| Name | Title | Contact Details |
|---|---|---|
Heath Donald |
Chief Marketing Officer | Profile |
Panorama Capital is a Menlo Park, CA-based company in the Financial Services sector.
Athena Capital Advisors is a privately owned registered investment advisor founded in 1993 by Dr. Lisette Cooper. The firm has approximately $5.5 billion in assets under management, with offices in Lincoln, MA; New York City, NY; and San Francisco, CA. Athena Capital offers clients investment advice and management as their external chief investment officer, as well as wealth planning, impact investing, and investment administration and reporting services. Athena Capital`s clients include both taxable families and tax-exempt institutions. Employing a customized, research-driven approach to strategic and tactical asset allocation, Athena Capital invests across all asset classes and builds portfolios customized to each client`s particular circumstances and objectives.
Hamilton Lane is an alternative investment management firm providing innovative private markets solutions to sophisticated investors around the world. The firm has been dedicated to private markets investing for more than two decades and currently has more than 520 employees operating in 20 offices throughout the U.S., Europe, Asia and the Middle East. With $98.8+ billion in assets under management and $752.9+ billion in assets under supervision*, Hamilton Lane offers a full range of investment products and services that enable clients to participate in the private markets asset class on a global and customized basis. The firm has been named a Best Place to Work in Money Management by Pensions & Investments for ten consecutive years.
Tower Three Partners is a leading operationally-oriented private equity firm that invests in a concentrated portfolio of U.S.-based middle market companies. With long-term committed capital from major institutional investors and a senior management team that collectively has decades of experience revitalizing businesses, the firm targets equity investments of $50M to $150M that provide a catalyst for growth. Alongside management, Tower Three Partners prioritizes and implements transformative changes in operations, strategy, growth and/or capital structure to significantly improve business performance. Our professionals are experienced in operational improvement, mergers & acquisitions and financial restructurings.
Questrade Wealth Management Inc. and Questrade, Inc. are wholly-owned subsidiaries of Questrade Financial Group Inc. Questrade, Inc. is a registered investment dealer, member of the Investment Industry Regulatory Organization of Canada and a member of Canadian Investor Protection Fund. Questrade Wealth Management Inc. is a registered portfolio manager. Questrade Wealth Management manages and issues the Questrade Wealth Management family of exchange traded funds. As such, Questrade Wealth Management is a related and/or connected issuer of Questrade, Inc. Portfolio IQ is a service of Questrade Wealth Management. Questrade Smart ETFs is a registered trademark licensed to Questrade Wealth Management.