| Name | Title | Contact Details |
|---|
Montgomery and Co. is a Santa Monica, CA-based company in the Financial Services sector.
Hudson Advisor Services is a Buffalo, NY-based company in the Financial Services sector.
Brockway Moran and Partners Inc. is one of the leading companies in the Financial Services sector.
William Blair is the premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients` evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. Athena Capital offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Athena Capital`s clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena Capital invests across all asset classes and builds portfolios customized to each client`s particular circumstances and objectives.