CTOs on the Move

J.M. Lafferty Associates

www.jmlafferty.com

 
J.M. Lafferty Associates is a Chicago, IL-based company in the Financial Services sector.
  • Number of Employees: 25-100
  • Annual Revenue: $10-50 Million

Executives

Name Title Contact Details

Similar Companies

DC Green Bank

DC Green Bank serves the District by providing capital to promote clean energy and increase efficiency to build a more equitable, resilient, and sustainable DC.

Bruderman

Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.

SYSTM Wealth

SYSTM is a total wealth ecosystem, purposefully built for wealth advisors by wealth advisors. Created by organizations with deep expertise in technology and wealth management, SYSTM changes business as usual for wealth advisors. Comprised of a set of essential wealth management functions, SYSTM provides the technology required to streamline advisors` day-to-day while also curating a marketplace of best-in-class financial products and a suite of world-class thought leadership resources — all on a single platform.

Navitas Lease Corp

Navitas Lease Corp is a Ponte Vedra Beach, FL-based company in the Financial Services sector.

VyStar Credit Union

VyStar Credit Union is the second-largest credit union headquartered in Florida and now serves over 770,000 members with assets totaling $11 billion. VyStar is the largest mortgage lender in Northeast Florida and one of the major employers in the region with over 2,000 employees. VyStar membership is open to everyone who lives or works in the 49 contiguous counties of Central to North Florida, 10 Southern Georgia counties, and past and present military members and their families all over the world. Today, the driving VyStar philosophy continues to be offering highly competitive pricing, giving members high-yielding savings products, low loan rates, and low-or no-fee financial services. This commitment makes finding affordable, quality financial products and services a reality for our members. This page is a moderated channel, meaning all comments will be reviewed for appropriate content. Please show respect to those you are addressing when submitting comments. Comments that are off-topic or include abusive or vulgar language, spam, hate speech, personal attacks, advertisements, or endorsements of products or similar content will be deleted. We reserve the right to determine which comments are acceptable for this page. We will, however, post and attempt to comment on legitimate questions and concerns.