marketing efforts. Tousaw also serves as Chief Commercial Officer for the Holman businesses focused on serving the fleet industry – ARI, Auto Truck Group and Holman Parts Distribution.

Tousaw joined the organization in 2010 and has held a number of key leadership positions throughout several areas of the business including operations, sales, and marketing. Tousaw quickly rose through the ranks, also serving as Senior Vice President and General Manager of ARI Canada prior to his most recent role as Executive Vice President and Chief Commercial Officer for ARI. Prior to joining the organization, Tousaw also held leadership positions with Molson Coors Brewing, Ocean Spray International, and Unilever Canada.

To further strengthen its position as the premier fleet management provider in the industry, ARI has promoted Anthony Foursha to Executive Vice President, Sales and Service Excellence. In this role, Foursha will lead ARI’s new business development and client relations strategy on a global scale. Since joining ARI more than 20 years ago, Foursha has played a vital role in the company’s sustained success, helping a wide-range of customers solve complex business challenges through strategic fleet management solutions.

Additionally, Craig Balfour has been named Vice President of Marketing for Holman Automotive, one of the largest privately-held dealership groups in the United States. In his new position, Balfour is responsible for the retail automotive marketing strategy for the organization’s 36 dealership franchises representing 17 brands. During his seven-plus year tenure with ARI, Balfour served in key leadership roles across numerous areas of the business including sales, strategic services, and marketing. Prior to joining ARI in 2012, Balfour held various sales and marketing positions with several Fortune 500 companies including PepsiCo and Molson Coors Brewing.

“We are extremely excited to elevate Rick, Anthony, and Craig to new roles within the organization. Their profound understanding of the needs of our customers and ability to ensure we align our business with what truly matters to our clients will help drive our shared success for many years to come,” said Carl Ortell, CEO, Holman Enterprises. “Their keen business acumen and proven leadership skills will continue to play a key role in our mission of providing the industry’s best automotive related services and exceeding our customer’s expectations each and every day.”

For additional information about Holman Enterprises, please visit HolmanEnterprises.com.

About Holman Enterprises

Holman Enterprises is a global organization that has provided trusted automotive services for more than 90 years by training, empowering, and rewarding exceptional people; by earning the loyalty and exceeding the expectations of each and every customer; and by giving back to the communities that support their success. Headquartered in Mount Laurel, New Jersey, Holman Enterprises is comprised of six business segments that support diverse sectors of the automotive industry: Holman Automotive, one of the largest privately-owned dealership groups in the U.S. with 36 dealership franchises representing 17 brands; Steward Financial Services, an automotive retail finance company; Holman Insurance Services, a commercial and consumer insurance services company; Holman Parts Distribution, a national multi-brand powertrain parts distributor; Auto Truck Group, a truck up-fitting business; and ARI, the largest privately-owned fleet leasing and management company in North America. For additional information, please visit HolmanEnterprises.com.

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From the Field to the Family Office: Taking your Brand to Business
Dec 12, 2019 03:00 PM EST (1 hr)

We wanted a session designed for the professional athlete or those working toward that goal, that addresses what today’s high-profile athlete brings to the business table.

COLUMBIA, S.C. (PRWEB)
November 14, 2019

i3, LLC, 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 has announced a new professional development webinar scheduled for December 12, 2019 at 3 PM Eastern.

No-fee session – Click here to register

The webinar features special guest David Lisko, a litigation and business attorney with Holland & Knight and a member of the firm’s national Entertainment Law and Sports practice. Mr. Lisko is also a Certified NFL Agent and business and crisis management consultant. David is also the Founder of the Sports Business & Leadership Association and creator of The Ticket podcast. https://nationalsbla.com

“We wanted a session designed for the professional athlete or those working toward that goal, that addresses what today’s high-profile athlete brings to the business table,” stated i3 founder Kevin Heaton.

“It’s about multidimensional investment; investment that’s more than money and includes brand and influence. We then want to address creating, maintaining and growing a legacy of family wealth, smart philanthropy if that is a choice, and education for future generations.”

“In essence,” said Heaton, “as professional athletics as an industry has matured, high-profile athletes see the value in being in greater control of their brand and maintaining and growing their assets in order to create a sustainable legacy of wealth for future generations. This means creating a diversified portfolio that includes private assets as well as other types of investment vehicles and family businesses. More important, skills developed in sport are highly transferable to the business environment.”

In this webinar, i3 will take a high-level look at the examples of successful brand endeavors, potential pitfalls and considerations before starting out. We’ll look at: Financial Dynamics, Behavioral Dynamics Minefields, Pitfalls, and Agreements.

Who should attend: professional athletes, college athletes interested in learning for the future, Attorneys, CPAs Agents and other professional advisors.

About i3, LLC

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. To learn more visit http://i3resources.com

About the Sports Business Leadership Association

The SBLA is a non-profit, charitable organization for professionals working in sports. The SBLA’s core mission is to organize a group of professionals working in the sports business industry to discuss trending sports business issues. The national Sports Business and Leadership Association’s charitable goal is to provide children in each of our Chapter communities with the resources necessary to engage in unique sports experiences or to attend sports camps. Visit https://nationalsbla.com

WEBINAR Detail:

From the Field to the Family Office: Taking your Brand to Business

Dec 12, 2019 03:00 PM EST (1 hour)

No-fee session – Click here to register

Webinar Access Info: Dial-in and web-access details provided automatically via email upon registration.

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Contact:

Karen Masullo

info@i3resources.com

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Harry Grammer with Barack and Michelle Obama

Harry Grammer personifies the excellence of graduates at Pacifica Graduate Institute. His enthusiasm to lead Pacifica Graduate Institute Alumni Association’s Executive Board is a testament to his commitment to continue the outstanding legacy of our school.

SANTA BARBARA, Calif. (PRWEB)
November 14, 2019

Pacifica Graduate Institute Alumni Association’s Executive Board is proud to announce its new President, Dr. Harry Grammer. Grammer received his Ph.D. from Pacifica’s Community Liberation, Indigenous and Eco-Psychologies Specialization (CLIE). An artist, activist, and educator, he founded the community-based organization New Earth in 2004 and is an integral part of reforming juvenile justice in Los Angeles. In 2017 Harry was honored as a CNN Hero, and in 2018 he was selected to be one of the 20 inaugural Obama Foundation Fellows from over 20,000 applicants in 191 countries.

“Harry Grammer personifies the excellence of graduates at Pacifica Graduate Institute,” said Dianne Travis-Teague, Director of Alumni Relations. “His enthusiasm to lead Pacifica Graduate Institute Alumni Association’s Executive Board is a testament to his commitment to continue the outstanding legacy of our school. We are extremely grateful for his leadership during these challenging times for our community and our world,” said Travis-Teague.

In concert with Pacifica’s unique and creative educational experience, Pacifica Graduate Institute Alumni Association seeks not only to provide alumni and the general public with opportunities for personal and professional growth, but also to serve as a path for making positive changes within society as a whole through service and education, exemplifying PGIAA’s motto, Through Soul Community Thrives.

Additional Board Officers:

Olivia Happel, PhD, Vice President, teaches Latin, Mythology, Theory of Knowledge, English, and Film Studies at Dos Pueblos High School in Goleta, California. Dr. Happel created her own curriculum for both the Mythology and Film Studies courses and also serves as the Extended Essay Coordinator for DPHS.

Maxine Blanche Langdon, Secretary. Licensed since 2012 as an MFT in California, Dr. Langdon received her Ph.D. in Depth Psychology with an Emphasis in Psychotherapy in 2016. She has maintained a private practice in the Rancho Cucamonga area since 2011.

Stephanie Zajchowski, Treasurer, recently earned her Ph.D. in Mythological Studies with an emphasis in depth psychology from Pacifica Graduate Institute. She also holds a certification in Spiritual Direction from Southern Methodist University’s Perkins School of Theology.

Other board members include: Machiel Klerk, Breana D. Johnson, Donna May, Fanny Brewster, Heather McCoskey Beck, Howard Spector, John Michael O’Neal, Leslie Shore, Minh Tran, Nicole Freeman, and Odette Springer.

“Meet Dr. Grammer in Person at PGIAA’s Coming Home 2020!” Visit Coming Home to Pacifica for additional information.

Pacifica Graduate Institute Alumni Association (PGIAA)

PGIAA is a California 501(c) Nonprofit Corporation established for the purpose of developing an operational and charitable membership association that supports both the alumni of Pacifica Graduate Institute and the wider community in pursuit of developing their intellectual, spiritual, altruistic and professional abilities.

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Werner H. Gumpertz

Werner’s leadership, vision, and enthusiasm helped guide the industry for more than sixty years. With this award, his legacy will continue long into the future.

WALTHAM, Mass. (PRWEB)
November 13, 2019

ASTM International has established a new industry award in honor of Simpson Gumpertz & Heger (SGH) co-founder Werner H. Gumpertz. The organization’s board of directors approved the Werner H. Gumpertz Award following their board meeting in Boston, MA, last month.

“As a result of his exceptional work on standards over six decades, Werner Gumpertz played a major role in creating a strong technical foundation for our modern built environment,” said ASTM International President Katharine Morgan in a release. “Our board is thrilled to celebrate his legacy by creating just our eighth society-level award in his honor.”

Mr. Gumpertz, who is considered a pioneer of the modern practice of building technology, died in 2017 after a long and accomplished career. He served as a longtime ASTM International member, served as chair of the organization’s roofing and waterproofing committee (D08), and was active in several other committees.

“As a recipient of ASTM International’s Walter C. Voss Award and the William C. Cullen Award, among others, Werner has been well recognized for his achievements, but Werner’s incalculable contribution to standards development, advancement of building quality, and encouragement to those who would pursue these goals, deserved more,” said SGH Consulting Principal Thomas Schwartz, an ASTM International fellow and past chairman of the organization’s board of directors. “This award is a well-deserved celebration of his legacy, and those future recipients whose names ultimately adorn this plaque should have to pass one very high bar.”

ASTM International will present the Werner H. Gumpertz Award annually to an engineer, scientist, or architect who has made significant professional contributions to the field of building technology or to solving multidisciplinary technical problems in the construction industry. Both ASTM International members and nonmembers are eligible for nomination.

“I am thrilled to announce the foundation of this new award, which will honor Mr. Gumpertz’s efforts to encourage others to grow and advance the profession,” said SGH Senior Principal Niklas Vigener, Head of Building Technology. “His leadership, vision, and enthusiasm helped guide the industry for more than sixty years. With this award, his legacy will continue long into the future.”

Simpson Gumpertz & Heger Inc. (SGH) is a national engineering firm that designs, investigates, and rehabilitates structures, building enclosures, and materials. Our award-winning work encompasses building, energy, civil/infrastructure, and science/defense projects in the United States, Canada, and more than thirty additional countries.

SGH has offices in Boston, Chicago, Houston, New York City, San Francisco, Southern California, and Washington, DC. For more information, please visit http://www.sgh.com.

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ACCESS Senior Vice President of Sales, Jim Cavanagh

Jim is a natural leader who lives and breathes collaboration. There’s no question he has the skills and experience to continue building and guiding our National Sales team. – Jennifer Miller, CEO

SAN DIEGO (PRWEB)
November 13, 2019

DMC Leader ACCESS Destination Services has announced the appointment of Jim Cavanagh as Senior Vice President of Sales effective immediately.

Jim joins ACCESS with more than 15 years of meeting and event experience as a professional sales leader and marketer who understands what motivates corporations, sales professionals, and third party meeting and incentive organizations to drive change and increase engagement through meetings and incentives.

Based in Chicago, Jim was most recently Vice President of Strategic Development with Motivation Excellence where he was responsible for sales training, strategic planning, and client management for Fortune 100 accounts. Prior to that he was Senior Business Development Management for ITA Group, Inc. for eleven years. Jim has been recognized for achievements with several awards, including 14-time President’s Club Winner, Sales Professional of the Year, and Alumni of the Year.

In his role as Senior Vice President of Sales, Jim will lead and direct the ACCESS National Sales team. This experienced and dedicated group will continue to take a broad, hands-on approach to building and enhancing key client relationships.

“Jim is a natural leader who lives and breathes collaboration. There’s no question he has the skills and experience to continue building and guiding our National Sales team in their efforts better serve our clients across the country. We couldn’t be more thrilled to have Jim join the ACCESS team,” said ACCESS CEO Jennifer Miller.

About ACCESS

Founded in 1969, ACCESS sets the standard for excellence in award-winning, experience-based destination management services and event production throughout North America. Local expertise everywhere. Innovative solutions anywhere.

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“We are thrilled to have marketing thought leaders of the calibre of Sherri and Elle join the Demand Spring Board of Advisors. Their background and experience will be of such benefit to the Demand Spring team, and will undoubtedly contribute to our continued growth in the Revenue Marketing space.”

OTTAWA, Ontario (PRWEB)
November 13, 2019

Revenue Marketing consultancy Demand Spring is pleased to announce the addition of two highly respected and experienced marketing professionals to their Board of Advisors – Sherri Leopard and Elle Woulfe.

Sherri Leopard, a Senior Advisor with SY Partners, is a sought-after marketing advisor and consultant. Sherri founded Leopard, one of the industry’s first B2B marketing services companies, in 1985 and she spent more than 30 years as a strategic partner to CEOs, senior marketing leaders, and sales leaders in the technology and telecommunications sectors at such blue-chip organizations as IBM, SAP, PeopleSoft, JDEdwards, Siemens, Motorola, and many others. Leopard’s success led to it being acquired by WPP and made part of the Ogilvy family in 2006, and Sherri remained with Ogilvy as a consultant for a number of years. In 2017, Sherri was the first woman inducted into the Association of National Advertisers, B2B Marketing Hall of Fame.

Elle Woulfe is a veteran in the marketing technology industry, and has held senior marketing executive positions with such organizations as Eloqua, Lattice Engines, and PathFactory. She is a thought leader in the field of demand generation and marketing operations. As a revenue-focused marketer, Elle has years of expertise in digital marketing and demand generation, and is an expert at bringing sales and marketing teams together through shared goals and processes.

Sherri and Elle join an exceptional group who are already part of the Demand Spring Board of Advisors, including:

• 
  Gary Connolly – Partner with Ottawa CPA firm Crowe BGK LLP
• Dave Laverty – former CMO of IBM Analytics
• David Pratt – President of DAP Associates, and former VP Worldwide Services at IBM and SVP of Global Operations at SAP
• Mark Sullivan – former President of MarketOne International

Mark Emond, President of Demand Spring, said: “We are beyond thrilled to have marketing thought leaders of the calibre of Sherri and Elle join the Demand Spring Board of Advisors. Their background and experience will be of such benefit to the Demand Spring team, and will undoubtedly contribute to our continued growth in the Revenue Marketing space. We are so fortunate to have such a high calibre group of experts on our Board, and Sherri and Elle certainly add to the depth of this group.”

About Demand Spring

Demand Spring is an integrated Revenue Marketing consultancy that helps marketing organizations stand taller by enabling them to scale their ability to contribute to pipeline and revenue. Our team of Revenue Marketing Strategists, Content Marketers, and Marketing Technologists help our clients transform their marketing practices, deliver exceptional customer experiences, and drive revenue. For more information, visit http://www.demandspring.com.

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