
Citigroup (NYSE: C), the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including... more

The Carlyle Group is one of the world's largest private equity firms, with more than $81.1 billion under management. With 60 funds across four investment disciplines (buyouts, venture & growth capital, real estate and leveraged finance), Carlyle combines global vision with local insight,... more

Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of services worldwide to a substantial and diversified client base that includes corporations, financial institutions, governments and high net worth individuals.... more

Merrill Lynch is one of the world's leading wealth management, capital markets and advisory companies with offices in 36 countries and territories and total client assets of approximately $1.8 trillion. As an investment bank, it is a leading global trader and underwriter of securities and... more

Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives.

Since its founding in 1935, Morgan Stanley and its people have helped redefine the meaning of financial services. The firm has continually broken new ground in advising our clients on strategic transactions, in pioneering the global expansion of finance and capital markets, and in... more

UBS, one of the world's flagship financial firms, is a leading wealth manager, a premier investment banking and securities firm, a key global asset manager and a market leader in Swiss retail and commercial banking. UBS CreditDelta is an exclusive market and portfolio analysis tool,... more

Founded in 1923, Bear, Stearns & Co. Inc. is a leading worldwide investment banking and securities trading and brokerage firm, and the major subsidiary of The Bear Stearns Companies Inc. (NYSE:BSC). With approximately $29.8 billion in total capital, Bear Stearns serves governments,... more

Established in 1992, Cerberus Capital Management, L.P. is one of the world's leading private investment firms with approximately $26 billion under management in funds and accounts. Through its team of more than 275 investment and operations professionals, Cerberus specializes in providing... more

J.P. Morgan Chase & Co. is a leading global financial services firm with assets of $771 billion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, investment management,... more

Edward Jones, the only major financial-services firm advising individual investors exclusively, currently serves more than 6 million clients. The firm offers its clients a variety of investments, including certificates of deposit, taxable and non-taxable bonds, stocks and mutual funds.... more

Sun Capital Partners, Inc. is a leading private investment firm focused on leveraged buyouts, equity, debt, and other investments in market-leading companies that can benefit from its in-house operating professionals and experience. Sun Capital affiliates have invested in and managed more... more

The Charles Schwab Corporation (CSC) is a financial holding company. Through its subsidiaries, the Company engages in securities brokerage, banking and related financial services. CSC provides financial services to individuals and institutional clients through three segments: Schwab... more

The Vanguard Group, headquartered in Valley Forge, Pennsylvania, is the nation's second,largest mutual fund firm and a leading provider of employer-sponsored retirement plan services. Vanguard manages more than $800 billion in U.S. mutual fund assets, including over $245 billion in... more

Cleveland-based KeyCorp is one of the nation's largest bank-based financial services companies, with assets of approximately $93 billion. Key companies provide investment management, retail and commercial banking, consumer finance, and investment banking products and services to... more

Royal Bank of Canada (TSX, NYSE: RY) uses the initials RBC as a prefix for its businesses and operating subsidiaries, which operate under the master brand name of RBC Financial Group. Royal Bank of Canada is Canada's largest bank as measured by market capitalization and assets, and is one... more

Legg Mason, Inc. (Legg Mason) is a global asset management company. Acting through its subsidiaries, the Company provides investment management and related services to institutional and individual clients, Company-sponsored mutual funds and other investment vehicles. The Company offers... more

Synovus (NYSE: SNV) is a diversified financial services holding company with more than $24 billion in assets based in Columbus, Georgia. Synovus provides integrated financial services including banking, financial management, insurance, mortgage and leasing services through 42 affiliate... more

Northern Trust Corporation is a financial holding company, which provides investment management, asset and fund administration, fiduciary, and banking solutions for corporations, institutions, and affluent individuals. The Company conducts business through various United States and... more

SEI Investments Company is a provider of asset management services, investment processing and investment operations solutions. The Company's outsourcing solutions help corporations, financial institutions, financial advisors and families create and manage wealth. Its products and services... more

Kohlberg Kravis Roberts & Co. (KKR) is one of the world's oldest and most experienced private equity firms specializing in management buyouts. Founded in 1976, it has offices in New York, Menlo Park, London, Paris, Hong Kong and Tokyo. Throughout its history, KKR has brought a long-term... more

Founded in 1937, Baltimore-based T. Rowe Price and its affiliates is one of the nation's leading providers of no-load mutual funds and provides investment management services to individual investors, institutional clients, and corporate retirement programs. The firm and its affiliates... more

Mellon New England and its nearly 2,500 employees represent the Boston-based businesses of Mellon Financial Corporation. Through its Charitable Giving Program, Mellon New England plays an active role making our communities better places to live and work. Since 1997, the program has... more

Golden Gate Capital is a leading private equity firm with $9 billion in capital under management. We generate superior returns for our investors through buyout and growth equity investments across a wide variety of industries. We partner with world-class management teams to make equity... more

Frank Russell Company, a global leader in multi-manager investment services, provides investment products and services in more than 35 countries. Russell manages $67 billion in assets and advises clients worldwide representing US$1.6 trillion. Founded in 1936, Russell is a subsidiary of... more

BlackRock, Inc. (BlackRock) operates as an investment management firm in the United States. As of December 31, 2007, the Company had $1.357 trillion of assets under management (AUM). BlackRock provides diversified investment management services to institutional clients and to individual... more

J.P. Morgan & Co. Incorporated is a leading global financial firm that meets critical financial needs for business enterprises, governments, and individuals. The firm advises on corporate strategy and structure, raises capital, makes markets in financial instruments, and manages... more

Putnam Master Intermediate Income Trust (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to seek high current income by allocating its investments among the United States investment-grade sectors, high-yield sector and international... more

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American Capital Ltd., formerly American Capital Strategies, Ltd., is an alternative asset management company. The Company is engaged in providing capital to middle market companies with sales between $10 million and $750 million. The Company primarily invests in senior debt, mezzanine... more

Nordea is the leading financial services group in the Nordic and Baltic Sea region and operates through three business areas: Retail Banking, Corporate and Institutional Banking and Asset Management & Life. The Nordea Group has 11 million Nordic customers and 1,198 branch offices. The... more

CVC focuses on building businesses over the long-term, typically holding investments for five years or more. CVC funds have a diverse portfolio of investments. Working together with our portfolio company management teams, our industrial advisors and appointed non executive directors, we... more

About IFC The International Finance Corporation is the private sector arm of the World Bank Group and is headquartered in Washington, D.C. IFC coordinates its activities with the other institutions of the World Bank Group but is legally and financially independent. Its 178 member... more

is a global financial services company. Headquartered in Pittsburgh, Mellon is one of the world's leading providers of financial services for institutions, corporations and high net worth individuals, providing asset management, private wealth management, asset servicing, and payment... more

Sarasota Financial Planner: James Lowther Sarasota Florida Financial Planner: Sarasota Financial Planner Florida Financial Planner Sarasota Financial Planner Certified Financial Planning Certified Financial Planner Investment Advisor Sarasota Financial Planning Sarasota Financial Planner... more

Cantor Fitzgerald Europe is a leading financial services provider to the institutional equity and fixed income markets, with products and services including sales and trading, investment banking, asset management, market data, and market commentary. For nearly 60 years, Cantor Fitzgerald,... more

Credit Suisse 150 year anniversary, With an exciting line-up of activities and events, the Credit Suisse 150th anniversary year will be an occasion to remember.,

In its early years, Wilshire Associates was an innovator in applying computing technology to investment concepts. Wilshire created the first asset/liability model for pension funds in the 1970s, 10 years before actuarial and accounting firms began to adopt this technology. We were among... more

The PIMCO Foundation seeks to improve the quality of life in its community by supporting organizations that promote education, health, or youth-related issues-all of which will help people in need to lead more rewarding and responsible lives. The PIMCO Foundation was founded in 2001... more

Piper Jaffray Companies is a middle-market investment bank and institutional securities firm, serving the needs of middle-market corporations, private equity groups, public entities, nonprofit clients and institutional investors. The Company provides a set of products and services,... more

The NYSE is the world's largest and most liquid cash equities exchange. The NYSE provides a reliable, orderly, liquid and efficient marketplace where investors buy and sell listed companies' common stock and other securities. On September 30, 2006, the operating companies listed on the... more

Your life’s work is too important to trust to a discount broker with a headset and a computer screen. Smith Barney Financial Advisors have, on average, 16 years of industry experience and the independence to choose the investments that are right for you. That means our interest is what’s... more

Credit Suisse 150 year anniversary, With an exciting line-up of activities and events, the Credit Suisse 150th anniversary year will be an occasion to remember.,

UBS Warburg is a Business Group of UBS AG - one of the leading global financial services firms. UBS Warburg is a broad-based investment bank serving corporate, institutional and private clients world-wide. A truly global organization, UBS Warburg offers market-leading advice, research,... more

U.S. Trust is proud to serve both new and seventh-generation clients. Our strategies have evolved with the times as we continue to innovate, but our exclusive focus on managing wealth for the world's most successful individuals and families remains unchanged. Our commitment to our... more

Headquartered in Los Angeles, California, Wedbush Morgan Securities is a full-service investment banking firm with offices in 22 cities throughout the U.S. With over three decades of experience, Wedbush Morgan's investment bankers bring broad-based transactional expertise coupled with... more

At TD Waterhouse Institutional Services, we are fully committed to the individual success of each advisor relationship. At every touchpoint - from our cutting-edge technology platform to our world-class customer service, from our smooth account integration process to our value-driven... more

Societe Generale provides financial services in Europe. It operates in 82 countries. The Company is organized its operations in five business lines: French Networks, International Retail Banking, Financial Services, Global Investment Management and Services, Corporate and Investment... more

Smith Barney is a global private wealth management and equity research unit of Citigroup. It is a leading provider of comprehensive financial planning and advisory services to high net worth investors, institutions, corporations and private businesses, governments and foundations. With... more
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