TriState Capital Bank
TriState Capital Holdings, Inc. serves as the bank holding company for TriState Capital Bank, offering a range of commercial and private banking services tailored for middle-market businesses and high-net-worth individuals across the United States. The company operates in two primary segments: Bank and Investment Management. Its banking segment provides various deposit products, including checking accounts, money market accounts, and certificates of deposit, alongside a diverse array of loan offerings secured by various financial assets. Additionally, TriState Capital delivers liquidity and treasury management services, as well as capital market services. The Investment Management segment focuses on advisory and sub-advisory investment management services, primarily catering to institutional investors and mutual funds. Headquartered in Pittsburgh, Pennsylvania, the company also maintains representative offices in Cleveland, Philadelphia, Edison, and New York City.
The Killen Group, Inc. is an employee-owned investment manager based in Berwyn, Pennsylvania, established in September 1982. The firm specializes in providing investment advisory services to a diverse clientele, including high net worth individuals, investment companies, non-profit organizations, pension plans, and corporations. It manages separate client-focused equity and fixed income portfolios, as well as equity and balanced mutual funds. The Killen Group invests in both value and growth stocks across small-cap and large-cap companies, utilizing a blend of fundamental and technical analysis to inform its investment strategies. The firm operates nationwide, catering to a variety of institutional and separately managed account clients.
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