The Partner Directory provides the contact information and brief description of companies who support Texas’ wealth management and trust industry.
Mr. Kevin Trnka Account Executive [email protected] www.broadridge.com(212) 918-6968605 Third AvenueNew York, NY 10016-5802Broadridge, a global Fintech leader with more than $5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance and communications to enable better financial lives. We deliver technology-driven solutions that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies.Software,Compliance
Ms. Janet Moore RFP and Strategic Alliance Manager [email protected] www.cheetahinc.com(800) 686-0470115 S. Walnut StreetMuncie, IN 47305Cheetah provides software solutions for wealth managers focused on growing their business and building revenue. Cheetah Inc.’s flagship product, Cheetah, is a comprehensive wealth management platform that gives wealth managers a digital solution to manage all aspects of wealth, from investment management and trades to trust accounting and tax reporting.Software,Investment
Mr. John P. Liekar, III Vice President, Senior Regional Consultant [email protected] www.federatedinvestors.com(214) 500-88561001 Liberty AvePittsburgh, PA 15222-3779Federated is a leading global investment manager offering a full spectrum of investment and stewardship capabilities. Our investment solutions span 130 equity, fixed-income, alternative/private markets, multi-asset and money market funds and a range of separately managed account strategies.Federated was founded more than 60 years ago with the belief that doing business the right way over time presents the best opportunity for future growth. In 2018, Federated acquired a controlling interest in London-based Hermes Investment Management, a world-class provider of differentiated and award-winning capabilities across public and private markets with a heritage of responsible investing. Together, Federated and Hermes also offer premier ESG investment strategies, along with a leading ESG engagement and stewardship resource (Hermes EOS). Knowing how crucial strategic diversification and allocation are in reducing overall portfolio volatility, Federated continues to develop products that cover all asset classes, sectors and styles with the goal of long-term consistent performance.Investment
Mr. Kevin Fisher Senior Managing Director [email protected] www.fi-tek.com(239) 631-5261333 Thornall St Ste 202Edison, NJ 08837-2239Fi-Tek is a premier financial technology company focused on industry-leading solutions and products that address the complex needs of Bank & Trust Wealth Management providers. Fi-Tek’s Global Wealth Enterprise Solution (GWES) has a proven track record of successfully serving the industry’s top-tier clients and catering to their evolving needs.
Ms. Michelle Castro Director, Trusts & Estates [email protected] www.ha.com(214) 409-18242801 W. Airport FreewayDallas, TX 75261Formed in 1976, Heritage Auctions is the largest auction house founded in the United States with offices in 11 cities worldwide and a team of experts specializing in 40 categories, including rare coins, fine and decorative arts, luxury accessories, wine, sports, entertainment memorabilia and others. Heritage Auctions caters to an unmatched community of collectors and over one million bidders interested in precious objects from 40 unique categories. In addition to auction, Heritage offers an array of services to collectors and advisors alike, including valuations, appraisals, private treaty, advisory services and more.
Mr. James L. Hollerbach President & CEO [email protected] www.hollerbach.com(210) 226-25566700 N New Braunfels AveSan Antonio, TX 78209-3830With a reputation for accuracy and fast turn-around, the company provides comprehensive title research, abstracting, and a wide range of settlement services to include flood zone determinations, tax certificates, and real estate appraisal products, pre-foreclosure and Trustee services. Also providing title due diligence for the energy sectors of oil and gas exploration, and renewables. A family owned business based in San Antonio since 1985, the company's reach expands throughout Texas, the Southwest, and Latin America.
[email protected] www.invesco.com/us/en(806) 319-111211 Greenway Plz Ste 1000Houston, TX 77046-1147Invesco Global Liquidity's long tradition of providing high-quality products, a proven management philosophy, advanced credit research, innovative technology and responsive service has paved the way to become one of the premier cash managers in the industry. Committed to the money market fund business since 1980, we have created a comprehensive menu of US-based and global liquidity products.Investment
Mr. Michael Reynolds Executive Director, Client Advisor [email protected] www.jpmorganfunds.com(832) 627-1863277 Park AvenueNew York, NY 10017J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.7 trillion and assets under management of $2 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2018.)
Mr. Walter B. Lotspeich President [email protected] www.ogtrustservices.com(817) 980-65124200 S Hulen St Ste 210Fort Worth, TX 76109-4911OG Trust Services (OGTS) was founded in 2016 by a seasoned group of mineral management and trust professionals to deliver modern technology and consultative, client-focused solutions to bank trust departments, private trust companies, family offices and foundations. OGTS delivered and enhanced a proprietary accounting system, "VISION", to compliment our extensive back office and mineral management experience. In addition to VISION, we offer Managed Solutions for our clients and can assist with all aspects of mineral interest management. OGTS - Accounting for Every Drop!
Mr. Matthew Brown Managing Director [email protected] www.oppenheimerfunds.com/advisors(415) 470-62362 World Financial Ctr Fl 14225 Liberty StNew York, NY 10281-1020OppenheimerFunds: The Right Way to Invest
Mr. Brendan Laffey Relationship Manager [email protected] www.proxytrust.com(631) 761-6614100 Patco Ct Ste 9Islandia, NY 11749-1522Proxytrust customers benefit from our comprehensive proxy voting and strategic partner solutions including policy voting, capital changes, and cost basis research. Our strict focus on the trust market, consultative relationship management and extensive industry experience adds significant value to our customers through greater operational efficiency and increased compliance. Our customer-driven core values as a privately-held, independent company, uniquely positions us as a trusted partner and growing industry leader.CoreData,Management,Software
Mr. Tom Nelson EVP/Chief Investment Officer [email protected] www.reichandtang.com(212) 830-53631411 Broadway Fl 28New York, NY 10018-3450R&T Deposit Solutions provides banks, credit unions, wealth managers and trust institutions with a selection of products and services, designed to meet their unique cash sweep, deposit funding and securities-based lending needs.Strategic,Sweep
Ms. Maryanne Campbell Senior Vice President, Sales and Marketing [email protected] www.advent.com/solutions/ssc-innovest(800) 727-0605110 Leroy St Fl 5New York, NY 10014-3911SS&C Innovest’s forward thinking technology solutions are the choice of many of the industry's largest Trust Companies, Wealth Management firms, Retirement Platforms, and Philanthropic organizations. Innovest provides a cloud-based technology stack that is used for trust accounting and wealth management, retirement, collective funds, payments, statements and tax forms. Innovest also provides comprehensive back- and middle-office services and is the country's largest fiduciary Unique Asset accounting, management, and outsourcing services provider.
Mr. Marc Pace Financial Advisor Sales Executive [email protected] www.advisors.vanguard.com(480) 713-4413400 Devon Park DrWayne, PA 19087-1816Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments, advice and retirement services, and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $7.5 trillion on behalf of more than 30 million clients*. Vanguard operates under a unique, investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. *Note: All figures as of November 30, 2022. **Investor-owned means that fund shareholders own the funds, which in turn own Vanguard.
Ms. Tiffany M. Culver Event Support Coordinator [email protected] www.advisors.vanguard.com(480) 713-4413400 Devon Park DrWayne, PA 19087-1816Founded in 1975, Vanguard is one of the world's most respected investment management companies. The firm offers investments, advice and retirement services, and insights to individuals, institutions, and financial professionals. Based in Malvern, Pennsylvania, Vanguard has offices worldwide and manages more than $7.5 trillion on behalf of more than 30 million clients*. Vanguard operates under a unique, investor-owned** structure and adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. *Note: All figures as of November 30, 2022. **Investor-owned means that fund shareholders own the funds, which in turn own Vanguard.