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Showing 1 - 4 of 4 results
INLIGHT WEALTH MANAGEMENT, LLC
INLIGHT WEALTH MANAGEMENT, LLC
Atlanta, Georgia
1-24 employees
InLight Wealth is an independent wealth management firm based in Atlanta, Georgia. Jason Joffe, Angie Dumler and Ben Esser, the co-founders of InLight Wealth, previously were responsible for managing $370 million in client assets at Morgan Stanley. The InLight partners have been delivering customized solutions to high-net-worth families for over 17 years. They have deep experience in the design and implementation of complex financial and investment plans. “The genesis of InLight is in the desire to build a better business model based on open architecture and transparency,” said Joffe. “InLight’s mission is to preserve and grow wealth while simplifying clients’ financial lives. Our culture of respect, service and professional excellence will thrive in an independent framework. InLight is built for the long run and will serve families for generations.” InLight Wealth is a fee-only investment firm registered with the Securities and Exchange Commission (S.E.C.). For more information, please visit InLightWealth.com.
Retirement Benefits Rank
Market Leading
HUGHES TURNER PHILLIPS
HUGHES TURNER PHILLIPS
Atlanta, Georgia
1-24 employees
For our team of commercial architects and interior designers, it is not about us, its about you — it is about planning and creating a workspace that will help your business achieve success. From lobby renovations to collaborative environments; from traditional to sleek and modern; we combine the vision of our team with yours to proactively design a space that is functional, creative, efficient, and makes a strong first impression on your clientele. We consider the amount of time you spend at work and the level of responsibility on you to be productive, imaginative, and effective — no matter which industry you serve. When combined with our expertise in code compliance and commercial architectural and interior design, these factors become the cornerstones of our transformative solutions as well as the driving force behind our commitment to deliver beyond your expectations. Our clients appreciate our open, communicative approach that makes them feel like an extension of our team. We never work in a vacuum. In fact, once you engage us, we will work real-time with you on initial concepts to ensure we are addressing your most critical needs. Our team then goes to work expanding, enhancing, and refining the concept to create a final solution for your organization that is designed to sustain now and in the future. For more than 35 years we have served clients across a wide spectrum of industries with their commercial architect and interior design solutions; we would love the opportunity to create your future environment for your business. Call us if you have further questions we can answer.
Retirement Benefits Rank
Market Competitive
EAGLE ROCK INVESTMENT COMPANY LLC
EAGLE ROCK INVESTMENT COMPANY LLC
Atlanta, Georgia
1-24 employees
Purpose driven investment company focused on the future of clients and the community
Retirement Benefits Rank
Market Competitive
CORPORATE MANAGEMENT, INC.
CORPORATE MANAGEMENT, INC.
East Point, Georgia
100-499 employees
I spent nearly six years as an assistant and analyst for Chapter 7 bankruptcy trustee, Richard Kipperman. As a bankruptcy analyst and trustee assistant, I reviewed and annotated all of the cases (including schedules and S.O.F.A’s) assigned to Trustee Kipperman by the bankruptcy court. Annotating included flagging filing errors, recommending actions or best practices, and highlighting points that required the trustee’s attention. I was also responsible for managing supporting document due diligence; organizing and reviewing all supporting documents associated with each case, as well as investigating any documents or other anomalies. Included in my daily work I was responsible for deep digging and investigation, analysis of financial statements and financial accounts, legal research, and coordinating with the various attorneys or professionals involved in each case. Additionally, I was responsible for administering all tangible and intangible Chapter 7 bankruptcy assets in accordance with federal bankruptcy code. I performed asset analysis for every case and reported on potential recovery and return to the Trustee. I also created asset monetization plans as needed. I worked very closely with the Trustee and his counsel, debtors and creditors' and their respective counsel, to facilitate efficient asset disposition and maximize return to the bankruptcy estate. In the event of equity settlements or cash receivables, I also oversaw settlement negotiations and managed accounts receivable collection.
Retirement Benefits Rank
Market Laggard