| Name | Title | Contact Details |
|---|---|---|
Hope Jarkowski |
General Counsel | Profile |
Nadia Persaud |
Director, Senior Counsel | Profile |
Nadia Persaud |
Director, Senior Counsel | Profile |
Vito Naimoli |
Chief Regulatory Officer, ICE Futures U.S. Market Regulation | Profile |
John Robbins |
Senior Director, Chief Compliance Officer | Profile |
Our independent Registered Investment Advisor and Broker/Dealer services offer turnkey and tailored solutions designed to deliver our high level of service. We strive to design our products and services to meet you and your client`s exact needs. For us, meeting the status quo isn`t enough. That is why we aspire to distinguish ourselves as the client friendly choice in the industry. Cary Street Partners currently has 15 offices in five states and provides its clients access to Luxon Global Portfolios, a turnkey asset management program with a demonstrated record of performance. The firm also offers financial planning, insurance and estate planning, and corporate advisory services, including advice on life, employee benefits and 401k and other retirement plans.
BluePay Processing is a Naperville, IL-based company in the Financial Services sector.
Members United Corporate Federal Credit Union is a Warrenville, IL-based company in the Financial Services sector.
Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
The Westchester Bank is one of the leading providers in Financial Services. It is based in Connersville, IN. To find more information about The Westchester Bank, please visit www.thewestchesterbank.com