| Name | Title | Contact Details |
|---|---|---|
Carl Seiler |
General Counsel and Chief Risk Officer - US Funds | Profile |
Rachelle Miller |
Deputy General Counsel - US Funds | Profile |
LCS Financial is a Englewood, CO-based company in the Financial Services sector.
PPB Capital Partners has been providing the wealth management industry with alternative investment solutions since 2008. PPB Capital Partners provides a roster of alternative investment managers, as well as creates and operates feeder funds and customized fund of funds for wealth management firms. PPB Capital Partners collaborates with private equity, venture capital, real estate, and hedge fund managers across the country. PPB Capital Partners serves as a comprehensive back office solution to ensure operational expertise, compliance, mitigate financial and opportunity costs, and provide access with lower investment minimums for wealth managers. PPB Capital Partners has served over 70 RIAs, family offices, bank wealth groups, and trust companies nationwide and has surpassed $1B+ of total capital invested.
Excalibur Capital Management Inc. is a Toronto, ON-based company in the Financial Services sector.
Oppenheim Ephratah CSD is a Saint Johnsville, NY-based company in the Financial Services sector.
Rosen & Associates is a Westborough, MA-based company in the Financial Services sector.