Lovell Minnick Partners

STP Investment Services, a collaborative partner providing scalable, transparent, middle and back office solutions to investment managers, funds, and plan sponsors, has won the 2018 Philadelphia CEO Report Velocity 50 Awards. The Velocity 50 Awards are CEO Report’s most prestigious awards program of the year, honoring the region’s fastest growing companies. This award demonstrates STP Investment Services determination, dedication, and drive. The winners were recognized at an awards dinner which was held tonight at the Ballroom at the Ben in Center City, Philadelphia.

Warner Pacific is a general agency serving insurance brokers from custom quote preparation to post-sale support. They offer to help grow their business. They provide services in the health insurance industry.

HWM servicing and compliance solutions support offshore and onshore funds, partnerships, private equity, vehicles, retail funds, and regulated financial firms. It is a investor and regulatory services technology provider. An online inquiry form is available on their website.

UniversalCIS has grown to be one of the largest national providers of mortgage services, lending services, and tri-merge credit reports by consistently providing the industry’s best-in-class integrated technology solutions with top customer service.

DashCMA is a modern take on the traditional CMA. DashCMA simplifies the information to the most pertinent data points, structure the format in a clean, full dashboard that is conducive to a meaningful pricing conversation between agent and client. DashCMA was founded in 2018 and is headquartered in Los Angeles, California.

FortisPay offers thier clients thier extensive industry experience along with unparalleled customer service. They don’t just “talk the talk,” their representatives have backgrounds in retail, hospitality, medical, automotive, restaurants, and more. They share their knowledge, making sure you have the perfect payment system your business requires.

Pathstone Federal Street offers asset management, financial planning, property management, estate planning, financial reporting and risk management services, helping clients create, manage and preserve wealth.

Billhighway is a cloud-based system designed for non-profit organizations that combines payment processing, banking and accounting solutions together in one system allowing for straight-through financial processing. With the time, money and resources you will save by using Billhighway, you’ll be able to spend more time advancing your non-profit organization’s mission rather than managing your finances. As a single, integrated platform, the Billhighway system enables straight-through processing of all financial aspects of a transaction. For your organization, this means significant reductions in the time lost on inefficient processes, and better data for tactical, operational and strategic decision-making. Billhighway's financial solution consolidates multiple local bank accounts into a single operating account, using multiple virtual accounts. This simplified approach allow funds to be routed directly to cash accounts in real-time, creating separate accounts for national and local revenue centers, supporting native A/R and A/P functions. The platform was designed for due & fee based organizations, such as non-profits and is configured to match the organizations specific accounting structures (Chart of Account, Cash vs. Accrual, etc.). Billhighway meets Generally Accepted Accounting Principles (GAAP) to enable successful annual audits and offers tools for budgeting and success planning. Improving your group's financial health and operational efficiency is what we are all about.

Charles Taylor plc is a united kingdom-based provider of professional services to the insurance market. The company operates through four segments: management services business, adjusting services business, insurance support services business and owned insurance companies business.

Inside Real Estate is a technology agency for the real estate business. Their platform includes lead generation, management, integrated real estate CRM, a revolutionary performance analytics system, and transaction MGMT integrations.

oneZero is a technology firm that offers a range of financial services to its users. oneZero’s range of services include liquidity distribution, arms broker analytics, and asset class expansion. Furthermore, it provides its clients with MT4 and 5 liquidity bridge, hosting, and platform solutions. oneZero was founded in 2009 by Andrew Ralich and is based in Massachusetts.

ATTOM Data Solutions provides premium property data to power products that improve transparency, innovation, efficiency and disruption in a data-driven economy. ATTOM multi-sources property tax, deed, mortgage, foreclosure, environmental risk, natural hazard, and neighborhood data for more than 155 million U.S. residential and commercial properties covering 99 percent of the nation’s population. A rigorous data management process involving more than 20 steps validates, standardizes and enhances the data collected by ATTOM, assigning each property record with a persistent, unique ID — the ATTOM ID. The 20TB ATTOM Data Warehouse fuels innovation in many industries including mortgage, real estate, insurance, marketing, government and more through flexible data delivery solutions that include bulk file licenses, property data APIs, real estate market trends, marketing lists, match & append and introducing the first property data delivery solution, a cloud-based data platform that streamlines data management – Data-as-a-Service (DaaS).

SRS Acquiom helps merger parties complete M&A transactions more efficiently and economically with industry-leading shareholder representation, payments administration and enhanced escrow solutions. SRS invented professional shareholder representation, and today is the undisputed expert at managing post-closing activity. With experience on 600 transactions valued at $95 billion, the specialists at SRS — in forensic accounting, finance, tax, intellectual property, litigation and dispute resolution, as well as customer support and operations — protect the interests of 65,000 shareholders, including over 500 of the world’s top venture capital and private equity firms. Acquiom is an integrated suite of services that revolutionizes M&A payments administration and escrow investment by making it easier, faster and more economical. Hidden inefficiencies cost the M&A industry $5B each year. Acquiom takes burdensome manual processes and makes them simple and hassle-free. SRS launched Acquiom after witnessing first-hand just how outdated M&A processes had become. Buyers frequently asked if they could simply wire the money to SRS and be done. Sellers told us that they wanted higher returns and faster payments. Acquiom|Clearinghouse™ is an online payments platform that facilitates disbursements of merger proceeds to shareholders in a few easy clicks. (more) Using extensive data, SRS|Acquiom has modeled the behavior of M&A proceeds held in escrow. The company distributes Enhanced Escrow Solutions from top-tier M&A banks, SunTrust and Capital One Bank, that offer higher yields and immediate liquidity. Everything is streamlined for M&A transactions.

Since 1984, National Auto Care has served the dealer by creating F&I products that meet consumer demands for strong value and attractive features. National Auto Care products are designed to increase your F&I penetration while building consumer loyalty and satisfaction. National Auto Care has been awarded a Gold Dealer's Choice Award for Excellence in F&I Products from the readers of Auto Dealer Today, and honored as a Top Workplace. Working with their valued Agent partners, they look forward to helping you realize more sales, more profits, and more success.

Tortoise is a leader in essential assets and income investing. Through its registered advisers, Tortoise provides investors access to differentiated active and passive investment solutions and market insights and had $20.2 billion assets under advisement as of September 30, 2017 .

CenterSquare Investment Management is a real asset manager focused on listed and private equity real estate and listed infrastructure investments, accessed via U.S.-only and global strategies. CenterSquare is the real asset investment subsidiary of BNY Mellon. As an investor and manager, our success is firmly rooted in aligning our firm’s interests with those of our clients, partners and employees, as well as our commitment to alpha-generating research. CenterSquare Investment Management is headquartered in suburban Philadelphia, with a regional office in Los Angeles and a local presence in London and Singapore(1). CenterSquare is proud to manage investments on behalf of some of the world's leading institutional and private investors.

Global Financial is the nation's leader in pre-settlement cash advances. We offer the most professional and experienced staff along with the most competitive rates.

OMNI Healthcare is a financial service company that helps medical providers improve their patient base and cash flow. The company's mission is to provide a broad range of healthcare services to uninsured personal injury patients as well as provide healthcare facilities with needed cash flow by purchasing and/or servicing their outstanding medical lien receivables. OMNI Healthcare was founded in 2002 in Huntersville, NC.

Trea Asset Management is an independent asset manager with offices in Barcelona and Madrid, specializing in managing both traditional and alternative funds for institutional clients. Trea is registered with the CNMV (Spanish regulator) with European Passport and approved to manage UCIT funds, SICAV, Unit linked and alternative funds in Spain, Ireland and Luxembourg.

Foreside Financial is a financial services company that specializes in the fields of regulatory compliance, fund CCO compliance, alternative investment compliance, and consulting solutions. Its services include fund, broker-dealer and advisor compliance services, distribution consulting, and legal underwriting.

On the heels of the Great Recession, businesses around the country found themselves left behind. Commercial banks just weren’t lending, and when they were, the delays between application and funding were far too long. So a group of financial experts, along with a few tech wizards, decided to take action. We engineered a technology that streamlined both approval and funding by getting a more complete financial picture at the beginning of the application process. The result was Currency, and since then we’ve helped support businesses with over $500 million in loans.

Engage is a recent amalgamation of 5 leading service provider organizations to the global loyalty, recognition and incentive communities for over 25 years. Headquartered in the Greater Toronto Area, Engage is a white label technology incubator that delivers enterprise applications across the globe. Engage was recently ranked on Canada’s Fastest Growing Companies list, with offices in Australia, Canada, Italy, UK and the USA.

Engage is a recent amalgamation of 5 leading service provider organizations to the global loyalty, recognition and incentive communities for over 25 years. Headquartered in the Greater Toronto Area, Engage is a white label technology incubator that delivers enterprise applications across the globe. Engage was recently ranked on Canada’s Fastest Growing Companies list, with offices in Australia, Canada, Italy, UK and the USA.

Global Financial is the nation's leader in pre-settlement cash advances. We offer the most professional and experienced staff along with the most competitive rates.

Trea Asset Management is an independent asset manager with offices in Barcelona and Madrid, specializing in managing both traditional and alternative funds for institutional clients. Trea is registered with the CNMV (Spanish regulator) with European Passport and approved to manage UCIT funds, SICAV, Unit linked and alternative funds in Spain, Ireland and Luxembourg.

On the heels of the Great Recession, businesses around the country found themselves left behind. Commercial banks just weren’t lending, and when they were, the delays between application and funding were far too long. So a group of financial experts, along with a few tech wizards, decided to take action. We engineered a technology that streamlined both approval and funding by getting a more complete financial picture at the beginning of the application process. The result was Currency, and since then we’ve helped support businesses with over $500 million in loans.

J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations.

Foreside Financial is a financial services company that specializes in the fields of regulatory compliance, fund CCO compliance, alternative investment compliance, and consulting solutions. Its services include fund, broker-dealer and advisor compliance services, distribution consulting, and legal underwriting.

Worldwide Facilities, established in 1970, is a national insurance wholesale broker and managing general agent. The company specializes in providing insurance brokerage services tailored to various sectors, including healthcare, hospitality, legal, marine, and manufacturing. Their team of insurance specialists has access to a wide range of domestic and international specialty insurance markets, allowing them to offer comprehensive solutions such as property, casualty, workers' compensation, and personal and life health insurance. With satellite offices in major metropolitan areas across the United States, including Chicago, Phoenix, Atlanta, St. Louis, and Houston, Worldwide Facilities is committed to delivering effective insurance solutions to meet the diverse needs of its clients.

LSQ helps businesses better manage their cash flow to make the most of whatever they’ve earned. Offering invoice financing and supply chain finance solutions, LSQ provides clients with a simple, secure, and honest funding experience. LSQ blends human insights with the analytical power of technology to develop products that give customers the means to accelerate the flow of business. LSQ, headquartered in Orlando, Florida, has helped 1000s of companies access more than $25 billion in its 20+ years in business. Learn more about our solutions at https://www.lsq.com.

TriState Capital Holdings, Inc. operates as a bank holding company for TriState Capital Bank that provides various banking products and services for middle-market businesses and high-net-worth individuals in the United States. TriState Capital Holdings, Inc. is headquartered in Pittsburgh, Pennsylvania

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

With almost 50 years of proven industry leadership and expertise in delivering investment strategies, Lincoln Investment is a leading broker/dealer. Their network has grown to over 800 financial advisors nationwide, and we serve the diverse financial needs of over 270,000 clients representing over $24.7 billion in assets. At Lincoln Investment, they treat each client relationship as the most important part of their business. They're proud to be one of the fastest-growing independent broker/dealers in the industry, and we stand out in our community as a top workplace for employees.

361 Capital is a firm with a long history of managing alternative investment portfolios for major institutions, financial intermediaries, and wealthy individuals. Our experience in creating hedge fund of funds using some of the industry’s premier managers and managing our own hedge funds has provided 361 Capital with a deep understanding of the strategies that make up alternative investing, such as: multi-strategy, market neutral, long-short equity, and managed futures. Today we rely on that experience in the creation of mutual funds and other alternative investment solutions that feature daily or weekly liquidity. Recently, we expanded our capabilities through a strategic partnership with Lighthouse Partners, a $6 billion hedge fund of funds. This relationship has allowed us to enhance our research capabilities, improve existing products, and expand our mutual fund offerings. 361 Capital has a single focus of creating alternative investment products that meet the needs of our clients. Our experience and knowledge allow us to achieve that objective.

HD Vest Financial Services provides financial solutions to individuals, families, and small businesses. It offers a wide array of services including securities, insurance, money management services, and banking solutions. The company creates opportunities for tax professionals and independent financial advisors to build and expand successful financial services practices that serve a growing need among investors seeking a holistic approach to wealth management. HD Vest Financial Services was founded in 1983 and is headquartered in Irving, Texas.

Keane is the leader in unclaimed property communications, compliance, and consulting services in the country. No other firm offers our complete suite of services. From customized communication programs and data analysis to in-depth consulting and annual compliance reporting, Keane provides corporations, mutual funds, banks, brokerage, insurance companies and transfer agents with a depth and breadth of services that is unmatched. The Keane Organization and Venio, LLC – the two leading unclaimed property companies in America – joined forces in December of 2010 to become the most accomplished, knowledgeable, and responsive unclaimed property company in the country. Keane’s consulting team has more than 100 years combined experience and no other firm offers our complete suite of services. We put the nation’s best communications, compliance and consulting services at your disposal.

Dahlman Rose & Company, LLC is a research-driven investment bank focused on transportation, infrastructure, and industries that compose the global supply chain. The Company provides institutional sales and trading, equity and fixed income research, mergers and acquisitions advisory, and underwriting services. Dahlman Rose is headquartered in New York and has offices in Boston, Houston, and San Francisco.

First Allied Securities is a Consulting company.

Since 1991, Matthews International Capital Management has focused its efforts and expertise on investing in Asia. Matthews employs a bottom-up, fundamental investment philosophy, with a focus on long-term investment performance. Matthews manages assets for individuals and institutions and our investment offerings provide a broad range of choices for building a global portfolio that includes exposure to Asia.

Mercer Advisors is a full-service wealth management firm, that helps with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services.

TriState Capital Holdings, Inc. operates as a bank holding company for TriState Capital Bank that provides various banking products and services for middle-market businesses and high-net-worth individuals in the United States. TriState Capital Holdings, Inc. is headquartered in Pittsburgh, Pennsylvania

Commercial Credit Group is an independent specialty finance company that provides secured loans and leases for commercial and industrial equipment. The Company’s primary customers are small and mid-sized businesses in the transportation, waste management, and construction industries.

Florida-focused bank that provides private banking, commercial lending and wealth management services. LTM net revenue of $45.5M and net earnings of $7.3M.

Leerink Partners is a leading investment bank, specializing in healthcare. Their knowledge, experience and focus enable us to help their clients define and achieve their strategic, capital markets and investment objectives. They partner with companies that develop and commercialize innovative products and services that are defining the future of healthcare.

PlanMember is committed to helping individual investors access high quality retirement planning services and investment choices, so they can prepare to live the life they dream of in retirement. Headquartered in Carpinteria, California, just south of Santa Barbara, PlanMember is a full service retirement and investment firm with a single focus. Their well-known industry expertise and solid infrastructure have led to a new phase of growth and success. Thousands of members, hundreds of registered representatives, and a growing national network of employers are all part of the PlanMember family.

Kroll is a global advisory firm that specializes in financial services, offering a range of solutions including valuation, corporate finance advisory, mergers and acquisitions, and alternative asset advisory. Founded in 1932 and headquartered in New York, the firm employs over 1,300 professionals and serves a diverse clientele from offices across North America, Europe, and Asia. Kroll combines analytical expertise with deep market insights to assist clients in making informed decisions. Its services also encompass restructuring, compliance and regulatory consulting, disputes, taxation, and transfer pricing, positioning Kroll as a comprehensive resource for businesses seeking strategic financial advice.

ALPS provides customized asset servicing and asset gathering solutions to the Financial services community through an entrepreneurial culture based on the commitment to “Do Things Right.” Founded in 1985, ALPS continues to actively promote all of its various business segments, from asset servicing through ALPS Fund Services,Inc. to asset gathering through ALPS Distributors, Inc. and ALPS Advisors, Inc. Headquartered in Denver, with offices in Boston, New York, Seattle, and Toronto, ALPS, a wholly-owned subsidiary of DST Systems, Inc., today represents more than 500 employees, over 250 clients, and an executive team that has been in place for more than 20 years.

ClariVest Asset Management LLC is an asset management firm majority-owned by its employees. They market their investment services to institutional clients, including corporate and public pension plans, foundations, endowments, and Taft-Hartley clients worldwide. Their company is founded on the idea that clarity in the investment process is critical to maintaining strong performance and client relationships. They believe that success is dependent upon several factors, the most important of which is a disciplined investment strategy with a talented, experienced team of people to execute it.

Florida-focused bank that provides private banking, commercial lending and wealth management services. LTM net revenue of $45.5M and net earnings of $7.3M.

Mercer Advisors is a full-service wealth management firm, that helps with all aspects of your financial life, from customized financial planning and investment strategies to proactive tax planning and preparation, retirement planning, estate planning, and corporate and family trustee services.

UNX is an independent trading technology firm and agency broker providing advanced electronic trading solutions and premium services for institutional investors. Its innovative, reliable technology streamlines trade operations and helps traders find best execution opportunities. Traders can minimize market impact, reduce transaction costs and manage today's fragmented liquidity to their advantage. Founded in 1999, the company's commitment to trading efficiency extends to its multiple, value-added products and services via the Catalyst Portal. About Catalyst® UNX Catalyst is an electronic trading portal and broker-neutral execution management system (EMS) for equities and portfolio trading for institutional trading clients. Built on the latest .NET and WPF technology from Microsoft® for flexibility and scalability, Catalyst is ideally suited to creating custom tailored solutions for both the sell side and the buy side. An independent offering, Catalyst streamlines multi-broker trading workflow and provides for greater efficiency in the markets.

Stein Roe Investment Counsel LLC (SRIC) is one of the largest US-based independent investment counseling firms.

PowellJohnson, Inc. (“PowellJohnson”) is a Nashville, Tennessee-based high-end fee-based retail brokerage firm with 54 employees. PowellJohnson’s financial advisors offered a full suite of investment, retirement, and wealth planning solutions to their affluent clients. PowellJohnson was formed in August 2002 by former executive management team members of J.C. Bradford & Co. (“Bradford”) including the CEO, the Head of Investment Strategy, the Chief Information Officer, and several members of the retail senior management team.

Centurion Capital Group, Inc. ("Centurion"), now merged into an asset management arm of Genworth Financial Inc., was a market-leader in wholesaling mutual fund based wrap services to commission-based brokers within financial planning sector through a group of related and integrated companies. Centurion Capital Management was a California-based, nationally-registered investment advisor, and Centurion Trust Company was an Arizona-based custodial banking institution providing exclusive custody services to Centurion Capital Management.

UNX is an independent trading technology firm and agency broker providing advanced electronic trading solutions and premium services for institutional investors. Its innovative, reliable technology streamlines trade operations and helps traders find best execution opportunities. Traders can minimize market impact, reduce transaction costs and manage today's fragmented liquidity to their advantage. Founded in 1999, the company's commitment to trading efficiency extends to its multiple, value-added products and services via the Catalyst Portal. About Catalyst® UNX Catalyst is an electronic trading portal and broker-neutral execution management system (EMS) for equities and portfolio trading for institutional trading clients. Built on the latest .NET and WPF technology from Microsoft® for flexibility and scalability, Catalyst is ideally suited to creating custom tailored solutions for both the sell side and the buy side. An independent offering, Catalyst streamlines multi-broker trading workflow and provides for greater efficiency in the markets.

Berkeley Capital Management LLC (“Berkeley”) is a California-based registered investment advisor managing over $1.2 billion in assets for both institutional and individual investors. Berkeley currently employs 17 full time employees, six based in San Francisco and eleven based in Los Angeles.

AssetMark is a provider of comprehensive wealth management and technology solutions for independent financial advisers and their clients. It offers a complete experience, including practically all aspects of an adviser's interaction with a client, from initial chats to ongoing financial planning discussions, including performance reports and paying.

Atlantic Asset Management LLC (“Atlantic”) is a Stamford, Connecticut-based registered investment advisor, managing $4.4 billion in assets in a variety of core and specialized fixed income strategies. Atlantic manages money for a diverse U.S. institutional client base, including public and private pension funds, labor unions, foundations, endowments, and corporations. Founded in 1992, Atlantic is one of the larger independent U.S. firms specializing in fixed income, asset allocation, and alternative investment strategies.

Kroll is a global advisory firm that specializes in financial services, offering a range of solutions including valuation, corporate finance advisory, mergers and acquisitions, and alternative asset advisory. Founded in 1932 and headquartered in New York, the firm employs over 1,300 professionals and serves a diverse clientele from offices across North America, Europe, and Asia. Kroll combines analytical expertise with deep market insights to assist clients in making informed decisions. Its services also encompass restructuring, compliance and regulatory consulting, disputes, taxation, and transfer pricing, positioning Kroll as a comprehensive resource for businesses seeking strategic financial advice.