| Name | Title | Contact Details |
|---|---|---|
Whitney Proffitt |
Vice President, Talent | Profile |
Lori Stachelski |
Chief Talent Officer | Profile |
Darlene Massery |
Director of Human Resources | Profile |
Diana Martz |
Vice President of Human Capital | Profile |
Darlene Karis |
Director of Human Resources | Profile |
Oppenheimer and Co. Inc. ("Oppenheimer") is a leading investment bank and full-service investment firm that provides financial services and advice to high net worth investors, individuals, businesses and institutions. For over 130 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients` investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative solutions to our clients. Oppenheimer is a wholly owned subsidiary of Oppenheimer Holdings Inc., an integrated financial services holdings company. Oppenheimer Holdings Inc.`s other wholly owned subsidiaries include Oppenheimer Asset Management Inc., Oppenheimer Life Agencies Ltd., and Oppenheimer Trust Company of Delaware. Oppenheimer is a registered broker-dealer and investment advisory firm. Securities are offered through Oppenheimer.
FIS Group, Inc. is an asset management and investment advisory firm that seeks to generate alpha for its clients by investing in domestic and global equities. Founded in 1996, FIS Group specializes in offering emerging manager strategies to public fund, corporations, endowment and foundation clients. FIS Group strives to provide its clients with investment strategies that assist them in retaining and building upon their current asset bases. FIS Group’s strategies are constructed to navigate through both domestic and global markets as well as targeted sectors with the goal of outperforming the relevant product benchmark. To implement its strategies, FIS Group carefully screens entrepreneurial firms through its manager review process which has evolved and been refined over the last 20 years. The selected entrepreneurial firms have proven track records of outperforming the market and their peers, and we believe they have the ability to achieve greater levels of alpha than their larger counterparts. FIS Group can also tailor its client portfolios to maximize the probability that desired manager selection criteria, client risk and performance characteristics can be met while still focusing on providing consistent above benchmark performance.
Dorilton Capital is a family equity investment firm focused on the lower middle market. We invest on behalf of a single family, which gives us the unique ability to think in the long term with no set investment horizon while using a fraction of the leverage used in traditional private equity. We work with healthy companies that have strong management teams, where we can act as true partners with a shared goal: accelerating potential by removing capital constraints. The executives we invest in are experts in their fields and have built excellent businesses, and as such, we seek to support management`s goals without imposing undue cultural change. Our team is highly experienced in operations, reporting systems, and M&A. We work alongside our portfolio companies to streamline internal processes, invest in organic growth and pursue acquisitions. We consider it a privilege to work with great family businesses, and we believe in supporting their growth and allowing them to continue doing what they do best.
Invest Quest Inc is a Hilliard, OH-based company in the Financial Services sector.
Pioneer Alternative Investments is a New York, NY-based company in the Financial Services sector.