| Name | Title | Contact Details |
|---|---|---|
Chris Kobes |
Chief Compliance Officer | Profile |
Nicole Nayima |
AVP, Compliance and Counsel | Profile |
Brian Hansen |
Senior Vice President, General Counsel and Secretary | Profile |
Brian Hansen |
Senior Vice President and Chief Development Officer | Profile |
Amy Teas |
Senior Vice President, General Counsel and Corporate Secretary | Profile |
Weber Asset Management is a New Hyde Park, NY-based company in the Financial Services sector.
AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform. From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively. Founded by a team of experienced, creative financial and technology executives, AdvisorEngine continues to innovate in order to keep advisors at the forefront of wealth management.
Alchemy Ventures is a Haverhill, MA-based company in the Financial Services sector.
First Foundation, a financial institution since 1990, provides integrated investment management, wealth planning, consulting, trust, banking, and insurance services. The company is headquartered in Orange County, California with offices in California, Nevada, and Hawaii. Our goal is to offer clients a single source to handle all of their financial needs. Our Mission is to enhance the wealth and well-being of our clients through integrated services including: •Investment Management •Wealth Planning •Consulting •Trust Services •Banking •Insurance Services Our Values First Foundation colleague`s goals are to act with integrity and: Listen - We listen to our clients to understand their needs. Respect - We treat our clients with understanding and compassion. Collaborate - We dialogue with our clients while achieving their goals. Innovate - We seek and support new ideas to better serve our clients. Serve - We focus on being timely and proactive in responding to our clients.