| Name | Title | Contact Details |
|---|---|---|
Ackerman Mike. |
Senior Vice President, Sales and Marketing | Profile |
David Cronin |
Executive Vice President and Chief Human Resources Officer | Profile |
Fiduciary is a privately owned wealth management firm that serves families, individuals and nonprofits seeking objective advice to help grow and protect their investments. The firm also provides a range of services to professional financial advisors and single-family offices. Fiduciary`s capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in its clients` best interests. The firm`s client focus has enabled it to achieve an average 98% annual client retention rate for over a decade.
KSA Insurance Agency is a Atlanta, GA-based company in the Financial Services sector.
Suncoast Credit Union is the largest credit union in the state of Florida, the ninth largest in the United States based on membership, and the 10th largest in the United States based on its $12.6 billion in assets.
Welch & Forbes maintains its own tax department that is fully dedicated to managing the complex tax issues of preparing and filing income tax returns for wealthy individuals and families and fiduciary returns for trusts and estates.
Quantum QA is a Vancouver, BC-based company in the Financial Services sector.