| Name | Title | Contact Details |
|---|---|---|
Robert Hopkins |
Chief Compliance Officer | Profile |
Amy D'Avella |
Compliance Officer and Policy Counsel | Profile |
Yankee Advisers is a Waltham, MA-based company in the Financial Services sector.
Sanctuary Wealth (sanctuarywealth.com/) is the advanced platform for the next generation of elite advisors, who have the entrepreneurial spirit to build and own their own practices and desire the freedom to deliver the tailored service their clients deserve. Sanctuary Wealth`s ecosystem of partnered independence provides a complete technology and operations platform, as well as support from a community of like-minded advisors and the resources of invaluable affiliated businesses. Currently, the Sanctuary Wealth network includes partner firms in 28 states across the country with approximately $25 billion in assets under advisement. Sanctuary Wealth includes the fully owned subsidiaries; Sanctuary Advisors LLC, an SEC-registered investment adviser, Sanctuary Securities, Inc. a FINRA member broker-dealer as well as Sanctuary Alternative Holdings, Sanctuary Asset Management, Sanctuary Insurance Solutions, Sanctuary Global, and Sanctuary Global Family Office.
Say `hello` to the new Promontory MortgagePath LLC! We`ve integrated our powerhouse teams - including Promontory Fulfillment Services and PromonTech - into one, marking a milestone in our journey to make the mortgage process faster, simpler and more inclusive for all borrowers and lenders. At Promontory MortgagePath, we combine extensive lending expertise with trailblazing tech leaders to provide efficient, cost-effective mortgage fulfillment and due-diligence services to lenders of all sizes. We`re a fast-growing team of passionate problem solvers on a mission to fundamentally change the way lenders approach their mortgage businesses. We`re inspired by what we do and believe in leveraging dynamic technology to engineer a faster, simpler, more-inclusive mortgage process – from start to finish. Our comprehensive service offering helps lenders remain competitive – and profitable – in an ever-changing mortgage market. With our solution, lenders leverage proprietary point-of-sale technology to co-pilot the application process, collaborate with borrowers and access in-app efficiency tools. Then, we process and underwrite each loan using lender-provided business rules and finally, close in the lender`s name. Our mission is to increase transparency and lower costs – benefiting consumers and the community-oriented institutions serving them.
People Capital is a Aurora, CO-based company in the Financial Services sector.
Oak Ridge Investments is a Chicago, IL-based company in the Financial Services sector.