| Name | Title | Contact Details |
|---|---|---|
Michael Dugan |
Director, IT Security Assessment | Profile |
Karen Frank |
Managing Director, Firm Security Services | Profile |
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Within the Cresset affiliates` suite of offerings, Cresset Wealth Advisors, an SEC registered investment advisor, provides individuals and families with access to deeply personalized, comprehensive wealth management services. Cresset Partners, its private investing arm, offers clients direct, often exclusive access to real estate, private equity and secondaries deals. Most recently, Cresset announced plans to launch Cresset Family Office, offering access to an industry-leading, multi-family office for clients whose business is managing their wealth.
Loan Ecosystem Online (LEO) is a new fintech platform that streamlines the syndicated loan process, eliminating the current guesswork and manual process utilizing excel spread sheets and gives all parties complete transparency into the loan syndication process. The platform conforms to the highest standards of communication and data security.
Entegra Credit Union is a Winnipeg, MB-based company in the Financial Services sector.
Established in 1990, Citadel is a leading global financial institution with a diverse business platform built on a foundation of world-class talent, technology and infrastructure. From proven asset management strategies to a strong capital markets platform, Citadel converts opportunity into results. Citadel operates in the world`s major financial centers including Chicago, New York, London, Hong Kong, San Francisco, Boston and Dallas
HighRadius is a Houston, TX-based company in the Financial Services sector.