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.
The Killen Group
Acquisition in 2016
The Killen Group, Inc. is an employee-owned investment manager based in Berwyn, Pennsylvania. Established in September 1982, the firm offers investment advisory services to a diverse clientele, including high net worth individuals, investment companies, non-profit organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. The Killen Group specializes in managing separate client-focused equity and fixed income portfolios, as well as equity and balanced mutual funds. It invests in both value and growth stocks across small-cap and large-cap companies, utilizing a blend of fundamental and technical analysis to construct its portfolios. The firm operates nationwide and emphasizes active portfolio management tailored to meet the specific needs of its clients.
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