| Name | Title | Contact Details |
|---|---|---|
Alexandra Thomas Shapiro |
General Counsel | Profile |
Ian ONeill |
General Counsel | Profile |
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.
Vesttoo is the world`s first marketplace for Life and P&C insurance-based risk transfer and investments. Our proprietary AI-based technology facilitates risk transfer between insurance companies and institutional investors, providing insurance-linked investments to asset managers of all types, while enhancing risk transfer and liquidity in the Life and P&C insurance markets. Our platform facilitates risk transfer to the capital markets with a faster time to market, providing insurers with an affordable, accurate alternative or supplement to traditional reinsurance with unlimited capacity from the capital markets, while we offer asset managers a variety of risk remote, uncorrelated investment options that generate sustainable alpha from a catered variety of insurance and reinsurance premiums. We collaborate with leaders in the field to build alternative reinsurance transactions covering a variety of Life and P&C insurance risks in transparent, data-driven alternative reinsurance and retrocession deals - run-off or treaty, parametric or portfolio-specific, standalone or on top of existing reinsurance towers. Our proprietary AI-based Machine Learning models have been developed independently, accepted by regulators, and externally audited by Milliman and EY. Vesttoo was selected to participate in IBM Alpha Zone, Citigroup Accelerator, Plug and Play and Fintech Innovation Lab – all prestigious fintech accelerators, and most recently NVIDIA`s inception program. Our management team has a diversified professional experience in global business development, investments, technology/systems/algorithms, financial engineering, reinsurance, credit rating and management Additional team members include: data scientists, financial engineers, actuaries, product managers, project managers, business development, strategy and marketing professionals.
Cornerstone Bank has been serving the financial needs of Nebraska since 1882 by providing full service banking including deposit accounts, loan products, trust, farm management services, insurance and investment products` We are a family-owned bank with 42 banking locations in 33 communities, along with 51 ATM locations` Bank assets total over $1`7 billion` Locations include: Albion, Aurora, Bartlett, Beaver Lake, Bradshaw, Central City, Clay Center, Columbus, Davenport, Edgar, Franklin, Geneva, Glenvil, Grand Island, Guide Rock, Hampton, Harvard, Henderson, Hildreth, Marquette, McCool Junction, Monroe, Murray, North Loup, Polk, Rising City, St` Edward, Shelton, Stromsburg, Sutton, Waco, Wilcox and York`
PayEngine is the unique payments platform designed to help vertical market software vendors maximize payment revenue, eliminate liability and reduce complexity, and own and improve customer experience.
Zecco Trading is a Pasadena, CA-based company in the Financial Services sector.