Kohlberg is a leading U.S. middle market private equity firm based in Mount Kisco, New York. Over the firm’s 36-year history, the firm has organized 11 private equity vehicles totaling in aggregate over $14 billion. Since inception, the firm’s private equity investments have generated over $10 billion in realized returns with no realized losses since 2007. The firm invests in leading middle market businesses that are identified through its rigorous thematic research and the firm’s White Paper Program in its six core practice areas.

Sullivan County Private Investment Office located in Sullivan County New York. Private company in the Catskills.

Miller/Howard is an independent investment boutique managing dividend-focused investment strategies. ESG principles have been at the core of our investment process since the inception of our first strategy in 1991. Disclosures: http://www.mhinvest.com/mhi_risk_disclosure.html

Lek Securities Corporation (LSC) is an electronic order-execution and clearing firm that provides direct access to equities and options markets through ROX. As an independent clearing firm, LSC provides sophisticated financing and reporting and provides its customers with risk-based portfolio margin financing.

We create highly personalized financial plans that allow our clients to enjoy happy, secure and prosperous retirements. We take a one-on-one approach to investing and use time-tested portfolio strategies and funds that perform consistently regardless of market conditions. We offer a one-stop shopping approach by providing clients with professional guidance in all areas of their financial life including investments, taxes, insurance and estate planning. We bring together the team of professionals our clients need to achieve their financial goals and secure their future.

Hollow Brook Wealth Management is dedicated to preserving and growing capital over the entire market cycle. Our priority is to serve as active, thoughtful and responsible stewards of our clients’ wealth. As experienced wealth managers, we leverage in-depth research, long-standing industry relationships and disciplined processes to meet the distinct and complex needs of our clients.

Financial Planning, Comprehensive Individual Investment Management Strategies, Pension Design Assistance, Pension Consulting, Retirement Planning, Education Planning, Insurance Evaluation, and other Individual and Corporate Services.Securities, Advisory Services & Financial Planning are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: FL, GA, MA, MI, MO, MT, NJ, NY, PA.Security registrations held through LPL Financial.

VANGUARD BENEFIT SOLUTIONS, LLC is an insurance company based out of 254 SOUTH MAIN STREET, STE 310, NEW CITY, New York, United States.

WEC International

Founded in 1986, Financial Asset Management Corporation (FAM), is a fee-only financial planning firm specializing in providing personalized services to individuals, families and small businesses. We are committed to consistently serving our clients and providing the best services possible as defined by both our clients and us. Unlike other financial services firms, FAM is not part of a large corporation. We work with fewer clients so that each client receives the personalized attention required to provide services of the highest quality. Our loyalty is to you - our clients. Working with FAM, you gain peace of mind knowing that your financial affairs are always being managed with your best interests in mind. Through objective and expert advice, you are provided with comprehensive, long-term solutions for your financial and related personal needs. Using a long-term investment strategy, your portfolio is designed to reach your goals as identified during the financial planning process. FAM is registered with the Securities and Exchange Commission as a Registered Investment Advisor.

Small World Wealth Management was founded in 1992 by Founder, CEO & Wealth Management Advisor Joe Small. Our company is built on his life purpose to "care for and protect loved ones now and for generations to come". This guiding principle has helped us build the number one team in Northwestern Mutual serving multiple states with comprehensive financial planning, insurance product counseling, investment portfolio development, fee-based planning, tax strategy and review of estates, wills and trusts. We currently have three offices (NY, Del & Fla) with a team of 24 financial services professionals and are proud of our 30-year affiliation with Northwestern Mutual. Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: smallworldwealthmanagement.nm.com

Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations and Contingency Funds. As of December 31, 2021, we advise on more than $1.4 billion* in client assets. *As of December 31, 2021, discretionary assets under management were approximately $1,219,657,641, assets under advisement were approximately $255,022,165 million. Focused Wealth Management and Securities America are separately owned companies. Securities offered through Securities America, Inc. A registered broker/dealer. Member FINRA & SIPC. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. Please see website for full disclosures: www.focusedwealthmgmt.com