| Name | Title | Contact Details |
|---|---|---|
Janis Allen |
Senior Vice President, Workforce Planning and Corporate Real Estate | Profile |
Osterweis Capital Management is a Milwaukee, WI-based company in the Financial Services sector.
Perimeter Financial is a Toronto, ON-based company in the Financial Services sector.
Woodstock Financial Group is a Garden City, NY-based company in the Financial Services sector.
Barrier Advisors is a Dallas, TX-based company in the Financial Services sector.
We are a premier managed account platform supporting sophisticated asset owners. We specialize in structuring and operating internal and external allocations for large institutions. Our team provides risk, legal, compliance, and operational services powered by IT capabilities. By customizing and designing these frameworks, we enable access to a broad range of asset classes through a multi-jurisdictional open architecture.