Bergin, Roberts & Co. LLC and Hamilton Benefits LLC to Re-Brand as Ironview Partners LLC

The Investment Management and Employee Benefits Advisory Firm Offers Differentiated Services with Client-Driven Focus

PHILADELPHIA--()--The Partners of affiliated firms Bergin, Roberts & Co. LLC and Hamilton Benefits LLC have announced both the simultaneous co-branding and re-branding of these nationally recognized advisory firms as Ironview Partners LLC.

Bergin, Roberts & Co. LLC and Hamilton Benefits LLC were both created to deliver to the firm's global clientele differentiated services with a client-driven, fiduciary focus. Benjamin Roberts, Managing Partner at Bergin, Roberts & Co. explains how co-branding and re-branding furthers this firm wide objective. "We believe delivering investment advisory and employee benefits advisory services under a common umbrella enables us to enhance the depth and breadth of our team as well as our services to the benefit of our clients. The establishment of the national, unified brand under Ironview will enable us to continue to develop and to attract the talent and offerings necessary to continue to bring superior service and superior results to our clients."

Kevin Mullen, founding/Managing Partner of Hamilton Benefits and his team will offer their enhanced services to clients as Ironview Employee Benefits. In addition, Sean Bergin and Benjamin Roberts, founding/Managing Partners of Bergin, Roberts & Co., which was recently recognized by the Financial Times as a top independent US advisor, and their team, will deliver an expanded offering to clients as Ironview Capital Management.

Mr. Roberts explains further that the co-branding under Ironview is already delivering the intended results as the firm announces the addition of Senior Partner Rahul Kothari. "Rahul brings world-class industry acumen and demonstrated investment management success to the firm at this important time in the Company’s evolution, and could not be a better fit for our firm and our client-centric focus."

Rahul Kothari will lead Ironview’s new alternative investment efforts, and will join the firm's Investment Committee. He joins the firm via the Carlyle Group where he served as a Vice President in the US Buyouts Group and most recently as the Vice President of Mergers & Acquisitions for one of Carlyle's largest portfolio companies, Sequa Corporation. Prior to this, Rahul held various roles in late-stage private equity at the Aurora Capital Group, investment banking at Donaldson Lufkin & Jenrette (now Credit Suisse), and consulting at Bain & Company, as well as leadership positions at various entrepreneurial ventures. Rahul earned an MBA from the Wharton School at the University of Pennsylvania and a BS in Biochemistry and an Honors BA from the University of Western Ontario. He currently serves on the Boards of the Children’s Museum of the Arts in New York as well as the Miami Children’s Museum.

About Ironview Partners LLC

Ironview Partners LLC is a leading investment and benefits management firm with offices in Philadelphia, Miami, New York and Greater Washington, DC. The firm specializes in four areas: 1) private wealth management; 2) group retirement fiduciary investment management services for institutions; 3) employee benefits advisory services for employers; and 4) alternative investments. The firm's guiding principles are based upon holding clients' interests paramount while providing independent and expert guidance. For further information please visit www.ironview.com.

Contacts

for Ironview Partners LLC
Vince Powers, 610-644-1022
vince@powersbc.com

Release Summary

Bergin, Roberts & Co. LLC and Hamilton Benefits LLC to Re-Brand as Ironview Partners LLC. Investment Management and Employee Benefits Advisory Firm Offers Client-Driven Focus.

Contacts

for Ironview Partners LLC
Vince Powers, 610-644-1022
vince@powersbc.com