| Name | Title | Contact Details |
|---|---|---|
Alex Trombetta |
Vice President of Product Management and Marketing | Profile |
Racheal Guse |
Director of North American Sales | Profile |
Mike Donovan |
Vice President of Global Sales | Profile |
Sarah Schmidt |
Director of Human Resources | Profile |
Covenant Bank and Trust is a Rock Spring, GA-based company in the Financial Services sector.
Prudential Bank & Trust, FSB is a Hartford, CT-based company in the Financial Services sector.
Wealth Partners Capital Group ("WPCG") serves as an investor in and partner to six nationally recognized RIAs: EP Wealth Advisors, MAI Capital Management, Merit Financial Advisors, Apella Capital, Waverly Advisors and True North Advisors. WPCGs mission, in partnership with these RIAs, is to identify, value, negotiate with and acquire smaller wealth advisory practices, and merge them into its partner firms. As of June 30, 2024, WPCG has executed 118 M&A transactions on behalf of its partner firms, representing over $43 billion in acquired AUA.
Founded in 1990 and headquartered in Novato, CA, Bank of Marin is a leading business and community bank in Northern California with assets of almost $4 billion. Bank of Marin provides commercial banking, personal banking, specialty lending and wealth management and trust services throughout its 31 branches and 8 commercial banking offices located across 10 counties. Specializing in providing legendary service to its customers and investing in its local communities, Bank of Marin has consistently been ranked one of the “Top Corporate Philanthropists" by the San Francisco Business Times and one of the “Best Places to Work” by the North Bay Business Journal.
Grand County Title is a Hot Sulphur Springs, CO-based company in the Financial Services sector.