James Poer

Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut.

Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY.

Delta Parent Holdings, Inc. engages in the provision of plumbing services. The company was founded in 2020 and is headquartered in Greenwich, CT.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK.

Kroll, Inc. provides information management, data recovery and legal technologies products and services. It offers corporate restructuring, forensic accounting, intelligence and investigation, background screening and security services. The firm also provides risk mitigation services that include valuation and litigation consulting, electronic evidence and data recovery. The company was founded by Jules B. Kroll in 1972 and is headquartered in New York, NY.

Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs.

Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY.

HyperFeed Technologies, Inc. engages in the provision of ticker plant, routing technology and managed services to internet-based financial data. Its services caters to exchanges, financial institutions, channel partners and hedge funds. The company was founded on June 23, 1980 and is headquartered in Chicago, IL.

Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL.

Npower is a national nonprofit organization that aims to move people from poverty to the middle class by providing free, six-month training programs to youth from underserved communities and military-connected individuals in a range of tech skills. The non-profit company is based in Brooklyn, NY. The program offers industry-recognized certifications and places students in paid internships with corporate and nonprofit organizations. The CEO of the company is Bertina Ceccarelli.

America SCORES is a non-profit organization that aims to build future leaders through comprehensive soccer, spoken word, and service learning programming. The organization is based in New York, NY and offers opportunities for individuals to get involved and make an impact in their local SCORES program. The program has impacted over 130,000 kids across 11 cities, 300+ schools, and has over 800 volunteers and coaches. Studies show that SCORES students improve their academics, physical fitness, and teamwork skills and feel empowered to lead their communities.

The British & American Business, Inc. of New York & London is a non-profit organization, which engages in operating a corporate network of transatlantic businesses. It offers strategic insights, introductions, and marketing opportunities to its members. The company was founded on July 1, 2000 and is headquartered in London, the United Kingdom.

The Community FoodBank of New Jersey is a non-profit organization which provides anti-hunger and anti-poverty programs. Its staff and volunteers fight hunger and poverty not only through the distribution of food and grocery products, but by education and training, and by creating new programs to meet the needs of low-income people. The company was founded by Kathleen DiChiara in 1975 and is headquartered in Hillside, NJ.

Part of Kemper Corp., Old Reliable Casualty Co. is a private company based in St. Louis, MO. Old Reliable Casualty Co. was founded in 1978.

Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

PrismHR, Inc. engages in the provision of payroll, benefits, and human resource software platform for professional employer organizations and administrative service organizations. It offers sales and marketing, customer support, professional, training, and education services. The company was founded by Frederick W. Davison in 1985 and is headquartered in Hopkinton, MA.

BH Holdings GP LLC engages in the provision of technology related services. The company is headquartered in Greenwich, CT.

Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds.

Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.

Naples Technology Ventures LLC (Naples Technology Ventures) is a venture capital firm founded in 2018 by Mike Abbaei and Brij Sharma. The firm is headquartered in Naples, Florida.

United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA.

Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL.

Part of Osaic, Inc., Lincoln Financial Securities Corp. is a company that provides brokerage dealing and investment advisory services. The company is based in Fort Wayne, IN.

The RepTrak Co. provides global platform for data-driven insights on reputation, brand and ESG. It offers Reptrak Pulse workshop, stake holder mapping, corporate social responsibility alignment, brand alignment, reputation risk management and landscape. The company was founded by Charles Fombrun, Kasper Ulf Nielsen, Nicolas Georges Trad and Cees van Riel in 1997 and is headquartered in Boston, MA.

Part of Broadridge Financial Solutions, Inc., Broadridge (Australia) Pty Ltd. is a fintech leader that helps clients capitalize on what's next with communications, technology, data, and intelligence solutions. The company is based in Sydney, Australia. The Australian company offers various services such as navigating European fund market opportunities, providing swift transaction messaging and workflow management, transforming intermediary data into targeted sales strategies, optimizing FX order management, managing the entire proxy process, offering market analytics for asset managers, processing mortgage-backed securities, and providing reference data management services. The company was founded in 1962, and the CEO is Timothy C. Gokey.

Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ.

Part of Signature Estate & Investment Advisors LLC, Signature Investment Advisors LLC provides investment advice. The company is based in Los Angeles, CA. The CEO of the company is Brian Holmes.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA.

Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA.

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.