| Name | Title | Contact Details |
|---|---|---|
Andrew Starr |
Vice President, Head of End User Technology and Information Security | Profile |
Tory Kulick |
Principal, Head of Technology Infrastructure | Profile |
Stafford Capital Partners ("Stafford") is an independent private markets investment and advisory firm with USD 7.9bn in assets under management and advice for more than 150 institutional clients worldwide. Founded in 2000, it has a global team of 80+ professionals investing in timberland & agriculture, infrastructure, and sustainable private equity and private credit through secondaries, primaries and co-investments. Stafford has been a UN PRI signatory since 2010 and has committed to the Net Zero Asset Managers initiative. It puts sustainability at the centre of its investment process and implements a well-defined ESG program across all strategies.
Vining Sparks is nationally and globally recognized as a leading broker/dealer in serving the investment needs of institutional investors. The firm was originally founded by Jim Vining to serve the investment and asset/liability needs of community banks. From an initial staff of 17 people, Vining Sparks has significantly expanded its national footprint. It now employs more than 350 people in 14 offices across the country. The firms diverse customer base totals approximately 4,500 institutional investors and includes banks, savings and loans, credit unions, municipalities, money managers, trust departments, insurance companies, pension funds, and investment advisors. Vining Sparks has nearly $100 million in capital and an annual trading volume exceeding $250 billion with customers located in all 50 states and many foreign countries.
Betterment is the largest independent online financial advisor that serves one purpose: to help you make the most of your money. We`re taking Nobel Prize - winning investment strategies and combining them with cutting edge, tax smart investing technology to maximize take home returns for hundreds of thousands of customers across our three business lines: direct-to-consumer, Betterment for Advisors, and Betterment for Business.
Fogel International is a Scottsdale, AZ-based company in the Financial Services sector.
Analytic Investors is a Los Angeles, CA-based company in the Financial Services sector.