| Name | Title | Contact Details |
|---|
Safra National Bank of New York ("SNBNY") is a nationally chartered U.S. Private Bank supervised by the Office of the Comptroller of the Currency and member of the Federal Reserve and the Federal Deposit Insurance Corporation (“FDIC”). SNBNY, headquartered in New York with branches in Florida and representative offices in Mexico, Panama, and Brazil, is a leading international private bank with a devoted team of relationship managers serving many sophisticated, high net worth clients throughout Latin America. To fully meet the many needs of its clients, SNBNY has a fully functional U.S. broker-dealer subsidiary, Safra Securities, LLC (“SSL”), which is registered with the Securities and Exchange Commission (“SEC”) and is a member of the Financial Industry Regulatory Authority (“FINRA”) as well as an SEC registered investment advisor affiliate, J.Safra Asset Management (“JSAM”). The primary focus of SNBNY is on the private banking business. Clients know that all decisions made at all levels of the institution are made from the perspective of the private banking business with emphasis on maintaining the reputation of the Safra Groups` brand and risk aversion culture. This focus also means all support areas of SNBNY are very knowledgeable about the private banking business, resulting in a total dedication of the institution to its clients and to the business of private banking.
cleveland State Bank Corp is a Cleveland, MS-based company in the Financial Services sector.
Imperial Capital Bank is a La Jolla, CA-based company in the Financial Services sector.
Palco, Inc. is a minority-owned and women-led company that specializes in Vendor Fiscal/Employer Agent (VF/EA) Financial Management Services (FMS) and home and community-based services. Founded in 1998, Palco serves over 10,000 clients across nine states, focusing on participant-directed care programs for older adults, individuals with disabilities, and veterans. The company empowers consumers to exercise choice and control over their in-home care. Palcos core services include managing fiscal and employer agent responsibilities, care coordination, information and assistance, and skills training. The company pioneered the self-directed services model and became the F/EA FMS entity for the Veterans-directed Home and Community-based Services program in 2009. Palcos leadership team has extensive expertise in community involvement, policy, business development, and technology, ensuring high-quality, person-centered service delivery. The company is committed to accountability, choice, and quality in consumer-directed care, supporting individuals to live independently with dignity.
Citizens Bank of New Tazewell is a New Tazewell, TN-based company in the Financial Services sector.