| Name | Title | Contact Details |
|---|---|---|
Tanya Scott-Tomlin |
Chief Compliance Officer | Profile |
Nico Van Bockstal |
Regional Director of Compliance | Profile |
Salima Fajal |
Regional Director of Compliance | Profile |
Stephen Costello |
Regional Director of Compliance | Profile |
Anita Yu |
Regional Director of Compliance | Profile |
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $6.5 billion of client assets under management. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses.
Credit Union Advantage is a Grosse Pointe Woods, MI-based company in the Financial Services sector.
BCB Group is Europe’s leading crypto business banking partner and provider of payments and trading services for the digital asset economy.
Schnitman Group is a Plano, TX-based company in the Financial Services sector.
First Federal is a little different community bank. Founded in 1934 in Newark, Ohio as a mutually owned savings association, we have strong roots serving Central Ohio. We pride ourselves in offering top quality products and services designed for our customers, with a banking experience that`s second-to-none. What`s our secret? We don`t offer everything. We focus on families and small businesses, where we`re experts. Plus, we take service personally. And we`re committed to our communities, proactively looking for ways to contribute in a meaningful way.