| Name | Title | Contact Details |
|---|---|---|
Kari Horn |
Vice Chair | Profile |
Samir Sabharwal |
General Counsel | Profile |
Martineau is a Draper, UT-based company in the Financial Services sector.
Summit Capital Advisors is a Tacoma, WA-based company in the Financial Services sector.
DiMeo Schneider & Associates, L.L.C. opened its doors on May 1, 1995 striving to provide unparalleled investment consulting services. Our clients include retirement plan sponsors, private institutions, nonprofit organizations and private clients. The hallmarks of our firm are simple: Help Clients Prosper Backed by years of experience, our goal is to help clients develop a framework for success. This can mean improved performance, reduced expenses, or assistance in satisfying fiduciary and stewardship responsibilities. Place Clients` Interests First Our goal is to provide straightforward advice. We do not offer proprietary products or receive commissions. Nor do we charge money managers or vendors to be included in our database. Provide Straightforward Advice Our seasoned professionals hold advanced certifications and degrees, but we believe our ability to communicate with clients sets us apart. First we listen. Then we offer meaningful recommendations in a proactive, timely manner. Practical Intellectual Capital Our research is practical. We strive to improve returns, reduce risk, or both. Equipped with leading-edge proprietary tools like our Frontier Engineer™ and Portfolio Engineer™, we provide practical solutions for complex issues. Our unique and substantial commitment to clients is backed by an unconditional service guarantee. We would like to be your valuable resource and welcome the opportunity to prove ourselves.
The Baker Tilly network is a global provider of assurance, tax and consultancy services, ranked among the world`s top 10 networks by revenue, and leaders in client experience. Our more than 36,000 people work across 145 territories, serving clients of every sector and size — clients who are bold in their ambition. Our advice helps shape their decisions and achieve their goals. At Baker Tilly, we are ready now, for tomorrow`s challenges. For uncertainty and change. For complexity at pace. For the risks ahead, and for the rewards. We believe in the power of great relationships. We lead and listen for great conversations. We channel change into progress for great futures. What matters to our clients, matters to us
Tiptree is a diversified holding company engaged through its consolidated subsidiaries in a number of businesses and is an active acquirer of new businesses. Tiptree, whose operations date back to 2007, currently has subsidiaries that operate in four industry segments: insurance and insurance services, specialty finance, asset management and real estate.