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Team Hewins is an independent wealth management firm with $2.0 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as consultants to family wealth and provides personalized, in-house services for financial, investment, and business succession planning. Our focus is serving families with complex financial needs, planning and organizing their financial lives to facilitate their success.
PINE Advisor Solutions provides institutional-quality outsourced CFO, regulatory compliance, fund/advisor launch and operations support services to private funds, mutual funds, exempt and registered investment advisers. Our founders have managed the critical non-investment functions in the alternative and registered fund space. PINE`s founders have served as Chief Financial Officers, Chief Compliance Officers and Chief Operating Officers for both large and boutique investment firms. Services Offered: *CFO Services *Compliance Support *Advisor/Fund Launch Services *Operations Support
Provident Funding is a San Diego, CA-based company in the Financial Services sector.
Tucson Mortgage Co LLC is a Tucson, AZ-based company in the Financial Services sector.
The Jim and Juli Boeheim Foundation is a non-profit organization that strives to enrich the lives of children in need in the Central New York community and support the elimination of cancer through research and advocacy.