Bank of New York Mellon
The global leader in servicing and asset management with $22 trillion in assets under custody and administration. The company operates in 34 countries serving more than 100 markets and is the leading provider of financial services for institutions, corporations and high net-worth individuals.
Pershing
A subsidiary of the Bank of New York Mellon with nearly 70 years of experience, 13 U.S. locations, 6 international locations, more than 5,000 employees, and nearly $1 trillion of platform assets as of December 31, 2008. Pershing is a market leader and the firm of choice for a large majority of independent financial advisory firms.
InKnowVision
National consulting firm specializing in the development and design of management and preservation strategies for clients of exceptional wealth. Provide services to attorneys, CPAs, and financial advisors in support of their financial and tax planning practices.
The Potomac Group
An elite organization serving a small number of life insurance producers who meet high-threshold requirements. The industry leader in underwriting and advanced case design and solely dedicated to the high net worth advisors and their clients.
