| Name | Title | Contact Details |
|---|---|---|
Erik Kreutzer |
Director, General Counsel, Chief Compliance Officer and Head of Legal | Profile |
Aakash Sharma |
Associate Compliance | Profile |
Cheryl Gioioso |
Director of Legal Administration | Profile |
Gina Scarpa |
Director of Legal | Profile |
Gina Scarpa |
Assistant General Counsel | Profile |
Stevens First Principles Investment Advisors is a Newport Beach, CA-based company in the Financial Services sector.
Blackwater Capital Group is a Paris, ON-based company in the Financial Services sector.
TIFIN creates engaging wealth experiences to improve financial lives through AI and investment intelligence (II) driven personalization for the Advisor and Self-directed Investor, recognizing the uniqueness of each investor.
Invest in Something Greater Wealth is more than numbers on your account statement. Wealth is living your most fulfilling life. How to invest, manage and deploy your financial assets to achieve your unique goals is where we come in. RKL Wealth Management is a nationally leading, Central and Eastern Pennsylvania based investment advisory firm offering a broad range of financial planning and investment management services. A subsidiary of RKL LLP, RKL Wealth Management helps individuals, business owners and families with sophisticated financial planning and wealth management needs realize their unique goals.
Insight Venture Partners is a leading global venture capital and private equity firm investing in high-growth technology and software companies that are driving transformative change in their industries. Founded in 1995, Insight currently has over $23 billion under management and has cumulatively invested in more than 300 companies worldwide. Our mission is to find, fund and work successfully with visionary executives, providing them with practical, hands-on growth expertise to foster long-term success. Across our people and our portfolio, we encourage a culture around a core belief: growth equals opportunity.