| Name | Title | Contact Details |
|---|---|---|
Jim Velgot |
Chief Marketing Officer | Profile |
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $15 billion in client assets under management (as of December 31, 2021). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today`s economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
Rupert Resources believes that Corporate Social Responsibility should be part of the operations of any company with a social conscience. The Group commits to prioritising and evaluating health, safety, social, and environmental considerations in our business, whilst seeking to achieve sustainable development as a core objective. We strive to balance social, environmental and economic concerns in how we manage our business.
Valley Federal Credit Union is a Billings, MT-based company in the Financial Services sector.
Financial Services Technology Consortium is a New York, NY-based company in the Financial Services sector.
ETS Solutions is a leading innovator and manufacturer of advanced vibration test equipment, electro-dynamic shakers, slip tables, head expanders and replacement power amplifiers for dynamic and structural testing.