| Name | Title | Contact Details |
|---|---|---|
Wesley Rhodes |
VP Technology Transformation and R&D | Profile |
Tanya Singh |
Kroger Technology & Digital R&D Intern | 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.
Eastern Integrated Services Co is a Columbus, NJ-based company in the Financial Services sector.
Tokens.com Corp. is a publicly-traded Blockchain technology company that provides transaction processing and validation services for various digital assets that power Decentralized Finance (DeFi) applications and Non-Fungible Token (NFT) platforms.
Sankaty Advisors is a Boston, MA-based company in the Financial Services sector.
Arnerich Massena is a boutique investment services firm focused on building better portfolios for our clients. We are distinguished by exceptional client service, unbiased research, and a long history of providing creative, high-quality investment advice. At Arnerich Massena, we strive to create a business that exemplifies both corporate citizenship and professional service. We believe that in maintaining these ideals, our approach to business differentiates itself from other firms in terms of our process, our priorities, and ultimately our ability to serve our clients. Arnerich Massena is a registered investment advisory firm. We have been providing investment advisory services since our inception in 1991 from our office in Portland, Oregon. Arnerich Massena may post information on social media regarding fundraising and other events held by non-profit organizations with whom the firm has a relationship, including firm advisory clients. Such posts are made for informational purposes only and do not refer to any past specific investment recommendations or otherwise relate to securities investing. Our posts regarding these non-profit fundraising activities should not be construed as investment advice, advertisements for investment advisory services, offers or solicitations with respect to the sale of securities, or legal, taxation, or accounting advice of any kind. We may not post information regarding fundraising events held by all of our non-profit clients.