| Name | Title | Contact Details |
|---|---|---|
Christopher McCabe |
Global CIO, Partner | Profile |
Jason Azar |
Vice President, Cyber Lead/Senior Network | Profile |
Diana Grieco |
Vice President, Cyber Monitoring | Profile |
David Pellicano |
Head of Enterprise Data Protection | Profile |
Nadira Hardial |
Senior Vice President of Corporate Technology | Profile |
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advisor solutions for both asset management and financial planning with portfolio overlay management, platform choices comprised of a corporate RIA or independent RIA for dual registration or fee-only business models, multiple options for both qualified and non-qualified – direct or brokerage, fee or commissionable IRAs, multiple clearing and custodial platforms, a full spectrum of middle office services designed for solo/ensembles, branches, and super branches, succession and acquisition financial lending plus business technology expertise, outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. Cambridge`s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge`s firm Registered Investment Adviser or their own.
Vickerman is a Spokane, WA-based company in the Financial Services sector.
Cowen Inc. is a diversified financial services firm and, together with its consolidated subsidiaries, provides alternative asset management, investment banking, research, sales and trading and prime brokerage services through its two business segments: Cowen Investment Management and its affiliates make up the Company`s alternative investment segment, while Cowen and Company, a member of FINRA and SIPC, and its affiliates make up the Company`s broker-dealer segment. Cowen Investment Management provides alternative asset management solutions to a global client base and manages a significant portion of Cowen`s proprietary capital. Cowen and Company and its affiliates offer industry focused investment banking for growth-oriented companies, domain knowledge-driven research, a sales and trading platform for institutional investors and a comprehensive suite of prime brokerage services. Founded in 1918, the firm is headquartered in New York and has offices worldwide.
Thoma Bravo is a leading private equity firm with a 40-year history, including over $73 billion in assets under management as of September 30, 2020, and a focus on investing in software and technology companies. We pioneered the buy-and-build investment strategy, and we first applied this strategy to the software and technology industries nearly 20 years ago. Since then, our firm has acquired more than 270 software and technology companies representing over $79 billion of value. Our investment philosophy is centered around working collaboratively with existing management teams to drive superior operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics and business processes. We support our companies by investing in growth initiatives and strategic acquisitions that drive long-term value.
Hudson Advisor Services is a Buffalo, NY-based company in the Financial Services sector.