Financial Services

A listing of some of our banking and financial services clients including hedge funds, commercial and community banks as well as private equity firms. 


A listing our non-profit clients that cover everything from social chage to educational reform.


A listing of our educational organizational clients from charter schools to educational reform institutions.

Financial Services

A listing of some of our Financial Services clients including hedge funds, commercial and community banks.

NIP Group

Offers clients and partners the ingenuity they need to solve even the most complex business insurance challenges

nipgroup-logo.pngAs one of the country’s top 100 business insurance and risk management intermediaries, NIP Group offers a wide range of brokerage, underwriting and risk management services.

OceanFirst Bank

OceanFirst Bank, founded in 1902, is a federally-chartered stock savings bank with $2.3 billion in assets and twenty-four branches located in Ocean, Monmouth and Middlesex Counties, New Jersey.

ocean-first-logo-420x420.pngThe Bank is the largest and oldest community-based financial institution headquartered in Ocean County, New Jersey.

OneUnited Bank

OneUnited Bank serves the needs of urban communities that are more diverse today than any time in history.

oneunited-logo.jpgOneUnited is the first Black internet bank and the largest Black owned bank in the country, with offices in Los Angeles, Boston and Miami. They were awarded the highest Bank Enterprise Award by the U.S. Department of Treasury for our community development lending ten times!

Park Bank

Helping the southeastern Wisconsin business community thrive has been our passion for over 100 years.

park-bank-logo.pngToday, they are more determined than ever to accelerate the success of the companies that drive the region’s economic growth. Their collective commitment is built on the core values we share with their employees, their customers and their community.

Peapack-Gladstone Bank

Founded in 1921, Peapack-Gladstone Bank is a commercial bank that provides innovative private banking services to businesses, non-profits and consumers, which help them to establish, maintain and expand their legacy.

peapack-logo-600x600.pngThrough its private banking locations in Bedminster, Morristown, Princeton and Teaneck, along with its wealth, commercial and retail private banking divisions and online platforms, Peapack-Gladstone Bank offers an unparalleled commitment to client service.

Southern Bancorp

Southern Bancorp, Inc., a bank holding company; Southern Bancorp Community Partners, a tax exempt lending and development organization; and Southern Bancorp Bank.

southern-bancorp-logo-600x600.pngOne of America’s largest rural development banks were founded in 1986 by then Governor Bill Clinton, Wal-Mart Chair Rob Walton, the Winthrop Rockefeller Foundation and others who were concerned about the economic decline of rural America. All three are U.S. Treasury certified Community Development Financial Institutions (CDFIs) collectively known as “Southern,” serving 80,000 customers at 44 locations in Arkansas and Mississippi with $1.2 billion in assets.


SunGard provides software and processing solutions for financial services, higher education and the public sector.

SungardSunGard also provides disaster recovery services, managed IT services, information availability consulting services and business continuity management software.

With annual revenue about $5 billion, SunGard is ranked 380 on the Fortune 500 and is the largest privately held business software and IT services company. Look for us wherever the mission is critical.

For more information, visit

Uwharrie Bank

Financial services company dedicated to excellence in empowering communities of people to secure financial self-sufficiency.

uwharrie-logo-300x300.jpgA community bank that proudly serves the people and businesses of Albemarle, Concord, Wadesboro, and surrounding North Carolina areas.

West Suburban Bank

West Suburban Bank has offered a level of service and responsiveness that the mega-banks, despite their posturing, can never hope to attain since 1962.

wsb-logo-500x500.pngWest Suburban Bank employees from their tellers to their key decision makers, live in the communities they serve, so they understand the needs of their communities and their customers.

YMCA Retirement Fund

The YMCA Retirement Fund strives to be a results-driven, high quality provider of financial services and education to its three constituent groups: Participants, Retirees and YMCAs as employers.

ymca-logo.jpgYMCA Retirement Fund is organized and operated for the purpose of providing retirement and other benefits for employees of participating YMCAs throughout the United States.