| Name | Title | Contact Details |
|---|---|---|
Roseanne Ramanand |
Managing Director, Chief Compliance Officer - North America | Profile |
Mark Polemeni |
Partner, Chief Compliance Officer and Chief Regulatory Counsel | Profile |
Daniel Wright |
Managing Director, Head of Broker Dealer Compliance, Americas | Profile |
GGOF is a Toronto, ON-based company in the Financial Services sector.
MCC is a Santa Monica, CA-based company in the Financial Services sector.
Updata Partners is one of the leading companies in the Financial Services sector.
Founded in 1993, Aequitas Capital is an alternative asset management company dedicated to innovation, discipline and excellence. With proven expertise in finance, management and technology, Aequitas sources, structures and implements Private Credit and Private Equity solutions, benefiting the individuals and institutions that trust it as a valuable investment partner.
F.L.Putnam Investment Management Company (F.L.Putnam) is an independent registered investment advisor with $1.4 billion in assets under management as of June 30, 2016. We have decades of experience providing a broad range of investment advisory, financial planning and investment management services to institutions and high-net-worth individuals throughout the U.S. and abroad. Our investment philosophy is centered on the belief that in-depth, rigorous bottom-up research including analysis of environmental, social and governance (ESG) factors coupled with top-down macroeconomic analysis are the foundation of a sound long-term portfolio strategy. We utilize an asset allocation framework, employ a hybrid architecture of proprietary global equity and fixed income strategies and take an open architecture approach to construct portfolios that meet each client’s financial objectives and risk tolerance. We are headquartered in Wellesley, MA with offices in Portland, ME and Portsmouth, NH