Responsible for the integration and development of corporate strategy, business processes, technology, human resources for various programs including: Non-Standard Automobile (LA), Artisan Contractors Liability (LA, TX), Commercial Auto (LA), General Liability (LA), Commercial Package (LA), Commercial Property (LA).

Morgan Creek Capital Management, LLC is an SEC-registered investment adviser founded with a vision of offering institutional and family office investors the same forward-looking strategies that made the large university endowments its leadership had previously managed so successful: integrating alternative investments into traditional equity and fixed income portfolios. Morgan Creek provides a customized outsourced investment office to clients in need of a targeted solution, as well as discretionary strategies to assist clients in building investment programs based on the University Endowment Model. Many members of our senior investment team have a fiduciary pedigree, having previously worked at some of the top university endowment programs in the country (Notre Dame, UNC-Chapel Hill, Duke and Stanford), and with this experience of allocating capital across all asset classes, the firm has built a global network with access to what we believe to be top-tier investment managers. Our headquarters are located in Chapel Hill, North Carolina, with an investment research office in Shanghai and investment professionals located in various cities in the US. Solutions Morgan Creek’s solutions assist clients with global allocations to: hedge funds, traditional equity and fixed income, absolute return, emerging markets, credit, private equity, real estate/real assets, venture capital, energy & natural resources. Please visit www.morgancreekcap.com to view important disclaimers.

Established in 2007, TrueBridge Capital Partners is an alternative asset management firm focused on generating superior returns in the venture capital industry. TrueBridge is recognized for its data-driven approach to investing in venture and seed/micro-VC funds, as well as directly in high-growth technology companies alongside premier VC investors. The firm has a long-standing partnership with Forbes to produce The Midas List, The Midas List Europe, and Next Billion Dollar Startups, which highlight annual rankings of technology’s top investors and companies. The firm currently manages over $5.5 billion in institutional assets and is located in Chapel Hill, NC. For industry insights, primers, readers digest, and more, check out TrueBridge’s Forbes blog here: https://www.forbes.com/sites/truebridge/#420ca66a3999

Financial Symmetry, Inc., in Raleigh, North Carolina, is an independent, employee-owned financial planning firm that provides fee-only services. Our services include: Financial Planning Investment Management Wealth Management Five Key Facts About Us: 1) We DO NOT ACCEPT COMMISSIONS. We are a fee only, which means we neither sell products nor receive commissions. Operating as a fee-only firm allows us to offer our clients the impartial advice necessary to make effective financial decisions. 2) We are EMPLOYEE OWNED AND INDEPENDENT. This means that we do not have to consider interests of outside owners, allowing us to keep our focus on our clients’ interests. 3) We offer CANDID ANSWERS AND HONEST FEEDBACK. We won’t always tell you what you want to hear, but all feedback we give you will be consistent with our current outlook, and will be in your best interest. 4) We have an EXTENSIVE RESEARCH PROCESS. On average, every employee spends 8-12% of his or her time on investment research. 5) We have EXPERIENCE AND EXPERTISE. Our financial planners include Certified Financial Planners and NAPFA advisors. The certification requires meeting rigorous professional standards including completion of a CFP® Board Certified education program, passing a comprehensive examination, fulfilling three years of full-time industry relevant work experience, complying with the CFP® Board Code of Ethics, and ongoing continuing education.

ZAPI GROUP is engineering the transition to an all-electric future with a highly integrated product portfolio with motion controllers, electric motors, high-frequency battery chargers, and autonomous navigation software for application in full-electric, hybrid vehicles and system integration. As a global electrification leader with deep systems experience, leading innovations, and an obsession with driving customers' success, ZAPI GROUP now counts more than 1700 employees worldwide with total annual revenue of more than 600 million €.

Input and organized client’s investment holdings and other assets into programs including, but not limited to, SmartWorks, MoneyGuide Pro, eMoney, and NetX360. Completed research on different stock lists by gathering statistics from investment resources such as Morningstar, Schwab, and NetX360.

At Hilltop Wealth Advisors, we want to empower you to pursue the life of your dreams, to make sound financial decisions with confidence, and to make a positive impact on the world around you. Teamwork is important to us. We believe this approach strengthens each of us, leads to new ideas, helps us to navigate in an ever-changing environment, and most importantly helps you work towards your goals. We continue to develop our team and process to help put you at the top of the hill, so that you have a full view of where you are and the paths in front of you. We hope you’ll come join us. Hilltop Wealth Advisors, LLC is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted. Adviser believes that the content provided by third parties and/or linked content is reasonably reliable and does not contain untrue statements of material fact, or misleading information. This content may be dated. Please visit the following page for further disclosure: https://www.hilltopwealthadvisors.com/disclosures.

As one of the oldest and most active early-stage investment firms in the Southeast, our investment philosophy has been honed from years of experience. We fund entrepreneurs who are applying technology and business model innovations to industries in the earliest stages of digital disruption with an emphasis on underserved people, places and stages.

Single Family Office. Other positions held - Chief Operating Officer and Managing Director of Private Equity.

We are a diverse team, united behind our clients’ goals and driven to help them pursue financial success. Our experience helps us seamlessly integrate to help you accomplish your financial dreams and goals. Working with any of us means you have an office of intellectual capital behind you, leveraging our collective experience to provide sound, comprehensive financial guidance. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Important Disclosure Information: http://raymondjames.com/smicd.htm Phoenix Wealth Advisors, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Phoenix Wealth Advisors, Inc ("PWA") is an investment advisor registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about PWA, including its investment strategies and objectives, can be obtained by visiting www.pfinx.com. A copy of PWA’s ADV is available, without charge, upon request

Overseeing the firm’s investment research processes for fund selection and portfolio construction.

Armor Investment Advisors is a private, fiduciary wealth management and asset preservation firm located in Raleigh, NC. We provide personalized, comprehensive financial planning, investment consulting, and investment management services to business owners, professionals, senior executives, and charitable foundations. Our clients have accumulated substantial assets that they want to preserve for themselves, their families, their employees and their chartable interests. We hold ourselves to a fiduciary standard with respect to our clients and their wealth. We work as a Team, not only among ourselves but also with external resources and with our clients’ attorneys and accountants. Most of our clients are located in the Research Triangle area of North Carolina, eastern North Carolina, and the Triad area of North Carolina, but we also have clients throughout the country.