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Foundation Financial Planning is a Minneapolis, MN-based company in the Financial Services sector.
Rockefeller Capital Management is a leading independent financial services firm led by President & Chief Executive Officer Gregory J. Fleming, offering global family office, wealth management, asset management and strategic advisory services to ultra-high-net-worth individuals, families, institutions and corporations. As of September 30, 2018, Rockefeller had approximately $18.6 billion in assets under advisement. The firm has offices in New York, Atlanta, Boston, Washington, DC, Salt Lake City, and Wilmington, DE. Our Heritage: Rockefeller Capital Management launched in March 2018 following the acquisition of Rockefeller & Co., Inc., the legacy Rockefeller family private investment office. Our firm is built upon the 136-year history of excellence in global family office and investment management of the Rockefeller family.
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 32 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. With more than 500 investment professionals and more than 2,000 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us a citation in the top-ranked firm (among those with 1,000 or more employees) in the Pensions & Investments "Best Places to Work in Money Management" survey each year since 2013.
Rankine Financial / Armstrong and Quaile is a Waterloo, ON-based company in the Financial Services sector.
Summit Retirement Plan Services is a Uniontown, OH-based company in the Financial Services sector.