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Encore Bank N.A. is one of Southwest Florida's leading community banks. We aim to serve customers the way they wish to be served - promptly, courteously and professionally. Our customers are always greeted in a warm and welcoming environment by our courteous and knowledgeable staff. We are a strong community bank with local decision making. Encore Bank currently has two locations in Naples and one office in Fort Myers, Bonita Springs, Port Charlotte and Sun City Center. These locations provide excellent service, extraordinary people and exceptional products in an atmosphere where our clients feel right at home. With the addition of the Liberty Bank offices, our community footprint has expanded to Bonita Springs and our North Naples office has transitioned to the former Liberty Bank building on Vanderbilt Beach Road. Encore Bank N.A. is headquartered in Naples, Florida and is led by a strong team of experienced professionals. Decisions are made locally by our management team in conjunction with the Board of Directors. The President of Encore Bank N.A., Thomas Ray, has over 30 years of commercial banking experience in Florida.
Rockland Trust Company is a full-service commercial bank headquartered in Massachusetts (NASDAQ: INDB). Rockland Trust offers a wide range of banking, investment, and insurance services to businesses and individuals through retail branches, commercial lending offices, investment management offices, and residential lending centers located in Massachusetts and Rhode Island.
Hawaii National Bank is a community bank providing highly personalized service through 13 branches on Oahu, Maui and Hawaii. For more than 50 years the bank has specialized in serving individual account holders and locally owned, closely held businesses.
Seaport Global is a full-service, mid-sized independent investment bank that offers capital markets advisory, sales, trading and research services.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com