| Name | Title | Contact Details |
|---|---|---|
Marcia Peters |
Senior Vice President, Head of CISO Office | Practice CAO | Profile |
Marcia P |
Senior Vice President, Head of CISO Office | Practice CAO | Profile |
David Fox |
Chief Financial Officer | Profile |
Susan Snyder |
Deputy General Counsel and Fiduciary Advisor | Profile |
Anna Amato |
SVP, Consultant, Compliance | Profile |
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.
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.
Commonfund was founded in 1971 as an independent nonprofit asset management firm with a grant from the Ford Foundation. Commonfund today manages customized investment programs for endowments, foundations and public pension funds. Among the pioneers in applying the endowment model of investing to institutional investors, we provide extensive investment flexibility using independent investment sub-advisers for discretionary outsourcing engagements, single strategies and multi-asset solutions. Investment programs incorporate active and passive strategies in equities and fixed income, hedge funds, commodities and private capital. All securities are distributed through Commonfund Securities, Inc., a member of FINRA.
Calypso is the leading provider of front-to-back technology solutions for the financial markets. With over 20 years of experience delivering cross-asset solutions for trading, processing, risk management and accounting, we are able to focus our significant resources on customer problems, bringing simplicity to the most complex business and technology issues. The constant pressures for better allocation of capital and improved risk management, matched by an ever changing regulatory landscape in the financial markets demand technology solutions that are reliable, adaptable and scalable. In response Calypso provides customers with a single platform designed from the outset to enable consolidation innovation and growth. The result is compelling. Faster time to new markets, enterprise risk reduction and lower technology costs drive immediate improvements to our customers` bottom line. The facts speak for themselves. Calypso is used by over 34,000 market professionals in over 60 countries. Representing more than 180 financial institutions, our customers operate in a diverse range of developed and emerging markets across Asia, Americas, Europe, Middle East and Africa. Calypso has over 700 staff in over 21 global offices, with headquarters in San Francisco, California.
It all started with a napkin sketch in a diner. We’re told it was hatched over coffee and ham-and-cheese omelets, but memories have faded since that day in 1999. What we know for sure? Our vision of decomplexifying equity plan management was so straightforward it could be drawn on a 4×4” piece of paper. And we made it happen. By keeping a relentless focus on both innovative technology and remarkable service, we’ve grown into a multinational public company with offices in the United States, Canada, the United Kingdom and Australia, and we have customers around the globe. Even though we’ve grown quickly, we’ve always strived to keep it as simple as possible, and we’ve stayed true to our roots as an agile, flexible company. There may even be a story about us accepting partial payment in beer from one of our earliest clients, Big Rock Brewery. Today, we have more than 3,000 clients who have employees in more than 150 countries. And no matter how big or small you are, or where your operations lie, we promise to help you better manage the complexities of your equity plan.