Description
Provider of investment management services in New Jersey, United States. The company's services include financial planning and investment management, enabling clients to avail quality financials services.
Contact Information
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
Name | Title | Board Seat | Contact Info |
---|---|---|---|
George Kress | President | ||
Cynthia Bechmann | Chief Operating Officer | ||
Thomas Moore | Chief Investment Officer |