TriState Capital Bank
TriState Capital Holdings, Inc. is a bank holding company based in Pittsburgh, Pennsylvania, primarily operating through TriState Capital Bank. The company offers a range of commercial and private banking services tailored for middle-market businesses and high-net-worth individuals in the United States. Its banking services include various deposit products, such as checking and money market accounts, as well as a variety of lending options secured by cash, marketable securities, and real estate. Additionally, TriState Capital provides liquidity and treasury management services, including online reporting and payment solutions, along with capital market services like interest rate swaps. The investment management segment offers advisory services for ultra-high-net-worth individuals and institutional clients, focusing on equity and fixed income products. TriState Capital maintains its main office in Pittsburgh and has additional representative offices in Cleveland, Philadelphia, Edison, and New York. The company was incorporated in 2006.
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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