| Name | Title | Contact Details |
|---|---|---|
Aaron Cooper |
Executive Vice President and Chief Operating Officer | Profile |
Sumedh Mehta |
Chief Technology Officer | Profile |
Horizon Financial Group is a Windsor, ON-based company in the Financial Services sector.
In 1922, when 25 Army officers met in San Antonio, Texas, and decided to insure each other`s vehicles, they could not have imagined that their tiny organization would one day serve millions of members and become one of the only fully integrated financial services organizations in America. We believe they would be pleased to know that USAA has remained true to their founding values of service, loyalty, honesty and integrity.
Comeau Financial Inc. is a Saskatoon, SK-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
Smith Asset Management Group is a Dallas, TX-based company in the Financial Services sector.