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Joseph Gunnar & Co., LLC was founded in 1997 is a full service broker-dealer dedicated to assisting investors achieve their financial goals by providing a full array of investment products & vehicles to private and corporate clients. Our firms capabilities include a full suite of investment banking, corporate finance, institutional & retail sales and trading and equity research services. We are committed to assisting our valued private clients achieve their financial goals ranging from generating wealth accumulation, funding a college education, planning for retirement, and creating shareholder value. Our product and service offerings provide our private and corporate clients a competitive advantage. As a result of years of relationship building, our private clients have access to investment opportunities not readily available at our larger competitors. Our boutique approach to our corporate clients provides for a value-added component to basic financings not typically experienced at bigger firms. Our Investment Banking division can address a broad spectrum of corporate strategy needs such as mergers & acquisitions and business development initiatives. Our Equity Capital Markets team is dedicated to equity transactions including Initial Public Offerings (IPOs), Follow-On Offerings (FPOs), Private Investment in Public Equities (PIPEs) and Special Purpose Acquisition Companies (SPACs). Our team has access to over 10,000 institutions of all sizes throughout the U.S., Europe, Israel, Asia and South America. Our affiliate, Buttonwood Group Advisors, manages a family of Private Investment Funds that provide retail and institutional investors access to investments in rapid-growth, pre-IPO companies. Joseph Gunnar & Co., LLC is a registered broker-dealer and member of Financial Industry Regulatory Authority (FINRA) and Securities Insurance Protection Corporation (SIPC).
Very Special Arts Vermont is a Winooski, VT-based company in the Financial Services sector.
UMB Financial Corporation is a financial services holding company headquartered in Kansas City, Mo., offering complete banking, payment solutions, asset servicing and institutional investment management to customers. Its banking subsidiaries own and operate banking and wealth management centers throughout Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas and offer a comprehensive array of financial products and services nationwide.
Atlantic Capital Bank, located in Atlanta, Georgia, is a commercial bank that serves middle market and emerging growth companies, private banking clients, and top-tier real estate developers. Atlantic Capital Bank is focused on helping clients succeed in today`s market. By strategically combining the best aspects of both large global banks and smaller community banks, we offer our clients the expertise, capabilities and lending power of a larger financial institution, as well as the hands-on service often only found at smaller banks. Each of our bankers has, on average, 25 years of experience in the banking industry. This expertise, combined with a passion for service and a deep understanding of our clients unique needs, is what makes us different. Atlantic Capital Bank isn`t just a financial institution, it is a place where clients go to find smart solutions - and where they stay because they find trusted advisors. Atlantic Capital Bank: Member FDIC, Equal Housing Lender.
Kingsview Partners is an independent wealth management and advisory firm based in the United States, founded in 2008. The firm operates as a fiduciary, focusing on personalized financial solutions for clients who value transparency and a client-first approach. By combining a customized advisory style with the resources of large custodial partners, Kingsview adapts strategies to meet individual client needs while ensuring operational integrity. The firm offers a range of services, including personalized wealth management, comprehensive financial planning, and asset management. Kingsview also provides private client services for those with complex financial needs, acting as a personal CFO. Additionally, it supports financial advisors seeking independence by offering compliance solutions, technology, and operational assistance. Kingsview Partners serves a diverse clientele, including both high-net-worth and non-high-net-worth individuals, as well as institutional investors. The firm emphasizes fiduciary responsibility and transparent advice, ensuring that client interests are always prioritized.