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Life Science Angels is a Palo Alto, CA-based company in the Financial Services sector.
Relational Investors LLC is a San Diego, CA-based company in the Financial Services sector.
Duncan-Williams is a Memphis, TN-based company in the Financial Services sector.
At Redwing Financial, our approach is to lead with learning - learning first about the people who put their confidence in us. We spend a great deal of time listening to and getting to know our clients, not only because we value them as individuals, but because it helps us gain a clearer understanding of how they think, what they find most important in their lives, and where their passions lie. We enjoy working with clients who recognize the value in the knowledge we possess and who are looking not to simply be told what to do, but rather would like to be educated on and to participate in, to whatever extent they choose, making confident, well-informed decisions that will impact their immediate and future lives. This can range from developing a strong work ethic, to systematically and aggressively paying off student loans, to planning for a family, to looking towards financially managing retirement and beyond. Through our tenure in the industry, we have enjoyed working with thousands of individuals, each with their own unique set of circumstances, and rather than looking to sell a product to fulfill their needs, we instead always seek to add value to their lives. We do not have a "typical" client. Our clients include high school and college students seeking targeted knowledge on how to navigate their budding financial lives; young couples looking to finance cost-conscious and beautiful weddings; business owners just getting started, as well as those looking to build or act on a succession plan; families facing the financial and emotional hardships of a devastating illness or chronic health condition; individuals seeking input on how and when to retire; and even senior citizens living on income-generating assets who are simply looking to stay on top of current economic trends and events. We believe that everyone is entitled to and benefits from sound, professional financial advice and support. To that end, unlike many investment firms, we do not prequalify clients by their investment knowledge, financial history or their investable net worth. We feel that wealth is not determined by a preset dollar amount, but rather begins with understanding the value of a hard-earned dollar which has been set aside to grow not only for the individual, but for the generations that follow. Multi-generational wealth is passed on with core values, education, responsibility and discipline, and at Redwing Financial, we believe that everyone should have the opportunity to build their own financial legacy.
Cantor Fitzgerald, formed in 1945 as an investment bank and brokerage business, became known for its innovation in computer-based bond brokerage, the quality and success of its institutional distribution business model, and as the market’s premier dealer of government securities. Since that time, Cantor has continued to set the pace in innovation to become a premier global financial services firm. Today, Cantor is a preeminent capital markets investment bank, recognized for its strengths in the equity and fixed income capital markets, its global distribution model, and for its expanding presence as the leading independent middle market investment bank serving the marketplace with investment banking services, prime brokerage, and commercial real estate financing. Capitalizing on the firm’s financial acumen and technology prowess, Cantor’s portfolio of businesses also includes CCRE, Prime Brokerage, Cantor Index, Cantor Insurance Group, and other businesses and ventures. For 65 years, Cantor consistently fueled the growth of original ideas, pioneered new markets and provided superior service to clients. Cantor operates trading desks in every major financial center in the world, with offices in over 30 locations around the world and approximately 1,600 employees. As one of the few remaining private partnerships on Wall Street, Cantor has the distinct ability to focus on long-term value creation and solid relationship building. Our structure allows us to respond quickly to client needs, develop solutions that address complex challenges, avoid the limitations of bureaucracy and attract talented individuals who are driven to succeed.