Category Archives: Business

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

Why Are Car Insurance Quotes So Important


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“With the help of modern technology, customers can get car insurance quotes from anywhere and at any time”, said Russell Rabichev, Marketing Director of Internet Marketing Company.

Compare-autoinsurance.org has launched a new blog post that explains what advantages are gained by using free online car insurance quotes.

For more info and free quotes, visit https://compare-autoinsurance.org/how-important-are-online-car-insurance-quotes/

It is crucial for car owners to carry insurance. With so many drivers on the nation’s roads, accidents are bound to happen. Also, there are plenty of natural hazards that can damage one’s vehicle, not to mention theft or vandalism. Without having auto insurance, a car owner will be in a delicate situation if his vehicle gets damaged.


  •     Back in the days before the internet, getting auto insurance was trickier and time-consuming. The car owner had to travel from one insurance agency to another, and get one insurance quote at a time. Getting a decent number of quotes to compare could take days. Also, car owners had to pay when using the services of a car insurance agent or broker.
  •     Modern technology made the traditional method of getting insurance to be considered obsolete. Car owners can get online auto insurance quotes for free right from the comfort of their homes. The main advantage of getting insurance quotes on the internet is that car owners can shop around for the best quote among all the available insurers and that they can rest assure that the policy they choose is the best. All they need is to find a reliable insurance policy comparison website, complete the application form, and they will be presented with a list of policies which are catered to their specific needs.
  •     Quotation forms use the same relevant questions used by any company during negotiations. Online search engines will ask the same info an agent will ask. But they allow you to gather documents and be relieved of pressure. This is the best way to simulate a negotiation, without feeling any stress or fear of making mistakes.

For additional info, money-saving tips and free car insurance quotes, visit https://compare-autoinsurance.org/

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.

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AffluenceIQ Announces Exploration of Strategic Alternatives


Massinvestor https://massinvestor.com/, a publisher of business Databases, has announced it is exploring Strategic Alternatives for its AffluenceIQ Wealth Database https://affluenceiq.com/.

Potential strategic targets include sale of the division, partnerships, and tie-ins.

AffluenceIQ, a database of the 2,000 wealthiest people in Massachusettts, has received considerable press in its short three-year history.

Its ‘Richest 50’ annual listing has been a key content feature, and received attention from major regional media sources:

Boston Globe https://www.bostonglobe.com/metro/2018/01/10/the-richest-people-mass-are-worth-combined-billion/AAVgvNnDcBoozGNOduAXXO/story.html

Boston Business Journal https://www.bizjournals.com/boston/news/2018/01/10/from-sheldon-adelson-to-abigail-johnson-here-are.html

Boston Magazine https://www.bostonmagazine.com/news/2018/01/10/richest-people-massachusetts-2018/

AffluenceIQ is the only Database providing intelligence on the highest net worth families in Massachusetts. Subscribers receive access to more than 2,000 profiles of individuals with a net worth of $10 million or more.

“We believe it’s time to explore alternative strategies for AffluenceIQ,” stated publisher, Mike Stern. “The database has content on high net worth individuals that cannot be found elsewhere, but we’ve gone in a different direction with our database publishing. AffluenceIQ represents a unique opportunity for the right partner.”

AffluenceIQ profiles contain:


  • Detailed biography
  • Net worth estimate
  • Stock market holdings
  • Personal residence and vacation address
  • Educational achievements
  • Nonprofit and civic engagements
  • Lifestyle, hobbies, luxury assets, etc
  • Email address, home phone, and Linkedin
  • Detailed spousal information
  • Five year salary background

“The Database has been a staple purchase for many of the region’s top wealth managers, non-profits, and providers of luxury services,” added Stern.

Interested parties can contact the publisher directly at 617-620-4606.

About AffluenceIQ

AffluenceIQ https://affluenceiq.com/ connects Wealth Managers, Nonprofits, and Luxury Marketers with Massachusetts’ wealthiest families. AffluenceIQ is the only Database providing intelligence on the highest net worth families in Massachusetts. With your one-year subscription, you’ll have unlimited access to more than 2,000 profiles of individuals with a net worth of $10 million or more.

About Massinvestor

Massinvestor https://massinvestor.com/ is a leading publisher of business Databases used by professionals in myriad industries to connect with capital and wealth. The firm’s Venture Capital and Private Equity Database profiles nearly 5,000 VC & PE firms as well as 10,000 portfolio companies. The firm’s Family Office Database https://familyofficedata.net/ profiles 550+ Single Family Offices active in Hedge Funds, Private Equity, Venture Capital, Operating Businesses, Real Estate, and Entertainment.

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Best Car Insurance 2020 Tips


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“Car insurance is an important investment made by any driver. On the other hand, car insurance is also expensive. To get lower car insurance premiums, drivers resort to various methods.”, said Russell Rabichev, Marketing Director of Internet Marketing Company.

Compare-autoinsurance.org has launched a new blog post that presents several popular methods used to lower the price of car insurance premiums.

For more info and free quotes, visit https://compare-autoinsurance.org/top-methods-that-you-can-use-in-order-to-pay-cheaper-car-insurance/

The price of car insurance can rise to as much as several thousand dollars per year. To no one’s surprise, drivers want to pay less on their insurance. Fortunately, there are some clever ways that can help anyone save money on car insurance.

In order to pay lower premiums, drivers should follow these tips:


  •     Set higher deductible levels for collision and comprehensive coverage. Drivers who are willing to pay more from their own pockets, before the coverage begins, can pay less on their insurance premiums. Drivers who are taking this approach are advised to save some money, just in case, they will need to complete a claim.
  •     Avoid committing traffic violations or accidents. Some of the largest discounts in the auto insurance industry are offered to drivers that keep their driving records clean.
  •     Combine multiple policies under the same contract. Bundling all the insurance policies of the vehicles from a household is rewarded with a large discount by the insurance providers. Also, drivers can save money if they bundle their car insurance policies with other types of insurance like homeowner’s insurance or life insurance.
  •     Analyze what coverage is redundant or useless. For owners of newer vehicles, paying for collision and comprehensive coverage is worth it. However, for old vehicles that reached a certain age, dropping full coverage might be the right choice. In some cases, the price of a one-year full coverage policy is higher than the market value of the older vehicle.
  •     Consider the insurance costs before purchasing a vehicle. It is recommended to check which types of vehicles are the most and the least expensive to insure. Vehicles like sports cars, limousines, muscle cars, exotic cars are expensive to insure. Some of the cheapest cars to insure are family vans or mid-size SUV’s that have high safety ratings.
  •     Improve the car’s safety rating. Drivers can obtain an important discount if they are installing safety devices and anti-theft devices that are approved by their insurance companies.
  •     Good drivers should enroll in a UBI program. Usage-based insurance is getting more popular than ever. Drivers are now more open to the idea of installing a telematics device that monitors their driving behavior. Also, this is the fastest method that can help drivers with good driving habits obtain a large discount.

For additional info, money-saving tips and free car insurance quotes, visit https://compare-autoinsurance.org/

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.

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Crowley’s Marine Services Group Realigned with New Leadership


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We are pleased to have these three, talented individuals leading our commercial marine services. They bring a lot of experience and customer focus to each business line.

To better support the diverse needs of customers in the maritime industry, Crowley Maritime Corp. announced today that it has realigned its marine services organization and introduced new leadership.

Crowley Marine Services, part of the company’s Shipping group, will now be comprised of three distinct, yet interrelated business segments: offshore services, ship assist and tanker escort, and engineering services – those provided by Crowley and subsidiary Jensen Maritime Consultants. Jeff Andreini, Porter Sesnon and Coulston “Cole” van Gundy have been appointed to top leadership positions in each of these units respectively.

Andreini has rejoined Crowley after serving four years as the chief financial officer for Ardent Holdings, a global marine salvage business in which Crowley previously had a 50 percent ownership position. With Crowley, he now has profit and loss responsibilities for the company’s offshore division, which includes Crowley’s ocean-class tugboat and flat-deck barge fleets. This unit provides specialized cargo transportation to the offshore energy sector and the emerging U.S. offshore wind market. He will be based in Houston and report to Johan Sperling, vice president of marine services.

Sesnon is taking the lead role for the group’s ship assist and tanker escort services, which are provided in all major West Coast ports from north Puget Sound, Wash., to San Diego, Calif. Utilizing one of the most advanced fleets of ship assist and tanker escort tugs in North America, Crowley safely assists the ships through some of the tightest, most environmentally-sensitive waterways in the world. Crowley entered the ship assist business at the start of the 20th century, operating steam-powered tugs in San Francisco Bay in 1906. Sesnon, who will have profit and loss responsibilities for the division, will be based in Seattle and report to Sperling.

Within Crowley’s engineering group, van Gundy is taking the leadership role in business development to grow the company’s third-party project and construction management services, as well as engineering and design-related offerings provided by both Crowley and Seattle-based Jensen Maritime. Van Gundy will be based in Seattle and report to Jay Edgar, vice president of Jensen.

“We are pleased to have these three, talented individuals leading our commercial marine services,” said Sperling. “They bring a lot of experience and customer focus to each business line.”

“With their leadership and our business structure, we’re not only going to provide routine, daily marine services, but we’ll be able to collaborate to provide custom solutions to maritime-related challenges – whether that’s designing, building and operating vessels, installing an offshore wind farm, or towing and positioning a TLP for installation,” Sperling added.

Prior to joining Ardent, Andreini served at Crowley for 35 years beginning as a dispatcher/administration assistant in San Francisco and Long Beach for Crowley’s tug and barge services. He spent 20 years in Crowley’s Seattle office in numerous roles including director of finance for harbor services, manager of West Coast tug dispatch, and manager of business development. In 2013, Andreini relocated to Jacksonville to become the director of finance and strategic planning for the company’s solutions business unit before taking the position at Ardent. He earned a bachelor’s degree in finance and a master’s degree in business administration.

Prior to joining Crowley, Sesnon worked for five years as a corporate lawyer at K&L Gates LLP in Seattle where he represented private and public companies in a variety of transactions, including mergers and acquisitions, venture capital financing, corporate restructurings, joint ventures, and public offerings. Sesnon joined Crowley in August 2018 as a director of business development for the company’s marine services group and has been responsible for growing Crowley’s ship assist and escort services for tankers, container ships and other vessels on the U.S. West Coast.

Van Gundy joined Crowley in 2006 as an engineer supporting vessels managed from the Pacific Northwest. His first assignment was to Prudhoe Bay, Alaska, supporting Crowley’s North Slope operations, and he later began supporting harbor and ocean tugs as a chief engineer. Moving ashore, van Gundy supported both Crowley and third-party vessel repair and new construction management programs. Most recently he managed Crowley’s offshore energy business development. Van Gundy holds his project management professional credential and is a graduate from the California Maritime Academy, where he earned a bachelor’s of science degree and master of science degree in transportation and engineering management, as well as his U.S. Coast Guard engineering license.

About Crowley

Jacksonville-based Crowley Holdings Inc., a holding company of the 128-year-old Crowley Maritime Corporation, is a privately held family- and employee-owned company that provides government, marine, energy and logistics services in domestic and international markets. Crowley operates under four business units: Crowley Logistics, a logistics supply chain division that includes ocean liner services; Crowley Shipping, which encompasses ownership, operations and management of conventional and dual fuel (LNG) vessels, including tankers, container ships, multipurpose, tugboats and barges; engineering; project management; and naval architecture through its subsidiary Jensen Maritime; Crowley Fuels, a fuel transportation, distribution and sales division that also provides liquefied natural gas (LNG) and related services; and Crowley Solutions, which focuses on global government services and program management, government ship management, expeditionary logistics and government-oriented freight transportation services. Additional information about Crowley, its subsidiaries and business units may be found at http://www.crowley.com.

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Car Insurance 2020 Guide – Why ZIP Code Is Used To Determine Auto Insurance Rates


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“For any insurance company, the neighborhood where a customer lives is very important. Customers living in good and safe neighborhoods pay less on their premiums, while drivers living in dangerous neighborhoods will pay more on their insurance rates.”, said Russell Rabichev, Marketing Director

Compare-autoinsurance.org has launched a new blog post that explains how the zip code can affect the price of car insurance premiums.

For more info and free quotes, visit https://compare-autoinsurance.org/why-car-insurance-varies-by-zip-code/

Car insurance can help drivers overcome some delicate situations that involve the paying of medical bills, damage claims, and legal expenses. Some drivers get confused when they start comparing their insurance policies with their relatives or friends and they notice the huge differences between them. One of the most important reasons for these differences is the ZIP code.

The ZIP code can help the insurers find out more about the following factors that determine the insurance premiums:


  •     The number of claims in a certain area directly impacts the rates. Drivers that live in areas where the number of claims is high, will have to pay more money on their insurance rates.
  •     Population density. Living in an urban area is usually more expensive. The car insurance premiums paid by those living in high-density urban areas are higher when compared with the premiums paid by drivers that are living in the suburbs.
  •     Environmental and geographical factors. Those who live in areas where the winters are longer and more severe are likely to pay more money on car insurance. Also, higher rates will be paid by drivers that live in areas known to be affected by floods, earthquakes, or tornadoes.
  •     The number of accidents and crimes. In some areas, cars are stolen more often or they are vandalized. Especially in large port cities, where specialized gangs are known to steal vehicles in order to send them to foreign countries. Also, drivers have higher chances of getting their cars vandalized if they happen to live in large cities.
  •     Unemployment rate. In areas where the number of unemployed persons is high, there is also a high number of persons that are driving without insurance. Uninsured drivers who are causing an accident are responsible for large losses suffered by insurance providers. Insurance companies will compensate for that losses by increasing the premiums of their paying customers.
  •     Road conditions. Living in an area where the roads are filled with potholes will make the insurance costs go up. The same happens if there are any dangerous intersections nearby.

For additional info, money-saving tips and free car insurance quotes, visit https://compare-autoinsurance.org/

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.

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Wise Public Relations and Zimmerman Strategic Communications Announce Merger to Start New and Ambitious Growth Chapter


“The merger enabled us to deliver an even greater breadth of expertise and capabilities to achieve those goals by bringing enhanced value to clients, particularly those in high-touch and highly-regulated industries such as Sports, Entertainment, Cannabis, Alcohol/Beverage and FinTech.”

Wise Public Relations, Inc. (Wise PR), the integrated marketing agency, announced today that it has joined forces with industry veteran Robert Zimmerman and his boutique consultancy, Zimmerman Strategic Communications. Zimmerman will serve as Global Managing Director and Chief of Staff, responsible for overseeing Wise staff, operations, and client relations while expanding and strengthening Wise PR’s Sports, Media, Entertainment and Crisis/Reputation Management capabilities.

Both Wise and Zimmerman possess deep experience across the Cannabis, Technology, Sports, Media, Entertainment, FinTech, Crisis, and Consumer Lifestyle industries. The successful collaboration between the two companies on a number of clients over the past several years led naturally to this merger. As part of the merger, Zimmerman brings with him his client base that includes FIA Formula E and others.

“After laying a more than 12-year foundation of persistent, organic and measured growth delivering world-class marketing communications to some of the best clients, we’ve reached an inflection point,” said Harrison Wise, Founder and President of Wise Public Relations. “We are an ambitious team with our sights set on achieving market and category leadership. The merger enabled us to deliver an even greater breadth of expertise and capabilities to achieve those goals by bringing enhanced value to clients, particularly those in high-touch and highly-regulated industries such as Sports, Entertainment, Cannabis, Alcohol/Beverage and FinTech.”

“With Robert now an integral part of our senior leadership team our collective focus will be on bringing together the best strategy, tools and processes to enable our employees to deliver peak performance across, client, business & leadership goals both now and in the future,” added Wise.

“Harrison has done a fantastic job establishing Wise PR whose entrepreneurial values, creative spirit, and commitment to achieving client goals have made the company into a leading agency in key growth sectors, first with ad/marketing technology, FinTech and now in the Cannabis vertical,” said Zimmerman. “As Wise is at a new inflection point in its growth, I look forward to further building the agency’s brand, capabilities, and talent, offering clients a full-breadth of best-in-class branding, content, experiential and other integrated marketing services that will transform their businesses for the future.”

Zimmerman, who launched his consultancy in 2012, has represented such marquis clients as FIA Formula E Racing, Tough Mudder, Omnigon, Benjamin Restaurant Group, USGA, Jeff Jenkins Productions, You On Demand, Driver Digital and ACES Inc. He is also a partner in PR, Marketing and Media Czars, the online PR and Marketing community. From 2008-2012, Zimmerman served as the Senior Vice President, Corporate Communications, PR and Public Affairs for WWE. In that role, he ran the sports entertainment giant’s global communications, public affairs, and crisis management operations, where he conceived and launched WWE’s anti-bullying initiative – “Be a S.T.A.R” – which was praised in the Congressional Record; received numerous local and state accolades, as well as recognized by PR News as one of the “Best Cause Branding Campaigns.” Prior to WWE, he held senior executive roles at leading PR agencies serving as a trusted advisor to C-level executives and has helped guide some of the world’s best-known brands, products and personalities including Howard Stern, The Wall Street Journal Weekend Edition, FOX News, Donatella and Allegra Versace, House of Blues, Jay Leno, Bacardi, HGTV, Sean “Diddy” Combs, Béla Fleck and the Flecktones, Martin Guitars, Ziff-Davis, Foxwoods Resort and Casino, Wenner Media, Michael Eisner, and Sirius XM. Zimmerman holds a BA in Communications from the University of Pennsylvania.

About Wise Public Relations, Inc.

Founded in 2007, everything Wise Public Relations, Inc. does is purpose-driven to meet the precise needs of a particular client. And, of course, to resonate with the client’s target audiences.

From brand development and content creation, to social engagement and media relations, every step in the marketing process is executed with an unwavering commitment to a guiding purpose: Why your brand exists. As all these capabilities serve as the connective tissue in the Wise ecosystem, it’s clear to see how each step in the integrated marketing communications process must be done with intent and purpose.

Wise works across the Sports, Media, Entertainment, Technology and Cannabis verticals and was recently named by the Observer for the second year in a row as one of the most powerful PR firms in Cannabis. Wise has offices in NYC and LA. For more information visit http://www.wisepublicrelations.com.

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AbstoneLalley, Inc.’s CEO Represents President Of One Of The Largest, Minority-Owned Law Firms In The U.S. In Transition To New Firm


The hiring of Steve Pugh is an important event in the history of our firm. Not only is he a prestigious attorney and leader in the legal profession, he has also successfully run one of the most notable minority-owned firms in the country.

AbstoneLalley, Inc., a national, minority-owned legal and corporate consulting firm, is proud to announce that its Chief Executive Officer, Rodney L. Abstone-Carabajal served as a trusted advisor to Stephen H. Pugh, President of Pugh, Jones & Johnson, P.C., in his transition to Burke, Warren, MacKay & Serritella, P.C. Mr. Pugh, a nationally-recognized, award-winning trial attorney and public finance lawyer, joins Burke, Warren, MacKay & Serritella as a Shareholder, effective January 16, 2020.

“It was a tremendous honor when Stephen Pugh contacted me to represent him and his firm with their transition to a new firm,” said Rodney L. Abstone-Carabajal, CEO of AbstoneLalley, Inc. “Mr. Pugh is a powerhouse Chicago lawyer and a true trailblazer. Working with him and his firm has been one of the highlights of my career.”

Since its founding in 2012, Mr. Abstone-Carabajal’s firm has developed a reputation for excellence rooted in its unwavering commitment to diversity. As demonstrated by its diverse team of consultants and inclusive work environment throughout North and South America, AbstoneLalley holds true to its mission to advance diversity and inclusion in the legal profession. For these reasons, Mr. Abstone-Carabajal and his team continue to be sought out for their particular expertise in diversity recruitment and retention and lateral partner and practice group transitions and law firm mergers.

“After more than 28 years as a significant, diverse law firm in Chicago and New York, we owe a great deal of gratitude to our clients and to our former attorneys and staff,” said Stephen H. Pugh. “We now look forward to providing outstanding legal services with the dynamic firm of Burke, Warren, MacKay & Serritella.”

Burke, Warren, MacKay & Serritella is a full service, mid-sized firm with a well-earned reputation within the Chicago business and legal communities and with capabilities and resources that extend around the globe. “Burke, Warren, MacKay & Serritella has a sincere commitment to improving the diversity landscape in law firms,” stated Abstone-Carabajal. “This is the primary reason I have very much enjoyed working with two of the firm’s Shareholders, John Stephens and Jeff Warren, on this initiative.” 

“Unlike many firms throughout Chicago that have gone the way of consolidation, Burke, Warren made the decision a number of years ago to remain an independent, mid-sized, full service firm,” said John P. Stephens, Shareholder of Burke, Warren, MacKay & Serritella. “A key component to the sustainability of our business model is the continual addition of new talent to the firm. For several years now, we have been successful in attracting attorneys who are drawn to our collegial environment, culture of accountability, and full-service platform. However, we had a breakthrough when our firm was introduced to Rodney Abstone-Carabajal and his firm, AbstoneLalley. Not only does Rodney provide top-of-the-line service and connections to first-rate attorneys, he has been instrumental in introducing Burke, Warren, for the first time, to top tier minority attorneys, which aligns with our commitment to become a more diverse firm. The hiring of Steve Pugh is an important event in the history of our firm. Not only is he a prestigious attorney and leader in the legal profession, he has also successfully run one of the most notable minority-owned firms in the country. My colleagues and I are very happy to have him onboard, and look forward to working with him to further enhance the legal services we deliver to our clients.”

For more information about AbstoneLalley, Inc., please visit the company’s website at AbstoneLalley.com.

About AbstoneLalley, Inc.

AbstoneLalley, Inc., a minority-owned legal and corporate consulting firm with offices in Chicago, Washington, D.C., New York City, San Francisco, and Buenos Aires, Argentina, provides exceptional service and expertise to deliver effective leadership solutions for their clients throughout North and South America. Their extensive knowledge in the areas of legal and corporate executive recruiting, diversity recruiting and retention, domestic and international law firm mergers and acquisitions, succession planning, and career counseling, has earned them a reputation of excellence. Their expertise enables them to maintain a sharp focus on key success factors, sound bottom-line management, and innovative quality client service in today’s highly competitive legal market. For more information, please visit AbstoneLalley.com.

Media Contact:

Sara DeNio, Managing Shareholder, (312) 602-2549, sdenio@abstonelalley.com

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Mercer Advisors Expands Executive Ranks with RIA Industry Veteran


Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients.

Mercer Advisors Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA) firm, today announced the appointment of Martine Lellis, CPA, CFP® to the senior executive role of Chief Talent & Business Solutions Officer, reporting directly to Dave Welling, Mercer Advisors’ CEO.

Lellis, previously the Chief Operating Officer for well-known independent RIA, Sullivan Bruyette, Speros and Blayney (SBSB) will oversee all aspects of the firm’s human capital, as well as be responsible for strategic projects to accelerate the growth of the firm. Additionally, Lellis joins Mercer Advisors’ increasingly diverse senior leadership team.

“Martine is one of the industry’s most respected leaders with first-hand experience in what it takes to build and run a wealth management firm that delivers a family office experience to its clients,” said Dave Welling. “Her wealth management knowledge and unique skill set, combined with her industry connections and leadership abilities will further our ability to deliver an exceptional experience to our clients and expand our growth opportunities,” added Welling.

Lellis has a nearly two-decade career in the independent wealth management space, a unique accomplishment in an emerging industry. Lellis began her wealth management career at SBSB in 2002 and progressed to become the COO, overseeing a rapid period of growth for one of the industry’s most well-known and highly respected RIA firms. Lellis has advanced designations in financial services, including a CPA license and the CFP® marks, as well as having earned an MBA from Georgetown University with a BS degree in Mathematics from Duke University.

With the addition of Lellis as an executive to the firm, Mercer Advisors now has 5 senior female leaders on the Senior Management Team, including Karen Lee, Chief Marketing and Strategy Officer, recently promoted Managing Director, Laura Combs, along with Kara Duckworth, Managing Director of Client Experience, as well as Samantha Elder, Director of Human Resources. All five of the executives have joined Mercer Advisors’ executive ranks over the past two years.

The expansion of female leadership reflects on Mercer Advisors’ industry leading position as an employer of choice for female advisors and wealth management professionals. Nearly fifty percent of Mercer Advisors’ client advising teams are comprised of women with several having been appointed to leadership roles in the last two years. In 2018, Mercer Advisors launched its award-winning InvestHERs women’s initiative which focuses on becoming the wealth management firm of choice for women advisors and clients.

“Having a diverse leadership team will be critical to success in the future of wealth management, particularly as demographics change and more and more women will be in charge of their family’s financial decisions,” said Welling. “We are excited to welcome Martine to the team and look forward to continuing to attract great talent under her leadership.”

About Mercer Advisors

Established in 1985, Mercer Global Advisors, Inc. (“Mercer Advisors”) is a total wealth management firm that provides comprehensive 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 nearly 50 offices across the country. For more information, visit http://www.merceradvisors.com.

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Eisenhower Fellowships Names 10 Midcareer American Leaders as 2020 USA Fellows


Eisenhower Fellowships 2020 USA Fellows

Eisenhower Fellowships 2020 USA Fellows

“These dynamic young doers join a vast network of Eisenhower Fellows who for more than six decades have used creative, collaborative solutions to address global challenges,” said Eisenhower Fellowships Chairman Robert M. Gates, former U.S. secretary of defense.

Eisenhower Fellowships has selected 10 accomplished mid-career professionals from the worlds of education, finance, the arts, and technology to travel overseas in its 2020 USA Fellowship Program.

Beginning in spring 2020, these diverse American leaders will travel independently to one or two countries overseas, broadening their horizons as they pursue individual projects that will generate lasting impact in their communities. These USA Fellows will meet with Eisenhower Fellows abroad, unlocking a lifelong connection to an influential global network of like-minded change agents.

“These dynamic young doers join a vast network of Eisenhower Fellows who for more than six decades have used creative, collaborative solutions to address global challenges,” said Eisenhower Fellowships Chairman Robert M. Gates, former U.S. secretary of defense.

From the creation of a national community of gardeners to support healthy ecosystems, to addressing the twin challenges of homelessness and public health, the 2020 Eisenhower USA Fellows will travel to countries across Europe, Asia, Africa and the South Pacific to advance real change here at home in the United States.

“In a time of growing nationalism and retrenchment in many countries, I am confident these outstanding leaders will use their time overseas to build new bridges of understanding and then bring back and apply what they learn to better their communities,” said Eisenhower Fellowships President George de Lama.

The 2020 Eisenhower USA Fellows are:

Mohamed Abdel-Kader | Washington, DC

Executive Director, Stevens Initiative, Aspen Institute

Natalia Crujeiras | Miami, FL

Executive Director of Cultural Affairs, Miami Dade College

Sandy Fernandez | New York, NY

Director, North America, MasterCard Center for Inclusive Growth

Margaret Fry | San Francisco, CA

Medical Director, Pediatric Service Line, Palo Alto Medical Foundation

Rachel Greenberger | Boston, MA

Director, Food Sol, Babson College

Christopher Gruits | Philadelphia, PA

Executive and Artistic Director, Annenberg Center for the Performing Arts

Matthew Rader | Philadelphia, PA

President, Pennsylvania Horticultural Society

Timothy Reeves| St. Louis, MO

Assistant Treasurer and Director of Investor Relations, Emerson Electric

Anita Watkins | Raleigh, NC

Director of Strategic Innovation, UNC REX/REX Health Ventures

Kuliva Wilburn | Chicago, IL

Chief Executive Officer and President, Wilburn Strategic Solutions

Now in its 66th year and named for America’s 34th president, Eisenhower Fellowships brings together innovative leaders from all fields from around the globe who tackle big challenges to better the world around them. Since 1953, more than 2,400 mid-career leaders from 115 countries have benefited from the unique, customized experience of an Eisenhower Fellowship.

Eisenhower Fellowships identifies, empowers and connects innovative leaders through a transformative fellowship experience and lifelong engagement in a global network of dynamic change agents committed to creating a world more peaceful, prosperous and just.

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AUDIENCEX Announces Executive Team Expansion and Multi-Million Dollar Investment To Drive Continued Growth


Brian Ko

Brian Ko Joins AUDIENCEX as CCO

“Brian brings to his new role a truly exceptional career, spanning digital media, marketing and ad tech, one that has deep relevance for many of our growth and company initiatives in 2020,” said Jason Wulfsohn, Co-Founder & COO, AUDIENCEX.

AUDIENCEX, the largest independent trading desk built for performance marketers, today announced that industry veteran Brian Ko has joined their executive team as Chief Commercial Officer. In his new position, Brian will play a key role at AUDIENCEX, overseeing the Sales, Strategy, Client Services, and Marketing teams.

This hire comes on the heels of AUDIENCEX’s announcement of a multi-million dollar investment from Decathlon Capital Partners to drive continued company growth and market expansion. The funding will be used to provide additional scale to the sales teams, drive greater in-market visibility and geographical expansion, and further enable the ongoing development of innovative product solutions.

“We are continuing to invest in our products and our people, and these investments are having a clear impact on our ongoing expansion, predicated on our ability to deliver exceptional performance for our customers,” said AUDIENCEX CEO and co-founder Reeve Benaron.

“We very much look forward to Brian joining the team and helping to further evolve our company model. With this latest addition to our executive team, coupled with investment from Decathlon, we expect to significantly build on the growth we saw in 2019,” said AUDIENCEX COO and co-founder Jason Wulfsohn.

During his career Brian has led revenue, strategy, and product growth for multiple prominent DSP, DMP and SSP programmatic platforms, and managed numerous enterprise-level brand relationships within top global holding company agencies, including stints as Managing Partner and Head of Business at WPP, IPG, and Publicis Holding Companies. In his most recent role, Brian led the revenue team at Teads, a native video marketplace platform, prior to which he was running platform sales at Turn.

“I am thrilled to be joining the AUDIENCEX team as the company continues to thrive and grow,” said Ko. “Their powerfully differentiated offering of strategic and unified performance marketing solutions across channels is creating enormous value for agencies and advertisers.”

Named one of the Fastest Growing and Most Successful Companies in America by both Deloitte and Inc. 5000 in 2019, AUDIENCEX’s continued success has been driven by its independent and unbiased approach to programmatic advertising. The company’s trading desk, tdX, is powered by a proprietary technology that assesses 18 enterprise-level programmatic, search, and social advertising platforms, based on millions of aggregated data points, which in turn helps them to identify the best performing platforms for each marketing campaign.

“Brian brings to his new role a truly exceptional career, spanning digital media, marketing and ad tech, one that has deep relevance for many of our growth and company initiatives in 2020. Brian has a proven leadership ability to help scale businesses like ours and drive continued rapid market expansion” said Jason Wulfsohn, COO and Co-Founder of AUDIENCEX.

About AUDIENCEX

AUDIENCEX is a leading digital advertising partner for brands and agencies. We offer strategic, unbiased, omnichannel performance solutions, and create value for our clients by delivering a combination of high-impact creative, innovative technology, targeted media buying, and data-driven analysis to help them effectively target and acquire customers throughout the entire purchase funnel. Named one of the Fastest Growing and Most Successful Companies in America by both Deloitte and Inc. 5000 in 2019, AUDIENCEX is headquartered in Los Angeles and operates in offices throughout North America, including New York, Denver, Dallas and Toronto. For more information visit http://www.audiencex.com.

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