| Name | Title | Contact Details |
|---|---|---|
Edward Lowndes |
Chief Compliance Officer | Profile |
Site Benefits is a Nepean, ON-based company in the Financial Services sector.
Convergent Capital is a Minneapolis, MN-based company in the Financial Services sector.
Sendero® is a boutique, independent partner-led firm created to help families focus on navigating wealth and the complexities surrounding wealth. Each of the Sendero® partners bring decades of professional and personal experience to situations. In addition to having a deeply experienced and sophisticated investment team, we have developed the expertise to deal with complex, multi-generational family needs. Incorporating institutional practices allows us to create a disciplined and thoughtful approach to the significant challenges that families face. We create a sustainable, repeatable, long-term plan for our clients that include public and private investments, acquisition and disposition of business and personal assets, risk management, family office management, family foundation management and multi-generational legacy training. In addition, we have developed a dedicated program that focuses on women.
Pantheon Ventures is a San Francisco, CA-based company in the Financial Services sector.
Envestnet Asset Management is a Chicago, IL-based company in the Financial Services sector.