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  2. SVB Financial Group - Wikipedia

    en.wikipedia.org/wiki/SVB_Financial_Group

    SVB Financial Group. SVB Financial Group ( SVB or SVBFG) is a financial services holding company headquartered in New York City. [2] The company's main business unit was commercial bank Silicon Valley Bank, until the bank failed in March 2023 after a bank run. [5] [6] The company was a member of the S&P 500 index until March 15, 2023.

  3. Cliff Boro - Wikipedia

    en.wikipedia.org/wiki/Cliff_Boro

    The Team Group, LLC. Boro and Broadhead cofounded The Team Group, LLC in October 2012. Boro is the managing partner of the San Diego-based firm, which has two divisions, Team Services and Team Ventures. Team Group personnel work closely with their clients to provide expert services and smaller scale financing.

  4. Southwest Value Partners - Wikipedia

    en.wikipedia.org/wiki/Southwest_Value_Partners

    43 (2023) Website. swvp .com. Southwest Value Partners (SWVP) is an American, privately held real estate investment company. It is headquartered in San Diego, with offices in Scottsdale, Tucson and Nashville. [1] [2] Union Station and Grand Hyatt.

  5. Commonwealth Financial Network - Wikipedia

    en.wikipedia.org/wiki/Commonwealth_Financial_Network

    Commonwealth Financial Network is a privately held Registered Investment Adviser–independent broker/dealer based in Waltham, Massachusetts, and 110 Plaza in San Diego, California, and a new office to be opened in 2024 in Cincinnati, Ohio. [1] The company was founded in 1979 by Joseph S. Deitch and was incorporated under the name Commonwealth ...

  6. Cetera Financial Group - Wikipedia

    en.wikipedia.org/wiki/Cetera_Financial_Group

    Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...

  7. Collapse of Silicon Valley Bank - Wikipedia

    en.wikipedia.org/wiki/Collapse_of_Silicon_Valley...

    t. e. On March 10, 2023, Silicon Valley Bank (SVB) failed after a bank run, marking the third-largest bank failure in United States history and the largest since the 2007–2008 financial crisis. [1] [2] It was one of three bank failures, along with Silvergate Bank and Signature Bank, in March 2023 in the United States.

  8. LPL Financial - Wikipedia

    en.wikipedia.org/wiki/LPL_Financial

    LPL Financial Holdings Inc. (commonly referred to as LPL Financial) was founded in 1989 and is considered the largest independent broker-dealer in the United States. As of 2021 the company had more than 17,500 financial advisors, over US$1 trillion in advisory and brokerage assets, and generated approximately $5.9 billion in annual revenue for the 2020 fiscal year.

  9. James Simons, mathematician, philanthropist and hedge fund ...

    www.aol.com/news/james-simons-mathematician...

    May 10, 2024 at 3:18 PM. James “Jim” Simons, a renowned mathematician and pioneering investor who built a fortune on Wall Street and then became one of the nation's biggest philanthropists ...

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