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JAMCO Interests LLC (JAMCO) based in Dallas, was founded in 2010 by John F. Antico as a personal equity investment growth platform with a focus on casual dining and quick-service restaurant franchises. Larry Zine, a successful CFO, and attorney Mitzi Brown are founding partners and colleagues of John`s. Operating Partner Sherif Mityas is the newest addition to the team, joining JAMCO in November 2021. The partners are investors and experienced industry leaders in financial and operational turnarounds, consumer and brand marketing, and scaling businesses. JAMCO is the majority stakeholder of BRIX Holdings, a Dallas-based multi-brand franchising company specializing in restaurant chains with superior products and attractive growth prospects, and Amici Partners Group, LLC, an experienced investor group with a national and international franchisor background specializing in the restaurant industry which acquired Friendly`s Restaurants in December 2020. JAMCO is a member of TriArtisan TGIF Partners LLC, the majority owner of TGIF Holdings LLC, which owns and operates TGI Friday`s®, the iconic American casual dining bar and restaurant chain with over 900 restaurants in 60 countries. P.F. Chang`s, known for authentic made-from-scratch Asian cuisine, focusing on high-quality, fresh ingredients and wok-trained chefs, became a JAMCO-managed investment in March 2019.
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
Tremont Credit Union is a Braintree, MA-based company in the Financial Services sector.
TnT Expense Management is a Sandy Hook, CT-based company in the Financial Services sector.