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CastleOak Securities, L.P. is a boutique investment bank focused on the capital markets serving a broad array of corporate, governmental and institutional investor clients. Headquartered in New York City, and with five regional offices, CastleOak specializes in primary and secondary sales and trading of fixed income, equity, and money market securities. Since its founding in 2006, CastleOak has grown to approximately 50 professionals and has assisted its clients on public offerings totaling over $3 trillion.
SURE provides the tools that power global insurance companies and consumer brands to distribute and service any insurance policy digitally.
Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family`s choosing. Our focus is on the beneficiaries, their needs and their values rather than on managing assets. We have provided professional, comprehensive trust and estate administration services for more than eighteen years and have been named trustee and/or executor by many families searching for an alternative to naming a family member. We are headquartered in Nashville, Tennessee and have nine additional offices across the southeast in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete.
We are a growing institution of members helping members in a community-based, not-for-profit organization, with the goal of becoming our members` primary financial institution. We are committed to protecting members` assets and providing personal, convenient, and competitive services.
Macquarie Investment Management Additional Information