| Name | Title | Contact Details |
|---|---|---|
Edel Gonzalez |
Director of Regulatory Affairs and Licensing | Profile |
Jose Perez-Villarreal |
Chief Administrative and Compliance Officer | Profile |
Ernesto Luciano |
General Counsel and Chief Compliance Officer | Profile |
Ernesto Luciano |
General Counsel and Chief Legal Officer | Profile |
Lazaro Marcos |
Director of Legal and Regulatory Affairs | Profile |
CBIS is a global asset management firm that has been a trusted partner for Catholic institutions and their consultants worldwide for more than three decades. The firm manages more than $7 billion, working with a variety of Catholic organizations, including dioceses, schools, hospitals, and religious institutes. Specializing in Catholic Responsible Investing™, a distinct investment approach that combines research-driven screening with active ownership (proxy voting, dialogues, and shareholder resolutions), CBIS helps Catholic organizations align their investments with Catholic beliefs. Using Catholic Responsible Investing™ as an overlay, CBIS actively blends complementary institutional managers to sub-advise its diverse range of portfolio strategies. CBIS is a Registered Investment Advisory Firm owned by the De La Salle Christian Brothers in the U.S. and the Generalate of the Brothers in Europe. CBIS has offices in New York, Chicago, San Francisco, and Rome.
Boston Private is a leading wealth management and private banking company, headquartered in Boston and serving clients from 34 offices in Massachusetts, California, Florida, Wisconsin, Georgia and Texas. Wealth today doesn`t have a certain age, address or profession. It`s being created by an extraordinary variety of business owners, entrepreneurs, and leaders in private partnerships, nonprofits and every corner of our economy. These busy men and women are our clients, and they each have different priorities and goals for their businesses, families and communities. At Boston Private, we`re committed to establishing a close personal relationship with each client in order to provide a sound, custom approach for your very individual needs. And as a leader in both wealth management and private banking, we have the broad expertise to evaluate your financial life as a whole, and create comprehensive solutions for whatever personal or business financial needs you may have.
Precept Group is one of the leading companies in Financial Services industry. Precept Group is based in Irvine, CA. You can find more information on Precept Group at www.preceptgroup.com
Koenig Group is a Chevy Chase, MD-based company in the Financial Services sector.
Wexford Community Credit Union is a Cadillac, MI-based company in the Financial Services sector.