| Name | Title | Contact Details |
|---|---|---|
Stephen Gregg |
Vice President Enterprise Risk Management | Profile |
Lance Morgan |
Senior Vice President of Compliance and General Counsel | Profile |
Daruma Asset Management is a New York, NY-based company in the Financial Services sector.
The greatest asset that PFM Group offers clients is the unparalleled expertise of our professionals. As a firm, we are distinguished by having highly experienced individuals who have specialized in serving the needs of municipal finance officers and institutional investors for many years. On the Financial Advisory side, Public Financial Management, Inc. is staffed with individuals possessing intimate knowledge of their field of specialization, whether it be healthcare, higher education, transportation, school finance, or many other areas. At the same time, these individuals are supported by PFM's extensive resources in debt and credit structuring and management. PFM Asset Management LLC clients are supported by an engagement team consisting of portfolio managers, trading assistants, consultants, analysts and client representatives. All clients benefit from the coordinated efforts of an engagement team combining both local knowledge and experience and our deep resources nationwide. This team approach provides clients with close personal attention while leveraging PFM's broad reach in the industry.
Amount helps financial institutions make banking simpler, safer and more convenient with a full suite of end-to-end omnichannel consumer, small business and POS financing solutions. Developed by lending industry experts, Amount`s fully integrated and flexible platform is underpinned by enterprise bank-grade infrastructure and compliance, enabling banks to securely power new and differentiated offerings within months — not years. With Amount, banks can optimize performance across product categories while tapping into various service offerings including customer acquisition, funnel and performance assessments, and risk analytics. Amount clients include financial institutions collectively managing just over $3.1T in US assets and servicing more than 50 million U.S. customers.
Nations Equipment Finance provides equipment based term loans/leases for middle market companies operating in the US and Canada.
The premier multi-family office for the ultra-high net worth. We partner with families, entrepreneurs, institutions, and professional investors from around the world.