| Name | Title | Contact Details |
|---|
Safra National Bank of New York ("SNBNY") is a nationally chartered U.S. Private Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). SNBNY, headquartered in New York with branches in Florida and representative offices in Mexico, Panama, and Brazil, is a leading international private bank with a devoted team of relationship managers serving many sophisticated, high net worth clients throughout Latin America. To fully meet the many needs of its clients, SNBNY has a fully functional U.S. broker-dealer subsidiary, Safra Securities, LLC (“SSL”), which is registered with the Securities and Exchange Commission (“SEC”) and is a member of the Financial Industry Regulatory Authority (“FINRA”) as well as an SEC registered investment advisor affiliate, J.Safra Asset Management (“JSAM”). The primary focus of SNBNY is on the private banking business. Clients know that all decisions made at all levels of the institution are made from the perspective of the private banking business with emphasis on maintaining the reputation of the Safra Groups` brand and risk aversion culture. This focus also means all support areas of SNBNY are very knowledgeable about the private banking business, resulting in a total dedication of the institution to its clients and to the business of private banking.
Central Bank is headquartered in Lexington, KY. With more than 120,000 customers throughout Kentucky, Central Bank serves consumers and businesses with full-service banking, investment, mortgage, insurance and wealth management services, all provided locally. Central Bank is a wholly owned subsidiary of Central Bancshares, Inc. that operates 26 banking offices and 34 ATMs in Boone, Clark, Fayette, Jefferson, Jessamine, Kenton, Madison, and Scott counties. Central Bancshares is the holding company for Central Bank & Trust Co., Central Bank of Jefferson County, Central Insurance Services and Central Investment Center. Central Bank was recently honored by the American Banker as one of the Best Banks to Work For in America.
Bank of North Georgia, Member FDIC and headquartered in Alpharetta, Georgia, provides business and retail products to small business and other customers, as well as private banking and mortgage services. It was chartered in 1993 and became an affiliate
Bank of Lake Village is a Lake Village, AR-based company in the Financial Services sector.
CUSG (CU Solutions Group) is a national Credit Union Service Organization (CUSO) that specializes in providing technology, marketing, human resources, and financial empowerment solutions for credit unions and financial institutions. The company focuses on enhancing member experiences, streamlining operations, and fostering growth through tailored services. CUSGs offerings are divided into four main categories. Its technology solutions include custom website design and hosting, digital accessibility tools, and financial calculators. The marketing solutions encompass customer experience platforms, full-service campaigns, and data analytics software. In human resources, CUSG provides performance management technology, compensation analysis tools, and automated learning management systems. Additionally, the financial empowerment segment features estate planning services and a consumer rewards program to enhance member loyalty. With over 300 clients, CUSG is committed to delivering secure and compliant digital solutions, further strengthened by its recent acquisition of InetSolution. The company actively engages with its clients through webinars and innovative services, aiming to create brand ambassadors and improve overall member satisfaction.