| Name | Title | Contact Details |
|---|---|---|
Leonard Nagel |
Director of Technology | Profile |
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
Westwood Holdings Group, Inc. is one of the leading companies in the Financial Services sector.
State Street, a world leader in financial services, provides a full range of products and services for large pools of investment assets. Our clients include mutual fund companies and other investment managers, corporations, public pension funds, unions, non-profit organizations, and families and individuals. They look to State Street for custody and management of their assets; accounting, daily pricing, and administration of their funds; the information and analytical tools that help them make investment decisions; and the foreign exchange, cash management, credit, and electronic trading services that help them negotiate complex, global financial markets efficiently and effectively.
On July 1, 1968, the Public Safety Personnel Retirement System (PSPRS) was established to provide a uniform, consistent and equitable statewide retirement program for Arizona`s public safety personnel. Separate plans for Arizona`s elected officials (the Elected Officials` Retirement Plan or EORP) and corrections officers (the Corrections Officer Retirement Plan or CORP) were created by the legislature in 1985 and 1986, respectively. All three plans are qualified governmental pension plans under section 401(a) of the Internal Revenue Code. PSPRS and CORP are agent multiple-employer defined benefit plans. EORP is a cost-sharing, multiple-employer defined benefit plan. Retirement benefits are determined (“defined”) using a formula based on salary and years of service. PSPRS also administers a defined contribution plan, where retirement benefits are determined (“defined”) based on contributions and investment earnings on those contributions. PSPRS also administers the Public Safety Cancer Insurance Policy Program for members of PSPRS and CORP. PSPRS provides retirement benefits and programs to nearly 59,000 active members, retired members and surviving beneficiaries, and to more than 250 employers groups (municipalities, agencies and districts) throughout the state. The system maintains separate accounts for each employer that participates in PSPRS and CORP, and each employer establishes a Local Board that is responsible for determining membership and benefits eligibility in accordance with statutory provisions. Employers in EORP are pooled in a cost-sharing plan with the PSPRS Administrative Office acting as the local board. The PSPRS Administrative Office ensures that plan provisions as set in statute are followed consistently and accurately.
Lone Pine Capital LLC is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to pension and profit sharing plans. The firm also launches and manages equity mutual funds. It invests in the public equity markets across the globe. The firm employs long/short strategy to make its investments. It employs fundamental analysis along with bottom up stock picking approach to create its portfolio. The firm obtains in-house research to make its investments. Lone Pine Capital LLC was founded in 1997 and is based in Greenwich, Connecticut with additional offices in London, United Kingdom, New York City, and San Francisco, California.