| Name | Title | Contact Details |
|---|---|---|
Joshua Moorhouse |
Director of Cyber Security and Risk | Profile |
Tompkins Trust Company is a full-service, locally-managed community bank with 15 branches serving the Tompkins County area, Auburn and Cortland in Central New York. Because our senior management is locally based, we have first-hand understanding of this community and a unique commitment to the vitality of its businesses and families - we live here too.
John W. Rosenthal Capital Management Inc. ("our Firm") is managed and controlled by John W. Rosenthal, Sr. as Chief Investment Officer. His background, experience and credentials are relevant and very important to the activities he performs for our clients. Our Firm provides investment advisory services to its clients. Specifically, our Firm serves as the exclusive investment advisor for 4 limited partnerships ("the Funds"). At the direction and control of our Firm, the Funds invest primarily in the common stock of community banks located throughout the U.S. as well as cash or cash equivalents. Learn more about our history. Our Firm is regulated by the Secretary of State of Indiana - Securities Division. We file Form ADV Part 1 and Part 2 annually, and you may connect to the links to view our most recent filings. Prospective investors may contact us to receive more information. Of course, our past performance does not guarantee any future results. Our "Investment Philosophy & Approach" is of utmost importance to understanding an investment opportunity with us. In short, this process generally involves 5 pillars: 1) we conduct "quantitative" analysis on prospective investments using FDIC Call Report data as well as other publicly available information on the banking companies we are analyzing; 2) we perform our own "qualitative" due diligence, using written materials and personal meetings with management of the financial institutions we are studying, in an effort to understand the "culture" of the organizations. We are looking for a specific culture at the banks in which we invest that can best be described as a "balanced culture". We believe our approach to this qualitative analysis is unique among investment managers and it is a critical component of our investment decision; 3) we undertake demographic analysis of the markets in which the banking companies we are examining operate; 4) we review current valuation metrics of all prospective investments - looking for the best values available; and 5) we assess management`s openness to a possible change of control.
AMX is an institutional platform that gives investors and asset managers a way to do business with each other. It is built with fund infrastructure that`s designed for the needs of institutional investors and is managed by an 80-strong team who negotiate with managers, transition assets, provide reporting and add an extra layer of risk oversight. The platform is accessed by a portal that allows investors and managers to interact with each other. Every fund and contract on AMX is structured in a standard way which helps standardise, centralise and streamline the process so it works better for everyone. Managers access greater volume, while investors access greater purchasing power, so both enjoy the benefits of scale.
Choice Capital Management is a Greenwood Vlg, CO-based company in the Financial Services sector.
Harris Williams has served the middle market for more than 25 years. Our legacy of sell-side execution excellence and market leadership provide a track record of delivering unmatched results for our clients. Our teams of industry-focused investment banking professionals have strong and expansive relationships with buyers and investors around the globe to help our clients realize maximum value for the businesses they have built.