| Name | Title | Contact Details |
|---|---|---|
Josh Hofer |
Chief Risk and Information Security Officer | Profile |
Decorah Bank and Trust Co is a Decorah, IA-based company in the Financial Services sector.
Civista Bank is the banking subsidiary of Civista Bancshares, Inc., a financial holding company with assets of approximately $2.3 billion headquartered in Sandusky, Ohio. As a full-service financial institution, Civista serves the needs of consumer, business, mortgage, and wealth management customers. Branches are located throughout Northern, Central and Southwestern Ohio and Southeastern Indiana. Wealth Management investment services are not FDIC insured, not bank guaranteed and may lose value.
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Excel National Bank is a Beverly Hills, CA-based company in the Financial Services sector.
Fidelity Bank of Florida NA is a Longwood, FL-based company in the Financial Services sector.