The Lynch Team of Janney Montgomery Scott LLC

CDM Software Solutions, Inc.

Today’s Investors Seek Trustworthy Advisors and Less Volatility

One of the most significant effects of the Great Recession that began in late 2007 was a sobering change in the attitudes of individual investors. “We see two major trends. First, investors are looking for trustworthy advisors who will work on their behalf. Second, they want portfolios that are less dependent on the whims of the markets, which can be volatile at times,” says Tim Lynch who directs The Lynch Team of Janney Montgomery Scott LLC in Pittsburgh, Pennsylvania.

Transportation Impact


Business Intelligence for Intelligent Businesses


The way high-volume shippers audit their parcel invoices is about to change.

That’s because Transportation Impact, a back-to-back Inc. 5000 company, is ushering in what it says is the most comprehensive small-package optimization, reporting and refund recovery platform in the world. TI’s solution is nonintrusive, invoice-based and secures refunds on behalf of customers automatically.

“Since we opened our doors in 2008, we’ve been listening intently to the needs of our customers,” says Keith Byrd, co-founder. “Shippers want an audit that will do more than simply secure credits for packages that didn’t meet service guarantees. They want an easy way to analyze and report on the aggregate data that makes up their package DNA, so they can make more intelligent business decisions and thus further reduce costs.”
…Read More

The Pitti Group at Morgan Stanley

Spoc121514FBSO_SPOCANC00001Educating Our Clients Is Empowering

Despite an abundance of financial information available in the media, longtime investors often find themselves owning products and investments that may no longer serve them well. At the same time, important considerations have fallen through the cracks.

“No one knows what they don’t know,” says Salvatore Pitti, CFP®, Senior Vice President, Wealth Advisor and Senior Portfolio Manager with The Pitti Group at Morgan Stanley. “I have found the most successful investors are those who are open to having new conversations and exploring new ideas.” …Read More

The Cohen Group at UBS Financial Services Inc.

Spoc121514FBSO_SPOCANC00001Understanding Clients’
Risk Tolerance Is Essential
for Investment Success

“Money is supposed to provide you with a sense of security and comfort. If your investments have caused you to feel stress, your portfolio is invested incorrectly!”
– Robert D. Cohen, Managing Director – Wealth Management, Senior Portfolio Manager, Certified Investment Management Analyst at UBS Financial Services

Cohen is an advisor who provides true customized portfolio management. When it comes to growing and protecting his clients’ wealth, he couldn’t be more serious. …Read More

Blue Spark Capital Advisors

Spoc121514FBSO_SPOCANC00001‘Softer, Gentler’ Wealth Management

If she’s heard it once, she’s heard it a thousand times. “Many of my clients – whether they have a million dollars or 10 million – joke about becoming a bag lady,” says Maura Griffin, CEO and principal of Blue Spark Capital Advisors, a fee-only investment management firm based in Manhattan. “They’re afraid of making bad decisions.”

Griffin’s job, of course, is to help build long-term financial security for her clients so they don’t face that fate. While she serves a wide-ranging clientele, she has a special affinity for women, …Read More

Strategic Mobility Group

Enterprise Mobility Solutions

Strategic Mobility Group (SMG3) has won numerous awards for helping companies mobilize their workforce to work more efficiently. The firm’s innovative enterprise mobility solutions have gained the respect of many companies and manufacturers in the supply chain and field mobility space.

The enterprise technology firm’s 964 percent growth over the past three years earned two “Fastest Growing Private Companies” designations by Inc. magazine, including making …Read More

Heron Financial Group

Spoc121514FBSO_SPOCANC00001What Do Planning for Retirement
and Landing an Aircraft
Have in Common?

The answer is simple: A wrong
move could be disastrous!
Once, Americans were carefree passengers who enjoyed the benefit of a secure pension to provide income in retirement. Today, retirees receive a lump-sum 401(k) distribution and are encouraged to wing it. These pilots have as good a chance of successfully managing their own investments as they do spontaneously landing an airplane.

When a seasoned pilot prepares to land an …Read More

HH Global

ActionStaffing121514FBSW_ACTIONS00001Optimizing the Global Marketing Supply Chain of Fortune 500 Brands

PRINT IS NOT DEAD, at least not for HH Global, a leading global marketing services provider specializing in print management outsourcing, creative production, and digital and data management solutions. The company has found a way to dramatically grow in this fast-paced digital world.

Over the past three years, under the leadership of Mike Perez, Chicago-based Global Managing Director and Americas CEO, HH Global’s U.S. operation has achieved 553 percent growth, …Read More

The Culov Group at Morgan Stanley

Spoc121514FBSO_SPOCANC00001Life-Goal Manager to a Select Clientele

The Culov Group at Morgan Stanley works for families of business owners, professionals and other high-net-worth individuals who may lack the time or knowledge to give their finances the
attention they deserve.

“We strive to be everything financial to our clients,” say Amela Culov, Vice President, Financial Advisor, and Emir Culov, First Vice President, Portfolio Manager and Financial Advisor.

“Our clients are successful people with complex …Read More

Vautier Communications

ActionStaffing121514FBSW_ACTIONS00001Preparing Executives to Lead
Through Effective Communication:
Seasoned Coach and Author Shares His Point of View

Professionals working today in the fields of talent development, human resources and executive communications training are working at unprecedented speed, with diverse workforces and international audiences. They are challenged every day to understand and interact within new communication channels and to find ways to do less with more. Successful, change-adept companies are recognizing that they must prepare their leadership teams not for the …Read More