CTOs on the Move

Geneva Advisors

www.genevaadvisors.com

 
Geneva Advisors is an independent investment management firm providing fee-based, customized portfolio management services. Our clients are high net worth individuals and institutions located throughout the United States and the world. The majority of our clients come to Geneva through client and professional referrals. Geneva has more than $7.0 billion in assets under management. The firm is based in Chicago, Illinois with additional offices in San Francisco, California and Dallas, Texas. We founded our firm with one simple, yet important objective: to help clients achieve their long-term financial goals. We are dedicated to achieving outstanding long-term investment returns and providing ...
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

Name Title Contact Details

Similar Companies

New Capital Partners

New Capital Partners, Inc. is a Birmingham, AL-based company in the Financial Services sector.

Argent Financial Group

Argent Financial Group, domiciled in Ruston, Louisiana, was formed in 1990 and traces its roots to 1930. Responsible for $19 billion in client assets, Argent Financial Group provides individuals, families, institutions and businesses with a broad range of wealth management services including trust administration and related services, investment management, family office services, retirement plan and charitable organization administration, mineral (oil and gas) rights management, and financial, retirement and estate planning. Argent serves clients in all 50 U.S. states from our 29 offices located across 12 Southern states. Argent provides an array of related financial services, including: - Trust and Trust-Related Services - Investment Management - Oil and Gas Management - Timberland Management - Institutional Services - Funeral and Cemetary Trust Services - Retirement Plans and Plan Consulting - Family Office Services - ESOP Today, Argent Financial Group employs more than 270 professionals with prior experience at banks, trust companies, brokerage firms, law firms, accounting firms, insurance agencies, investment management firms and other businesses. Argent operates offices across Louisiana, Texas, Arkansas, Mississippi, Alabama, Tennessee, Georgia, Oklahoma, South Carolina, North Carolina and Kentucky. Argent is privately owned, with management and staff comprising a large component of its stockholder base. Argent Financial Group, Inc. is the parent company of: - Argent Trust Company - Heritage Trust Company - AmeriTrust Company - Highland Capital Management - Argent Advisors - Argent Mineral Management - Argent Family Wealth Services - Argent Fiduciary Consulting Services - Argent Timberland Group

Sabal Investment Management

Sabal Investment Management is a Tampa, FL-based company in the Financial Services sector.

Compass Wealth Advisors

Compass Wealth Advisors is a Elkhart, IN-based company in the Financial Services sector.

Technology Crossover Ventures

TCV is a leading investment firm focused on investing in global, category-defining, technology companies. Leveraging its deep industry expertise and strategic resources, TCV`s mission is to provide long-term capital and support to high-quality management teams across their growth journey. Since its founding in 1995, TCV has invested over $17 billion in more than 350 technology companies worldwide and has supported over 145 IPOs and strategic acquisitions, making it one of the most active technology investors. Select investments include Airbnb, AxiomSL, Built, CCC Intelligent Solutions, Celonis, Clio, Cradlepoint, ETQ, ExactTarget, Expedia, Facebook, Fandango, Genesys Software, GoDaddy, GoFundMe, HomeAway, Miro, Netflix, Nubank, OneSourceVirtual, Prodege, Qonto, Relex, Revolut, SilverPeak, Splunk, Sportradar, Spotify, Toast, Twillio, and Zillow.