| Name | Title | Contact Details |
|---|
Founded in 1800, Washington Trust is the oldest community bank in the nation and one of the Northeasts premier financial services companies. Washington Trust offers a full range of financial services, including commercial banking, mortgage banking, personal banking and wealth management and trust services through its offices located in Rhode Island, Connecticut and Massachusetts. The Washington Trust Company is a subsidiary of Washington Trust Bancorp, Inc.
Roth&Co is a top-150 U.S. accounting and advisory firm specializing in tax compliance, tax controversy, accounting services and advisory services. With over 250 team members spanning 5 locations around the globe, Roth&Co was ranked by Inside Public Accounting as one of the fastest growing firms of 2022, and named by Accounting Today as a 2024 Regional Leader and Firm to Watch. We consistently deliver a high level of confidentiality and solid reliability, but the relationship we maintain with clients is our outstanding strength. Our unique, dedicated, responsiveness is simply why we have one of the highest client retention rates in the industry. As a member of the BDO-Seidman Alliance, we provide our clients with the resources and expertise of a multinational CPA firm while retaining our unique identity and independence.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Bank of Wolcott is a Wolcott, IN-based company in the Financial Services sector.
Clinton First National Bank is a Clinton, IL-based company in the Financial Services sector.