| Name | Title | Contact Details |
|---|---|---|
Jordan Baker |
Compliance Officer | Profile |
Nina Fletcher |
Senior Counsel | Profile |
Tracey Brady |
Chief Legal Officer | Profile |
Millennium Advisors is a technology-driven broker-dealer specializing in executing fixed income securities transactions. They are located in Charlotte, NC and are one of the leaders in trading corporate bonds on all major electronic trading platforms.
The firm is led by Greg Castle, an Entrepreneur and corporate marketer turned angel investor with a focus on early-stage, disruptive technology. Greg has made twenty-five investments over a 3 year period counting two exits including the $2B acquisition of Oculus by Facebook.
Prospera Financial Service is a Dallas, TX-based company in the Financial Services sector.
Oaktree is a leader among global investment managers specializing in alternative investments, with $172 billion in assets under management as of March 31, 2023. The firm emphasizes an opportunistic, value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has over 1,100 employees and offices in 20 cities worldwide.
At Continuum, we believe that the collective whole is greater than the sum of its parts. As a national network of independent advisory firms, Continuum provides independent advisors access to a comprehensive suite of integrated wealth management tools and powerful technology resources designed to simplify their business while optimizing efficiency and accelerating growth. By handling many of the costly and time-consuming back-office functions, Continuum`s advisors can focus on what they do best- serving clients and driving growth.