CLOs on the Move


 
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UNICO Group

UNICO Group is a client-focused insurance broker headquartered in Nebraska. Our consultative and relational approach develops customized solutions for clients all around the nation. At UNICO, we are fueled by our core values: professional, trust, team player and positive. By living our values and providing the best insurance products, service, and support to our clients, we strive to create lasting connections and partnerships. We take pride in our expertise and know trust cant be assumed. It has to be earned. And as we earn it, youll understand that what we value most are relationships. That includes you, your family, and your business; our employees; and the communities we serve. Our team strives to create connections that are personal, compassionate, and fun. UNICO has been awarded some of the highest honors in the industry: - 5-time Best Places to Work in Lincoln, Nebraska (2024, 2023, 2021, 2021 and 2019) - 2022 and 2021 Accident Fund Agency of the Year - 2016 Nationally awarded Top Performing Agency by the Independent Insurance Agents & Brokers of America - 14-time recipient of the Best Practices Agencies in the Country - Best of Omaha 2024 Independent Insurance Agency

San Diego Opera

MISSION STATEMENT The mission of San Diego Opera is to deliver exceptional vocal performances and exciting, accessible programs to diverse audiences, focusing on community engagement and the transformative power of live performance. VISION STATEMENT The San Diego Opera will be recognized internationally as a leading example of adaptability, innovation and sustainability in the operatic arts, promoting diversified programming and unique performance venues with world-class and emerging talent. CORE VALUES STATEMENT - Through excellence in innovative programming and education, San Diego Opera provides a lasting cultural service to the community. - Our tradition of excellence in fully staged opera is augmented with new models of opera and venues. Our unique and deep commitment to the community propels us to explore ways of increasing affordability and accessibility. - Through fiscal responsibility and nimble adaptation to the changing marketplace, we protect the future of San Diego Opera. - Our educational and community involvement coupled with relevant programming will build the audience of the future.

BayCoast Bank

BayCoast Bank has 25 locations: Berkley, Dartmouth, Fairhaven, Fall River, Foxborough, New Bedford, North Dighton, Somerset, Swansea, Seekonk, Westport in Massachusetts and Bristol, Cranston, Little Compton, Providence, Tiverton, Portsmouth in Rhode Island. Each branch has at least one ATM, and ITMs (Interactive Teller Machines) are located at select branches. In addition to offering a vast array of deposit and loan products, BayCoast offers insurance and brokerage services to consumers and businesses alike. Affiliates include BayCoast Financial Services, offering stocks, bonds, mutual funds, annuities and college savings plans, Plimoth Investment Advisors providing investment advisory and trust services, and Partners Insurance Group, LLC, a network of independent agencies representing more than 100 insurance companies that provide automobile, home, life and business insurance coverage. BayCoast Mortgage Company, a wholly owned subsidiary of BayCoast Bank, is a full-service lender offering instant pre-approvals, timely closings, and in-house underwriting. Much like BayCoast Bank, BayCoast Mortgage Company is focused on providing clients with products and services tailored to meet their needs at the best rate possible. Priority Funding, LLC, a financial services company in Northborough, MA, is also a wholly owned subsidiary of BayCoast Bank. Priority Funding specializes in mobile and manufactured home financing. Products and services made available through BayCoast Financial Services, Partners Insurance Group and Plimoth Investment Advisors are not insured by the FDIC, DIF or any other agency of the United States, and are not deposits or obligations of nor guaranteed or insured by BayCoast Bank or any of its affiliates. Investment products are subject to risk, including the possible loss of the principal amount invested. For more information about BayCoast Bank or any of our affiliates, call 508-678-7641

Union Advisors

Strategic growth advisor to FinTech and Wealth Management organizations