| Name | Title | Contact Details |
|---|---|---|
Kathleen Servidea |
General Counsel | Profile |
Dowling and Yahnke is an independent, fee‐only registered investment adviser. Since 1991, Dowling & Yahnke has provided time-tested, objective financial planning advice and investment management services designed to secure the financial health and personal freedom of its clients. Located in San Diego, California, the Firm manages approximately $4 billion for more than 1,000 clients, primarily individuals, families, and nonprofit organizations. Our team consists of highly-educated, experienced, and ethical professionals devoted to the highest standards of client service. We design custom wealth management solutions delivered with the highest level of personalized service.
Community Investment Corporation is a Chicago, IL-based company in the Financial Services sector.
Behringer creates, manages and distributes global institutional-quality alternative investment programs for individual and institutional investors. Programs sponsored and managed by the Behringer group of companies have made investments into more than $11 billion in assets.
Pragma is a New York, NY-based company in the Financial Services sector.
Unlike conventional private equity firms, Equus operates as a private holding company to acquire, invest in and build meaningful businesses in partnership with management over an indefinite time horizon. We understand that achieving sustainable growth takes time, careful planning and methodical execution and thus often requires a long-term perspective.