| Name | Title | Contact Details |
|---|---|---|
Max Goodman |
General Counsel | Profile |
Yogesh Kumar |
Director, Regulatory Strategy and Analytics | Profile |
Chloe Rosenberg |
Associate General Counsel | Profile |
Jennifer Malin |
Deputy General Counsel and Head of Enterprise Risk | Profile |
Kanchana Leung |
Deputy General Counsel | Profile |
receivables xchange is a New Orleans, LA-based company in the Financial Services sector.
New Century Investment Mgmt is a Southfield, MI-based company in the Financial Services sector.
Western Agency Inc is a Minot, ND-based company in the Financial Services sector.
Our mission is to deliver personal, objective and world-class, portfolio management to investors everywhere. NextCapital is a leading provider of aggregation-powered 401(k) managed accounts, portfolio dashboard, and wealth forecasting solutions. NextCapital analyzes over $22 Billion in individual investor assets every day. NextCapital powers the Wall Street Journal Digital Network portfolio service, and Russell Investments automated 401(k) retirement portfolio solution.
PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.