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Helping clients take another step on the path to success since 1863. First Financial Bank has been in the business of client service and success for more than 150 years. With more than 100 banking centers in Ohio, Kentucky and Indiana, we combine world-class financial expertise with personal community service that builds lifelong relationships. We have combined the resources and expertise of a mega-bank with the care and perspective of a neighborhood community bank. We make our decisions locally so we can provide clients with the appropriate guidance and solutions to achieve their financial goals. First Financial Bancorp. is a Cincinnati, Ohio based bank holding company. As of March 31, 2017, the Company had $8.5 billion in assets, $5.8 billion in loans, $6.5 billion in deposits and $880.1 million in shareholders’ equity. The Company’s subsidiary, First Financial Bank, founded in 1863, provides banking and financial services products through its four lines of business: Commercial and Private Banking, Retail Banking, Investment Commercial Real Estate and Commercial Finance. These business units provide traditional banking services to business and retail clients. Commercial and Private Banking includes First Financial Wealth Management, which provides wealth planning, portfolio management, trust and estate, brokerage and retirement plan services and had approximately $2.5 billion in assets under management as of March 31, 2017. The Company’s primary operating markets are located in Ohio, Indiana and Kentucky where it operates 103 banking centers, while the Commercial Finance business lends into targeted industry verticals on a nationwide basis.
Neighborhood National Bank is a San Diego, CA-based company in the Financial Services sector.
Pathstone is The Family Office. Powered by innovation, built for every generation, and expertly delivered. Pathstone creates a distinct culture of innovation built on the timeless foundation of trust and service traditionally delivered by family offices. We deliver the ultimate client experience in an era of constant change. Who we serve: 1. FAMILIES & INDIVIDUALS - Family office benefits and solutions—simplified A comprehensive suite of family office services tailored to your specific requirements. Innovative solutions and strategies are designed to enhance your net results and achieve your objectives. Exclusive client experience crafted to your desired outcomes. 2. FAMILY OFFICES - Turbo-charge your existing family office Proprietary portfolio execution and reporting system designed to reduce fees, cut taxes, enhance results, and provide controls and information in ways we believe were not possible before. We provide creative solutions and tested strategies to complement your existing family office. Deep investment research, access, solutions, and tools to provide your family office the flexibility to outsource certain investment components. 3. FOUNDATIONS & ENDOWMENTS - Fiduciary advice to support your fiduciary responsibilities Investment counsel, process and solutions built to distinctively serve trustee and committee-directed portfolios. We provide results-oriented impact investment solutions inclusive of measurement and reporting tools. Comprehensive services to manage your complete back office or simply complement your existing organization. Locations in Arizona, California, Colorado, D.C. Metro, Florida, Georgia, Massachusetts, New Jersey, New York, Rhode Island, Texas, Washington, and Wyoming. For more information, please see our web site – www.pathstone.com
Danvers Savings Bank is a Danvers, MA-based company in the Financial Services sector.
Traub Lieberman Straus & Shrewsberry is a Hawthorne, NY-based company in the Financial Services sector.