| Name | Title | Contact Details |
|---|---|---|
Tom Schady |
Chief Technology Officer | Profile |
New datasets are being created every day and investors need to incorporate them to remain competitive. YipitData is the on-demand, 180+ person data team for hundreds of the largest hedge funds, mutual funds, pension funds, private equity funds, family offices, sovereign wealth funds, and venture capital funds in the world. We identify, screen, license, clean, and analyze alternative data to help investors answer their key questions. We`re a fast growing technology company based in NYC, with a strong culture focused on mastery, ownership, and purpose.
Sowell Management Services is a privately held, independent registered investment advisory firm with over $1.6 billion in assets under management. We offer a full suite of business functions allowing advisors the opportunity to outsource administrative and operational tasks, compliance, portfolio management and trading. Whether you are moving from a wirehouse, an independent B/D, or a bank – you need a partner that will provide a fairly priced, open architecture, all-inclusive platform designed to make advisors more efficient and more profitable. Visit our website to learn how to join the SMS family! Please note that current regulatory policy does not allow us to receive testimonials of any kind including Endorsements of skills and expertise. While we appreciate any intention of kind words and sentiment, please do not post comments relating to your opinion of Sowell, our services or our performance. This is the official Sowell Management Twitter page. Postings considered by the facilitator to be inappropriate will be removed and the follower blocked from future use. Advisory Services are offered through Sowell Management, a Registered Investment Advisor. Information shared from third-party sources are for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any investment or recommendation. While Sowell Management believes information derived from third-party sources to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy or reliability. Statements of future expectations, estimates, projections and other forward-looking statements are based on available information at the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and certainties. Actual results, performance or events may differ materially from those expressed or implied in such statements.
Cambridge Payment Systems is a Novi, MI-based company in the Financial Services sector.
Waldron Private Wealth is a boutique wealth management firm that advises a select group of high net worth individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. We work to understand your financial situation, as well as your goals for the future, and purposefully integrate all aspects of your finances to consistently provide comprehensive and independent advice for you, for your family and for your legacy. We don`t just simplify your wealth—we simplify your life. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. But that thorough knowledge is only the first step; a team of experts with experience in the financial disciplines best suited for your family`s specific circumstances is required to turn this knowledge into clear, sensible advice. All Waldron client teams feature experts with different skill sets. Among the titles and certifications found are Certified Financial Planner®, Lawyer, CPA, Insurance Specialist, Real Estate Specialist, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs. All teams are consciously built with the client`s needs in mind. The result: whether advising individuals or lending support to a client`s family office—your team appreciates the interrelated nature of every recommendation we make.
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses.