| Name | Title | Contact Details |
|---|---|---|
Tracy Wilson |
VP of Compliance | Profile |
Marisol Benitez |
AVP CRA and Compliance Officer | Profile |
Stephanie Jennings |
Vice President of Compliance | Profile |
GLOBALT Investments is one of the leading companies in Financial Services industry. GLOBALT Investments is based in Columbus, GA. You can find more information on GLOBALT Investments at www.globalt.com
Halo is the first independent multi-issuer technology platform for structured notes in the United States.
Climate Wedge is a San Francisco, CA-based company in the Financial Services sector.
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
Wells Fargo Asset Management strives to help our clients achieve their financial goals through top-tier investment solutions managed by specialized investment teams and backed by superior, collaborative service.