| Name | Title | Contact Details |
|---|---|---|
Bennett Kaufman |
Chief Financial Officer | Profile |
Jennifer Shtainer |
Human Resources Business Partner | Profile |
Moneta, ranked by InvestmentNews as the Midwest`s largest independent RIA with more than $20 billion in AUM and 300 employees, delivers a level of service and loyalty to its clients that only a completely independent, 100% employee-owned company can offer. Moneta provides a full spectrum of financial planning services to successful individuals and families, empowering them to navigate life`s path and protect what they cherish. For closely held businesses and organizations, Moneta manages their retirement plan benefit with a smart approach and passionate emphasis on improving the retirement outcomes of their employees. Barron`s ranked Moneta No. 4 among the nation`s independent RIAs for its combination of quality and scale. The firm consistently earns praise for the way it invests in and takes care of employees, named as a top place to work by publications such as InvestmentNews, the St. Louis Business Journal and St. Louis Post-Dispatch for six years in a row. MonetaU – the company`s internal Talent and Organization Development program – tangibly demonstrates the value Moneta places on all of its employees by significantly investing in everyone`s professional growth and education throughout the full life of their career at the firm. This approach attracts and retains the industry`s top talent while promoting a culture that rewards those who continually pursue improvement.
Having utilized the same disciplined and mathematical investment process for more than 25 years, INTECH has been managing equity portfolios for an array of institutional clients across the globe. INTECH delivers solutions to address its clients` specific investment objectives. This includes relative-risk equity strategies, with a focus on long-term returns in excess of the target benchmark, as well as absolute-risk equity strategies, with a focus on reducing the absolute risk of the portfolio through low and managed volatility strategies. The company`s global headquarters is located in West Palm Beach, Florida, with its research headquarters in Princeton, New Jersey, and an international headquarters in London. As of December 31, 2015, INTECH had approximately $47.6 billion under management and 84 employees worldwide. INTECH has been named a "Best Places to Work in Money Management" company by Pensions & Investments for three consecutive years. INTECH is an independently managed subsidiary of Janus Capital Group Inc. (NYSE: JNS), based in Denver.
D M A Holdings is a Kalamazoo, MI-based company in the Financial Services sector.
Invest in Something Greater Wealth is more than numbers on your account statement. Wealth is living your most fulfilling life. How to invest, manage and deploy your financial assets to achieve your unique goals is where we come in. RKL Wealth Management is a nationally leading, Central and Eastern Pennsylvania based investment advisory firm offering a broad range of financial planning and investment management services. A subsidiary of RKL LLP, RKL Wealth Management helps individuals, business owners and families with sophisticated financial planning and wealth management needs realize their unique goals.
RFJ Agencies is a Minneapolis, MN-based company in the Financial Services sector.