| Name | Title | Contact Details |
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Homrich Berg is a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, serving as the leader of the financial team for our clients. Homrich Berg manages over $8 billion for over 1800 client relationships nationwide.
EFX Capital is a Costa Mesa, CA-based company in the Financial Services sector.
Equilibra is the family office of Daniel Lubetzky, Founder and Executive chairman of KIND.
Capitol Partners, one of the Mid-Atlantic region's premier private equity firms, seeks to realize superior medium-term capital gains by investing in consolidating, fragmented industries by partnering with strong management teams to build companies
Stern Partners Inc. is a Vancouver, BC-based company in the Financial Services sector.