| Name | Title | Contact Details |
|---|---|---|
Frank Perez |
Associate Vice President, Institutional Sales & Client Services | Profile |
Erica Abarca |
Associate Vice President, Senior Client Advocate | Profile |
Michelle Bullock |
Associate Vice President, Senior Client Advocate | Profile |
Kenneth Nostro |
Senior Vice President, Institutional Sales and Client Service | Profile |
Amy Lester |
Vice President, Institutional Sales & Client Service | Profile |
State Street, a world leader in financial services, provides a full range of products and services for large pools of investment assets. Our clients include mutual fund companies and other investment managers, corporations, public pension funds, unions, non-profit organizations, and families and individuals. They look to State Street for custody and management of their assets; accounting, daily pricing, and administration of their funds; the information and analytical tools that help them make investment decisions; and the foreign exchange, cash management, credit, and electronic trading services that help them negotiate complex, global financial markets efficiently and effectively.
Depository Trust Company of Delaware, LLC dba Delaware Depository is a state chartered, limited purpose trust company and an exchange-licensed, precious metals depository.
Since 1970, Manning & Napier has delivered solutions that help clients meet their financial goals. We offer a broad range of investment management products and services to individuals, institutions, and partners. Our active, independent, and opportunistic style allows us to manage risk in line with client objectives across a variety of market environments. We serve a diversified client base of individuals, 401(k) plan sponsors, pension plans, defined benefit plans, defined contribution plans, Taft-Hartley plans, and endowments & foundations. We also strive to provide value-add products and services to financial professionals, including retirement plan advisors, financial advisors, and consultants. Manning & Napier is headquartered outside of Rochester, New York, with an additional office in St. Petersburg, Florida.
Columbia Threadneedle Investments is a leading global asset manager. We know investors want strong and repeatable risk-adjusted returns and we aim to deliver this through an active and consistent investment approach that is team-based, risk-aware and performance-driven.
GlobeOp Financial Services is one of the leading companies in the Financial Services sector.