| 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 |
Founded in 2003, MainStreet Advisors is a Chicago-based Investment Advisory Firm registered with the Securities and Exchange Commission (SEC). We are a full-service investment advisory firm committed to providing high quality advisory services to our clients. We offer timely, unbiased investment advice.
Meeder Financial Inc is one of the leading companies in the Financial Services sector.
Welcome to Mitsubishi UFJ Financial Group Investor Services – your partner in the complex and evolving world of asset servicing. MUFG Investor Services provides asset servicing solutions to the global investment industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.4 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services, financing and depositary to securities lending and other banking services. MUFG Investor Services leverages its deep market expertise and industry leading technology to partner with clients throughout the investment lifecycle. Our solutions are developed with our clients` needs firmly at the heart of the partnership. MUFG has 350 years of banking history, over 90 years of custody experience and has run a global securities lending program for 20 years. MUFG provides administration services for 2,400 funds with over $490 billion in assets under administration across all investment strategies, asset types and fund structures.
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.
HealthEquity is a leading health account custodian that empowers Americans to build health savings by providing powerful tools for health savings accounts (HSAs) and other health financial services. Our convenient solutions serve millions of Americans, along with nationwide employers and health plans. With member support available every hour of every day, our team provides around-the-clock insight to maximize health savings.