Associate Members

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HR, Benefit & Retirement Consulting/Services

Williams HR Solutions, LLC
(814) 693-5165
PO Box 536
Hollidaysburg, PA 16648

www.williamshrsolutions.com


 Sara C. (Sally) Williams, SPHR, SHRM-SCP, President    swilliams@williamshrsolutions.com

With forty (40) years of proven performance, Williams HR Solutions is a management services firm providing human resource consulting to banking clients in Pennsylvania, Maryland, New Jersey and New York. We assist our clients in the areas of Wage and Salary Plan Development and Administration, Organization Planning and Design, Performance Measurement Systems and Training, Affirmative Action Plans Development, Personnel Policies and Practices, and Employment Procedures.
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Bank Consulting

Insurance

Allied Solutions
(800) 826-9384
2043 Hershey Lane
Minocqua, WI 54548

www.alliedsolutions.net


 Melissa Carmen, Regional Vice President    Melissa.Carmen@AlliedSolutions.net

With more than 35 years of experience serving financial institutions, Allied Solutions uses our tremendous depth of knowledge in financial services to identify and address emerging issues. We offer more than 100 products and services, and we're constantly searching for ways to expand both the depth and breadth of our offerings to better serve our industry. From technology-driven tools to consumer-centric services, our solutions are rooted in proven expertise, resourcefulness and accountability to help each of our customers grow, protect, and evolve their business.
Primary category: Insurance
Additional categories:
  • Marketing & PR Services (Digital, Social, Direct, Print)
  • Non Interest Income
BOLI Consulting Partners, LLC
(856) 577-7305
2101 Brandywine Street
Suite 101
Philadelphia, PA 19130

www.bancconsultingpartners.com


 Lon P. Haines, Managing Principal    lphaines@yourbankpartner.com

Banc Consulting Partners, LLC, DBA as BOLI Consulting Partners, LLC in PA is an industry leader in the design, implementation, and administration of Bank-Owned Life Insurance (BOLI) and Nonqualified Deferred Compensation. Led by a team of seasoned consultants with extensive experience in the BOLI, benefits, and banking arena; BCP is uniquely positioned and steadfastly committed to providing comprehensive consultation and service to the community bank marketplace. BCP's diagnostic approach, client-centric philosophy, and underlying focus in aligning institutional objectives in a manner that fosters trusted and meaningful relationships has helped hundreds of institutions across the country attract and retain quality leadership while optimizing earnings to offset the ever increasing cost of employee benefit obligations.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • Insurance
Berkley FinSecure
(443) 987-8619
849 Fairmount Avenue, Suite 301
Towson, MD 21286

www.berkleyfinsecure.com


 David H. Cassel, AVP, Sales-Mid-Atlantic Region    dcassel@berkleyfinsecure.com

Berkley FinSecure, a member company of W.R. Berkley Corporation, is dedicated to providing customized, comprehensive insurance solutions and outstanding personalized service to financial institutions. We offer bond, management liability coverages and all standard property-casualty lines as well as specialty products catering to mortgage lenders and trust managers.

Our Berkley Crime unit provides crime related insurance products to commercial organizations, financial institutions and government entities.

We are a member company of W.R. Berkley Corporation, one of the nation's premier commercial lines property/casualty insurance providers. We underwrite on behalf of W.R. Berkley Corporation member companies each of which carry A.M. Best and S&P ratings of A+, A.M. Best Financial Size Category XV.
Primary category: Insurance
NFP
(267) 482-6406
2500 York Road, Suite 210
Jamison, PA 18929

www.nfp.com


 Alicia Frye, Marketing & Communications    Alicia.frye@nfp.com

At NFP, our solutions and expertise are matched only by our personal commitment to each client's goals. We're a leading insurance broker and consultant that provides executive benefits solutions and bank-owned life (BOLI) insurance consulting. We are a full service provider with the ability to offer plan consulting, financial analysis, plan record-keeping, asset administration and ongoing BOLI regulatory compliance. Our expansive reach gives us access to highly rated insurers, vendors and financial institutions in the industry, while our locally based employees tailor each solution to meet our clients' needs.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Insurance
The Plateau Group
(931) 484-8411
P. O. Box 7001
Crossville, TN 38557-7001

www.plateaugroup.com


 Robert J. Joyce, VP, Marketing    bob.joyce@plateaugroup.com

The Plateau Group, Inc. is an insurance holding company based in Crossville, TN. The compaany is an underwriter of Credit Life and Credit Disability insurance, Group Mortgage Life and Disability insurance, and offers Debt Protection Programs, GAP and P&C products. It is also a manufacturer and distributor of related financial products and services. Plateau is considered one of the premier providers of products and services to financial institutions. The company holds a national reputation as a provider of reinsurance and reinsurance accounting services.
Primary category: Insurance
Travelers
(267) 675-3151
1500 Market Street
West Tower, 29th Floor
Philadelphia, PA 19102

www.travelers.com


 Kelly Celhar, Account Executive Officer/Financial Institutions    kcelhar@travelers.com

Travelers SelectOne+ product is a complete line of insurance coverage for community banks. Travelers is your one source solution for protection. Our products include D&O, EPL, lenders liability, trust, crime, property and casualty.
Primary category: Insurance
Zurich
(800) 553-7348
1299 Zurich Way
Schaumburg, IL 60196-1056

www.zurichna.com/financial-institutions


 Christopher A. Taylor, Head of Healthcare & Financial Institutions    Christopher.Taylor@zurichna.com

For more than 100 years, Zurich has been a leading provider of insurance solutions to financial institutions. Over the years, we have demonstrated our ability to develop products and services that help meet our customers' changing needs, including bonds, management liability, property casualty, collateral protection and more.
Primary category: Insurance

Investment Banking & M/A

Griffin Financial Group, LLC
(610) 478-2106
607 Washington St
Reading, PA 19601

www.griffinfingroup.com


 Matt Jozwiak, SVP Financial Institutions Group    mj@go2griffin.com

Griffin Financial Group is a Pennsylvania-based investment bank specializing in assisting financial institutions in understanding their strategic and financial alternatives, raising capital, facilitating and structuring M&A transactions and securitizing and selling assets, including troubled assets. Griffin also assists financial institutions in public offerings, institutional placements, sales, syndication and other capital markets activities. Griffin also offers assistance with capital planning, strategic planning, non-depository M&A, branch purchases and sales, and other strategic matters. Through our unique platform, we also have the ability to assist our clients in attracting non-traditional sources of capital, including private equity funds, hedge funds and insurance companies, and in attracting strategic partners.

Griffin has 40 investment bankers and is part of a professional services platform which consists of over 200 multidisciplinary professionals with occupational and educational diversity and broad and deep banking sector experience. Our staff includes many former senior executive officers of both large and small depository institutions, specialty lenders and others in the sector with hands-on operating and transactional experience. Our in-house, industry-specific financial accounting and tax capabilities are unique among investment banks specializing in the financial institutions sector. This platform gives us the ability to understand our financial institution clients' needs from their perspective and to develop innovative structures to address their challenges in a difficult regulatory and economic environment.

Griffin has two Pennsylvania office locations - Valley Forge and Reading - as well as offices in New York City, Dallas/Fort Worth, TX and Norfolk, VA.

Primary category: Investment Banking & M/A
Additional categories:
  • Bank Consulting
  • Executive Benefits & Board of Director Services
Jones Walker LLP
(202) 434-4660
1227 25th St NW Suite 200
Washington, DC 20037

www.joneswalker.com


 Richard Fisch, Esq., Partner    RFisch@joneswalker.com

Jones Walker LLP handles a broad range of transactional and regulatory matters for financial institutions and related entities. The firm's practice includes corporate, securities, and bank regulatory matters for financial institutions located in Pennsylvania and throughout the United States. We assist community banking organizations in corporate and stockholder matters, mutual-to-stock conversions, mutual holding company formations, banking and thrift law compliance, equity and debt offerings, mergers and acquisitions, executive compensation and stock-related benefit plans, federal and state securities law reporting and compliance, charter conversions, examination and enforcement matters and general regulatory matters before state corporate departments and state and federal banking agencies.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Keefe, Bruyette & Woods A Stifel Company
(215) 861-7179
1600 Market Street
Suite 1450
Philadelphia, PA 19103

www.kbw.com


 David P. Lazar, Managing Director    david.lazar@kbw.com

Keefe, Bruyette & Woods (KBW) is a full-service, boutique investment bank and broker-dealer that specializes in the financial services sector. We provide financial services companies with research, equity sales & trading, capital raising, and strategic advisory services. We have built our reputation for excellence in financial services on the basis of our research platform, our senior professionals, track record of market innovations, and the strength of our execution capabilties.
Primary category: Investment Banking & M/A
Additional categories:
  • Investments/Securities
Kilpatrick Townsend & Stockton LLP
(202) 508-5800
607 14th Street NW Suite 900
Washington, DC 20005-2018

www.kilpatricktownsend.com


 Christina M. Gattuso, Esq., Partner    cgattuso@kilpatricktownsend.com

Kilpatrick Stockton LLP is a national law firm that specializes in the representation of commercial banks, savings institutions, and other types of financial services companies before the federal and state banking and regulatory agencies. Over the years, the firm's attorneys have advised clients on a wide variety of complex legal and regulatory issues in the rapidly changing financial services industry. In addition to providing general regulatory and corporate law advice to financial institutions, the firm counsels financial institutions on mergers and acquisitions, public and private offerings, including mutual to stock conversions and mutual holding company reorganizations, employee benefits and executive compensation, federal and state securities laws and federal tax laws.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Locke Lord LLP
(202) 220-6900
701 8th Street NW Suite 700
Washington, DC 20001

www.lockelord.com


 Douglas Faucette, Esq., Partner    dfaucette@lockelord.com

Locke Lord LLP is a full-service, international law firm of approximately 750 lawyers working from 21 offices to meet clients’ needs around the World. With a combined history of more than 125 years and a greatly enhanced domestic and global footprint, Locke Lord is a worldwide leader in the middle market sector. Locke Lord advises clients across a broad spectrum of industries, including domestic and international banking and financial services institutions in corporate governance, transactional, SEC and bank regulatory and litigation-related matters.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Luse Gorman, PC
(202) 274-2000
5335 Wisconsin Ave NW Suite 780
Washington, DC 20015

www.luselaw.com


 Kent M. Krudys, Esq., Managing Partner    kkrudys@luselaw.com

Luse Gorman is a Washington, D.C. based law firm that represents financial institutions and other business enterprises in corporate, securities, bank regulatory, tax, transactional, governance and employee benefits and executive compensation matters. Our law firm offers an exceptional combination of knowledge and experience that is derived from the extraordinary number of securities offerings and merger and acquisition transactions that we have handled, combined with a strong team of regulatory lawyers that have worked for the federal banking agencies and the Securities and Exchange Commission.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
Nelson Mullins Riley & Scarborough LLP
(202) 712-2806
101 Constitution Avenue NW Suite 900
Washington, DC 20001

www.nelsonmullins.com


 Jonathan H. Talcott, Partner    jon.talcott@nelsonmullins.com

Service and responsiveness - the principles that set high-performing community banks apart from competitors - are the same qualities that drive Nelson Mullins Riley & Scarborough's Community Banking practice. With a solid Mid-Atlantic and Southeastern base, Nelson Mullins Riley & Scarborough offers its strength and resources as a full-service national law firm to meet all your legal needs, with more than 400 diverse attorneys and professional staff experienced in a broad range of issues. Our Financial Institutions practice group has extensive experience chartering, taking public, and providing regulatory and strategic counsel to large and small banking institutions. Whether you are a de novo institution trying to navigate the gauntlet of banking rules and regulations, or an established bank interested in growth through acquisitions or secondary stock offerings, Nelson Mullins' attorneys can provide the guidance necessary to achieve your goals.

Our extensive experience representing community banks, our thorough understanding of the issues facing the banking industry, and our large network of contacts are an indispensable resource for our clients. We work closely with complementary practice groups - corporate, bankruptcy, real estate, technology, employee benefits, and estate planning teams - so you benefit from our collective experience on all matters. As your bank grows, you'll be able to find answers to all your legal questions under one roof with attorneys who know and understand the unique challenges community banks face today.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Compliance - Consulting/Products/Services
Samuel A. Ramirez & Co., Inc.
61 Broadway, Ste 2924
New York, NY 10006

www.ramierzco.com


 Angelo DiCaro, SVP    ADicaro@ramirezco.com

Founded in 1971 as a municipal bond specialist, Ramirez has evolved to become a leading US investment bank, brokerage and advisory firm with 150 employees nationwwide. Ramirez is a top nationally ranked underwriter of municipal bonds and highly ranked underwriter versus other non-vending bank of corporate debt, agencies, mortgage-backed securities and equity (IPOs).
Primary category: Investment Banking & M/A
Additional categories:
  • Investments/Securities
Silver, Freedman, Taff & Tiernan LLP
(202) 295-4500
3299 K Street NW, Suite 100
Washington, DC 20007-4444

www.sfttlaw.com


 Eric M. Marion, Esq., Partner    emarion@sfttlaw.com

 Raymond A. Tiernan, Esq., Partner    rtier@sfttlaw.com

A Washington, DC-based law firm specializing in the representation of community banks. The firm's practice includes mutual to stock conversions, mutual holding company reorganizations, mergers/acquisitions, executive compensation and employee benefits and general regulatory and corporate practice.
Primary category: Attorney/Legal Profession
Additional categories:
  • Executive Benefits & Board of Director Services
  • Investment Banking & M/A
Stevens & Lee
(610) 478-2000
111 N Sixth St
PO Box 679
Reading, PA 19603-0679

www.stevenslee.com


 David W. Swartz, Esq., Chair, Financial Institutions Group    dws@stevenslee.com

Serving the needs of the banking industry for generations, Stevens & Lee has unparalleled experience in the legal disciplines relevant to the financial services industry. We counsel financial institutions in connection with complex regulatory and securities matters, capital formation, mergers and acquisitions, structured finance transactions, litigation, collection and workout, and other sophisticated strategic projects. We also serve the everyday needs of financial services companies in the employment, employee benefits, tax, lending and syndication, bankruptcy, real estate, technology and environmental arenas, as well as in other areas. In addition, our consumer finance lawyers advise financial institutions on state and federal regulatory compliance for their mortgage, home equity, auto, credit sale and other consumer lending programs.

Stevens & Lee is part of a professional services platform which also consists of a FINRA-licensed investment bank, a D&O insurance risk consulting business and government affairs units. We understand first-hand the challenges financial institutions face. Among our 200 multidisciplinary professionals are a bank CEO, CFO and other senior executive officers; former Big Four financial accountants; tax professionals; risk managers; regulatory compliance officers; economists and research analysts.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Compliance - Consulting/Products/Services
Stradley Ronon Stevens & Young, LLP
(215) 564-8138
2600 One Commerce Sq
Philadelphia, PA 19103

www.stradley.com


 Christopher S. Connell, Esq., Partner    cconnell@stradley.com

Stradley, Ronon, Stevens & Young offers a full line of banking legal services, including securities and M&A matters. Our firm stresses service and relationship. We work cooperatively with a bank's general or local counsel.
Primary category: Attorney/Legal Profession
Additional categories:
  • Investment Banking & M/A
  • Investments/Securities
The Kafafian Group, Inc.
(973) 299-0300
90 Highland Ave
Suite 201
Bethlehem, PA 18017

www.kafafiangroup.com


 Robert E. Kafafian, President/CEO    rkafafian@kafafiangroup.com

A finance, strategy, and operations consulting firm specializing in performance measurement, profitability outsourcing, strategic and business planning, regulatory assistance, process improvement, board and management advisory services, and investment banking advisory services. TKG has helped over 400 financial institutions in over forty states improve back-office operations, utilize systems more effectively, and develop better management information and reporting.
Primary category: Bank Consulting
Additional categories:
  • Investment Banking & M/A
  • Analytics Solutions
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