| 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 |
Index Funds Advisors is a Irvine, CA-based company in the Financial Services sector.
Octagon Credit Investors, LLC is a 20+ year old, $19.7B below-investment grade corporate credit investment adviser focused on leveraged loan, high yield bond and structured credit (CLO debt and equity investments). Through fundamental credit analysis and active portfolio management, Octagon`s investment team identifies attractive relative value opportunities across below-investment grade asset classes, sectors and issuers. Octagon`s investment philosophy and methodology encourage and rely upon dynamic internal communication to manage portfolio risk. Over its history, the firm has applied a disciplined, repeatable and scalable approach in its effort to generate attractive risk-adjusted returns for its investors. The firm was founded in 1994 as a separate business unit of Chemical Bank; in 1999, Octagon spun out from Chase Manhattan Bank. Octagon honors its heritage through its company name and logo, both of which are derived from Chase Manhattan`s emblem. Located in New York, the firm currently comprises 65 employees, many of whom have spent their entire professional careers at Octagon.
Providence Equity Partners is a Providence, RI-based company in the Financial Services sector.
idealab is one of the leading companies in the Financial Services sector.