Category Archives: Business

Press Releases from the Business World. Announcements, Product releases, Appointments.

AGB Names Six Higher Education Governing Boards as Recipients of 2019-2020 John W. Nason Award for Exceptional Leadership


This award embodies AGB’s vision—by recognizing boards that are strategic partners of their institutions, help to advance student success and well-being, and enhance institutional vitality,” said Henry Stoever, AGB’s president and CEO. “We look forward to honoring this year’s six selected boards at

The Association of Governing Boards of Universities and Colleges (AGB), the premier organization representing higher education governing boards, today announced that six boards have been selected to receive the 2019-2020 John W. Nason Award for Board Leadership. The Nason Award, established in 1992, is presented in partnership with TIAA to higher education governing boards that demonstrate exceptional leadership and initiative.

This year’s honorees were chosen from among more than 30 nominations illustrating the critical work of boards from public and private institutions, statewide systems, and institutionally related foundations. This year’s Nason Award recipients are:

  •     Anne Arundel Community College Board of Trustees (MD) – The Anne Arundel Community College Board of Trustees demonstrated bold leadership in its efforts to achieve equity to advance student success and completion for all students, adopting a bold new strategic plan that challenged the status quo and prioritized student needs amid declining enrollment and funding. This resulted in systemic change that prioritizes equity and completion through a transformed student experience and provides comprehensive professional development to enable student success and academic excellence.
  •     Arizona State University (ASU) Enterprise Partners Board of Directors– In under 20 years, ASU has placed itself among the nation’s premier research universities, accompanied by a 20-point rise in the four-year graduation rate, during a remarkable expansion in student enrollment. These accomplishments stem from the alignment of the ASU community around its charter as an inclusive, public-serving institution, and the Enterprise Partners board’s focus on optimizing entrepreneurial initiatives to support ASU’s goal of serving as a model institution for social impact nationally and globally.
  •     Loyola Marymount University (LMU) Board of Trustees (CA) – LMU’s Board of Trustees has successfully implemented a process of continual self-evaluation and self-improvement to ensure its ability to drive institutional growth and success. This practice, combined with a shared governance approach and a collective commitment to demonstrating effective leadership, has led to improvements in undergraduate academic quality, professional programs success, increased enrollment, and better fiscal health.
  •     McDaniel College Board of Trustees (MD) – The McDaniel College Board of Trustees worked as a cohesive group to complete a thorough curriculum assessment, with a goal to strengthen academic programs by aligning offerings with the interests of current and prospective students. The process, which relied heavily on shared governance, resulted in attracting the largest freshman class in the history of the college while exceeding funding goals by more than $1 million.
  •     Parker University Board of Trustees (TX) – During a time of crisis following a devastating tornado that caused extensive damage to the university, the Parker University Board of Trustees acted swiftly to ensure rapid deployment of resources to restore operations as quickly as possible. Prior to this, the board had already showed decisive leadership in enabling the transition from a small chiropractic college to a fully comprehensive university. The board overcame internal challenges to become more focused and successfully develop a new strategic plan that inspired a spirit of adventure and exploration at the university. The result was an enrollment increase of 20 percent, among other successes.
  •     Southern Oregon University (SOU) Board of Trustees – In just four years of existence, the SOU Board of Trustees exhibited courageous leadership to advance the institution and the value of higher education regionally and nationwide. During a major period of transition, the brand-new board hired a new president, revitalized community relationships, and collaborated with the university’s administration as well as a broad and inclusive strategic planning committee that included trustee representation, to create and implement a transformative strategic plan. That plan concentrated on curriculum and pedagogy as well as demographic shifts; addressed financial stability; supported sustainability and the university’s ecological bioregion; focused on creativity and innovation; aimed to create a truly diverse and inclusive campus; and highlighted regional economic, cultural, and social development.

“This award embodies AGB’s vision—by recognizing boards that are strategic partners of their institutions, help to advance student success and well-being, and enhance institutional vitality,” said Henry Stoever, AGB’s president and CEO. “We look forward to honoring this year’s six selected boards at our national conference.”

Recipients will receive their awards at their institutions’ spring board meetings, and they also will be honored at AGB’s 2020 National Conference on Trusteeship in Washington, DC, April 5-7. This year’s selection committee included:

  •     William Collins, chair emeritus, St. John’s University Board of Trustees
  •     Katie Herschede, vice president for strategic initiatives and chief of staff, Widener University
  •     Eleanor Horne, member, AGB Board of Directors; member, The College of New Jersey Board of Trustees
  •     Melik Khoury, president, Unity College
  •     Monroe Miller, vice chair, AGB Board of Directors; member, Johnson C. Smith University Board of Trustees
  •     John Ottenhoff, senior consultant, AGB Consulting, and a former interim chief operating officer, AGB

The Nason award is named for higher education leader John W. Nason, who served as the chair of the National Japanese American Student Relocation Council and helped more than 4,000 interned students continue their college studies across the nation during World War II. AGB would like to thank TIAA for its support of the Nason Award. Learn more about AGB’s Nason Award at AGB.org/Award.

The Association of Governing Boards of Universities and Colleges (AGB) is the premier membership organization that strengthens higher education governing boards and the strategic roles they serve within their organizations. Through our vast library of resources, educational events, and consulting services, and with nearly 100 years of experience, we empower 40,000 AGB members from more than 2,000 institutions and foundations to navigate complex issues, implement leading practices, streamline operations, and govern with confidence. AGB is the trusted resource for board members, chief executives, and key administrators on higher education governance and leadership.

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Spring Issue of Financial Academic Journal Now Available


Spring Journal of Personal Finance

The academic research presented in the articles provide thought provoking concepts and facts that help me evaluate my practice and the methods I use to interact with my clients…IARFC Trustee Chair and CEO H. Stephen Bailey, MRFC®

The JPF editor, Dr. Benjamin F. Cummings, CFP®, RFC® is an Associate Professor at Utah Valley University. He has completed award-winning research on the use and value of financial advice and has been quoted in the media, including in MarketWatch and USA Today. His primary responsibilities include teaching behavioral finance in the Financial and Retirement Planning Ph.D. program and advising doctoral candidates on dissertation research. His research focuses on making retirement, charitable, tax and investment decision.

“The Spring issue of the Journal of Personal Finance includes some intriguing research covering a wide array of topics,” comments Dr. Cummings. “The articles really encourage its readers to think differently about financial planning. We hope you take some time to read this issue.”

The following six articles are included the 2020 edition, Volume 19, Issue 1:

  • Changes in Household Net Financial Assets After the Great Recession: Did Financial Planners Make a Difference
  • The Relationship Between Financial Advisors Designations and Misconduct
  • Financial Risk Tolerance Among White and Hispanic Households
  • Framing Longevity Income
  • Financial Capability as a Determinant of Health
  • The Impact of Financial Software Use on Financial Literacy Education – Evidence from China


“Personally, I read the Journal of Personal Finance from cover to cover,” comments IARFC Trustee Chair and CEO, H. Stephen Bailey, MRFC®. “The academic research presented in the articles provide thought provoking concepts and facts that help me evaluate my practice and the methods I use to interact with my clients. It has been a valuable benefit to our members throughout the years.”

Initiated in 2002, the Journal of Personal Finance has grown in scope, acceptance and recognition among practitioners and academicians. The JPF welcomes articles from practicing financial professionals and consultants about financial products and services, client relationships, retirement planning, long-term care, practice management, and firm operational efficiencies.

For members of the IARFC, the JPF is a benefit and a source of continuing education credits. Members can take the IARFC Journal of Personal Finance Online CE quizzes. Two hours of IARFC CE will be awarded to members who achieves a score of 70% or higher per quiz.

To order a hard copy or electronic version of the Journal of Personal Finance, to find out more information or to review article submission guidelines, go to https://www.iarfc.org/publications/journal-of-personal-finance/submission-guidlelines or contact the editor. Register to take the CE quiz at the IARFC Store.

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The Electric Vehicle Company Taking the Auto Industry by Storm


Rivian executives with a vehicle.

Rivian founder and CEO Robert “RJ” Scaringe, left, and COO Jim Morgan at the startup’s design studio in Plymouth, MI

In the podcast, Rivian founder and CEO Robert “RJ” Scaringe and COO Jim Morgan chronicle the organization’s evolution from a single-employee startup to a multibillion-dollar enterprise developing sustainable electric vehicle technologies for recreation and commercial use.

The Lean Enterprise Institute (LEI) announces the free release of a new podcast that chronicles the founding, growth, and operating principles of Rivian, an American electric vehicle company.

In the podcast, Rivian founder and CEO Robert “RJ” Scaringe and COO Jim Morgan chronicle the organization’s evolution from a single-employee startup to a multibillion-dollar enterprise developing sustainable electric vehicle technologies for recreation and commercial use.

Scaringe and Morgan describe forward-thinking experimentation, change management, and building a culture with a deeply engrained mindset for continuous improvement and efficiency improvement. Podcast listeners will hear considerable commentary on the company’s view of the critical importance of team building, continuous learning, and a willingness to quickly make structural and operating changes as the enterprise grows.

Additionally, Morgan, who also leads LEI’s #Lean Product and Process Development (LPPD) initiative, shares insights on listening to customers’ needs and building processes for value creation.

In other segments, the executives describe the challenges and rewards of building an enterprise that commingles the talents of individuals recruited from nonautomotive enterprises, such as Apple, with those from conventional and new automotive enterprises, such as Tesla. They also add similar insights about creating a seamless culture across the greenfield and brownfield physical sites that make up the Rivian enterprise.

LEI offers free access to the podcast on WLEI, the official podcast site of the Lean Enterprise Institute, by visiting: https://www.lean.org/podcast/

Listeners may also subscribe directly to LEI podcasts through Apple® Podcasts, Google Play®, Stitcher, and Spotify.

About the Lean Enterprise Institute

The Lean Enterprise Institute Inc. (LEI) is a 501(c)(3) nonprofit based in Boston, MA, with a mission to make things better through lean thinking and practice. Founded in 1997 by management expert James P. Womack, PhD, LEI conducts research, teaches educational workshops, publishes books and ebooks, runs conferences, and shares practical information about lean thinking and practice. The organization carries out its mission through value streams: Lean Education, Lean Learning Materials, Co-Learning Partnerships, the Lean Summit conferences, and its website: lean.org.

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NFP Integrates Brokerages Across Canadian Market as ‘NFP’


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“We are thrilled to come together under the NFP brand and unify our operations in Canada,” said Greg Padovani, president of NFP in Canada.

NFP Canada Corp. (NFP), a leading insurance broker and consultant that provides employee benefits, property and casualty (P&C), retirement and individual solutions through its various licensed Canadian insurance brokerages, today announced that several of its Canadian insurance brokerages, including Capital Benefit Financial Group, Corporate Benefits Analysts Insurance Agency, Consortia Group, PBL Insurance Limited, Dalton Timmis Insurance Group, Inc., Mass Insurance Brokers Limited, McLean Hallmark Insurance Group Ltd., Elective Benefits Services, and Indemnis Trade Risk Management Limited, are adopting the NFP business name in each of the provinces and territories of Canada where permitted by law.

This implementation marks the latest in a series of strategic initiatives of NFP Corp. across North America. The integration of employees, resources and operations under NFP positions the company to respond swiftly to shifting marketplace, technology and insurance needs, while advancing NFPs broader strategy to unite and expand its presence in Canada.

“We are thrilled to come together under the NFP brand and unify our operations in Canada,” said Greg Padovani, president of NFP in Canada. “The integration of these well-established firms creates a platform for NFP that has the size, scale, and capabilities to provide a full range of insurance solutions to Canadian corporations and individuals that differentiates us in the dynamic P&C, group benefits, group retirement, private client, and personal and commercial insurance markets.”

“The ongoing integration of our acquisitions is a powerful step in presenting a united front to the marketplace while highlighting our commitment to the Canadian market,” said Doug Hammond, chairman and CEO of NFP Corp. “NFP first entered the Canadian market in 2008. Today, NFP in Canada is 750 employees strong with more growth to come. I couldn’t be more excited about what we’ve achieved and the potential for more in the years ahead.”

About NFP Corp.

NFP Corp. is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement and individual solutions through its licensed subsidiaries and affiliates. NFP Corp. enables client success through the expertise of over 5,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP Corp. is the 5th largest benefits broker by global revenue, 6th largest US-based privately owned broker, and 8th best place to work in insurance (Business Insurance); 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).

Visit NFP.com to discover how NFP Corp. empowers clients to meet their goals.

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Barrett Asset Management Expands Investment Team


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Barrett Asset Management, LLC, announced that Amy Kong, CFA joined its firm and will serve as its new Chief Investment Officer. Amy joins as a Partner of the firm and will also hold the titles of Managing Director and Portfolio Manager. Prior to this announcement, Robert J. Milnamow has served as the firm’s Chief Investment Officer and President. Moving forward, Bob will retain the title of President and will be focusing on Barrett’s people and processes to help ensure the firm keeps pace with its growth and succession planning, and to continue to deliver the high level of performance and service to the firm’s clients.

Peter H. Shriver, CEO, said, “Amy brings an energy and depth of experience that complements our current team and helps ensure our firm is well positioned as a multi-generational firm serving multi-generational wealth. We couldn’t be more excited to have her join Barrett.”

During its eighty-three year history, Barrett has helped high-net-worth individuals, families and non-profit institutions cultivate their wealth through deep, long-term client relationships that are the hallmark of the firm.

Prior to joining Barrett, Amy served as a Senior Portfolio Manager at Fiduciary Trust and oversaw approximately $1.5 billion in assets under management. In this role she advised high-net-worth individuals and families on their investments and wealth planning. Amy was an important contributor to the firm’s research process through her coverage of the Healthcare and Financial Services sectors, as well as her involvement in the firm’s core portfolio. Prior to Fiduciary Trust, Amy was a Senior Vice President and Senior Portfolio Manager at U.S. Trust for 12 years, where she worked directly with private clients, held research responsibilities and served as a Co-Portfolio Manager for the firm’s International Equity fund. Earlier in her career, Amy worked as a Credit Analyst at Moody’s.

Amy is also a contributor to various media sources including Reuters, Wall Street Journal, Bloomberg Business, CNN Money and Yahoo Finance.

Amy holds a BA with majors in both Economics and Mathematics from Barnard College, and an MBA from Columbia Business School. Additionally, she holds the Chartered Financial Analyst (CFA) designation. Amy lives in Brooklyn, NY with her family.

About Barrett Asset Management

Since 1937, Barrett has been putting its clients first—working to help each of them achieve their goals and aspirations. Barrett is an independent investment management firm focused on the growth and preservation of wealth for individuals, families, trusts and non-profit institutions. The firm tailors each investment portfolio based on a client’s objectives for income and growth through suitable asset allocation and individual investment selections. Barrett is a New York-based firm with more than $2.1 billion under management as of December 31, 2019. To learn more about Barrett, please visit http://www.barrettasset.com.

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Mercury Insurance Recommends Security Tips to Protect Your Home


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Before you rush out to purchase an elaborate home security system or guard dog to protect your property, you should know there are 11 simple things you can do to dramatically reduce the risk of loss.

A home burglary takes place in the United States every 25.7 seconds. According to the Federal Bureau of Investigations, thirty-six percent of these burglars gain access to their victim’s home by simply walking across the welcome mat and through the front door.

Before you rush out to purchase an elaborate home security system or guard dog to protect your property, you should know there are 11 simple things you can do to dramatically reduce the risk of loss.

1. Purchase home insurance. With a variety of homeowner coverage options available, you can feel safe knowing your home and belongings are well insured in the event your home is burglarized.

2. Get back to basics. A Safeatlast study shows that 85 percent of burglars are amateurs simply looking for an easy target. It may sound like a no-brainer, but make sure all door and window locks are secured before you leave, including second story windows.

3. A trusted neighbor is an extra set of eyes, so let them know anytime you’ll be away from your home for an extended period. It’s always a good idea to have someone watching for any suspicious or unusual neighborhood activity.

4. Your house should look occupied at all times. Use light switch timers to turn lights on and off periodically. Also, leave drapes and blinds in the exact manner you do when home.

5. Change the locks immediately if you ever lose your keys. Remember, a significant number of burglars walk right through the front door.

6. Get a bit more creative when hiding your spare key. The welcome mat is no longer a safe haven. Consider leaving a spare key with a trusted friend or family member who lives nearby.

7. Stop mail and newspaper delivery when you’re away for an extended period of time. The accumulation of mail and newspapers is a surefire way to let burglars know your residence is unattended.

8. Keep all bushes, shrubs and trees trimmed. Burglars love to use lush landscaping as camouflage.

9. Don’t leave any valuables in plain view. Burglary is often a crime of opportunity and window shopping is an easy way to pick a target.

10. Your home’s security can be compromised in 140 characters or less, so don’t broadcast your family vacation or upcoming business trip. This includes ‘tweeting,’ ‘updating,’ ‘checking in,’ or uploading vacation photos to social media sites until you’re home. In fact, Safeatlast shows 65 percent of home invaders aren’t strangers. Perhaps a friend on Facebook? Or a follower on Twitter?

11. Fight back by using social media to your advantage. Update your sites to give the impression that you are home. This can deter any potential outside interest in your property.

Employing these simple, precautionary measures and combining them with the protection you get from Mercury’s homeowner insurance can help provide peace-of-mind that comes from knowing your home is protected.

Note: This article was originally published on Mercury’s blog.

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Power Digital Marketing Announces New Chief Financial Officer (CFO), Milton Goss


Power Digital Marketing

“What makes me most excited to join this team is that not only is Power Digital at the forefront of technology and cutting-edge services but you can feel the energy of the team when you step through the door,” said Milton Goss, CFO of Power Digital.

Power Digital Marketing, Inc. (Power Digital), an award-winning, full-service performance marketing agency that helps brands expand their online presence and scale revenue, announces today the hiring of Milton Goss as Chief Financial Officer (CFO). Goss is a seasoned financial and business development leader bringing more than 20 years of experience in finance, team building and product management to Power Digital. He previously worked for ProSites, a digital marketing services firm serving community-based professionals as CFO.

“What excites me about coming to Power Digital is the evolution and tremendous growth of digital services and how that’s changing the way we interact with each other and businesses we work with,” said Milton Goss, CFO of Power Digital. “What makes me most excited to join this team is that not only is Power Digital at the forefront of technology and cutting-edge services but you can feel the energy of the team when you step through the door. My main goal is to assist in the company’s growth aspirations and build a finance department that will partner with the staff to tear down the roadblocks to success.”

Goss brings invaluable expertise in leading both domestic and international teams through several add-on acquisitions, reporting transitions, and business systems upgrades. His strengths include financial planning and modeling, business development and strategy execution. His experience includes the ability to lead a finance staff located in multiple geographic locations and a vast knowledge base in business development due to direct experience in all aspects of bringing products to market, working in product development and marketing. Goss earned his bachelor’s of science and engineering in Chemical Engineering from the University of Michigan and a MBA with Honors in Finance & Marketing from Boston University.

“The Power Digital team is ecstatic to add such a pivotal team member as we continue our company’s expansion,” said CEO of Power Digital, Grayson Lafrenz. “Milton’s strengths in fast-paced growth environments and impressive background leading the industry’s top organizations will drive our ambitious plan for 2020 even further. He will take our finance and accounting departments to new heights, and we cannot wait to see how his vision advances the development of our company.”

Milton Goss joined the Power Digital team effective Feb. 6, 2020.

About Power Digital Marketing

Power Digital Marketing is a leading, data-driven performance marketing agency located in San Diego, CA. As a full-service agency, the company offers services including: SEO, Content Marketing, Paid Media, Social Media Marketing, PR, Influencer, Email, Conversion Rate Optimization, Amazon Marketing and Web Development, with an emphasis in helping brands scale revenue and increase profits through customer acquisition and retention programs. Its tech-enabled B2C and B2B marketing campaigns focus on measurability and driving bottom line business results. The Power Digital team’s family mentality and growth mindset culture fosters a strong work ethic, innovation and an ownership mentality from its talented team. For more information, please visit powerdigitalmarketing.com.

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How To Compare Discounts And Select The Best One


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“Getting car insurance discounts will help save considerable amounts of money. But you must choose wisely the discounts and its provider,” said Russell Rabichev, Marketing Director of Internet Marketing Company.

Compare-autoinsurance.org has released a new blog post that explains how to compare car insurance discounts and save lots of money.

For more info and free quotes, visit https://compare-autoinsurance.org/how-to-compare-car-insurance-discounts/

Being eligible for discounts is a safe way to lower car insurance costs. With the right discounts, a policyholder can save hundreds of dollars each year. It is recommended to do some research about available discounts provided by the current carrier. We also recommend policyholders to periodically check the market offers and use http://compare-autoinsurance.org to compare prices.


  • First of all, an insured must check the prerequisites. And each company may have different requirements for the same discount. For example, one company may impose a 10.000 miles a year for a low mileage discount, while another one may impose 8.500 miles. The same thing is applicable to all discounts.
  • Next, compare the values of the discounts. If both discounts have the same requirements, then they should offer the same discount. If not, then go with the discount that saves more money.
  • Clients must also check the availability period of the discount. A discount may be greater in savings value, but if it lasts only 2 or 3 months, in the long run it would be a bad choice. Do some calculus and select the discount that will save the most money at the end of the availability period.

Compare-autoinsurance.org 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.

For more information, please visit http://compare-autoinsurance.org

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GRSi Names Diane Yarnell Executive VP / Chief of Staff for the CEO


Diane Yarnell Headshot

Diane Yarnell – Executive VP / Chief of Staff

“All of GRSi is excited about the future, our industry award winning record growth and continued investment in our talent, such as Diane, will continue our strength and momentum in 2020 and well beyond.”- David Affeldt, CEO

On the heels of another amazing year of growth, GRSi has formally announced the promotion of Diane Yarnell to Executive VP / Chief of Staff for the CEO. In this capacity she will oversee corporate operations and the Civilian business portfolio, and serve as an extension of the CEO.

In Yarnell’s previous role as Corporate VP, she managed the firm’s Civilian portfolio, which includes multi-million dollar contracts supporting the NIH’s NIDA, NCI, NIA, NEI, NHLBI, NIDDK, ORS/ORF and the Clinical Center, as well as the Centers for Medicare & Medicaid Services (CMS), the Federal Bureau of Investigations, Johns Hopkins University Applied Physics Laboratory and others. Throughout Yarnell’s career, she has excelled at employee and client relationships, and as Executive VP and Chief of Staff for the CEO she brings an in-depth knowledge of talent management and integration, program management, performance and quality management, strategic partnering, benefits management, workforce and partner development, and personnel security. She has been with GRSi since 2001, and holds an MBA with a certificate in Organizational Development from Mount St. Mary’s University.

“Diane will serve exceptionally in this new role. Leveraging her expertise in client, talent and partner relations, as well as empowering her as an extension of my role, will bring strategic and tactical benefits across the board. All of GRSi is excited about the future, our industry award winning record growth and continued investment in our talent, such as Diane, will continue our strength and momentum in 2020 and well beyond.” – David Affeldt, CEO

GRSi drives state-of-the-art innovations and solutions across the Civilian, Defense and Intel communities, as well as the commercial industry. Our professional technical and engineering services deliver next-generation systems engineering, cybersecurity, technology insertion and best practices-based Enterprise Operations (EOps) management.

Our worldwide top-talent brings proven agility with compliance, and innovation with governance. GRSi stabilizes, optimizes and transforms our clients’ environments, realizing their must-have objectives of resilient, reliable, forward-leaning technical efficiencies.

GRSi has delivered excellence in professional and technical services for nearly two decades years to federal, defense, intelligence and commercial clients worldwide. Industry best practices, technologies and people … excellence delivered daily. For more information, contact media@grsi.com.

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PointeNorth Insurance Group Continues Expansion in Southeast with Acquisition of Iron Mountain Insurance in Alabama


PointeNorth Insurance Group in Atlanta

PointeNorth Insurance Group in Atlanta

“PointeNorth Insurance Group provides everything an insurance business owner needs to take their business to the next level,” said Jonathan Scarborough.

PointeNorth Insurance Group, LLC (PNIG), one of the largest independent insurance agencies in the Southeast with local ownership, has expanded its reach in the Southeastern United States with the acquisition of Iron Mountain Insurance, located in Birmingham, Alabama. Iron Mountain Insurance, which specializes in property and casualty insurance, was acquired by PointeNorth Insurance and has joined the PointeNorth Alliance™, which provides additional markets, services, and tools to help agencies develop new talent, grow organically and increase profitability.

“The insurance industry is extremely competitive, and PointeNorth Insurance Group provides everything an insurance business owner needs to take their business to the next level,” said Jonathan Scarborough, Senior Vice President of Iron Mountain Insurance. “Now we have access to extensive resources that we didn’t have before to help with everything from back office support, all the way up to the most strategic needs, including marketing strategy and risk management programs.”

As a PointeNorth Alliance member, Iron Mountain Insurance is able to offer customers additional services and specialty programs in the areas of transportation, franchise, non-emergency and emergency ambulance and construction. Matt Kilgore, President of Iron Mountain Insurance, will also serve as Senior Vice President of PointeNorth Insurance Group. Jonathan Scarborough, Senior Vice President of Iron Mountain Insurance, will also serve as Senior Vice President of PointeNorth Insurance Group.

“PointeNorth Insurance Group is unique in the industry in that they want to come alongside insurance agency owners and help them grow their business,” said Kilgore. “In addition to having the operational tools and resources we need to grow our business, we also now have access to an exceptional range of custom insurance solutions to provide to our clients, which makes our company stronger than ever.”

With the acquisition of Iron Mountain Insurance, PointeNorth Insurance Group expands to more than 200 employees. Strategic organic growth and acquisitions have resulted in the company more than doubling revenue in the past three years. PointeNorth Insurance Group has Georgia offices located in Alpharetta, Atlanta, Cumming, Gainesville, Warner Robins, and Byron, as well as offices in other states including Greenville, South Carolina, and Birmingham, Alabama.

“The energy level and entrepreneurial spirit of the team at Iron Mountain Insurance is contagious and has greatly contributed to their rapid growth,” stated William Skeeles, PointeNorth President and CEO. “We are excited to invest in Iron Mountain Insurance and increase our position in Alabama.”

About PointeNorth Insurance Group

PointeNorth, one of the top 60 agencies in the United States, offers insurance and financial products to more than 50,000 households and businesses nationwide and was formed with the partnering of outstanding agencies throughout the Southeast. PointeNorth Insurance Group LLC is headquartered at 1100 Circle 75 Parkway, Atlanta, Georgia. For more information, visit http://www.PointeNorthIns.com.

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