| Name | Title | Contact Details |
|---|---|---|
Angela Lau |
VP, Global HR Transformation Program Manager | Profile |
Commonfund was founded in 1971 as an independent nonprofit asset management firm with a grant from the Ford Foundation. Commonfund today manages customized investment programs for endowments, foundations and public pension funds. Among the pioneers in applying the endowment model of investing to institutional investors, we provide extensive investment flexibility using independent investment sub-advisers for discretionary outsourcing engagements, single strategies and multi-asset solutions. Investment programs incorporate active and passive strategies in equities and fixed income, hedge funds, commodities and private capital. All securities are distributed through Commonfund Securities, Inc., a member of FINRA.
HealthEquity is a leading health account custodian that empowers Americans to build health savings by providing powerful tools for health savings accounts (HSAs) and other health financial services. Our convenient solutions serve millions of Americans, along with nationwide employers and health plans. With member support available every hour of every day, our team provides around-the-clock insight to maximize health savings.
Our founding partners Craig Forbes and Art Washburn have worked as a team since 1995. In May 2009, along with their long-time associate LeAnn Mitchell, they formed Alpha Omega Wealth Management — an independent registered investment advisory firm located in Richmond, Virginia. Today the full team is made up of eight professionals. Our Alpha Omega investment team does all of our own research and manages our portfolios using the same philosophy and process on which our firm was founded.
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking℠ to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the worlds largest asset management firms1 (USD 999.5 billion AUM2).
Founded in 2003, MainStreet Advisors is a Chicago-based Investment Advisory Firm registered with the Securities and Exchange Commission (SEC). We are a full-service investment advisory firm committed to providing high quality advisory services to our clients. We offer timely, unbiased investment advice.