| Name | Title | Contact Details |
|---|---|---|
Ken Johnston |
VP/Chief Information Security Officer | Profile |
Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With 800 employees and 350 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 15 office locations include Birmingham, Huntsville, Mobile, Montgomery, Cullman, Anniston, and Foley, Alabama; Panama City Pensacola, Fort Walton Beach, Destin and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands.
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platforms (TAMPs) today. By focusing on ways to improve the relationship between financial advisors and investors that have $25,000 or more in investable assets, EQIS provides solutions for asset management that put you, the advisor, and your clients on the same side of the table. Specifically, the EQIS solution provides investors with access to many of the same investing advantages that ultra-high net worth investors have enjoyed for decades - including separately managed accounts (SMAs) with multiple institutional money managers, broad diversification, transparency, and tax efficiency. On a mission to intersect sophistication and ease of use for both investors and Financial Advisors, EQIS allows you to spend more time with your clients, and less time managing their money for a better overall outcome.
Azimut, active since 1989, is an international wealth & asset manager headquartered in Milan, Italy. The Group operates on the ground in over 17 countries across Europe, Asia-Pacific, the Middle East and the Americas, and at the end of July has more than € 50 billion of total Assets. The parent company, Azimut Holding S.p.A., is listed on the Milan stock exchange since 2004 and, among others, is a member of the large-cap Italian index FTSE MIB and of the Eurostoxx 600. Azimut Group is defined by its independence; we are the largest independent Asset Manager in Italy and one of the largest in Europe, and our business model is based on the vertical integration between Asset Management and Distribution. We have Portfolio Managers & Analysts based in our major hubs around the world and at the same time a network of over 2,000 client-facing financial advisors thriving to provide the best quality advice to our clients. At the heart of our Group is our shareholders pact: over 15% of the Company is owned by Management, Financial Advisors, PMs and employees, with the rest being free float, making Azimut one of the very few true public companies in Italy. The strong shareholders pact provides full alignment of interest among all stakeholders, and makes Azimut a one-of-a-kind success story.
Elite Ventures Group is a retained strategic advisory and investment firm serving investors, owners, and CEO’s of lower middle market and microcap companies.
Copley Consulting Group is a Warwick, RI-based company in the Financial Services sector.