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Wells Fargo Advisors is one of the nation`s premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America`s most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else.
AUA Private Equity Partners, LLC (“AUA Private Equity”), based in Florida, is an operationally-focused, lower middle-market private equity firm that makes equity investments in companies in the consumer products and services sectors, with a particular focus on family-owned businesses or companies benefiting from the growth of the U.S. Hispanic population. The firm is led by Managing Partner Andy Unanue, shareholder and former Chief Operating Officer of Goya Foods, Inc., the largest and most successful Hispanic-owned food company in the United States (founded by the Unanue family). He is complemented by a cohesive team of investment professionals with significant institutional private equity experience.
Rice Financial - Jeremy Sheldon is a Toronto, ON-based company in the Financial Services sector.
Martingale Asset Management is a Boston, MA-based company in the Financial Services sector.
Beneficial Financial Group is a Salt Lake City, UT-based company in the Financial Services sector.