| Name | Title | Contact Details |
|---|---|---|
Gregory Nowak |
Assistant Vice President of Compliance Specialist | Profile |
Carrie Abatiello |
Senior Vice President of Compliance and General Counsel | Profile |
Focus Financial Partners Inc. is a prominent American company that invests in independent, fiduciary wealth management firms. Listed on the Nasdaq stock exchange, it operates as a partnership of financial planning, benefit, and investment consulting firms. The company focuses on supporting Registered Investment Advisers (RIAs) and assists large investment-management teams in transitioning from brokerage houses to their own independent firms through the Focus Independence program. The company provides its partner firms with access to best practices, resources, and synergies that help them achieve their business goals while maintaining their entrepreneurial independence. Focus Financial Partners also expanded its relationship with CAIS to enhance access to third-party funds and streamline alternative investment processes, supporting advisors in managing these investments more efficiently. Through its network, Focus serves high-net-worth individuals, families, and institutions, offering comprehensive financial planning and investment management services.
Coppermark Bank, serving markets in Oklahoma City and North Dallas, offering a better way of banking with a broad range of personal, small business and commercial financial products and services. It's truly the bank you trust for life.
Bank of Lee's Summit is one of the leading companies in the Financial Services sector.
McHenry Bank and Trust is a Mchenry, IL-based company in the Financial Services sector.
International Commercial Bank of China the is a Chicago, IL-based company in the Financial Services sector.