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Showing 1 - 12 of 63 results
GARDNER RUSSO & QUINN LLC
GARDNER RUSSO & QUINN LLC
Lancaster, Pennsylvania
All Size Average employees
Gardner Russo & Quinn LLC is an investment management company based out of 223 E Chestnut St, Lancaster, Pennsylvania, United States.
Retirement Benefits Rank
Top Benefits
EMERALD ASSET MANAGEMENT, INC.
EMERALD ASSET MANAGEMENT, INC.
Leola, Pennsylvania
All Size Average employees
Emerald Advisers, LLC is a multi-billion dollar asset management firm providing research-based portfolio management. Emerald demonstrates an ongoing commitment to “The Five P’s”, Philosophy, Process, People, Performance, Persistence, which have remained a growing part of our corporate culture since Emerald’s founding in 1992. We are a results-driven entrepreneurial organization that believes in research-driven active management. Research is the cornerstone of our firm. What separates us from other asset management firms is our proprietary 10-Step Research Process and our team of experienced investment professionals. Team Emerald consists of talented, hard-working individuals who average over 20 years’ experience in the investment industry. We rely on our principles and people to guide how we interact with each other, our clients, and the communities where we work.
Retirement Benefits Rank
Top Benefits
ARTEMIS REAL ESTATE PARTNERS, LLC
ARTEMIS REAL ESTATE PARTNERS, LLC
Chevy Chase, Maryland
50-99 employees
Artemis Real Estate Partners was co-founded by Deborah Harmon and Penny Pritzker in 2009 and is a majority women-owned, U.S. commercial real estate investment management firm. Artemis is headquartered in metropolitan Washington, DC with offices in New York, Atlanta and Los Angeles. Artemis seeks to invest with best-in-class local operating partners, both established and emerging, in U.S. commercial real estate including multifamily, office, industrial, retail, hotel, medical office and senior housing. Artemis has raised approximately $4.5 billion of investor capital across three commingled value-add/opportunistic fund vehicles, one commingled core plus healthcare real estate fund, and a series of emerging manager separate accounts and funds. More than 60% of Artemis'​ capital is from U.S. public pension plans.
Retirement Benefits Rank
Top Benefits
MCM CAPITAL, LLC
MCM CAPITAL, LLC
Bethesda, Maryland
100-499 employees
MCM Capital has bought $1B in mortgages since inception with the goal of providing better solutions for homeowners. By doing this, we have also helped many large financial institutions create liquidity by either buying mortgages from their portfolio or acting in an advisory roll in determining best execution for their mortgages. Our ability to value the mortgage, the client, and the overall situation makes MCM Capital a leader in this space.
Retirement Benefits Rank
Market Leading
HARBOR INVESTMENT ADVISORY, LLC
HARBOR INVESTMENT ADVISORY, LLC
Lutherville, Maryland
25-49 employees
Harbor Investment Advisory is a full-service investment firm focused exclusively on serving wealthy individuals, families, and institutions. We provide integrated portfolio management solutions for clients seeking superior service and expert advice. As a private and independent firm, we are uniquely positioned to provide access to a broad spectrum of resources from many of the world’s premier research, analytical, asset management, and investment advisory companies. We feel being a large organization is less important than having the focus and professionalism to deliver superior service for our clients. Our primary business is offering investment and wealth management services, allowing us to concentrate our efforts to provide a sophisticated suite of products and resources directly for the benefit of our clients. Harbor Investment Advisory is headquartered in Baltimore County, Maryland serving select clients throughout the United States.
Retirement Benefits Rank
Market Leading
NORTHPOND VENTURES, LLC
NORTHPOND VENTURES, LLC
Bethesda, Maryland
25-49 employees
Northpond Ventures is a multi-billion-dollar science-driven venture capital firm based in Cambridge, MA; San Francisco, CA; and Bethesda, MD. Northpond has consistently been named one of the most active lead life science investors in venture industry rankings. It is deeply engaged in the academic ecosystem, having founded The Laboratory for Bioengineering Research and Innovation at the Wyss Institute at Harvard University; launched the MIT-Northpond Program – Advancing Life Science & Engineering Innovation; launched the Northpond Laboratories — Program for Research and Innovation at Stanford Medicine; and sponsored a prize for women entrepreneurs at MIT. It has led or co-led over 60 financings over the past several years and sits on the board of the vast majority of these businesses. Learn more at npv.vc.
Retirement Benefits Rank
Top Benefits
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BROADOAK CAPITAL PARTNERS, INC.
BROADOAK CAPITAL PARTNERS, INC.
Bethesda, Maryland
1-24 employees
BroadOak Capital Partners, with headquarters in Washington, DC, and San Francisco, is a life-sciences focused boutique financial institution that provides direct investment and investment banking services to companies in research tools and consumables, diagnostics, biopharma services, and adjacent markets. BroadOak has led or participated in investments in more than fifty companies across multiple funds and investment vehicles.
Retirement Benefits Rank
Top Benefits
PRIVATE WEALTH PARTNERS, LLC
PRIVATE WEALTH PARTNERS, LLC
Annapolis, Maryland
1-24 employees
Private Wealth Partners, LLC (“PWP”) is an employee owned registered investment adviser. At Private Wealth Partners, our recommendations are designed to help grow, protect and transfer your wealth. With over 40 years of industry experience, our team of dedicated professionals can help clarify your investment strategies and guide you on the path towards successfully achieving your goals. Our enduring relationships and history are a testament to our independent and long-term focus to provide you, our clients with wealth related advice in areas such as investment management, financial planning, estate planning, tax strategies and client services. Together these services serve our mission at PWP to be your financial guardian and to help achieve your financial goals and objectives. We strive to work with you as clients to maximize the realization of your personal financial milestones. As a fiduciary, we are committed to always placing our client's best interests first. We will strive to act with the skill, diligence, care and sound judgement that one would expect from a prudent and professional independent investment adviser. We are a fee-only firm. We do not receive any commissions on any investments or products that we may use in our investment strategy. We are not affiliated with any bank, broker or financial institution. We operate in a conflict-free environment. Being a responsible fiduciary also means that we will fully disclose and fairly manage any potential conflicts that could arise. We have a designated compliance officer whose responsibility includes oversight of the firm's fiduciary duties and Impartial Conduct Standards. In addition to extensive portfolio management experience, we have complementary backgrounds in securities analysis, trading, investment banking, real estate, taxation and law. Our management team brings diversified backgrounds and unique viewpoints to services offered.
Retirement Benefits Rank
Top Benefits
NORTHLANE CAPITAL PARTNERS, LLC
NORTHLANE CAPITAL PARTNERS, LLC
Bethesda, Maryland
1-24 employees
Northlane Capital Partners invests in growing, highly profitable middle market companies. Our four founding partners have worked together since 2003, investing more than $1.6 billion in our target verticals of healthcare and business services. We look to partner with motivated management teams operating market leading companies in high growth niches. In addition to these characteristics, our ideal target company generates high EBITDA and cash flow margins, and is either recession resistant or has demonstrated a rapid recovery through the business cycle. We look for platform investments ranging in size from $5 million to $30 million of EBITDA (no minimums for add-ons to existing portfolio companies).
Retirement Benefits Rank
Top Benefits
BALTIMORE WASHINGTON FINANCIAL ADVISORS
BALTIMORE WASHINGTON FINANCIAL ADVISORS
Columbia, Maryland
25-49 employees
BWFA is one of the area’s leading comprehensive wealth management firms. Nationally recognized and based in the Baltimore-Washington region, we serve clients throughout the United States. Our team of approximately twenty professionals includes dedicated experts in: investment management; financial, retirement, & estate planning; tax services; and business services. We coordinate outside legal, accounting, and business advisory resources as necessary, bringing it all together for our clients. Better Service. Better Solutions. Better Results. http://www.bwfa.com/ Facebook: www.facebook.com/1bwfa YouTube: https://www.youtube.com/watch?v=oCEo_UtmFvk https://www.bwfa.com/social-media-disclaimer/
Retirement Benefits Rank
Top Benefits
BRESLIN, YOUNG & SLAUGHTER, LLC
BRESLIN, YOUNG & SLAUGHTER, LLC
Forest Hill, Maryland
25-49 employees
Breslin, Young & Slaughter, LLC (BY&S) is a healthcare financial consulting firm that provides due diligence and financial consulting services to lenders, investors, and operators in the healthcare space. Our practice is solely focused on the healthcare industry and we have built a team of over 35 staff that work on over 400 healthcare projects for our clients each year including but not limited to due diligence projects, field exams, quality of earning reports, loan monitoring and servicing, and workout services. We continue to be dedicated to understanding the healthcare segment and partnering with our clients to tackle the challenges of lending to and investing in this dynamic industry. Experience – BY&S has over 100 years of combined experience in management positions, consulting and lender services including field exams and portfolio management. Expertise – Our people have served in a variety of roles in healthcare including CFO, Controller, Treasurer, VP Reimbursement and field exams for Asset Based, Real Estate and Cash Flow loans, as well as portfolio management and underwriting. Dedication – Our practice is focused on the healthcare segment. Each of our principals and senior consultants has many years of industry experience in healthcare. We make sure each engagement is run by one of our senior staff members and that each project is tailored to our client's specific needs so that our client's goals for the project can be met. Healthcare Due Diligence Asset Based Lending (ABL) Field Exams Asset Based Lending (ABL) Due Diligence Due Diligence Field Exams Recurring Field Exams Accounts Receivable (AR) Valuation Accounts Receivable (AR) Analysis Quality of Earnings (QoE) Real Estate Examinations Real Estate Cash Flow Cash Flow Analysis and Forecasting Acquisition Support Proforma Projections Financial Analysis Collateral & Financial Monitoring Loan Servicing Lender Back Office Support Portfolio Monitoring Survey Monitoring Workout Services
Retirement Benefits Rank
Market Competitive
CALVERT IMPACT CAPITAL, INC
CALVERT IMPACT CAPITAL, INC
Bethesda, Maryland
25-49 employees
Calvert Impact is a global nonprofit investment firm that helps investors and financial professionals invest in solutions that people and the planet need. During its 28-year history, Calvert Impact has mobilized approximately $5 billion to build and grow local community and green finance organizations through its flagship Community Investment Note® and other products and services. Calvert Impact recently launched the Cut Carbon Note, a product that aims to reduce carbon emissions and transform the way we build. Calvert Impact uses its unique position to bring the capital markets and communities closer together. More at calvertimpact.org.
Retirement Benefits Rank
Top Benefits