| Name | Title | Contact Details |
|---|---|---|
Daniel McCusker |
General Counsel | Profile |
Daniel McCusker |
General Counsel | Profile |
Vilash Poovala and Gabriel Leon founded Oyster in September 2018 as a financial platform for freelancers, startups, and SMB`s in Mexico.
The Canadian Securities Exchange is home to more than 700 uniquely listed issues covering a broad range of industry sectors. The exchange provides trade execution, smart routing, risk management, compliance and market information services for Canadian listed instruments. Recognized as an exchange by the Ontario Securities Commission in 2004, the CSE is designed to facilitate the capital formation process for public companies through a streamlined approach to company regulation that emphasizes disclosure and the provision of efficient secondary market trading services for investors.
Kudu offers tailored capital solutions for asset and wealth management firms. To preserve independence and minimize business disruption, Kudu emphasizes patient capital and a collaborative approach. Kudu`s investment partners represent $82B in AUM collectively as of 3/31/2021.
Class Act Federal Credit Union is a Louisville, KY-based company in the Financial Services sector.
Ballentine Partners is an independent wealth management firm providing comprehensive investment and family office services to wealthy families and entrepreneurs. The firm was one of the first to deliver independent, objective, and comprehensive financial advice for wealthy families more than 30 years ago, and continues to be a thought leader in the field. Ballentine`s clients require comprehensive, integrated, and objective advice. The firm advises on nearly $6.7b in assets under management (as of 12/31/2017). Ballentine scales its services to meet the breadth of clients needs, whether it`s investment management and planning for an entrepreneur or a full suite of family office services for a multigenerational family, including family meetings and education, philanthropic advising, and family office administration.