| Name | Title | Contact Details |
|---|
Equitable, the brand name of Equitable Holdings Inc., is one of America`s leading financial services companies. Founded originally in 1859*, the company`s mission is to help clients secure their financial well-being with advice, protection and retirement strategies for individuals, families and small businesses. Equitable is currently the brand name of Equitable Holdings, Inc. and its family of companies, including AXA Equitable Life Insurance Company (AXA Equitable) (NY, NY) a MONY Life Insurance Company of America (MLOA), an AZ stock company headquartered in Jersey City, NJ, AXA Advisors, LLC (member FINRA, SIPC) and AXA Distributors, LLC. AXA Distributors, LLC (“ADL”) is the wholesale distribution company of AXA Equitable Financial Services, LLC and its family of companies, and is one of the largest insurance and wealth management organizations. ADL is dedicated to the distribution of the innovative line of life insurance and annuity products issued by AXA Equitable Life Insurance Company (NY, NY) and MONY Life Insurance Company of America. ADL has more than 400 employees working with over 650 distribution partners and AXA Advisors, LLC the company`s retail distribution organization. ADL does not offer investment, insurance or other financial products or services directly to the general public or to retail customers.
DundeeWealth US is a Berwyn, PA-based company in the Financial Services sector.
The Forest Road Company is an investment platform that provides strategic financing to organizations, capitalizing on disruption and bringing value to stakeholders.
Kingman Winslow is a Seattle, WA-based company in the Financial Services sector.
Bruderman is a multigenerational, privately-owned family of companies that offers investment banking, wealth management, and merchant banking services. Bruderman also owns and operates a mutual fund and a life insurance agency. We proudly commit the highest level of resources to meet our clients` financial needs and goals. For three generations and nearly 100 years, our clients have trusted us to manage and grow their wealth. We specialize in satisfying the needs of ultra-high-net-worth individuals and closely held businesses, offering trusted advice drawn from generations of experience. Bruderman is privately owned and free from the external pressure of having to answer to Wall Street analysts, which allows us to take a truly long-term view and always put our clients` interests above all others. We are highly selective regarding the engagements we undertake and treat our clients` assets and business as if they were our own. Bruderman has historically advised some of the world`s most powerful and influential families. Our clients have included several royal families, major charitable and religious organizations, private corporations, political figures, trusts, pensions, endowments, and wealthy individuals. We also provide investment banking services that focus on privately-held companies and family businesses. Our clients have direct access to experienced investment professionals who take pride in representing the values that have embodied the Bruderman family approach to investing since the 1920`s. We truly understand how familial needs impact the private businesses and family assets of our clients, and we are well positioned to assist them by offering financial planning, investment management, tax and estate planning, and corporate finance capabilities all coordinated under one roof. Our full suite of financial services is designed to assist clients through all stages of their personal and professional lives.