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Schain, Burney, Banks and Kenny is a Chicago, IL-based company in the Financial Services sector.
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
Peoples Bancorp Inc. is a diversified financial products and services company with $3.2 billion in assets, 82 locations in Ohio, West Virginia and Kentucky. Peoples makes available a complete line of banking, investment, insurance, and trust solutions through its subsidiaries – Peoples Bank, National Association and Peoples Insurance Agency, LLC. Peoples` common shares are traded on the NASDAQ Global Select Market® under the symbol "PEBO", and Peoples is a member of the Russell 3000 index of US publicly traded companies.
Sterling Bank & Trust was originally chartered in 1984 as Sterling Savings and Loan Association with a focus on residential mortgage lending in the neighborhoods we serve. In 1990, our growth led to the development of the commercial real estate lending division. In 1992, we became Sterling Bank and Trust, FSB, with the addition of the Trust division. A key part of Bay Area neighborhoods and now Los Angeles, Sterling has 18 neighborhood branches in the San Francisco Bay Area, and one branch in Alhambra, California. We continue to expand, and anticipate branches opening in Cupertino and Irvine, California in the near future. Our mission is to create exceptional value for customers, employees, investors and the community through innovative and creative products, services and activities; and to profitably grow as an independent, national company by providing superior financial solutions that exceed customer expectations.
Pfingsten Partners, LLC was formed in 1989 as an operationally focused private equity firm which invests in middle market manufacturing, distribution and business service companies. Since completing our first investment in 1991, we have been building