| Name | Title | Contact Details |
|---|
Legal & General America is in the business of providing financial protection for American families from coast to coast. We provide that protection through life insurance. Banner Life Insurance Company and its subsidiary William Penn Life Insurance Company of New York, make up the Legal & General America companies. Our parent company is Legal & General Group Plc., an international insurance organization which shares our mission of protecting financial interests. Legal & General America is a nationally recognized market leader in the individual life insurance industry and we have plans to keep growing. It will take efforts of smart, capable people who will help us build strong agency relationships and provide the high-touch service our customers deserve. A.M. Best ranks both of our companies A+ (Superior) for financial strength and operating performance. Both Banner and William Penn also hold an AA- (Very Strong) financial strength rating from Standard & Poor`s. Legal & General America genuinely cares about families – the families of our customers including business owners who consider their partners family, the multi-generational brokerage agencies that make up our insurance community and the employees who are part of our corporate family.
NewOak Capital Markets is a New York, NY-based company in the Financial Services sector.
GIC is a disciplined long-term investor. We have the patient capital and fortitude to ride out short-term market fluctuations, a global presence with offices in 10 cities around the world, a broad-based portfolio spanning six core asset classes and various active skill-based strategies, and a skilled and experienced team of over 1200 people.
Whittier Trust is the largest multifamily office headquartered on the West Coast, with offices in South Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, Reno, Portland and Seattle. True to our roots as a single-family office established in 1935, we offer an extensive suite of family office and concierge services. Our wealth management advisors focus on our clients` wide range of personal, family, fiduciary and business needs, giving us a unique perspective for problem-solving, support and consultation. We take care of your family and your legacy with our personal trust services, and Whittier Trust portfolio managers provide comprehensive investment management across all asset classes. We also offer years of experience in real estate, and support all aspects of planned giving with our philanthropy services department and their deep knowledge of the nonprofit community. Ask us about how we build a team tailored to fit your specific needs and situation.
Emanuel Weintraub Associates is a Englewood Cliffs, NJ-based company in the Financial Services sector.