| Name | Title | Contact Details |
|---|---|---|
Matthew March |
EVP, Chief Information Officer | Profile |
Amerimark Bank is a Villa Park, IL-based company in the Financial Services sector.
Aon plc is a global professional services firm based in Chicago, Illinois. The company specializes in risk management, insurance brokerage, and human resources consulting. Aon was formed in 1982 through the merger of Ryan Insurance Group and Combined International Corporation, adopting its current name in 1987. Aon operates in three main service areas: risk management, human capital solutions, and data & analytics. It provides insurance brokerage, reinsurance, and risk advisory services, along with employee benefits and HR consulting. Aon also offers advanced risk assessment tools and cyber resilience solutions, focusing on customized solutions for various industries, including healthcare, finance, and technology. With a presence in over 120 countries and more than 500 offices worldwide, Aon serves a diverse client base, including corporations, governments, and nonprofits. The company emphasizes integrity and innovation, using data-driven insights to tackle emerging risks such as climate change and cyber threats.
Gilmore Bank is a Los Angeles, CA-based company in the Financial Services sector.
Liberty Bank (CA) is a Boulder Creek, CA-based company in the Financial Services sector.
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.