| Name | Title | Contact Details |
|---|---|---|
Thomas Signor |
Executive Vice President, Chief Administration Officer and Head of Compliance and Risk Functions | Profile |
As a diversified financial services company, SWBC provides financial institutions, businesses, and individuals a wide range of insurance, mortgages, wealth management, employee benefits, and more. Headquartered in San Antonio, Texas, SWBC has partners and divisions across all 50 states and manages business around the world. No matter how wide its reach, SWBC always listens to our customers` needs, analyzes their current situations, and recommends customized solutions.
Ledger Investing is a marketplace for casualty insurance-linked securities. Asset managers, pension funds, hedge funds, family offices and other institutions can invest in uncorrelated assets that offer incremental returns compared with traditional high-yield fixed-income securities.
Integrity, knowledge and a focus on making the process as simple as possible for our clients: that’s what Urban Financial of America, LLC (UFA) is all about. Founded in 2003, our company is one of the top lenders of reverse mortgages in the United States, and plays a leadership role in our industry. We pride ourselves on being a trusted resource, matching our unique customers with the products best suited for them. We empower our clients with the financial independence they’ve earned.
Hengehold Capital Management is a Cincinnati, OH-based company in the Financial Services sector.
Pinnacle Investments is a boutique firm established in 1995 by Gregg Kidd and Dan Raite. Together they have over 50 years of experience in the brokerage industry having spent 10 years together as producers at a wirehouse before launching Pinnacle Investments. From very humble beginnings the firm`s assets have grown to over $1.4 billion. As an independent firm, Pinnacle offers an open architecture platform and state-of-the-art technology through its relationship with First Clearing, a Wells Fargo Company. We`ve grown to become one of the largest independent full-service investment firms in Central New York. Pinnacle`s success is attributable to its ability to provide a personalized approach to investment management and client service while offering the same investment products and protections available at larger financial institutions. Our wide array of services includes financial planning, asset management, traditional brokerage, and employer-sponsored retirement plans.