| Name | Title | Contact Details |
|---|---|---|
Kevin Murphy |
Chief Compliance Officer and General Counsel | Profile |
Cambiar Investors is one of the leading providers in Financial Services. It is based in Ormond Beach, FL. To find more information about Cambiar Investors, please visit www.cambiar.com
SageView Advisory Group is an independent SEC Registered Investment Advisor (RIA) that advises its clients on over $170 billion in assets, representing more than 1,700 institutions and over 6,000 households. We consist of 270 professionals passionately committed to seeing our clients achieve their financial goals and well-being. Our team members hold a variety of highly regarded certifications and degrees.
Dinara is on a mission to reduce friction for any enterprise holding and transacting in crypto and fiat. Dinara provides an integrated digital asset banking solution for venture capital firms and startups that manage and transact in both fiat and crypto assets. Dinara`s solution includes secure digital asset custody, easy fiat-crypto and crypto-crypto conversions, fast payment and transaction settlement times, and streamlined compliance and reporting. Dinara is backed by marquee VCs in fintech and crypto investors, including Archetype, Castle Island Ventures, North Island Ventures, B Capital Group, and SVB.
Northern California Pipe Trades Trust Funds is a Concord, CA-based company in the Financial Services sector.
DHJJ Financial Advisors is a registered investment advisory firm that has been providing investment management and financial planning services to our clients since 1988. We are a highly committed, professional organization of investment advisers registered with the Securities and Exchange Commission. Not only are all of our investment advisers licensed as Certified Financial Planners™, but they are also Certified Public Accountants, which enables them to overlap their expertise in investment management, financial planning, and income tax law to provide their clients with unique solutions to their financial challenges. At DHJJ Financial Advisors, we truly enjoy helping our clients achieve their personal and financial goals. Our approach to financial planning is based on providing a full-service program that integrates investment management with income tax planning, resulting in a holistic strategy to help our clients maximize their financial success.