| Name | Title | Contact Details |
|---|---|---|
Richard Morelli |
Executive Vice President, Chief Financial Officer and Treasurer | Profile |
Richard Sudol |
Executive Vice President and Chief Financial Officer | Profile |
Lori Dufficy |
Executive Vice President and Chief Experience and Engagement Officer | Profile |
Anne Wilkinson |
Chief Human Resources Officer | Profile |
Kristin Zummo |
Vice President of Learning and Development Manager | Profile |
West State Bank is a Kermit, TX-based company in the Financial Services sector.
Guardian Bank is a Valdosta, GA-based company in the Financial Services sector.
MCGEHEE BANK is a Mc Gehee, AR-based company in the Financial Services sector.
Pine River State Bank Inc is a Pine River, MN-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.