| Name | Title | Contact Details |
|---|---|---|
Dheepak Sridhar |
Vice President Information Technology | Profile |
Shawn Parkerson |
Sr Lead, Security Architect VP | Profile |
Darryl Dozier |
SVP | Business Cybersecurity Officer | Profile |
Jeff Petto |
SVP - Head of Cybersecurity Strategic Program Delivery | Profile |
Stacey Gutsell |
SVP Data and Technology, Oversight | Profile |
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. Follow @CaldwellTrust on Twitter for updates and announcements
Welcome to Mitsubishi UFJ Financial Group Investor Services – your partner in the complex and evolving world of asset servicing. MUFG Investor Services provides asset servicing solutions to the global investment industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.4 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services, financing and depositary to securities lending and other banking services. MUFG Investor Services leverages its deep market expertise and industry leading technology to partner with clients throughout the investment lifecycle. Our solutions are developed with our clients` needs firmly at the heart of the partnership. MUFG has 350 years of banking history, over 90 years of custody experience and has run a global securities lending program for 20 years. MUFG provides administration services for 2,400 funds with over $490 billion in assets under administration across all investment strategies, asset types and fund structures.
East Rock Capital, LLC is an investment management firm co-founded by Graham Duncan and Adam Shapiro that acts as an adviser to a number of investment funds and managed accounts located at 10 East 53rd Street in New York.
GlobeOp Financial Services is one of the leading companies in the Financial Services sector.
It all started with a napkin sketch in a diner. We’re told it was hatched over coffee and ham-and-cheese omelets, but memories have faded since that day in 1999. What we know for sure? Our vision of decomplexifying equity plan management was so straightforward it could be drawn on a 4×4” piece of paper. And we made it happen. By keeping a relentless focus on both innovative technology and remarkable service, we’ve grown into a multinational public company with offices in the United States, Canada, the United Kingdom and Australia, and we have customers around the globe. Even though we’ve grown quickly, we’ve always strived to keep it as simple as possible, and we’ve stayed true to our roots as an agile, flexible company. There may even be a story about us accepting partial payment in beer from one of our earliest clients, Big Rock Brewery. Today, we have more than 3,000 clients who have employees in more than 150 countries. And no matter how big or small you are, or where your operations lie, we promise to help you better manage the complexities of your equity plan.