| Name | Title | Contact Details |
|---|---|---|
Jack Villacis |
Vice President, Sales | Profile |
Alta Trust has guided top investment advisers to bring their vision to life. We believe investment advisers and asset managers should have a trust company in their corner whose sole goal is to help them seamlessly scale their business. Our comprehensive solutions empower advisers to grow their business with creativity and confidence. Founded in 2008 by a family with decades of experience as investment advisers, Alta Trust specializes in investment opportunities such as Private Funds, Collective Investment Trusts. Our innovative trust company, chartered in South Dakota, gives investment advisers a safe, secure place for their clients` trusts to be managed. If you are an entrepreneurial adviser who wants a true partner to help you innovate and accelerate your business growth, let`s connect today. Hedge Funds • Private Equity Funds • Real Estate Funds • Collective Investment Trusts • Personal Trust Services • Custody Solutions • Creative Concepts
Arvest Mission: People helping people find financial solutions for life. Arvest Bank is a regional bank that operates in a unique, customer-focused way. Arvest delivers the convenience and technological advantages of a large super-regional bank but with the local commitment and decision-making of a local community bank. Our primary focus is on meeting and exceeding customer expectations through convenient hours, an extensive network of branches, competitive rates and pricing, technological innovation and offering a full line of banking, mortgage, investment, lending and wealth management services. Arvest operates in 16 locally managed markets, each with its own president, management team and board of directors, in Arkansas, Oklahoma, Missouri and Kansas. The majority of our 270+ branches are open 12-hours a day during the week for our customers` convenience.
Automated Data Systems Inc is a Hickory, NC-based company in the Financial Services sector.
Monad Federal Credit Union is a Pasco, WA-based company in the Financial Services sector.
BlackGen Capital is a 100% minority owned and operated investment fund and a 501(c)(3) organization that provides underrepresented students with a pipeline to the financial services industry.