| Name | Title | Contact Details |
|---|---|---|
Derek Bonner |
VP of Sales | Profile |
Austin Fife |
Private Client Group Vice President | Profile |
Adam Schneider |
Vice President - Private Client Group | Profile |
Liz Dhillon |
Group Vice President Institutional Client Service | Profile |
Jen McBride |
Group Vice President - UK & Canadian Client Service Associates | Profile |
Superior Credit Union Ltd. is a Thunder Bay, ON-based company in the Financial Services sector.
Acadian Asset Management LLC is one of the leading providers in Financial Services. It is based in Palo Alto, CA. To find more information about Acadian Asset Management LLC, please visit www.acadian-asset.com
Credit Union at The University of Chicago is a Chicago, IL-based company in the Financial Services sector.
CoinFlip is a leading financial services platform focused on the digital economy. Founded in 2015, the company operates the world`s largest network of cryptocurrency ATMs by volume with over 3,000 machines across 47 states supporting the buying and selling of major cryptocurrencies with cash. In 2020, CoinFlip launched Trade Desk, an over-the-counter trading service that provides investors with a personal account manager, access to the best coin prices, and offers recurring investments. The company does not charge hidden fees, cuts typical ATM transaction fees by half, and introduced 24/7 customer support, which has now become an industry standard. Headquartered in Chicago, CoinFlip placed 60th on the 2021 Inc. 5000 list as the top-ranked cryptocurrency company, was named the 2021 #1 fastest-growing company in Chicago by Crain`s, and was awarded the 2021 Silver Stevie ® Award for Customer Service.
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $122 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Kestra Holdings is the direct or indirect parent company of Arden Trust Company, Bluespring Wealth Partners, LLC (including its investment adviser and wealth management firm subsidiaries), Kestra Investment Services, LLC, member FINRA/SIPC, Grove Point Investments, LCC, member FINRA/SIPC, as well as Kestra Advisory Services, LLC, Kestra Private Wealth Services, LLC, Grove Point Advisor, LLC, and Kestra Institutional Services, LLC, all federally registered investment advisers.