| Name | Title | Contact Details |
|---|---|---|
Kelly Becker |
Director of Information Technology | Profile |
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit union-owned Broker-Dealer that offers special needs planning for families, further assisting credit unions in their mission to serve all their members` needs.
Pragma LLC is a quantitative technology provider of sophisticated, multi-asset trading algorithms and analytical solutions. Our Ph.D.-developed offerings are wholly aligned with and customizable for our clients: we do not internalize order flow, trade proprietarily, or act as an executing broker. Instead, we connect traders to markets in a transparent, intelligent manner that optimizes performance while still permitting clients significant control over their trading preferences. Beyond facilitating top-quality execution through our innovative trading tools, Pragma also applies our comprehensive, research-driven approach to crafting distinctive support and analytical services, which provide our clients, and their clients, with clear insight into how their specific trading behavior impacts overall performance.
While promoting the credit union philosophy, LAFCU is committed to providing financial services for the changing needs of its members and helping them obtain personal financial security.
At CU SoCal, we believe we are more than a place to save and borrow money. We are a place where dreams thrive. It starts with our focus on making a difference--not a profit. Our bottom line is to help our Members find a way, not get in their way. Whether they are looking to buy a home, plan for retirement, or open their first savings account, the team at CU SoCal works to empower every Member to make their plans happen, turning wishing and waiting into achieving and doing.
Roubini Global Economics fka RGE Monitor is a New York, NY-based company in the Financial Services sector.