| Name | Title | Contact Details |
|---|---|---|
Priyank Singh |
Chief Technology Officer | Profile |
George Schwartz |
Chief Technology Officer | Profile |
Founded in 1962 and a public company since 1983, Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm`s stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 7,100 financial advisors serving in excess of 2.9 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are approximately $617 billion. Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.
fi360 helps its clients gather, grow, and protect assets through better investment and business decision-making. Since 1999, fi360 has been providing innovative solutions to financial services providers, including the AIF® and AIFA® designation programs, the fi360 Toolkit™ software, and fi360 Fiduciary Score®.
Our employees make a difference by providing a secure retirement for 311,000 working and retired Ontario teachers. We have established a collaborative environment and seek the free exchange of ideas across the organization in our search for new approaches and solutions to better serve our members. Our highly-skilled employees are the reason for our success and talent development is one of the most important tenets of our strategy. At Teachers`, we look for people who are willing to truly embrace the three cornerstones of our culture: innovation, agility and partnership. We provide our employees with the tools, resources and learning opportunities they need to be the best at what they do – so together we can support our mandate to deliver outstanding service and retirement security to the working and retired teachers of Ontario – today and tomorrow. Teachers`, Canada`s largest single-professional pension plan, is headquartered in Toronto with offices in London and Hong Kong. With $154.5 billion in net assets as of December 31, 2014, we are responsible for providing immediate, personalized services to our members along with investing across a variety of asset classes in virtually every corner of the world.
Promontory is a leading strategy, risk management, and regulatory-compliance consulting firm focusing on the financial services industry.
Fiduciary Benchmarks was founded in October 2007. We knew the industry needed an independent, comprehensive and informative benchmarking service that would help Service Providers and the Plan Sponsors they serve fulfill their duties under ERISA regardless of plan size. We do this while making sure that the Service Providers, the Plan Sponsor and the plan participants all benefit from a determination of fee reasonableness. This means that the quality of the provider, the cost drivers and the value factors associated with supporting the plan should all logically be evaluated against the fees that are being paid.