Associate Members By Category

101 - 120 of 202

Executive Benefits & Board of Director Services

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

www.griffinfingroup.com


 Alan Grover, SVP, Financial Institutions Group    akg@griffinfingroup.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 West
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
Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

www.KaplanPartners.com


 Alan J. Kaplan, Founder & CEO    alan@KaplanPartners.com

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.
Primary category: Executive Search Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Executive Benefits & Board of Director Services
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
Langan Financial Group
(717) 288-1880
1863 Center Street
Camp Hill, PA 17011

www.langanfinancialgroup.com


 Alexander D. Langan, JD, CFBS, Partner    alangan@financialguide.com

Langan Financial Group is excited to partner with the PACB to help community banks effectively and efficiently run their group retirement plans, as well as attract and retain executives by implementing innovative compensation structures. Currently a third and fourth generation family-owned business, LFG focuses on prudent plan governance and limiting your fiduciary liabilities. More improtantly, our independent status combined with our process-driven - not product-driven - approach ensures that we put you and your employees' needs first.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Investments/Securities
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
NFP/Equias Alliance
(901) 754-4924
8000 Centerview Parkway, Suite 525
Memphis, TN 38018

www.equiasalliance.com


 David Shoemaker, Managing Consultant    dshoemaker@equiasalliance.com

With 1,250 BOLI clients, Equias Alliance, an NFP company, and NFP provide banks with customized solutions for designing and financing benefit programs to recruit, retain, and reward key officers and directors, implementation and administration of BOLI and nonqualified benefit plans. We provide our clients with timely, accurate documentation and regulatory compliance support. The organization's 50 team members include seven CPAs, two attorneys, eight MBAs, three CLUs, one CFP®, one ChFC®, a former bank regulator and several former bankers and bank directors. Our team includes individuals with significant BOLI and benefits administration experience as well as one of the industry's most recognized experts on accounting and tax matters. Equias is endorsed by eight state banking associations for BOLI and has the backing and support of NFP Corp., one of the largest insurance brokerage firms in the country. Call David Shoemaker, CPA/PFS, CFP ®at 901.754.4924 for more information.
Primary category: Insurance
Additional categories:
  • Bank Owned Life Insurance
  • Executive Benefits & Board of Director Services
Pentegra Retirement Services
(203) 567-2228
2 Enterprise Dr. Ste 408
Shelton, CT 06484-4657

www.pentegra.com


 Mark Hogan, Regional Director    mark.hogan@pentegra.com

 Andrew Strock, Regional Director    andrew.strock@pentegra.com

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $13 billion in plan assets under management. Pentegra offers more than 75 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Qualified retirement plan solutions and fiduciary outsourcing solutions, with expertise in all plan types including 401(k) plans, Defined Benefit Pension plans, KSOPs, ESOPs, Profit Sharing plans, Cash Balance plans and specialty plans

*Non-qualified Executive Benefit and Director plans, including Executive Incentive Retirement Plans (EIRP), Supplemental Executive Retirement Plan (SERP)/Director Retirement Plans (DRP), Executive and Director Deferred Compensation Plans and Group Term Replacement Plans

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Executive Benefits & Board of Director Services
  • Non Interest Income
  • BOLI (Bank Owned Life Insurance)
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

Executive Search Services

Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

www.KaplanPartners.com


 Alan J. Kaplan, Founder & CEO    alan@KaplanPartners.com

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.
Primary category: Executive Search Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Executive Benefits & Board of Director Services
Mosteller & Associates
610) 779-3870
2433 Morgantown Rd.
Suite 100
Reading, PA 19607

www.mostellerhr.com


 Chester Q. Mosteller, Founder & President    chet@mostellerhr.com

Mosteller & Associates is a regional full service human resource organization based in Reading, PA. The firm provides and supplements human resource solutions to a wide variety of clients, primarily in the eastern and central part of the state. The thrust and mission of the firm is to partner with organizations to improve performance through their most important resource - their employees.

Specific Services:

*Extensive compensation and benefits expertise (including executive compensation)
*Extensive recruiting and selection experience
*Significant employee training and development experience
*Extensive human resource consultative strategic partnering expertise
*Solid human resource operations experience including human resources outsourcing


Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Training
  • Executive Search Services

Financial Services Provider

PennCFL (PA Council on Financial Literacy)
(717) 512-2665
208 Braewood Rd
Dalton, PA 18414

www.penncfl.org


 Alan W. Dakey, President    alan.pennCFL@gmail.com

PennCFL is passionate about teaching young people solid financial management skills. Pennsylvania is one of the most rural states in the country because it's largely made up of small towns and rural communities. Many families here struggle to make ends meet, and our goal is to break that pattern by instilling a firm sense of financial competency and responsibility in the next generation.

Our nonprofit organization will:

1. Provide one-on-one, classroom and workshop training to K-12 teachers.*

2. Support local, regional, and statewide competitions in personal finance, and entrepreneurship.

3. Advocate for standardized courses in economics and finance for the inclusion of key economic concepts and personal finance skills at each grade level K-12.

4. Provide high quality, highly visible programs which support the schools and students in communities served by banks.


PennCFL is an advocate and resource for teachers, schools, and local and state governments. Our programs are eligible for EITC tax credit funding and certain programs for CRA credit.

Our goal is to be the leader in K-12 financial literacy and entrepreneurship education.

* Availability depends on local sponsorship and current resources.

Primary category: Compliance - Consulting/Products/Services
Additional categories:
  • Financial Services Provider
  • Training

Funding Solutions

FTN Financial
(800) 456-5460
845 Crossover Lane, Suite 150
Memphis, TN 38117-4941

www.ftnfinancial.com


 Trae Winston, Marketing Specialist    trae.winston@ftnfinancial.com

Few financial firms can boast a history dating to the Civil War. Yet for over 150 years, FTN Financial has been dedicated to helping our customers achieve their fixed income goals. Whether you want to buy or sell securities, need help managing your balance sheet, or seek to limit interest rate risk, we can deliver the appropriate products and services, precisely tailored to your needs. We're confident you won't find a more responsive, customer-focused fixed income shop anywhere.

FTN Financial is an industry leader in fixed income sales, trading, and strategies for institutional customers in the US and abroad. We also provide investment services and balance sheet management solutions. With an average daily trading volume of $5+ billion, FTN transacts business with approximately 40% of all domestic depositories with portfolios over $100 million, and approximately 50% of all US banks with portfolios over $100 million.*

Learn more at www.ftnfinancial.com

*for 24 month period ending 4Q16.
Primary category: Investments/Securities
Additional categories:
  • Funding Solutions
Innovative Financing Solutions
(484) 485-2756
3150 Township Line Rd, Ste 1
Drexel Hill, PA 19026-1926

www.innovativefinancingsolutions.net


 Michael D. Ryan, President/CEO    mryan@innovfs.net

IFS is a bank and business advisory firm specializing in the development and implementation of sound and profitable government guaranteed loan programs for community banks and growing regional banks.
Primary category: Bank Service Provider
Additional categories:
  • Funding Solutions
Promontory Interfinancial Network, LLC
(703) 292-3400
1300 North 17th Street
Suite 1800
Arlington, VA 22209

www.promnetwork.com


 Pamela Morgan, Trade Association Manager    pmorgan@promnetwork.com

Chosen by more than 3,000 financial institutions nationwide, Promontory InterFinancial Network is the leading provider of FDIC-insured deposit placement services. The company offers unique services that bring banks and other institutions together in a way that allows each to benefit from The Power of ManyS"'. Promontory Network members can use Insured Cash Sweep, or ICS; CDARS; Bank Assetpoint; Residential Mortgage Network; IND; Yankee Sweep; and Promnet Repo to:
• Manage their balance sheets. Banks can seek opportunities to manage liquidity, buy or sell loans, reduce asset concentrations, grow deposits, lower interest rate risk, and diversify their wholesale funding sources.
• Expand customer relationships. With Insured Cash Sweep, CDARS, Bank Assetpoint, Residential Mortgage Network, Yankee Sweep, and Promnet Repo, banks can attract and retain high-value customers and expand their cross-selling potential.
• Reduce collateral requirements. With Insured Cash Sweep and CDARS, banks can free up funds previously invested in collateral for more profitable activities, increasing asset liquidity and reducing the burden of collateral management.
• Find smarter funding sources. With Insured Cash Sweep, CDARS, and IND, banks can purchase funding without ongoing collateralization or stock purchase requirements. Additionally, banks can use Insured Cash Sweep and CDARS to replace higher-cost funding choices (e.g., repurchase agreements, letters of credit, and collateralized deposits) and to attract new deposits in million-dollar increments with or without keeping funds on balance sheet.
• Supplement organic loan origination. Through Bank Assetpoint and Residential Mortgage Network, banks can purchase loans—on a one-off or a flow basis—in geographic areas and/or industries that match their target areas of expansion or existing expertise.

Visit promnetwork.com to find out how Promontory Interfinancial Network can help your bank to manage its balance sheet more profitably.

Limits, other terms, and conditions apply. Insured Cash Sweep, ICS, CDARS, IND, Bank Assetpoint, and Yankee Sweep are registered service marks, and Residential Mortgage Network and The Power of Many are service marks, of Promontory Interfinancial Network, LLC. The Promnet Repo service is provided by Assetpoint Financial, LLC, a wholly owned subsidiary of Promontory Interfinancial Network, LLC, and a member of FINRA and SIPC.


Primary category: Bank Consulting
Additional categories:
  • Funding Solutions
StoneCastle Partners, LLC
(212) 354-6500
152 W 57h St., 35th Floor
New York, NY 10019-3310

www.stonecastle.com


 Joshua Siegel, Managing Partiner, Chairman & CEO    jsiegel@scpny.com

Primary category: Bank Consulting
Additional categories:
  • Funding Solutions

HR, Benefit & Retirement Consulting/Services

Kaplan Partners
(610) 642-5644
1220 Medford Road
Wynnewood, PA 19096

www.KaplanPartners.com


 Alan J. Kaplan, Founder & CEO    alan@KaplanPartners.com

Kaplan Partners is a retained executive search and talent advisory firm focused on community banks. The firm partners with Boards and CEOs to provide advice on the identification and assessment of new leaders, senior operating executives and Directors. Kaplan Partners has completed over sixty bank President/CEO/Succession assignments for clients in 15 states, as well as hundreds of C-Level executive search assignments for every executive role.

In addition to the firm's expertise in executive search and CEO succession, Kaplan Partners' Board Advisory Services assists Boards of Directors with the dynamics of Director Succession, Performance, Diversity and Recruitment. The firm also conducts confidential Management Assessments of leadership teams to assist clients with succession planning and executive development efforts. Kaplan partners also provides Interim Executive Services for the CEO, CFO, COO and CTO positions.
Primary category: Executive Search Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Executive Benefits & Board of Director Services
Langan Financial Group
(717) 288-1880
1863 Center Street
Camp Hill, PA 17011

www.langanfinancialgroup.com


 Alexander D. Langan, JD, CFBS, Partner    alangan@financialguide.com

Langan Financial Group is excited to partner with the PACB to help community banks effectively and efficiently run their group retirement plans, as well as attract and retain executives by implementing innovative compensation structures. Currently a third and fourth generation family-owned business, LFG focuses on prudent plan governance and limiting your fiduciary liabilities. More improtantly, our independent status combined with our process-driven - not product-driven - approach ensures that we put you and your employees' needs first.
Primary category: Executive Benefits & Board of Director Services
Additional categories:
  • HR, Benefit & Retirement Consulting/Services
  • Investments/Securities
Mosteller & Associates
610) 779-3870
2433 Morgantown Rd.
Suite 100
Reading, PA 19607

www.mostellerhr.com


 Chester Q. Mosteller, Founder & President    chet@mostellerhr.com

Mosteller & Associates is a regional full service human resource organization based in Reading, PA. The firm provides and supplements human resource solutions to a wide variety of clients, primarily in the eastern and central part of the state. The thrust and mission of the firm is to partner with organizations to improve performance through their most important resource - their employees.

Specific Services:

*Extensive compensation and benefits expertise (including executive compensation)
*Extensive recruiting and selection experience
*Significant employee training and development experience
*Extensive human resource consultative strategic partnering expertise
*Solid human resource operations experience including human resources outsourcing


Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Training
  • Executive Search Services
Pentegra Retirement Services
(203) 567-2228
2 Enterprise Dr. Ste 408
Shelton, CT 06484-4657

www.pentegra.com


 Mark Hogan, Regional Director    mark.hogan@pentegra.com

 Andrew Strock, Regional Director    andrew.strock@pentegra.com

Founded by the Federal Home Loan Bank System in 1943, today Pentegra is the retirement plan provider of choice for community banks nationwide, with more than 1,200 bank retirement plans and over $13 billion in plan assets under management. Pentegra offers more than 75 years of industry knowledge and insights in developing bank retirement plan solutions designed to attract, retain and reward the talent needed to ensure your bank's success and drive more successful retirement plan outcomes for your employees.

*Qualified retirement plan solutions and fiduciary outsourcing solutions, with expertise in all plan types including 401(k) plans, Defined Benefit Pension plans, KSOPs, ESOPs, Profit Sharing plans, Cash Balance plans and specialty plans

*Non-qualified Executive Benefit and Director plans, including Executive Incentive Retirement Plans (EIRP), Supplemental Executive Retirement Plan (SERP)/Director Retirement Plans (DRP), Executive and Director Deferred Compensation Plans and Group Term Replacement Plans

*Bank Owned Life Insurance (BOLI) financing to help you implement a more cost-effective strategy to offset some or all of the expenses related to your retirmenet plan and other employee benefit programs
Primary category: HR, Benefit & Retirement Consulting/Services
Additional categories:
  • Executive Benefits & Board of Director Services
  • Non Interest Income
  • BOLI (Bank Owned Life Insurance)
101 - 120 of 202