| Name | Title | Contact Details |
|---|---|---|
Josh Silverman |
Principal, Acquisitions - SVP | Profile |
Nuveen is one of the world`s largest asset managers` serving institutions` financial intermediaries and individual investors in more than 30 countries` providing investment expertise across the capital structure. In partnership with advisors and consultants` we create outcome-focused solutions that help investors achieve a more secure financial future. Recognized as a leader in income generation` alternative investments and responsible investing` Nuveen has award-winning capabilities that span both public and private asset classes. Our investment approach is fueled by diversity of thought and a network of specialized investment teams with independent processes and best-in-class expertise. As the investment manager of TIAA` we honor a 100-plus year legacy of service and innovation based on enduring principles established by John Nuveen and Andrew Carnegie. Inspired by their vision` backed by size and scale` and empowered by private ownership` we are uniquely positioned to contribute meaningful results -- for investors` communities` and the world we share.
CIRI - An Alaska Native Corporation
The professionals of Provenance Wealth Advisors provide a comprehensive approach to estate, financial, business and investment planning. We take pride in helping clients to navigate complex financial and risk environments. Our team of experienced planners carefully evaluates our clients` personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. We understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together. The team`s areas of expertise include: • Estate planning • Business structures and business succession planning • Retirement planning • Investment planning • Insurance planning • Legacy planning • Charitable and philanthropic planning • Special needs planning For more infromation, call (954) 712-8000, visit www.provwealth.com or follow us on Facebook at Provenance Wealth Advisors and Twitter at @provwealth. Provenance Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdiction that are not addressed on this site. Contact your local Raymond James office for information and availability.
Cappello Capital Corporation is a Santa Monica, CA-based company in the Financial Services sector.
Stevens First Principles Investment Advisors is a Newport Beach, CA-based company in the Financial Services sector.