| Name | Title | Contact Details |
|---|
Stenson Tamaddon is a compliance-first, technology-enabled financial solutions firm, headquartered in Phoenix, Arizona, that provides customers with accurate, compliant, and hassle-free solutions for maximizing tax credits and government incentives - allowing business owners to unlock the full potential of economic relief programs and specialized tax incentives.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Washington Savings Bank is a Lowell, MA-based company in the Financial Services sector.
Amerant Bank, N.A., one of the largest community banks headquartered in Florida, is a wholly-owned subsidiary of Amerant Bancorp Inc. (NASDAQ: AMTB and AMTBB). For over 40 years, the Bank has developed strong community relationships, always adapting to our customers` lives and specific needs, in a dynamic and positive way. The Bank provides individuals and businesses with deposit and credit products, as well as wealth management services through its investment and trust subsidiaries, Amerant Investments, Inc. and Amerant Trust, N.A. Headquartered in Coral Gables, Amerant operates 27 banking centers – 19 in South Florida and 8 in Houston – as well as commercial real estate loan production office in Manhattan, New York and a loan production office in Dallas, TX.
Bridgewater Bank is committed to being the finest entrepreneurial bank in the Twin Cities. Providing simple banking solutions and responsive service to consumer and commercial clients in an unconventional banking environment sets this dynamic young bank apart from its peers. A large shareholder base is primarily comprised of successful real estate and seasoned small business entrepreneurs. Offering an owner`s perspective, the managing founders deliver unparalleled industry knowledge and dedication to meeting the unique needs of each individual client.