| Name | Title | Contact Details |
|---|---|---|
Jeff Jacobi |
In-House Counsel | Profile |
Da-Wai Hu |
General Counsel | Profile |
CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
In 2010, Dolarex, LLC opened its office doors. As our foreign exchange business grew, Dolarex began its expansion into the wholesale and retail business nationwide, as well as check cashing services. Dolarex, LLC is a privately owned company. As we are financed using solely proprietary funds, we have been able to grow organically during our four years of business. Leveraging our knowledge of foreign exchange (FX) markets, we provide our customers with competitive exchange rates, efficient delivery of banknotes, and professional service. Dolarex maintains its position as a viable foreign banknote wholesaler by taking steps to learn the FX needs of each individual customer. With a team comprised of professionals having experience in currency exchange, banking, spot and forward trading, risk management, compliance, and law, Dolarex brings a sophisticated currency exchange supply platform within the reach of all our customers. Our mission is to provide the best value and service possible to our clients. We take pride in providing fair and transparent pricing and an excellent customer experience. Dolarex`s main objective is to create an avenue through which customers can access the advantages of our company`s wholesale currency exchange and pricing model.
Community Credit Union is a Waynesville, NC-based company in the Financial Services sector.
Alpha Edison is a knowledge driven venture capital firm that invests in early stage companies using AI, data and behavioral science to provide investable insights and unlock new markets. Through thematic investing and business model innovation, Alpha E...
"Fiduciary Management, Inc. (""FMI""), Founded in 1980, is an employee owned independent money management firm based in Milwaukee, Wisconsin. FMI's equity investing strategies apply a value discipline, with a focused approach firmly rooted in fundamental"