| Name | Title | Contact Details |
|---|---|---|
Samantha Larew |
Co-Director of Compliance | Profile |
Sarah Turner |
General Counsel and Corporate Secretary | Profile |
Jess Kushner |
Chief Compliance Officer | Profile |
401kDirect is one of the leading open architecture retirement plan providers in the industry. It is committed to Advisor, RIA and TPA delivered plans that enjoy highly competitive, fully transparent pricing. With over 30 years of experience offering retirement plan solutions, 401kDirect is able to deliver customizable plan solutions and access to over 10,000 mutual funds, ETFs and CIFs.
Green Investment Management is one of the leading companies in the Financial Services sector.
State Street, a world leader in financial services, provides a full range of products and services for large pools of investment assets. Our clients include mutual fund companies and other investment managers, corporations, public pension funds, unions, non-profit organizations, and families and individuals. They look to State Street for custody and management of their assets; accounting, daily pricing, and administration of their funds; the information and analytical tools that help them make investment decisions; and the foreign exchange, cash management, credit, and electronic trading services that help them negotiate complex, global financial markets efficiently and effectively.
Pitcairn is one of the world’s leading family offices. Dedicated to helping families sustain and grow their substantial, often complex financial assets, Pitcairn also supports the unique heritage of its clients across multiple generations. The firm is recognized as an innovator and global leader in the family office industry since its inception in 1923. Today, Pitcairn continues to redefine the family office experience for generations of the world’s wealthiest families. Headquartered in Jenkintown, Pennsylvania, the firm also has offices in New York and Washington, DC as well as a network of resources around the world.
East Rock Capital, LLC is an investment management firm co-founded by Graham Duncan and Adam Shapiro that acts as an adviser to a number of investment funds and managed accounts located at 10 East 53rd Street in New York.