| Name | Title | Contact Details |
|---|---|---|
Monica Rogan |
Chief Operating Officer | Profile |
The Tampa Bay Trust Company is a division of the Sanibel Captiva Trust Company. We are a state-chartered independent trust company regulated by the Florida Office of Financial Institutions. We provide wealth management services including investment management, trust administration, and financial counseling to individuals, families, businesses, non-profit organizations and endowment funds. The Tampa Bay Trust Company wealth management services are absolute-return oriented, performance-driven, and adhere to a strict philosophy and investment process. Clients` portfolios are separately managed and individually tailored to each client`s total return and cash flow requirements. Our investment management services comply with Florida`s Prudent Investor Rule (Florida Statues, chapter 518.11). We are audited by the Florida Office of Financial Institutions. In addition, we are audited by two independent accounting firms each year. We also have a Board Audit Committee, consisting of outside Directors, responsible for reviewing our internal control policies. We maintain a financial insurance bond and trust errors and omissions liability insurance policy.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment advisor as well as an industry leading independent broker-dealer. Cambridges national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country. Overall, Cambridge supports several thousand independent financial professionals nationwide who serve their hundreds of thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridges firm Registered Investment Adviser or their own. Our purpose is to make a difference in the lives of our advisors, their clients, and our associates. We will do this by continuously improving and refining our competitive differentiation, unique culture, customizable experience, and superior quality.
Chatham Federal Credit Union is a Savannah, GA-based company in the Financial Services sector.
Cashmere Valley Bank is one of the leading providers in Financial Services. It is based in Glen Allen, VA. To find more information about Cashmere Valley Bank, please visit www.cashmerevalleybank.com
Matthews International Capital Management is a San Francisco, CA-based company in the Financial Services sector.