| Name | Title | Contact Details |
|---|---|---|
Charles Trimbath |
Vice President of Information Technology | Profile |
Lendified is Canada`s fastest growing online lender for small businesses and provides cutting-edge lending technology to financial institutions across North America
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.
The Aquila Group of Funds is one of the leading providers in Financial Services. It is based in Beachwood, OH. To find more information about The Aquila Group of Funds, please visit www.aquilafunds.com
First California Bank is one of the leading providers in Financial Services. It is based in West Des Moines, IA. To find more information about First California Bank, please visit www.fcbank.com
Gottex Fund Management is a Boston, MA-based company in the Financial Services sector.