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Founded in 1983 by Ron Carson and headquartered in Omaha, Nebraska, Carson Group serves financial advisors and investors through its three businesses – Carson Wealth, Carson Coaching, and Carson Partners. Carson Group has created an ecosystem dedicated to helping financial advisors unleash the full potential of their firms by providing marketing, compliance, technology, investment strategies, succession planning, M&A support, and coaching. The company currently manages more than $20 billion in assets and serves more than 40,000 families among its advisor network of 120 partner offices, including 35 Carson Wealth locations. Carson Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Carson Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Coaching does not provide advisory services.
Gottex Fund Management is a Boston, MA-based company in the Financial Services sector.
ECP (Energy Capital Partners) is an investor in critical infrastructure focused on electrification, decarbonization, reliability and sustainability. Founded in 2005, ECP`s investment team has an early mover advantage in the sector as we have been successfully investing through multiple energy transitions over the last 30 years, including ECP`s senior partners whom have been investing in critical electrification and decarbonization real asset infrastructure since the mid 1990s and are experienced owners of ESG-related businesses. With 67 employees and over 550+ years of cumulative energy experience, ECP is built on cutting edge strategies and opportunities linked to decarbonization and clean energy.
CommunityAmerica Credit Union is a credit union headquartered in Lenexa, Kansas, regulated under the authority of the Missouri Division of Credit Unions and the National Credit Union Administration of the US federal government.
The Nassau Educators Federal Credit Union (or, as its 200,000 valued members call it: NEFCU) has changed its name to Jovia! Servicing the community for more than 80 years while headquartered in Westbury, NY, Jovia is forever committed to be the best in banking. Borrowing, spending, or saving is made easy with Jovia`s excellent product portfolio and incomparable customer service agents – not to mention the convenience of thousands of surcharge-free ATMs worldwide!