| 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 |
Kinsell, Newcomb & De Dios is a Carlsbad, CA-based company in the Financial Services sector.
The Bank Street Group is a Stamford, CT-based company in the Financial Services sector.
NNN REIT (NYSE: NNN), a real estate investment trust, owns more than 3,400 single-tenant stores in 49 states leased to more than 380 retailers in 37 lines of trade. NNN has increased its annual dividend for 34 consecutive years and, as of June 30, 2023, has a 30-year average annual total return of 11.1%. The company was formed in 1984 and began trading on the New York Stock Exchange in 1994. Our strict adherence to high standards, precision analytics and proven investment strategies have generated consistent returns for our shareholders for more than three decades.
SOLV Holdings, LLC is a privately held investment management company. We invest in companies that engineer, design build, control, service, and safeguard complex industrial systems. As business partners to each of our company leaders, it is our role to optimize, grow, and integrate our portfolio by offering guidance in the areas of vision, strategy, leadership, and operations. At SOLV we focus on maximizing financial returns and increasing positive impact on stakeholders and the communities in which we operate.
Wharton Strategic Services is a New York, NY-based company in the Financial Services sector.