| Name | Title | Contact Details |
|---|---|---|
Dan Larsen |
Assistant General Counsel | Profile |
Interstate Group is a Charlotte, NC-based company in the Financial Services sector.
J M Green is a Wapakoneta, OH-based company in the Financial Services sector.
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Loeb.nyc is a venture collective that pairs capital with the support of experts across a wide range of disciplines to accelerate a companys go-to-market strategy. They commit their talent and communal resources, moving beyond traditional venture capit...
Merchants Group, Inc. provides property and casualty insurance products for commercial and personal lines. It offers commercial insurance products, such as auto repair/collision repair, building owners', contractors, food service, office, retail, service business, wholesale, commercial auto, and commercial package insurance products. The company also provides personal insurance products, which include home owners’, personal auto, and personal umbrella insurance; and hurricane, winter storm, thunder storm, and tornado disaster planning insurance products. It sells its products to home owners, automobile owners, and contractors and business owners through a network of insurance agents. Merchants Group, Inc. was founded in 1918 and is based in Buffalo, New York with regional offices in Buffalo and Hauppauge, New York; Bedford, New Hampshire; Mt. Laurel, New Jersey; and Dublin, Ohio. The company has operations in Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, and Vermont.