TriState Capital Bank
TriState Capital Bank, a subsidiary of TriState Capital Holdings, Inc., is a U.S.-based commercial and private bank serving middle-market businesses and high-net-worth individuals. It offers a range of deposit products, secured and unsecured loans, liquidity and treasury management services, and investment management services. The bank operates through two segments: Bank, which generates the majority of its revenue, and Investment Management, which serves institutional investors, mutual funds, and individual clients. TriState Capital Bank has its main office in Pittsburgh, Pennsylvania, and additional representative offices in Cleveland, Ohio; Philadelphia, Pennsylvania; Edison, New Jersey; and New York, New York.
Top Stages
1 past transactions
The Killen Group
Acquisition in 2016
The Killen Group, Inc. is an employee-owned investment manager based in Berwyn, Pennsylvania, founded in September 1982. The firm specializes in providing investment advisory and portfolio management services to a diverse clientele, including high net worth individuals, investment companies, non-profit organizations, corporations, and pension plans. The Killen Group manages both equity and fixed income portfolios tailored to meet client needs and also offers equity and balanced mutual funds. Its investment strategy encompasses a global approach, focusing on both value and growth stocks in small and large cap companies. The firm employs a blend of fundamental and technical analysis to guide its investment decisions, ensuring a comprehensive strategy for portfolio construction.
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