| Name | Title | Contact Details |
|---|---|---|
Roxana Trujillo |
Director, Assistant General Counsel | Profile |
Cherita Laney |
Director, Associate General Counsel | Profile |
Thomas Mcmanus |
General Counsel, Brokerage | Profile |
James Karayanis |
Chief Compliance Officer at E*TRADE Securities LLC | Profile |
John Bersin |
Senior Managing Director, Deputy General Counsel | Profile |
The Colony Group is the smart choice for building, managing and preserving your wealth. We help successful individuals and their families, busy corporate executives, entrepreneurs and business owners, athletes, entertainers, institutions, businesses and non-profit organizations across the nation to manage the many details of their wealth—delivering deep expertise that goes far beyond investment management. Our wealth management services encompass asset allocation, tax and estate planning, retirement planning, risk management, philanthropic and education planning, business management, business-transition planning, and life-enrichment solutions. We are a fiduciary wealth advisory firm, which means we offer objective advice and work in the best interest of our clients. We believe in a solutions-oriented, team approach that includes financial planners, analysts, accountants, attorneys and business professionals who are committed to integrating and implementing customized solutions for all of our clients` financial needs. By striving to provide the highest level of personal service from a deep bench of experienced financial professionals and adhering to the standards of fiduciary excellence, we build trusted, long-term relationships with our clients and provide the resources they seek in an increasingly complex world.
Founded in 2008, AGNC Investment Corp. is an internally-managed real estate investment trust that invests primarily in residential mortgage-backed securities guaranteed by a U.S. Government agency or a U.S. Government-sponsored entity on a leveraged basis.
Warren Averett has grown substantially over the last few years to become one of the largest accounting firms in the Southeastern region, ranking among the top 30 firms in the United States. With 800 employees and 350 CPAs, Warren Averett offers depth and experience in a variety of industries including healthcare, manufacturing, financial services, construction, real estate, aerospace and defense, life sciences and technology, nonprofit and public sector, with services that span beyond audit and tax to include wealth management, staffing and recruiting, technology consulting, financial outsourcing, retirement plan administration and investments. Our 15 office locations include Birmingham, Huntsville, Mobile, Montgomery, Cullman, Anniston, and Foley, Alabama; Panama City Pensacola, Fort Walton Beach, Destin and Tampa, Florida; Atlanta, Georgia; and affiliate offices in Houston, Texas and the Cayman Islands.
linn area credit union is a Cedar Rapids, IA-based company in the Financial Services sector.
Sooper Credit Union is one of the leading companies in the Financial Services sector.