| 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 |
Marco Consulting is one of the leading companies in the Financial Services sector.
For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 16,500 employees globally. We serve the world`s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands. Our guiding principles not only survived but thrived during the Great Depression, two world wars and the 2008 financial crisis. We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.
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.
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.
Lone Pine Capital LLC is a privately owned hedge fund sponsor. The firm primarily provides its services to pooled investment vehicles. It also caters to pension and profit sharing plans. The firm also launches and manages equity mutual funds. It invests in the public equity markets across the globe. The firm employs long/short strategy to make its investments. It employs fundamental analysis along with bottom up stock picking approach to create its portfolio. The firm obtains in-house research to make its investments. Lone Pine Capital LLC was founded in 1997 and is based in Greenwich, Connecticut with additional offices in London, United Kingdom, New York City, and San Francisco, California.