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OTA is a Purchase, NY-based company in the Financial Services sector.
Titan Recovery Group is a Duluth, GA-based company in the Financial Services sector.
American Heritage Credit Union is a member-owned financial cooperative with more than $3 billion in assets, serving more than 800 Workplace Partners and more than 200,000 members, with more than 35 locations across Philadelphia, Bucks, Montgomery, Delaware and Camden Counties. Founded in 1948, American Heritage Credit Union is now one of the top 100 largest credit unions in the United States.
GCA is a New York-based long/short corporate credit investment manager focused on high-yield and distressed assets. GCA was founded and launched its fund in 2008. The firm has approximately $700 million in assets under management.
Welch and Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.