| Name | Title | Contact Details |
|---|
Westfield Bank is a federally chartered stock savings bank headquartered in Westfield, Massachusetts. Founded in 1853, Westfield Bank offers a comprehensive line of commercial and personal banking products and services to customers in Western Massachusetts and Northern Connecticut. The Bank has twenty-five full-service offices and dozens of ATM locations. Guided by the values rooted in its origins as a community bank, Westfield Bank has grown to become one of the region`s most innovative banks, with capabilities and technologies most people expect from banks, delivered by experts who have a genuine interest in customer`s success, and who demonstrate each day what better banking is all about.
Rock Springs National Bank is a Rock Springs, WY-based company in the Financial Services sector.
Security State Bank MN is a Lewiston, MN-based company in the Financial Services sector.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
BNY ConvergEx Group, LLC provides premier, customized global agency brokerage and investment technology solutions, together with unparalleled personal client service and support, to institutional clients worldwide.