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The organizations listed below do not reflect a complete listing of our member or partner firms.
Our single family office member firms are omitted to honor their request for anonymity.
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ACE Private Risk Services
Claudia Wetteland
Madison, NJ
973-443-2750
claudia.wetteland@acegroup.com
www.aceprivateriskservices.com
white papers

Babson Capital Management LLC
Stephanie Snyder
Boston, MA *
617-761-3800
ssnyder@babsoncapital.com
www.babsoncapital.com
white papers

Efficient Capital Management
Rick Harig
Warrenville, IL *
630-657-6875
rharig@efficientcapital.com
www.efficientcapital.com
white papers

Hub International Personal Insurance
Marcy Hall
Chicago, IL *
347-587-0066
marcy.hall@hubinternational.com
www.hubinternational.com
white papers

Invesco/Invesco PowerShares
Jonathan Wills
Wheaton, IL *
630-254-8795
jwills@invescopowershares.com
www.invescopowershares.com
white papers

OppenheimerFunds, Inc  
Joseph Moran
New York, NY *
800-981-2773
JMoran@OppenheimerFunds.com
www.oppenheimerfunds.com
white papers

State Street Global Advisors
Kevin Farrell
Boston, MA *
770-652-2762
kevin_farrell@ssga.com
www.spdru.com
white papers

State Street Wealth Manager Services
Marty Sullivan
Boston, MA *
617-937-6679
martin.sullivan@statestreet.com
www.statestreet.com
white papers

Summitas
William S. Wyman
New York, NY
212-708-0250
bill@summitas.com
www.summitas.com
white papers

TriState Capital
Chuck Fawcett
Pittsburgh, PA
412-304-0350
cfawcett@tscbank.com
www.tscbank.com
white papers

World Gold Council
Juan Carlos Artigas
New York, NY
212-317-3826
Juancarlos.artigas@gold.org
www.gold.org
white papers


* Indicates firms with multiple locations. Please visit the firm website to find a location nearest you.

 

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