| 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 |
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.
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.
Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. We offer a broad range of investment management products and services to individuals, institutions, and partners. Our active, independent, and opportunistic style allows us to manage risk in line with client objectives across a variety of market environments. We serve a diversified client base of individuals, 401(k) plan sponsors, pension plans, defined benefit plans, defined contribution plans, Taft-Hartley plans, and endowments & foundations. We also strive to provide value-add products and services to financial professionals, including retirement plan advisors, financial advisors, and consultants. Manning & Napier is headquartered outside of Rochester, New York, with an additional office in St. Petersburg, Florida.
In the financial world today, stability is quickly vanishing. You need someone dependable who understands your most valuable assets; someone to provide security for you tomorrow and today. Founded in 1993, Caldwell Trust Company is an independent trust company with more than 30 years of investment experience and over one-half billion dollars in assets under management. We’re still right here. Same locations, same ownership, same management – same values as you. We offer a full range of fiduciary services to individuals including serving as trustee, custodian and investment advisor, financial manager, and personal representative. Additionally Caldwell offers 401(k) and 403(b) qualified retirement plans to companies. Our traditional trust and investment services, means a person answers all calls. It also means we avoid all activities that would put us in a position of conflict with our clients. We do not sell products and we do not draft legal documents or prepare tax returns, so there is no self-referral. We accept no commissions or incentives for referrals to other professionals outside our expertise. As an independent trust company, we operate more cost effectively than our competitors. We maintain tight control over quality by having our own in-house operations department rather than piggy-back on less efficient, costly middlemen. Personal, Traditional, Independent: Caldwell Trust Company has been doing it this way from the beginning and will be doing it this way for generations to come. Follow @CaldwellTrust on Twitter for updates and announcements
Cybus Capital Markets is one of the leading companies in the Financial Services sector.