We are pleased to announce that Vertical Management Systems, Inc. (VMS), one of the nation’s leading providers of data, financial networking, and account aggregation technology, has added Mid Atlantic Capital Group to its client roster. Mid Atlantic will be utilizing VMS’ full suite of data services as a joint offering to assist our valued business partners with achieving their critical business goals.
VMS’ data solution Specialized Information Services currently services a number of Fortune 500 financial service firms. These companies depend on VMS for accurate and timely information across a spectrum of mutual fund and ETF data.
“We are very pleased about our new partnership with VMS,” said Tim Friday, Mid Atlantic Institutional Group CEO. “The implementation of VMS’ data solution will help us serve our clients more strategically through improved timing and cleanliness of mutual fund data for both current and future product offerings. Their automation and relationships with the funds families dramatically help improve the process.”
“Mid Atlantic is recognized for their entrepreneurial culture and a fantastic client focused reputation. We are looking forward to a very successful partnership in the current product footprint and future product endeavors” noted Robert Ward, Chief Revenue Officer of VMS.
Mid Atlantic is proud to spotlight and honor business partner Derek Fiorenza, Vice President and COO/CCO of Summit Group Retirement Planners in King of Prussia, PA.
Derek manages business development, client retention, and internal operations at Summit Group Retirement Planners, Inc., an investment advisory firm he co-founded with his father, Anthony. Together, they assist employers with servicing qualified and non-qualified retirement plans, along with supporting the financial planning and insurance needs of individuals through a prudent and disciplined approach.
Yet Derek’s commitment to improving the lives of others isn’t confined to providing financial guidance during office hours. In his spare time, he also serves as the President and CEO of the non-profit organization, Fiorenza’s Food For Friends (F4). F4 collects non-perishable food items for distribution to local food banks at no cost. In addition, F4 rescues perishable meals from restaurants and delivers them free of charge to homeless shelters. You can read more about the charitable work of F4 by visiting: www.f4service.org, and its Facebook page at: www.facebook.com/f4service.
Derek also serves on the advisory board for the Brandywine YMCA and The Emerging Leaders Committee for The Chester County Chamber of Commerce. And if all this isn’t enough to keep him busy, Derek referees and coaches soccer on the side. He also enjoys exercising, reading, and playing the guitar.
“It is my goal to live a purposeful life serving my clients, putting the needs of others before my own, and helping to build up the communities in our country through my philanthropic ventures,” Derek says.
Derek has been working in the securities industry since 2011. He has earned the Accredited Investment Fiduciary® (AIF®) Designation and graduated with a Bachelor of Arts degree in Communication at Villanova University in 2008. He then went on to earn his Master’s of Science in Business Administration from California University of Pennsylvania two years later. While studying for his Master’s, Derek played punter for his school’s football team and was named to the All-Region and All-Conference teams for three consecutive years.