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Long Island Wealth Management, Inc. is a investment management firm based in Port Washington, United States. Long Island Wealth Management, Inc. provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Marshfield Associates is a investment management firm based in Washington, United States. Marshfield Associates provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
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Oritani Bank is a strong, safe and stable community bank with over $4.0 billion in assets that has been serving its customers and communities for over 100 years. The Bank is very well capitalized with two to three times the level of capital required by regulations. Recently formed a wholly owned subsidiary, Oritani Finance Company, focusing on most types if income property mortgages ranging from $1MM to $35MM. Oritani offers a full line of deposit and loan services to both retail and commercial customers.
Ponterra Business Advisors is a specialized, global business advisory firm that uniquely specializes in brokering equity, merger and acquisition transactions worldwide for technology and service companies in the travel, hospitality, retail and foodservice markets. The company provides a variety of solutions to middle market businesses, private equity groups and company Boards internationally including mentoring, strategic guidance, exit planning and preparation, valuation and mergers and acquisitions. The firm has offices in the Washington, DC area and in San Juan, Puerto Rico, as well as on-the-ground presence in Berlin, Germany.
Port Washington State Bank (PWSB) is a community bank serving the needs of Southeastern Wisconsin, specializing in business banking, retail banking and mortgage lending. The secret to its 120-year longevity is putting customers and communities at the center of the business. That focus has led the bank to offer customers a personalized experience with a blend of 21st century technology.
Potomac River Capital is a investment management firm based in Washington, United States. Potomac River Capital provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Raffa Wealth Management is a investment management firm based in Washington, United States. Raffa Wealth Management provides multi-family office Institutional Services services for high-net-worth families, foundations and endowments, and institutions.
Sustainable Capital Advisors (SCA) is a strategy consulting and financial advisory firm focused on delivering innovative capital solutions for the sustainable infrastructure sector. The firm works with all participants needed to successfully execute a sustainable infrastructure project including, governments, not for profits, corporations, utilities, developers and investors. The key to success is the ability to break down traditional silos and look for new ways to synthesize diverse information to best deliver results grounded in the realities of the financial markets.
SYMPHONY INVESTMENT PARTNERS (SIP) is a boutique international advisory group focused on providing strategic advice to companies from a wide variety of industries. The Group has specialized expertise in international distribution, manufacturing, financing and consumer branding with over 100 years of training and experience to help management choose and execute the best course of action. Firm's dedicated mission of offering personalized strategic advisory services enables SIP to service the clients with a full range of strategic and financial alternatives, analytical tools and objective counsel.
Washington D.C.-based merchant bank / family office focusing on Mergers & Acquisitions advisory, corporate finance and strategic consulting for domestic and international companies. Taylor Companies mission is to generate wealth and fulfillment for the clients, associates, and shareholders by building trusted relationships worldwide with those who share strategic vision and integrity; to continually be the best in our industry at strategically producing optimal results; and to support those organizations which enrich humanity.
