| Name | Title | Contact Details |
|---|---|---|
Cheryl Meyer |
Sr Vice President and Chief Compliance Officer | Profile |
Shared Resource Technology Group is a West Chester, OH-based company in the Financial Services sector.
Bladex is a New York, NY-based company in the Financial Services sector.
Fundamental Advisors is a private equity and alternative asset management firm based in New York City, founded in 2007. The firm specializes in municipal and public purpose investing, focusing on cash-flowing, asset-based investments in essential service sectors. Their investment approach is adaptive, allowing them to navigate various capital structures and sectors to achieve consistent returns and downside protection. The firm employs two main investment strategies: the Flagship Opportunistic Strategy, which targets special situations in municipal markets, and the Renewable Energy Strategy, which provides flexible capital solutions for renewable energy projects. Fundamental Advisors invests primarily in debt, assets, or securities related to municipal markets and public purpose assets, leveraging their expertise to address inefficiencies and complexities in these markets. With a team of around 40 employees, Fundamental Advisors manages assets with a focus on public infrastructure and community assets. Their clients include municipal entities and public purpose organizations, supported by key investors like White Oak Equity Partners and Tandem Health Care.
Gifford State Bank is a Gifford, IL-based company in the Financial Services sector.
Sax LLP is a multi-disciplinary accounting, tax and advisory firm serving the needs of closely held companies, family-owned businesses, not-for-profit organizations and high-net-worth individuals. For more than 60 years, we have offered industry-specific expertise, comprehensive service offerings and client-centric results. Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Through our unique Client Service Delivery Model, we offer the right business solutions to help our clients turn their dreams and vision into reality. With offices in Clifton, N.J. and New York City, we have a keen sense of what it takes to succeed in this competitive and ever-changing marketplace.