Associate Members By Category

141 - 160 of 206

Investment Banking/Securities

Boenning and Scattergood, Inc.
(610) 832-1212
4 Tower Bridge
200 Barr Harbor Dr Suite 300
West Conshohocken, PA 19428

www.boenninginc.com


 Charles K. Hull, Managing Director    chull@boenninginc.com

The Financial Institutions Group (FIG) is part of Boenning & Scattergood's capital markets organization. FIG personnel have expertise in multiple business verticals including sales and trading, research, investment banking, fixed income and asset management. Our experienced professionals work together to serve the needs of our financial institution clients. FIG leverages Boenning & Scattergood's substantial resources to provide clients with an unparalleled level of service as well as the creative ideas to help them successfully transact and grow their business.
Primary category: Investment Banking/Securities
Additional categories:
  • Bank Consulting
Dzik Investments, LLC
(713) 664-3500
6750 West Loop South
Suite 235
Bellaire, TX 77401

www.shearsonllc.com


 Justin Dzik, Vice President    bdzik2@bloomberg.net

Dzik Investments is a group of registered representatives in Houston, Texas. Dzik Investments specializes in Fixed Income Products for Community Banks.
Primary category: Investment Banking/Securities

Investments/Securities

Baker Group
(405) 415-7200
1601 Northwest Expressway, Floor 20
Oklahoma City, OK 73118

www.GoBaker.com


 Charles Amis, Vice President    charlie@gobaker.com

The Baker Group is one of the nation's largest independently owned securities firm specializing in asset/liability and investment portfolio management for community financial institutions. We've helped our clients improve decision making, manage interest rate risk, and maximize investment portfolio performance since 1979. Our proven approach of total resource integration for community financial institutions utilizes software and products developed by Baker's Software Solutions combined with the firm's investment experience and advice.
Primary category: Asset/Liability Management
Additional categories:
  • Investments/Securities
  • Risk Management Consulting & Services
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
ICBA Securities
(800) 422-6442
775 Ridge Lake Blvd Suite 200
Memphis, TN 38120

www.icbasecurities.com


 Jim Reber, President/CEO    jreber@icbasecurities.com

ICBA Securities provides a full suite of investment products and services for community banks through its exclusive broker, Vining Sparks. Included are traditional fixed-income securities, interest rate products, whole loans, M&A and valuation services, and investment advisory services. Vining Sparks also has state-of-the-art asset/liability and bond accounting products. ICBA Securities, a wholly-owned subsidiary of the ICBA, provides a full calendar of educational events for community bankers and investment professionals.
Primary category: Investments/Securities
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
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
PFM Asset Management, LLC
(215) 557-1234
1735 Market Street
43rd Floor
Philadelphia, PA 19103

www.pfm.com/asset-management


 Jonathan Sundberg, Sr Managing Consultant    sundbergj@pfm.com

PFM Asset Management LLC ("PFMAM') professionals have more than 35 years of experience in managing high-quality, fixed-income assets. PFMAM has $112.2 billion in total assets, including $70.9 billion in discretionary assets under management and $41.3 billion in non-discretionary assets (as of December 31, 2016). PFMAM serves as a fiduciary, providing banks with investment advisory services that are tailored to their specific investment objectives, risk criteria, regulatory requirements, and overall business goals. Our fixed income strategies are designed to consider the overall market and economic environment, banking peer group research and analysis, as well as the special needs and concerns of each individual client we serve. As a part of the PFM Group of companies, PFMAM has a long history of serving the investment needs of institutional clients of all sizes from local municipalities to large and complex organizations.

PFMAM is registered with the SEC under the Investment Advisers Act of 1940. A copy of PFMAM's Form ADV, Parts 2A & 2B, is available upon request.
Primary category: Bank Consulting
Additional categories:
  • Investments/Securities
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
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

Lending Services - Consumer/Commercial/Mortgage/Environmental

Burns White LLC
(412) 995-3004
48 26th Street
Pittsburgh, PA 15222-4534

www.burnswhite.com


 Lyle D. Washowich, Esq., Co-Chair, Banking & Financial Svcs Practice Group    ldwashowich@burnswhite.com

With the industry facing some of the most sweeping changes in more than a century, we live in a time of financial, economic and business uncertainty.

To rise to meet these challenges, financial institutions - more than ever - need attorneys who understand their business and commit to working hand-in-hand with them to tackle their problems. With the industry landscape changing daily, adaptation, efficiency and unwavering support are as important now as they have been in recent memory.

Our attorneys possess significant commercial litigation experience in state/federal courts and in private venues representing a broad range of financial institutions. This includes matters for alleged breaches of contract, disputes among partnerships and other business interests, alleged breaches of fiduciary duties, alleged conspiracy claims, claims brought pursuant to the Uniform Commercial Code (UCC) and other types of statutory and common law claims. In addition, we have also initiated and defended motions for temporary restraining orders, motions for preliminary and permanent injunction, and other emergency motions on behalf of various entities.

Further, we represent financial institutions in loan workout, restructuring, and related matters. Our attorneys counsel and assist the institutions to cost effectively resolve these problems and achieve the best return available. We assist with financial and managerial issues to help resolve situations quickly and effectively, to assess value, to propose solutions, structure to negotiate, and enter into the best and most cost effective transaction available - to avoid and/or cure default. Moreover, we counsel our clients to implement the resulting operating plans.
We look forward to working with you. As a strategic partner for your business, we roll up our sleeves to help so you can roll yours down.
Primary category: Attorney/Legal Profession
Additional categories:
  • Cyber & Information Security
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
Finastra
(800) 815-5592
605 Crescent Executive Court, Suite 600
Lake Mary, FL 32746

www.finastra.com


 Nigel O. Prince, Head, Product Manager    nigel.prince@dh.com

Finastra unlocks the potential of people and businesses in finance, creating a platform for open innovation. Formed in 2017 by the merger of Misys and D+H, we provide the broadest portfolio of financial services software in the world today- spanning retail banking, transaction banking, lending, and treasury and capital markets. Through our open, secure and reliable solutions, customers are empowered to accelerate growth, optimize cost, mitigate risk and continually evolve to meet the changing needs of their customers. 48 of the world's top 50 banks use Finastra technology. Please visit www.finastra.com.
Primary category: Core Processing & Systems
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
  • Technology Services - Hardware, Software, Consulting
IHELP Private Student Loan Program
(610) 234-0592
2101 Pine St.
Philadelphia, PA 19103

www.ihelploan.com


 Jim Iannuzzi, Senior VP, Sales    jiannuzzi@ihelploan.com

iThe iHELP Student Loan program was designed for community banks which have identified a need for higher education funding based on requests from their customers. iHELP is an end-to-end private student loan solution providing exceptional personalized service for the bank's customers along with full lender support to ensure all compliance and regulations are followed without the need for additional bank staffing. Funding your customers educational loans today will keep them as your customer in the future.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Lender Consulting Services, Inc.
(800) 474-6802
40 LaRiviere Dr Suite 120
Buffalo, NY 14202

www.lenderconsulting.com


 Ben Bremer, President    bbremer@lenderconsulting.com

LCS, Inc. is a full service commercial real estate consulting firm which also provides construction monitoring and property evaluation services throughout Pennsylvania. Core services include ASTM AAI Phase I ESAs, Transaction Screen ESAs, USSBA compliant Records Search with Risk Assessment (RSRA), subsurface soil and groundwater investigations, environmental remediation, property condition assessments, pre-lending construction plan review, construction monitoring and commercial appraisal reviews.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Additional categories:
  • Bank Consulting
S&P Global Market Intelligence
(434) 951-4419
212 7th Street NE
Charlottesville, VA 22902

www.spglobal.com/marketintelligence


 Andrea Miller, Marketing Manager    Andrea.Miller@spglobal.com

At S&P Global Market Intelligence, we integrate financial and industry data, research and news into tools that help track performance, generate alpha, identify investment ideas, understand competitive and industry dynamics, perform valuation and assess credit risk. For community banks, we offer solutions to help bankers evaluate market opportunities, manage risk and maximize performance.

S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit http://MarketIntelligence.SPGlobal.com/Client-solutions/users/community-banking.
Primary category: Risk Management Consulting & Services
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
  • Data & Information Processing
Steptoe & Johnson PLLC
(724) 873-3170
11 Grandview Circle, Suite 200
Canonsburg, PA 15317

www.steptoe-johnson.com


 Kristian E. White, Esq.,     kristian.white@steptoe-johnson.com

Steptoe & Johnson PLLC is a U.S. law firm with core strengths in business, energy, labor and employment, litigation and transactional law. We have more than 300 attorneys serving clients in 14 office locations in Colorado, Kentucky, Ohio, Pennsylvania, Texas, and West Virginia. Steptoe & Johnson's Pennsylvania locations include the Meadville office and the Southpointe office located in Canonsburg.

Steptoe & Johnson was founded in 1913. Since then, we've learned a thing or two about what it takes to meet your goals. No matter how much we grow, our first priority is building relationships.

Our attorneys practice in more than 40 different areas of law and have been recognized by The Best Lawyers in America® and Chambers USA America's Leading Lawyers for Business. We provide guidance on everything from the selection of the most advantageous structure for a business to complex corporate issues and proactive advice on day to day operations.

Our banking and commercial finance attorneys advise on all aspects of lender due diligence, enabling clients to evaluate risks and to balance business, operational, and legal needs. We provide representation that benefits both the lender and the customer, as well as build safeguards that protect the lender's collateral and other interests. We also negotiate loans, prepare letters of credit, assemble asset-based financing, special-purpose financing, and all other facets of commercial finance.
Primary category: Attorney/Legal Profession
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental
Top Flite Financial, Inc.
(330) 758-7542
1240 Boardman Canfield Rd., Suite 4C
Boardman, OH 44512

www.tffbuckeyes.com


 Ryan D. Cuffle, Branch Manager/L.O.    RCuffle@topflitefinancial.com

Top Flite Funding's mortgage platform is specifically designed and tailored to help Community Bankes retain their customers, improve profits and stay competitive. We provide risk relief and superior full service committment by taking on the burden of credit approval, loan processing, underwriting, compliance and funding allowing bank to focus on their core strengths. You can grow and retain your client base by offering mortgage options for every market segment. Top Flite Financial has been recognized by Inc. Magazine as one of the top 5000 fastest growing, privately held companies in America seven (7) years in a row.
Primary category: Lending Services - Consumer/Commercial/Mortgage/Environmental
Weltman, Weinberg & Reis Co., L.P.A.
(412) 434-7955
436 Seventh Avenue
Suite 2500
Pittsburgh, PA 15219-1842

www.weltman.com


 James P. Valecko, Managing Partner    jvalecko@weltman.com

For more than 80 years, WWR has provided innovative and comprehensive creditor representation and legal services to businesses and financial institutions. Whether it's a consumer or commercial collection, real estate or bankruptcy matter, or involves defending against counterclaims and contested matters, we are committed to providing outstanding, high quality legal services.
Primary category: Attorney/Legal Profession
Additional categories:
  • Lending Services - Consumer/Commercial/Mortgage/Environmental

Loan Review & Loan Documentation

Reliable Associates, LLC
(412) 824-2106
PO Box 418
North Versailles, PA 15137

www.ReliableAssociates.net


 Kelvin Pier, CPA, CFE, Principal    kpier@reliable-llc.com

Reliable is a premier provider of commercial loan review services for the community bank. With our proprietary software we can help you meet your risk management goals in a cost effective manner. Our software allows us to give you a unique look at your portfolio, and with a depth of reporting not typically provided to the community bank. Additionally, we've performed several due diligence reviews of commercial loan portfolios for clients in support of their merger activities. Our experience includes commercial loan review, commercial lending, loan operations, credit administration, mortgage underwriting review, credit policy, compliance, audit, due diligence work, and accounting.
Primary category: Loan Review & Loan Documentation
Additional categories:
  • Bank Consulting
Smith Elliott Kearns & Company, LLC
(717) 263-3910
804 Wayne Ave
PO Box 2024
Chambersburg, PA 17201

www.sek.com


 Scott N. Drake, CPA, Partner    sdrake@sek.com

Smith Elliott Kearns & Company, LLC's clients are independent community financial institutions committed to serving their local communities as we are. We have been serving the audit, tax and consulting needs of independent community financial institutions since 1963. Today, we employ nearly 150 professionals in 6 offices located in Chambersburg, Carlisle, Camp Hill, Hanover, and York Pennsylvania and in Hagerstown, Maryland, managed by the local leadership of 21 Members. In addition to traditional audit and tax services, we assist our clients in implementing procedures to comply with the many complex regulatory guidelines that apply to the financial institution industry. Our firm is a member of the Center for Audit Quality of the AICPA and is registered with the PCAOB.
Primary category: Accounting
Additional categories:
  • Auditing - Internal & External
  • Loan Review & Loan Documentation
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