| Name | Title | Contact Details |
|---|---|---|
Jared Mermelstein |
Deputy General Counsel | Profile |
At Summit our mission is to help our clients secure their future by achieving their financial goals. When you work with our team, you can expect them to take their time to listen to you, to assess your needs, to collaborate and respond with comprehensive financial planning and wealth management solutions designed to meet your objectives. However, sometimes providing a solution isn`t enough, because we understand that your circumstances will change. Therefore, we offer the ongoing support you`ll need to make sure your Financial Plan stays focused on your goals. For over three decades we`ve had the privilege of providing objective, comprehensive financial planning services to successful individuals, including senior Wall Street and corporate executives, professionals, athletes, retirees, business owners and their businesses, and non-profit organizations.
CoreVest is a specialty finance company that provides a range of debt products to residential real estate investors. We offer portfolio and single asset term loans for stabilized rental properties as well as short term credit lines for acquisitions. CoreVest was founded in 2014 to finance single family, townhome, condo and small multifamily properties for customers nationwide. Our products are tailor-made for investors and we provide attractive rates, rapid timelines and closing certainty. We work directly with borrowers as well as with brokers and correspondent partners. For more information, visit www.corevestfinance.com. Our loans range from $500,000 to $50+ million.
True Wind is a San Francisco based private equity firm, focused on partnering with management teams and investing in leading technology companies across niche sectors within large and growing markets, Our founders have invested over $10 billion of equity public and private transactions and have 70 combined years of experience building successful companies in a variety of industries, geographies, economic cycles, and transaction types. Our cross-sector investment history provides a diverse set of experiences and skills, which we leverage and focus within a disciplined technology practice.
Farmers & Merchants Bank is as small town bank with big bank features with the best service for every farmer, small business & town across rural Nebraska.
Belsen Getty Inc is a Salt Lake City, UT-based company in the Financial Services sector.