| Name | Title | Contact Details |
|---|---|---|
Brooke Teal |
Chief Compliance Officer and Deputy Chief Legal Officer | Profile |
Nina Liu |
Assistant General Counsel | Profile |
Gary Leonard |
Global General Counsel | Profile |
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
Founded in 2017 in New York City, RealBlocks has built an advanced alternative investment experience for fund managers and their investors worldwide through its online platform. RealBlocks is a pioneer in using Web3 Blockchain Technology to offer a fully digital, white-label solution for today`s fund managers wishing to expand their firm`s investor base by allowing them to offer more funds in more locations with lower investor minimums. The firm`s Software Infrastructure-As-A-Service Platform is built for global scale and uniquely bundles all front, middle, and back office functionality into one easy-to-use online interface. RealBlocks reduces operational expenses, provides the technology for expanding distribution globally, and delivers a powerful tool for built-in secondary trading.
Partner Fund Management is a New York, NY-based company in the Financial Services sector.
Winnebago County Schools Credit Union is a Rockford, IL-based company in the Financial Services sector.
Greylock Partners is one of the leading providers in Financial Services. It is based in Hoboken, NJ. To find more information about Greylock Partners, please visit www.greylock.com