| Name | Title | Contact Details |
|---|---|---|
Shawn Scholz |
Vice President of Wealth Management Compliance | Profile |
Shawn Scholz |
Vice President Wealth Management Compliance | Profile |
Jeff Rowe |
AVP Retirement Services Compliance | Profile |
Jeff Clevenger |
Chief Compliance Officer and AML Compliance Officer | Profile |
Mark Buyle |
Senior Vice President, General Counsel and Chief Legal Officer | Profile |
Acuity Capital Advisors is a Greenwich, CT-based company in the Financial Services sector.
Quadrant Private Wealth is an independent, boutique wealth management firm, owned by its partners and built especially for our clients. Quadrant offers a complete spectrum of investment strategies geared towards preserving and growing wealth. We strive to protect our clients from what can go wrong by focusing on managing risk. Our private wealth advisors consider a broad range of investments that include traditional and non-traditional asset classes. We`ll evaluate your individual circumstances, risk tolerance, goals, and future aspirations to create a sophisticated investment plan that fits your needs. Quadrant`s private wealth advisors will help you determine the best solutions with regard to estate planning, wealth transfer, and business succession planning.
Yorkville Advisors is a Jersey City, NJ-based company in the Financial Services sector.
Santander in the U.S. is a diversified financial business with 17,000 employees, 4.7 million customers and $132.5 billion in assets. Santander`s purpose is to help people and businesses prosper.
EFX Capital is a Costa Mesa, CA-based company in the Financial Services sector.