| 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.
Cyble (YC W21) is a leading global cyber intelligence startup that utilizes patent-pending AI-powered threat intelligence to help organizations manage cyber risks. With a focus on gathering intelligence from the deep web, dark web, and surface web, the company has quickly established itself as one of the fastest-growing cybersecurity startups in the industry, receiving recognition from Forbes and other esteemed organizations. Headquartered in Alpharetta, Georgia, and with offices in Australia, Singapore, and India, Cyble has a global presence.
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.
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
Westwood Holdings Group, Inc. is one of the leading companies in the Financial Services sector.