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Leading Advisors

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Cedar Street Advisors
Jim Wood

Vice President and Senior Client Advisor
Milwaukee, WI 53202

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Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential

Altair Advisers LLC
Richard K. Black

Managing Director
Chicago, IL 60606

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Phone: 312.429.3000
Email
Website

Total Firm Assets: $2.3 billion
Largest Client Net Worth: $1 billion +

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Cedar Street Advisors
Tom Duffey

Vice President
Milwaukee, WI 53202

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Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential

Persimmon Capital Management LP
Gregory S. Horn

Founder and Managing Partner
Blue Bell, PA 19422

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Phone: 877.502.6840
Email
Website

Total Firm Assets: $300 million
Largest Client Net Worth: $75 million

Sage Capital Management LLC
Lawrence C. Busch

Founder and President
New York, NY 10168

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Phone: 212.584.4110
Email
Website

Total Firm Assets: $470 million
Largest Client Net Worth: $100 million

Altair Advisers LLC
Bryan R. Malis

Managing Director
Chicago, IL 60606

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Phone: 312.429.3000
Email
Website

Total Firm Assets: $2.3 billion
Largest Client Net Worth: $1 billion

Key Financial Inc.
Patricia C. Brennan

President
West Chester, PA 19380

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Phone: 610.429.9050
Email
Website

Total Firm Assets: $234.7 million
Largest Client Net Worth: $70 million

HighMark Capital Management, Inc.
Charles R. Black

Senior Portfolio Manager
Irvine, CA 92612

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Phone: 949.553.7187
Email
Website

Total Firm Assets: $85.6 billion
Largest Client Net Worth: Confidential

Mosaic Financial Partners Inc.
Norman Boone

Founder and President
San Francisco, CA 94108

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Phone: 415.788.1952
Email
Website

Total Firm Assets: $350 million
Largest Client Net Worth: $30 million

Morgan Stanley Smith Barney
Shane Brisbin

Managing Director
San Francisco, CA 94104

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Phone: 415.955.1635
Email
Website

Total Firm Assets: $1.4 billion
Largest Client Net Worth: Confidential