Name | Title | Contact Details |
---|---|---|
Tom Klein |
Managing Director, Global Treasurer | Profile |
Ashley DeSimone |
Chief Marketing Officer | Profile |
Steve Bisgay |
Chief Financial Officer | Profile |
William Dulude |
Chief Product Officer | Profile |
Dalf Hammerich |
Managing Director - Client and Clearing Operations | Profile |
We founded Triad Advisors in 1998 with the clear goal of building a different kind of broker/dealer business model for Registered Investment Advisors. The astonishing growth of the Hybrid RIA model validates our founding ideas. Triad Advisors remains in the forefront of an evolving and growing industry. Our executives are involved in industry advocacy at all levels of government and are regularly present at meetings of the Department of Labor, the SEC, the Financial Industry Regulatory Authority (FINRA), Financial Services Institute (FSI) and state-level authorities, representing the best interests of our financial advisors and of the industry as a whole.
Berkshire Hathaway Specialty Insurance provides commercial property, casualty, healthcare professional liability, executive and professional lines insurance and programs for customers across the U.S. It underwrites on the paper of Berkshire Hathaway's National Indemnity group of companies, which hold financial strength ratings of A++ from AM Best and AA+ from Standard & Poor's. Based in Boston, Berkshire Hathaway Specialty Insurance has regional underwriting offices in Atlanta, Chicago, Los Angeles and New York.
Sunmark is a full-service, community chartered credit union serving New York through financial services, education, and empowerment. We offer all areas of financial growth and planning including Savings, Lending, Insurance and Investment strategies.
Community Plus Federal Credit Union is a Rochester Hills, MI-based company in the Financial Services sector.
SunTx Capital Partners is one of the leading providers in Financial Services. It is based in Broadview Heights, OH. To find more information about SunTx Capital Partners, please visit www.suntx.com