| Name | Title | Contact Details |
|---|---|---|
Kelleen Lonergan |
Managing Legal Counsel | Profile |
Megan Kraai Warren |
Head of Global Ethics and Financial Crimes Compliance | Profile |
Kathy Kerrigan Brady |
Vice President and Managing Legal Counsel | Profile |
Vicki Booth |
Vice President and Managing Counsel | Profile |
Liga Suritis |
Vice President, Head of HR and Legal Technology | Profile |
KERN Partners Ltd. is a Calgary, AB-based company in the Financial Services sector.
Green Street Capital Corporation is a Orlando, FL-based company in the Financial Services sector.
Juno Investment Corp. is a Chicago, IL-based company in the Financial Services sector.
Sterling Partners is a private equity firm with a distinct point of view on how to build great companies. Founded in 1983, Sterling has invested billions of dollars, guided by the company`s stated purpose: INSPIRED GROWTH™, which describes Sterling`s approach to buying differentiated businesses and growing them in inspired ways. Sterling provides valuable support to the management teams of the companies in which the firm invests through a deep and dedicated team of operations and functional experts based in the firm`s offices in Chicago, Baltimore, and Miami.
CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.