| Name | Title | Contact Details |
|---|---|---|
Joshua Larman |
Assistant Vice President and Senior Counsel | Profile |
Winston Collier |
Vice President and Associate General Counsel | Profile |
Baird Allis |
Vice President and Associate General Counsel | Profile |
John Heitkamp |
ORI Senior Vice President - Secretary and General Counsel | Profile |
Tom Dare |
Vice President and Associate General Counsel | Profile |
Protecting Hawaii`s families and businesses for nearly 80 years, Island Insurance is the first and only Hawaii-based company to be recognized as one of the Top 50 property & casualty (P&C) insurance companies in the nation by the Ward Group for 11 consecutive years. As the state`s largest locally-owned and managed P&C insurance company, Island Insurance holds a financial strength rating of "A" (Excellent) by A.M. Best Company.
The Hartfield Company is a New Albany, IN-based company in the Financial Services sector.
Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a “family office” feel. Headquartered in a LEED-certified (Leadership in Energy and Environmental Design) Platinum building, our commitment to changing the world begins at home in our office and within our culture. As an impact organization, Vanderbilt is dedicated to using our business as a force for good to enhance our community and make an impact as we grow. We are extremely passionate about Impact Investing as it aligns with the core values and mission of our firm. Vanderbilt has become known as “The Sustainable Wealth Management Firm” for our commitment to providing our Financial Advisors and their clients greater access to value-aligned investments. Our firm was formed 50 years ago by two brothers to help manage their families` money. In 2001, our Chairman and VFG Founder Steve Distante acquired the firm and rebranded it as Vanderbilt Financial Group. We`re often asked why the name “Vanderbilt” was chosen; the answer is simple: Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, was the foundation of our modern-day infrastructure, and is still in use today. We celebrate the entrepreneurial spirit of Vanderbilt, a spirit that so many of our independent advisors also possess. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles
Mc Martin Wasek and Associates is a Bay City, MI-based company in the Financial Services sector.
Protecdiv is an insurance and reinsurance broker built for today`s complex business environment. We combine the best aspects of traditional trust-based advisory relationships with the best of today`s cutting-edge tools in data management and data analytics. We provide property & casualty and mortgage risk transfer advisory and placement services to large publicly traded and privately held companies as well as government and government-related entities. Our expertise lies in working with national and global-scale companies to evaluate risk and capital positions and to put risk transfer programs in place with panels of global carriers and reinsurers. Though a new company, Protecdiv has constructed a robust infrastructure to meet the stringent procurement requirements of today`s largest companies and government-related entities. Our standards around governance and ethics, data security and redundancy, funds management and security, environmental and social responsibility, and counterparty monitoring, coupled with an expert team, market access, and financial resource deliver the service level expected from a national scale broker. Protecdiv is owned, operated, and controlled by minority group members and is nationally certified as a minority business enterprise (MBE) by the Eastern Minority Supplier Development Council, an Affiliate of the National Minority Supplier Development Council.