| Name | Title | Contact Details |
|---|---|---|
Susie Gauthier |
Head of HR, STS and Finance | Profile |
Tracy Fielder |
Sr. Director Product Management - Business Development US Value | Profile |
Sandra Thomann |
Product Director - Systematic and Factor Investing | Profile |
Jennifer Krevitt |
Senior Managing Director and CHRO | Profile |
Denis Pichanick |
Head of Finance - Intelliflo | Profile |
DVI is a team of investment counselors, independently owned for 40 years. We serve high-net-worth investors that have done an excellent job accumulating wealth, but want our help managing it. We also provide asset-management services to a wide range of institutional investors. The DVI investment philosophy emphasizes risk management. Whether a client opts for an equity, fixed income or balanced portfolio, the goals are always similar: consistent returns, lower volatility, and downside protection. Ours is a "Quiet Quality" approach to investment management: people of integrity, acting in our clients` best interests ... helping them plan for the future ... protect what they have worked so hard to attain ... and prosper today and for generations to come.
High Point Capital Management is a Boston, MA-based company in the Financial Services sector.
Harbour Pointe Financial Advisors is a Mukilteo, WA-based company in the Financial Services sector.
Cowan Financial Group is a New York, NY-based company in the Financial Services sector.
Founded in 1984, Advent International is one of the largest and most experienced global private equity investors. The firm has invested in over 395 private equity investments across 41 countries, and as of March 31, 2022, had $75.9 billion in assets under management. With 15 offices in 12 countries, Advent has established a globally integrated team of 270 private equity investment professionals across North America, Europe, Latin America and Asia. The firm focuses on investments in five core sectors, including business and financial services; health care; industrial; retail, consumer and leisure; and technology. After more than 35 years dedicated to international investing, Advent remains committed to partnering with management teams to deliver sustained revenue and earnings growth for its portfolio companies.