| Name | Title | Contact Details |
|---|---|---|
Nicholas MacDonald |
AVP, Customer Service Manager & Financial Health Coach | Profile |
Nicole Pellenz |
EVP, Chief Data Analytics & Product Officer | Profile |
Insigneo is an international wealth management firm that provides a wide range of services and technologies for investment professionals and their clients. With a strong global presence, the company is backed by a management team with over 300 years of combined experience in complex financial markets. Insigneos roots trace back to the Hencorp Group of Companies, which has been delivering diverse financial services for over 40 years. The firm offers expert market guidance, innovative financial solutions, and personalized service through experienced teams. Insigneo also provides online investment management solutions, enabling clients to manage their investments remotely. The company supports over $26.5 billion in client assets and serves more than 31,000 active clients, including over 280 investment professionals and more than 68 institutional firms. Insigneo Securities, LLC, a subsidiary of Insigneo Financial Group, LLC, operates as a registered broker-dealer and is a member of FINRA and SIPC.
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