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Contact: Ken Jackson
Address 2 Enterprise Drive, Suite 408 Shelton Connecticut 06484 United States Phone: 914-821-9559 Website: http://www.pentegra.com

Biographical Info

Pentegra is a different kind of retirement plan partner. That’s because we’re a fiduciary first.

As one of America’s oldest independent fiduciaries, we deliver retirement plans that run with less risk, greater efficiencies, and improved outcomes. With a 75-year legacy of fiduciary expertise and oversight unmatched in the industry today, we partner with firms at the advisor, sponsor or enterprise level to bring maximum flexibility to every opportunity, offering a comprehensive array of qualified and non-qualified retirement plans, TPA services, and fiduciary support.

Categories: Industry Partner, Retirement Plan Services
Contact: Jason Batliner
Address 1909 Woodall Rodgers Suite 550 Dallas TX 75201 United States Phone: 214 396 2595 Website: https://www.performancetrust.com/

Biographical Info

Performance Trust helps community financial institutions make better balance sheet decisions so they can serve their communities and help fuel small businesses by using revolutionary strategies, tools, and insights to measure the risk and rewards of cash flows across the entire balance sheet. Education is the cornerstone for all they do which allows their clients to deepen their expertise as they work alongside Performance Trust. Today, Performance Trust is the largest full-service investment bank focused on community depository institutions.

Categories: Industry Partner, Investment Banking, Investment Management Services
Contact: Amy Check
Address 300 5th Ave. Pittsburgh PA 15222 United States Phone: 1-412-395-6902

Biographical Info

The PNC Financial Institutions Group (“FIG”) is an experienced team of professionals focused on building relationships and helping banks of all sizes achieve their strategic goals. Our value-driven strategies are specifically designed around the needs of community banks and focused on balance sheet management, strategic planning, investment banking and capital markets. As part of one of the largest domestic financial institutions ourselves, the breadth and depth of our overall platform is unique and provides us with the ability to share insights on industry trends, market color and ever changing regulations.

 

Categories: Industry Partner, Investment Banking