| Name | Title | Contact Details |
|---|---|---|
Scott Metro |
Chief Information Security Officer | Profile |
Richard Winter |
Chief Technology Officer | Profile |
Paul Higdon |
Chief Technology Officer | Profile |
Sol Zlotchenko |
Chief Technology Officer | Profile |
TruClarity Wealth Advisors allows advisors to build their own brand and business, and assists them in the journey towards autonomy and unlocking their full potential as an independent advisor.
Placemark Investments is one of the leading providers in Financial Services. It is based in Mission Viejo, CA. To find more information about Placemark Investments, please visit www.placemark.com
Crestbridge is independent in structure and spirit. We provide global administration, trustee, accounting, management and governance solutions that are shaped to our clients` needs wherever they do business. We provide a broad range of outsourced fiduciary, administrative, accounting and compliance services globally – our expertise spans services, asset classes and jurisdictions. Since 1998, we have been putting our insight and experience to work for clients who include leading corporations, sovereign wealth funds, investor groups, asset managers and ultra-high net worth families.
Hooker and Holcombe is a West Hartford, CT-based company in the Financial Services sector.
O'Shaughnessy Asset Management, LLC is one of the leading companies in Financial Services industry. O'Shaughnessy Asset Management, LLC is based in Stamford, CT. You can find more information on O'Shaughnessy Asset Management, LLC at www.osam.com