| Name | Title | Contact Details |
|---|---|---|
Leo Ciccone |
Chief Compliance Officer | Profile |
Andrew Koslow |
General Counsel | Profile |
Lacy Redwine |
General Counsel | Profile |
Highland Financial Holdings Group is a New York, NY-based company in the Financial Services sector.
At Forward Bank, our mission is to know and care about our customers while providing flexible forward-thinking financial services. As a customer-owned, independent community bank, we provide financial security, opportunity and growth for individuals, organizations and businesses. We welcome you to visit our website or any of our offices to see how we can drive you forward! Forward Bank serves the communities of Colby, Greenwood, Marshfield, Medford, Stanley, Thorp and Withee by matching personal and business checking and savings accounts; consumer, mortgage, commercial and Ag loans; and investment and insurance services to the needs of our clients.
We offer socially responsible financing to employees as an employer-sponsored voluntary benefit. We use innovative technology to improve the financial well-being of working America with a commitment to both reliability and affordability.
Teleos Management is a Stamford, CT-based company in the Financial Services sector.
National Philanthropic Trust (NPT) is a public charity dedicated to increasing philanthropy in society. NPT provides philanthropic expertise to donors, foundations and financial institutions, enabling them to realize their philanthropic aspirations through the use of donor-advised funds and supporting organizations. NPT was founded in 1996. Since that time, we have made more than 200,000 grants totaling $5 billion to charities all over the world. We have raised $10 billion in charitable contributions and currently manage $6.2 billion in charitable assets. We rank among the 25 largest grantmaking institutions in the United States. Our experienced staff of philanthropic professionals is fully prepared to help you establish and administer your donor-advised fund. NPT is led by a Board of Trustees comprised of nationally-known experts in philanthropy, government and business.