The CFO Alliance Joins With HPM Partners In Digital Partnership

CFO Alliance Taps HPM Partners to Provide Insight into Wealth Management Strategies for CFO Peer Community
 
July 28, 2011 - PRLog -- The CFO Alliance is pleased to announce HPM Partners, a premier wealth management firm with offices in New York, Chicago and Cleveland, has come on board as a CFO Alliance Online Partner. The announcement was made during a recent reception co-sponsored by The CFO Alliance, Wharton Private Equity Partners and HPM Partners held to connect some of the Tri-State area’s top financial minds. As an Online Partner, HPM Partners will educate and connect with the over 2,000 CFO Alliance members and partners via the organization’s online community AchieveNext.com.

Since 2009, New York-area CFO Alliance members have been connecting both online and in-person by convening for a bimonthly series of peer-to-peer discussions intended to engage and build upon the collective knowledge of this growing nationwide community of CFOs. The CFO Alliance unites this unique community to actively discuss, dissect and debate the critical issues CFOs encounter daily.

“We are proud to announce our partnership with The CFO Alliance, and we look forward to sharing insights gained from our extensive experience working with C-level executives and private equity principals,” says Jay Goetschius, Partner at HPM Partners. “The CFO Alliance provides a valuable platform for leaders in the finance community to connect and share best ideas, and we hope to become an integral part of this beneficial program.”

For additional information on this partnership, please visit www.achievenext.com.

About HPM Partners
HPM Partners is an SEC-registered investment adviser providing investment advisory, wealth planning, tax and private capital finance services to high-net-worth clients and institutions.  The firm offers objective, fee-based advice and has the freedom to recommend the best offerings from top-tier investment managers, as well as to negotiate the most favorable terms and pricing for clients.  Recognized by Private Asset Management magazine* as an industry leader among multi-family offices under $2.5 billion, HPM Partners’ integrated approach allows clients to reap all the benefits of a family office without the expense and challenge of managing one.  For additional information please visit www.hpmpartners.com.

About the CFO Alliance
Established in September of 2007 to promote connectivity through a professional community of leading financial executives, The CFO Alliance brings together the experience, knowledge, and collective wisdom of peers, subject matter experts, and academic authorities to enable senior financial leaders and decision makers to be more effective and act with greater confidence throughout their career.  By fostering relationships among those with common objectives, interests, opportunities, and challenges, financial leaders can make long term investments in their companies and their careers through sharing expertise and gaining confidence in their roles.  Based on the success of the initial Philadelphia-based chapter, the CFOA has established a national expansion, with a current presence in nine U.S markets: New York, Boston, Washington DC, New Jersey, Connecticut, Charlotte, Phoenix, South Florida and Philadelphia. For more information, please visit www.theCFOalliance.org or AchieveNext.com and follow The CFO Alliance Community on twitter @theCFOAlliance.

About AchieveNext.com
The online forum of the CFO Alliance, AchieveNext.com powers 24/7 discussions featuring blog updates, member-generated hot topic question posts, virtual networking opportunities and a comprehensive calendar of industry and organization events. For more information and to sign up for membership please visit www.AchieveNext.com.

*The PAM Awards (“PAMA”) are awarded annually by Private Asset Management, a financial services industry trade publication. PAMA invites firms to compete for awards in several categories by providing answers regarding their business model, services offered, growth in client count and assets managed, countries of operation, service innovation, and performance. In addition, PAMA permits firms to provide additional information of their choosing in support of their candidacy. A panel of independent industry experts selects the nominees and winners based on a number of qualitative and quantitative performance indicators. PAMA does not release statistics on the number of firms competing. Nomination or receipt of a PAMA is not necessarily indicative of any particular client’s experience or a guarantee that the firm will perform in the future as it did during the period evaluated by PAMA.
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