Press Releases
Janet Cappelletti Joins Stathis Partners
Groton MA, October 7th 2015….. Stathis Partners announced today that Janet Cappelletti has joined the team as Managing Director of Research. Her contributions in this role will further enrich SP offerings by identifying, analyzing, and reporting on key drivers of success. Janet comes with over 20 years of experience in financial services reporting, having spent the last six years as Head of Research at Bank Insurance and Securities Research Associates (BISRA) where she last worked closely with Scott Stathis, who is now the Managing Partner at SP.
With Janet Cappelletti on board, SP will follow through on the continuing evolution of the industry standard benchmarking and best practices research formerly conducted at BISRA.
“I’ve always had a lot of respect for the benchmarking research that was started by Kenneth Kehrer and Associates back in the 1980’s which LIMRA (BISRA’s parent) acquired. The recent announcement of BISRA’s reduction in services has opened the door for Janet and me to continue producing this valuable research” said Scott Stathis. “As I’ve said to colleagues, ‘we’re getting the band back together!’”
Stathis Partners was founded earlier this year and has since been engaged in several business development projects with companies in all three facets of the financial institutions channel; distributors, product providers, and service providers. SP has also conducted custom summits for clients, and recently committed to a full suite of executive summits in 2016. In addition, SP is a key partner in an evolving initiative to recruit new talent into the bank and credit union investment services channel.
“I am so excited to regain the synergy that Scott and I have built over the years.” expressed Cappelletti, “I am very much looking forward to picking up where we left off and continuing to discover valuable tools to help our clients grow their businesses.”
Stathis Partners to Announce Full Roster of 2016 Summits
Groton MA, September 14th 2015 Stathis Partners will soon be announcing details of their full roster of 2016 industry summits for executives of bank and credit union investment and insurance programs. These summits will include the following:
- Program Management Summit
- Sales Management Summit
- Platform Program Management Summit
- Retirement Income Strategies Summit
- 401k/Retirement Plan Services Summit
- Product Management Summit
- Life Insurance Program Management Summit
- Ops and IT Summit
Additional specialized summits will be announced based on partnerships currently being finalized.
SP will be adding new dimensions to industry summits by integrating a variety of value added services and offerings that will create on-going touchpoints throughout the year. This will help participants better achieve stated objectives, implement strategic initiatives, and will be a valuable addition to the important networking benefits of the summits.
“These summits will be a significant shift from what has been offered in the past” said Scott Stathis, Managing Partner of KP. “Each summit will essentially be a working group with specific objectives, and will be surrounded by value-added follow-up elements that will help executives in attendance move the ball forward for their programs and help our sponsors deepen partnerships with their distributors.”
From 2008 through 2014 Scott Stathis was the Managing Director of Bank Insurance and Securities Research Associates (BISRA) which is a wholly owned subsidiary of LIMRA and a partner organization of the Bank Insurance and Securities Association (BISA). In that capacity Scott moderated more than 60 summits and managed all of BISRA’s best practices research and consulting.
Stathis Partners was founded in April of 2015 and has since been engaged in several business development projects with companies in all three facets of the financial institutions channel; distributors, product providers, and service providers. In addition SP is a key partner in an evolving initiative to on-board more college talent into the bank and credit union investment services channel.