| Name | Title | Contact Details |
|---|---|---|
Steve Witmer |
VP Information Security | Profile |
Supplemental or Special Needs Pooled Trust Program at First Maryland Disability Trust, Inc.
We provide seamless, hands-on management and strategic guidance to help you unlock the full potential of your Pendo investment. From setup to optimization, our team ensures cleaner data, stronger engagement, and measurable results for your business.
GSB, formerly known as Guilford Savings Bank, is a mutual financial institution based in Connecticut, established in 1875. With over 145 years of experience, GSB has expanded from a single branch to eight locations, managing nearly $1 billion in assets. The bank focuses on community-oriented banking, emphasizing personalized service and long-term relationships with clients. GSB offers a comprehensive range of personal and business banking solutions. Their services include digital banking for real-time account management, tailored business banking for small to medium enterprises, and personal banking options such as checking and savings accounts, loans, and mortgages. The bank also provides specialized tools like online account opening and financial education resources. As a mutual bank, GSB reinvests its profits into community development and employee benefits, reflecting its commitment to local businesses and the shoreline communities of Connecticut. The bank promotes a culture of integrity and collaboration, ensuring that clients have direct access to staff and customized financial strategies. GSB continues to invest in digital innovation while maintaining a strong local presence.
Cohen & Co is a professional services firm based in Cleveland, Ohio, founded in 1977. With over 800 employees across 15 offices in eight U.S. states, the firm specializes in tax, assurance, and advisory services. Its diverse client base includes privately held companies, public and private investment funds, fund advisers, and Fortune 1000 multinational enterprises. Recognized as one of the top 100 accounting firms in the United States by annual revenues, Cohen & Co fosters a disciplined culture focused on delivering results and personal commitment to clients. The firm emphasizes employee development and community involvement, partnering with institutions like Youngstown State University. Its service offerings include comprehensive tax planning, audit and assurance engagements, and consulting on business strategy and operational improvements, tailored to various industries such as investment management and multinational corporations.
Western Veterinary Partners is a veterinary support organization based in Denver, Colorado. Founded in 2019, the company partners with veterinarians across the United States, focusing on enhancing their professional and personal lives while creating a supportive community for veterinary professionals. The organization acquires and affiliates with veterinary practices, primarily in the Western states, to provide non-clinical business support. This allows veterinarians to concentrate on patient care by outsourcing operational tasks. Western Veterinary Partners offers a range of services, including provider recruitment, finance and accounting, marketing, and staffing management. They also provide mentoring and continuing education programs to help expand veterinary knowledge and skills. With a commitment to core values such as integrity and collaboration, Western Veterinary Partners emphasizes respect for practice culture and autonomy. The company has approximately 49 employees and reported revenue of $5.7 million, demonstrating strong growth through strategic acquisitions.