| Name | Title | Contact Details |
|---|---|---|
Gary Jeter |
Executive Vice President, Chief Technology Officer | Profile |
Justin Burnard |
Information Security Officer | Profile |
Whitecap Advisors is a Norwalk, CT-based company in the Financial Services sector.
Sound Shore Fund is a Greenwich, CT-based company in the Financial Services sector.
Conway MacKenzie is a New York, NY-based company in the Financial Services sector.
ZeroDown is an affordable homeownership solution in the Bay Area. ZeroDown gives you all the benefits of owning a home, with the flexibility of renting.
Through uncompromising investment in people and technology, tru Independence delivers the premier consulting and services platform for wealth management firms seeking independence. We diligently focus on and invest in our three core disciplines of investment consulting, business consulting and new business development. To deliver unrivalled excellence, we leverage key relationships by outsourcing to the best providers and platforms. Our consultative sales process is defined by simplicity, clarity and transparency, grounded on the belief that our partners can best control their future by owning the equity of their firms. Drawing upon our decades of industry experience, we are committed to ensuring that our partners maximize their enterprise value.