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Dundee Wealth Management - Kevin Hegedus is a Saskatoon, SK-based company in the Financial Services sector.
Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
Freedom 55 Financial - Timothy Burry is a Cambridge, ON-based company in the Financial Services sector.
Gen II Fund Services, LLC is the largest independent private equity fund administrator, covering over $150B of private capital and reporting to over 8,500 LPs on behalf of our clients. Gen II offers private equity firms the best-in-class combination of people, process and technology, enabling GPs to most effectively manage their operational infrastructure, financial reporting and investor communications.
Veritable is a Philadelphia, PA-based company in the Financial Services sector.