| Name | Title | Contact Details |
|---|---|---|
Matthew Covarrubias |
Director, Applications, Technology | Profile |
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.
Technology, Finance, Energy - Block Chain Research and technological commercialization - Investment and Research into leveraging Cloud Security for the IoT (Internet of Things) - Investment in new and emerging environmentally sound sciences - Investment in emerging Cloud based technologies and companies Operates a number of subsidiaries as a holding company.
Bank of the James Financial Group, Inc. is one of the leading providers in Financial Services. It is based in Pittsburgh, PA. To find more information about Bank of the James Financial Group, Inc., please visit www.bankofthejames.com
Flat Rock Global is an alternative credit manager investing in areas of the credit markets we believe are less efficient with the dual objective of preservation of capital and generation of current income. Flat Rock funds are available exclusively to R...
Equiniti keeps things running smoothly for some of the best-known brands and public sector organisations in the UK. We specialise in providing finely-tuned finance and administration services, as well as smart technology solutions, in complex and regulated markets. Our services are delivered by 4,300 employees across 25 locations, enabling us to offer solutions that are flexible, adaptable and scalable. We are acknowledged leaders in the pension services market and in the share registration market, where our clients include around half the FTSE 100. Our mission is to make the complex simple.