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Steeloaks Investment Advisers is a Weirton, WV-based company in the Financial Services sector.
Stonehaven is a global private capital markets FinTech platform for a diverse community of investment bankers and placement agents (Affiliate Partners). Stonehaven supports our Affiliate Partners with a robust broker-dealer infrastructure, our proprietary Nexus SaaS technology, a collaborative ecosystem, a large universe of active mandates, origination capabilities, marketing services, and industry insights. We are active across real estate, private equity, private credit, hedge funds, long-only strategies, direct private placements, secondaries and M&A. Founded in 2001 by CEO David Frank, the Firm is entirely management owned, giving it complete independence to continue pursuing its entrepreneurial approach while maintaining the highest ethical and regulatory standards. Today our firm has 110+ professionals, represents 125+ clients, has raised over $7.5B since inception, and is rapidly scaling.
Union Bancaire Privee Asset Management is a New York, NY-based company in the Financial Services sector.
Templeton/Franklin Investment Services Inc is a Saint Petersburg, FL-based company in the Financial Services sector.
We create an exceptional wealth management experience by supporting extraordinary associates fully dedicated to enhancing generational wealth. Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed ...