| Name | Title | Contact Details |
|---|---|---|
Shanda Gentry |
Managing Director of Compliance and Records and Chief Compliance Officer | Profile |
Michael Lavalle |
General Counsel | Profile |
Marc Primiani |
Founder/General Counsel/Principal | Profile |
Ashford Advisors is a Atlanta, GA-based company in the Financial Services sector.
ComVest Investment Partners is a West Palm Beach, FL-based company in the Financial Services sector.
Wellington Management serves as an investment adviser to more than 2,200 institutions located in over 60 countries, and as of 31 December 2017, we manage more than US$1 trillion in client assets. We exist solely to meet the needs of our clients, which include central banks and sovereign institutions, consultants, defined benefit and defined contribution plans, endowments and foundations, family offices, insurers, and intermediaries and wealth managers. We trace our history back to 1928, when Walter Morgan, a Philadelphia-based accountant, established the first balanced mutual fund in the United States. Our expertise is investments — from global equities and fixed income to currencies and commodities. We like to describe ourselves as a community of teams that create solutions designed to respond to specific client needs. Our most distinctive strength is our proprietary, independent research, which is shared across all areas of the organization and used only for managing our clients` portfolios. An independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers. For current open opportunities, please visit www.wellington.com/joinus. We are an equal opportunity employer and are committed to having a diverse workforce.
Chicago Growth Partners is a Chicago, IL-based company in the Financial Services sector.
Challenger Wealth Management is a Irvine, CA-based company in the Financial Services sector.