| Name | Title | Contact Details |
|---|---|---|
Rachel Packer |
Chief Legal Officer | Profile |
Petsky Prunier LLC is one of the leading companies in Financial Services industry. Petsky Prunier LLC is based in New York, NY. You can find more information on Petsky Prunier LLC at www.petskyprunier.com
IIROC is the pan-Canadian self-regulatory organization that oversees all investment dealers and their trading activity in Canada`s debt and equity markets. IIROC sets high quality regulatory and investment industry standards, protects investors and strengthens market integrity while supporting healthy Canadian capital markets. IIROC carries out its regulatory responsibilities through setting and enforcing rules regarding the proficiency, business and financial conduct of 174 Canadian investment dealer firms of varying sizes and business models, and their more than 31,000 registered employees. IIROC also sets and enforces market integrity rules regarding trading activity on Canadian debt and equity marketplaces.
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
We help companies issue new kinds of cards in new ways. We do it with fewer constraints and more creativity, for a better cardholder experience. Apto is a sponsor of Money 20/20.
Sutherland Institute is an independent research and educational institution that advocates for faith, family, and free markets through advancing sound ideas and principled public policy.