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Crosswinds is a publicly traded private equity firm and asset manager targeting strategic and opportunistic investments in the financial services sector with a particular focus on the insurance industry.
Facet Wealth provides full financial life management, delivered by a dedicated team led by a CFP ® Professional, to mass affluent households.
Perry Capital, LLC is one of the leading providers in Financial Services. It is based in Los Angeles, CA. To find more information about Perry Capital, LLC, please visit www.perrycap.com
United Shoreline Federal Credit Union is a New Haven, CT-based company in the Financial Services sector.
Roundtable Investment Partners is a New York, NY-based company in the Financial Services sector.