The Canadian Imperial Bank of Commerce is a Canadian multinational banking and financial services corporation headquartered at CIBC Square in the Financial District of Toronto, Ontario. The Canadian Imperial Bank of Commerce was formed through the 1961 merger of the Canadian Bank of Commerce and the Imperial Bank of Canada, in the largest merger between chartered banks in Canadian history. It is one of two "Big Five" banks founded in Toronto, the other being the Toronto-Dominion Bank.
Lazard Inc. is a financial advisory and asset management firm that engages in investment banking, asset management and other financial services, primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London.
Mesirow is a privately held financial services company based in Chicago, Illinois. The firm is employee-owned and 100% of voting shares are held by employees. Mesirow provides investment management, capital markets, wealth management and investment banking services.
Jeffrey Hardee Atwater is an American financier who served as the 3rd Chief Financial Officer of Florida from 2011 to 2017, and currently serves as Vice President for Strategic Initiatives and Chief Financial Officer at Florida Atlantic University. He is a member of the Republican Party.
Stifel Financial Corp. is an American multinational independent investment bank and financial services company created under the Stifel name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Its predecessor company was founded in 1890 as the Altheimer and Rawlings Investment Company and is headquartered in downtown St. Louis, Missouri.
WSFS Financial Corporation is a financial services company. Its primary subsidiary, WSFS Bank, a federal savings bank, is the largest and longest-standing locally managed bank and trust company headquartered in Delaware and the Greater Delaware Valley. WSFS operates from 114 offices, 88 of which are banking offices, located in Pennsylvania (57), Delaware (40), New Jersey (14), Florida (1), Virginia (1) and Nevada (1) and provides comprehensive financial services including commercial banking, retail banking, cash management and trust and wealth management.
Harris myCFO is the American wealth management unit of BMO Harris Bank serving high-net-worth individuals and families. In 2002, Harris acquired certain assets of myCFO, Inc., founded by James H. Clark, in a $30 million deal. Harris myCFO provides a variety of services including investment advisory and family office services. Harris myCFO managed over $18 billion in assets in 2011 and Forbes ranked the company seventh on a list of top fee-only investment advisors.
UMB Financial Corporation is an American financial services holding company founded in 1913 as City Center Bank and based in Kansas City, Missouri. It offers a number of financial services from checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, to investing and wealth management, all are offered to individuals, companies and offers additional customization options for private wealth management.
Robertson Stephens is a wealth management firm serving high net worth individuals and family offices. The firm is registered with the United States Securities and Exchange Commission as an investment advisor.
Keefe, Bruyette & Woods, Inc., a Stifel Company, is an investment banking firm headquartered in New York City, specializing exclusively in the financial services sector. KBW's primary business lines include research, corporate finance, equity sales and trading, equity capital markets, debt capital markets, and asset management.
Florida East Coast Industries (FECI) is Florida's oldest and largest commercial real estate, transportation, and infrastructure holding company. Based in Coral Gables, FECI is the direct lineal descendant of the various companies founded by pioneering American businessman Henry M. Flagler. FECI today is the parent company of three distinct businesses:
Great Florida Bank, headquartered in Miami Lakes, Florida was established on June 30, 2004 as a state-charted commercial bank. The bank was listed on the NASDAQ Global Market (GFLB) on December 5, 2007 and joined the American Bankers Association Community Bank Index in June 2008. At the end of 2009, it was the 11th-largest South Florida-based bank by assets. As of April 13, 2010, according to a consent order filed with the Federal Deposit Insurance Corp. the bank is required to raise additional capital. On January 31, 2014, Weston-based Florida Community Bank acquired Great Florida Bank elevating its status to the fourth largest bank headquartered in Florida, with about $5 billion in assets and more than 60 locations along both Florida coasts and in the Orlando area.
McDonald & Co. was a full-service investment firm based in Cleveland, Ohio, established in 1927. Internally, it was referred to as "McD" (mick-D). It was sold to hometown bank KeyCorp in 1998, but was eventually sold to the U.S. investment arm of Swiss banking giant UBS AG in 2007.
Guardian Capital Group, founded in 1962, operates several fully owned subsidiaries whose operations are to provide investment management services, financial advisory services, retail distribution of mutual funds, insurance, and general corporate services. Guardian Capital Group is headquartered in Toronto, Ontario, Canada, and became publicly listed on the Toronto Stock Exchange in 1969. As of December 31, 2015, the company has $24.2 billion in assets under management.
City National Bank of Florida (CNBFL), based in Miami, Florida, is the second-largest financial institution in the state with over $26 billion in assets. CNBFL has 30 branches, from Miami-Dade County to the greater Orlando area, and nearly 1,000 employees. Since 2015, CNBFL has been owned by Chilean bank BCI.
Fabio Gallia is an Italian banker, manager and businessman.
First County Bank is a bank that conducts business primarily in Fairfield County, Connecticut, United States, and is headquartered in Stamford, Connecticut. The Bank has more than 220 employees, assets in excess of $1.9 billion, and is a 2016-2018 Women's Choice Award and 2020-2022 Top Workplaces Award winner. First County Bank is a full-service bank. It provides wealth management services through First County Advisors, the Wealth Management Division of First County Bank.
John G. Taft is an American financier and writer. He is currently a Vice Chairman of Baird and member of the firm's executive committee.
Thomas C. Naratil is an American business executive in the financial industry. After serving as president of both UBS Wealth Management Americas and UBS Americas since early 2016, Naratil was appointed CEO of UBS Americas Holding LLC and became co-president of Global Wealth Management of UBS Group AG and UBS AG in early 2018.
