| Name | Title | Contact Details |
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StoneX Group Inc. is a Fortune 500 company, providing customers across the globe with execution, clearing and advisory services in commodities, capital markets, currencies, asset management and more.
Metropolitan West Capital Mgmt is a Newport Beach, CA-based company in the Financial Services sector.
NRB (National Repo) is a Houston, TX-based company in the Financial Services sector.
Wolters-Althoff Investments, LLC is the venture capital arm of the Wolters-Althoff Family Office.
Companies focused on growth have sought the help of Insero & Co. for more than 35 years. During that time they have consistently experienced the peace of mind that comes from knowing their CPA firm takes the concept of integrity seriously. This commitment to quiet integrity means you won`t see a lot of flashy billboards or stadium advertisements for our firm, but you will see the face of your client service partner regularly - not just during tax time. That`s one of the differences you`ll experience with Insero. Our firm invests heavily in client service - defining it, articulating what it means, and conducting training with everyone in the firm on how to deliver it. All this is to ensure every person in our firm understands what it means to deliver on our promise of The Highest Standard.