| Name | Title | Contact Details |
|---|---|---|
Lucas Puzan |
Chief Information Officer | Profile |
Baltimore Yearly Meeting is a Sandy Spring, MD-based company in the Financial Services sector.
StoneX Group Inc. is a Fortune 500 company, providing customers across the globe with execution, clearing and advisory services in commodities, capital markets, currencies, asset management and more.
Frontier Consulting is a Miles City, MT-based company in the Financial Services sector.
Capital Bancorp Limited is a Palatine, IL-based company in the Financial Services sector.
Mission at Eqis is to reinvent the wealth management industry with one powerful, integrated, cloud based platform designed to maximize flexibility, choice and value to financial advisors and their clients. We seek to create an industry that works for everyone.