| 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 |
Eastern Advisors is a Fall River, MA-based company in the Financial Services sector.
The IPO Group is a San Jose, CA-based company in the Financial Services sector.
Breiter Capital Management is a Anna Maria, FL-based company in the Financial Services sector.
SK Capital is a private investment firm with a disciplined focus on the specialty materials, chemicals and healthcare sectors. Our integrated, multi-disciplinary team utilizes its industry, operating and investment experience to transform businesses into higher performing organizations. SK Capital seeks buyouts, recapitalizations and growth equity investments. We target companies with opportunities for substantial business improvement, and through active engagement with management teams, we invest in the people and processes that drive our long-term strategic and financial goals.
Circumference Group is a public and private investing platform founded in 2009 by Jeff Fox, former CEO of Endurance International, CEO Convergys Corporation, and COO of Alltel Corporation. We are operators and investors with decades of success running and investing in businesses with a bottom up approach. Across the Circumference Group platform, we engage in public market investing, private co-investing and strategic and operations advisory services. We use our time-tested, operations-based framework, which we call the Core Value Assessment, to drive our research and analytics.