| Name | Title | Contact Details |
|---|---|---|
Henry Santos |
Executive Vice President and Chief Information Officer | Profile |
You are a unique individual, with your own experiences, ideas and concerns about investing. Our process starts with an in-depth understanding of your goals, preferences and unique circumstances. We draw on our deep understanding of investing, and collaborate with you to deliver custom portfolios that match your requirements and meet your expectations. We blend asset classes, strategies and managers with complementary styles into broadly diversified portfolios that span a wide spectrum of global investment opportunities.
Alkami Technology, Inc. provides online and mobile banking solutions for credit unions and banks. Based in Plano, Texas, the company`s digital banking platform delivers unparalleled functionality, security, flexibility and extensibility with a superior architecture designed for the future of digital banking.
Lincoln Law Ctr is a Orem, UT-based company in the Financial Services sector.
Applied Research Co is a Chicago, IL-based company in the Financial Services sector.
UM Financial is a North York, ON-based company in the Financial Services sector.