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Showing 1 - 12 of 120 results
ENVESTNET FINANCIAL TECHNOLOGIES, INC.
ENVESTNET FINANCIAL TECHNOLOGIES, INC.
ENVESTNET FINANCIAL TECHNOLOGIES, INC.
Berwyn, Pennsylvania
500+ employees
Envestnet is transforming the way financial advice is delivered through an ecosystem of technology, solutions and intelligence. By establishing the connections between people’s daily financial decisions and long-term financial goals, Envestnet empowers them to make better sense of their finances and live an Intelligent Financial Life™. With $5T in platform assets – approximately 106,000 advisors, 16 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs, and thousands of companies, depend on Envestnet technology and services to help drive better outcomes for their businesses and for their clients. Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). For more information, please visit www.envestnet.com, and follow us on LinkedIn and Twitter (@ENVintel). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy
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CHATHAM FINANCIAL
CHATHAM FINANCIAL
Kennett Square, Pennsylvania
500+ employees
Chatham Financial is the largest independent financial risk management advisory and technology firm. A leader in debt and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of over 700 employees to help mitigate risks associated with interest rate, foreign currency, and commodity exposures. Founded in 1991, Chatham serves more than 3,500 companies across a wide range of industries — handling over $1 trillion in transaction volume annually and helping businesses maximize their value in the capital markets, every day. To learn more, visit chathamfinancial.com. Financial risk management advisory | Interest rate, foreign currency, and commodity hedging | Hedging execution and processing | Hedge accounting | Derivative and debt valuation | Derivatives regulatory compliance | ISDA review and negotiation | Defeasance and yield maintenance | Debt and derivatives analytics | Financial risk management technology
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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.
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BRANDYWINE TRUST COMPANY, LLC
BRANDYWINE TRUST COMPANY, LLC
Hockessin, Delaware
50-99 employees
We Are Stewards of Capital in all respects, for a limited number of families. We deliver the superior fiduciary and investment solutions that are necessary to preserve purchasing power across generations. We view these solutions as mutually dependent and reinforcing: Investment success is a key fiduciary goal, and the stability of trusteeship is a key enabler of investment success. We are currently responsible for approximately $10 billion of client capital. Organization: Brandywine Trust Group, LLC - Governance Brandywine Trust Company, LLC - Trusteeship, Planning & Administration Brandywine Group Advisors, Inc. - Investment Management Pleasantville Tax Services, Inc. - Tax Advice & Return Preparation Contact: Brandywine Trust Company, LLC 7234 Lancaster Pike, Hockessin, Delaware 19707 Telephone: (302) 234-5750 Brandywine Group Advisors, Inc. 501 Madison Avenue, New York, New York 10022 Telephone: (212) 319-2700 [email protected]
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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.
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DENTAL MANAGEMENT STRATEGIES, LLC
DENTAL MANAGEMENT STRATEGIES, LLC
Wilmington, Delaware
50-99 employees
DENTAL MANAGEMENT STRATEGIES, L.L.C. is a company based out of 17480 DALLAS PKWY STE 213, DALLAS, Texas, United States.
Retirement Benefits Rank
Market Leading
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GRAHAM PARTNERS, INC.
GRAHAM PARTNERS, INC.
Newtown Square, Pennsylvania
100-499 employees
Graham Partners is a private investment firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Graham Partners targets companies with EBITDA between $5 million and $50 million, and will invest in smaller companies to the extent they complement one or more of its other holdings.
Retirement Benefits Rank
Market Laggard
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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
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DDMP INVESTMENT ADVISORS
DDMP INVESTMENT ADVISORS
Elizabethtown, Pennsylvania
1-24 employees
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.DDMP Investment Advisors is separately owned and operated and not independently registered as a broker-dealer or investment adviser
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CONNORS INVESTOR SERVICES, INC.
CONNORS INVESTOR SERVICES, INC.
Wyomissing, Pennsylvania
1-24 employees
I joined Connors in 2003. My role is as lead portfolio manager and equity analyst of our small cap and micro cap strategies. Prior roles included portfolio manager with First Investment Advisors, serving in a consultative role for clients and actively implemented investment programs and fund-of-funds analyst at Evergreen Investments focused on hedge fund and private equity funds. I have a BS from Pennsylvania State University, earned the Chartered Financial Analyst® charterholder designation in 1999, and an MBA from Kutztown University. Additionally earned CFA Certificate in ESG Investing.
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LOGAN CAPITAL MANAGEMENT, INC.
LOGAN CAPITAL MANAGEMENT, INC.
Newtown Square, Pennsylvania
25-49 employees
Logan Capital Management is a 100% employee-owned corporation. Logan Capital’s Partners came together because of a common equity philosophy of growth investing. The firm has carefully added strategies, to balance the business, patiently growing a healthy diversified investment management company. Today, Logan Capital has a mix of US growth and dividend-oriented value, international dividend-oriented ADR and global equity strategies and fixed income strategies that serve our institutional clients, strategic partners, and private clients and their advisors, without any sacrifice of the high-quality personal service to which our clients have grown accustomed. Please see our LinkedIn disclosure at http://www.logancapital.com/SocialMediaDisclosure.pdf
Retirement Benefits Rank
Market Laggard
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CAPITAL FUNDING GROUP INC.
CAPITAL FUNDING GROUP INC.
Baltimore, Maryland
1-24 employees
Capital Funding Group is a full-service provider of comprehensive financing solutions for the national healthcare industry, focusing on the long-term care, assisted living and hospital sectors, and national multifamily industry. Headquartered in Baltimore, Maryland, CFG is a one-stop shop for owners and operators, with expertise in HUD loans, bridge lending, mezzanine financing, working capital loans and commercial banking services through the CFG family of companies. Founded in 1993, CFG’s host of loan offerings, paired with its unique, sole-ownership structure and entrepreneurial approach to lending, has led to more than 25 years of growth and success. Capital Funding, LLC, a subsidiary of CFG Bank, is the national leader in the FHA-insured mortgage industry, providing more than $6 billion in Section 232 mortgages nationwide. CFG Bank is an Equal Housing Lender. Member FDIC.
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