| Name | Title | Contact Details |
|---|---|---|
Simone Balch |
Chief Growth Officer | Profile |
Bob Goldstein |
Chief Executive Officer | Profile |
Keel Point is a community of families who believe that wealth comes with the opportunity to be a blessing to family and community, and of experienced professionals dedicated to providing families with guidance and wisdom around their financial lives. Keel Point brings to each client, small and large, the best of its diverse heritage: financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. With more than sixty dedicated team members in six offices, the Keel Point team provides extensive experience in life planning, investment management, tax and estate design, leadership, giving and business operations. Our coordinated team approach and global sophistication allows for personal relationships and custom tailored solutions for our clients. Our team members have a variety of credentials including Ph.D., CFP®, MBA, CPA, CFA, and JD.
Troy Federal Credit Union is a Troy, NY-based company in the Financial Services sector.
Bats Global Markets (Bats) is a leading global operator of exchanges and provider of services for financial markets around the globe, committed to Making Markets Better for traders, investors and issuers. We facilitate securities trading and ETP listings for U.S. and European equity securities, and operate two U.S. options exchanges. Globally, Bats serves the foreign exchange (FX) market, the world`s largest asset class, operating Hotspot, a leading institutional spot foreign exchange market. The world depends on Bats as a key leader of global capital markets. Broker-dealers, and institutional and retail investors rely on the Bats markets to execute their trades efficiently and effectively to help them achieve their business and investing objectives. Bats developed its own technology for its equity and options markets and supports each of its businesses with a relentless emphasis on market quality, transparency, fairness and a high standard of customer service. Bats began in 2005 as an alternative trading venue aimed at bringing competition and innovation to the U.S. equities market. Since then, Bats has grown and evolved into a global operator of markets around the globe. It may no longer be the “alternative” start-up, but the Bats team hasn`t lost its fire and focus to achieve its mission: to help Make Markets Better
Carmel Ventures is one of the leading providers in Financial Services. It is based in Norwalk, CT. To find more information about Carmel Ventures, please visit www.carmelventures.com
Soo Co-Op Credit Union is a Sault Sainte Marie, MI-based company in the Financial Services sector.