| Name | Title | Contact Details |
|---|---|---|
John Motsney |
Vice President, Security Integrations | Profile |
At IEX, we`re on a mission to inspire fairness and innovation by creating technology that levels the playing field. Our flagship business is The Investors Exchange, a U.S. stock exchange that sets new standards for performance, fairness, and transparency.
F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of June 30, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client’s financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH
The Legacy Financial Group is a Tulsa, OK-based company in the Financial Services sector.
GC-Global Capital Corp. is a publicly traded (TSX Venture Exchange - "GDE.A") Canadian merchant banking organization that focuses on providing a range of investment banking services to micro-cap and small-cap companies in North America in both the public and private markets. Primarily, Global Capital provides bridge loan services (asset backed/collateralized financing) ranging from $300,000 to $3,000,000 to companies across many industries.