Robert Frances

Family Enterprise XChange Foundation is a non-profit organization, which engages in the provision of resources to entrepreneurial family. The company is headquartered in Oakville, ON.

Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund.

Boron Management BV is a Dutch company that provides securities brokerage and investment advisory services. The private company is based in Zeist, Netherlands. The CEO of the company is WWJT Broekman.

Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD.

Traust Sollus Wealth Management LLC provides investment advice. The company was founded by Al Zdenek in 1982 and is headquartered in Princeton, NJ.

Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations.

Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses.

Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.

WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions.

Welch Hornsby, Inc. provides investment advisory services. The firm serves to individuals, families, and Institutions. The company was founded by Edward V. Welch, Jr. and John S. Hornsby in 1988 and is headquartered in Montgomery, AL.

Waldron Private Wealth LLC is a boutique private wealth management firm that advises a select group of high net worth individuals, families, and family offices. The private company is based in Bridgeville, PA. The company's advisory team includes 19 CFPS, three CPAs, three CFAs, a certified trust and fiduciary advisory, a certified divorce financial analyst, a chartered advisory in philanthropy, a behavioral financial advisor, and a certificate holder from the Institute for Preparing Heirs. Waldron Private Wealth is a fiduciary wealth management firm that helps a select group of individuals and families to simplify the complexities of their wealth. The company was founded by John J. Waldron, who has been the CEO since incorporation.

Silver Lane Advisors LLC operates as an investment bank. The firm advises financial institutions undergoing transformational events, including mergers, acquisitions, capital raises, recapitalizations, re-equitizations, and joint ventures. It also provides valuation advisory services and structure ownership succession plans. The company was founded by Elizabeth Bloomer Nesvold in 2007 and is headquartered in New York, NY.

Vestigo Ventures LLC (Vestigo Ventures) is a venture capital firm founded in 2016 by Mark Stephen Casady and Ian W Sheridan. The firm is headquartered in Cambridge, Massachusetts.

Part of Internews Network, Internews Europe engages in media development by supporting independent media and free information flows in fragile states. The company is based in London, UK. The British company was founded in 1995. Daniel Bruce has been the CEO of the company since 2008.

PPI Management, Inc. operates as an insurance marketing firm. It offers actuarial, tax and specialized expertise in all aspects of life insurance, and specifically in its design and custom application. The firm also delivers the calibre of estate planning and technical support for advisors. The company was founded in 1978 and is headquartered in Toronto, Canada.

L.E. Taylor Associates Ltd. manufactures commercial and industrial pipe support products. It offers full line of strut channel and accessories. The firm includes Pipe Supports: Clevis Hangers, Swivel Ring Hangers, Spring Hangers, Pipe/Riser Clamps, Pipe Stays & Straps, Upper Attachments, Threaded Accessories, Saddles & Shields Pipe Roll Supports, Pipe Shoes & Guides, Beam Clamps, Brackets & Trapeze and NEW: Roof Top Supports, Engineered Products: Constant Supports, Variable Springs, Variable Springs - FORM, Sway Struts & Braces and Product Gallery, Strut Products: Strut Channel, Strut Nuts, Strut Pipe Clamps, Strut Cushion Clamps, Cable Clamps, Strut Trolleys, Flat Plate Fittings, Corner Fittings, Angular Fittings, Post Bases, U Fittings, Wing Fittings, Z Fittings, Strut Beam Clamps and Miscellaneous Fittings products. The company was founded by Lawrence E. Taylor in 1964 and is headquartered in Burlington, Canada.

Part of Deloitte LLP (New York), Samson Belair/Deloitte & Touche, Inc. provides accounting services. The company is based in Alma, Canada.

Noro Bank NV provides banking services. The private company is based in Parera, Netherlands.