Alden Teams

BFS-MC Group

Benefit Solutions

Bank Financial Services – Meyer Chatfield Group (BFS-MC Group), is dedicated to non-qualified benefit plan administration, as the “go-to” firm for unparalleled service and administration of institutionally-owned life insurance and non-qualified benefit plans in the financial institution marketplace.

BFS Group

Benefit Solutions

BFS Group, a leading expert in the BOLI industry, is a national firm with an exclusive focus on community and regional banks. BFS Group supports the management of all BOLI portfolios with the primary goal of providing unparalleled customer support, increasing the bank’s bottom line earnings, increasing shareholder value, and funding meaningful benefits for all bank employees.

Colucci Group

Advisory Team

The Colucci Group is based in New York City and serves clients throughout the tri-state area. In addition, the group has clients in Los Angeles, Chicago, Washington DC, Miami and Philadelphia. The Colucci Group is headed by John Colucci, a Forbes Magazine top Next Generation Financial Advisor. Prior to achieving independence, John spent 11 years working in wealth management at Merrill Lynch. Alden empowers John and his team to act as a boutique, independent, fiduciary to clients while providing the stability of major fortune 500 custodians and asset management solutions.

Guerra Pan Advisors, LLC

Advisory Team

Guerra Pan Advisors, LLC is comprised of Robert Guerra and Anna Pan. The two partners met at Merrill Lynch in 2012 and have worked together over the years to provide high net worth families a customized wealth management strategy that is centered on their life priorities. The advisors take a holistic approach with an eye towards personal financial goals while managing investment risk. Mr. Guerra and Ms. Pan manage portfolios that are predicated upon the client’s individual goals, ability to withstand risk, and time horizon. Overall risk management is guided by the philosophy that asset allocation and risk tolerance should be viewed through the lens of the economic cycle. Furthermore, clients trust Guerra Pan Advisors to develop strategies that address their financial needs, such as retirement and education planning, managing future health care expenses and purchasing a home. This approach enables the team to manage all aspects of a client’s financial life, thus fulfilling the role of a personal chief financial officer.

Kings Management Company

Advisory Team

Kings Management Company is a full-service financial firm with over 40 years’ experience providing financial planning, investment advice, and consulting services to the owners of closely held businesses and to families and individuals. Their advisory services include 3rd party administration of retirement plans, including pension plans, profit-sharing plan, and 401K type plans, an independent Registered Investment Advisor firm, Risk Management Advisory Services, Inc. (RMAS), insurance planning services, estate planning, and other business consulting services. The firm is based in Bellmawr, New Jersey.

Madison Sixty

Institutional

Founded in 2014, Madison Sixty, LLC is a private consulting and advisory firm that structures strategic direct investment opportunities best suited to the current demands of institutional and select Family Office clients. Led by seasoned financial professionals averaging over 20 years of experience, the firm sources and structures credit or alternative yield opportunities, usually backed by hard assets. Madison Sixty offers investors a diverse range of direct investment deals (not through funds). Our team’s expertise in structured products, credit, analytical research, portfolio management and real estate investments helps us identify unique opportunities with asymmetric risk characteristics. Madison Sixty is highly selective in bringing opportunities to our preferred balance sheets, which enables the team to devote its full attention to each investment opportunity.

Meyer-Chatfield Group

Benefit Solutions

Meyer-Chatfield Group was founded in 1992, and expanded to approximately 250 clients throughout the United States with $4 billion of assets under management. They are considered leaders in BOLI/CUOLI/COLI, plan administration, and executive compensation.

MYZ Financial & Insurance Services

Advisory Team

MYZ Financial & Insurance Services was formed to provide unbiased advice to clients so they can make the right financial decisions for their families and their businesses. As both a fiduciary and a broker, they don’t represent just any one financial or insurance company – they represent all of them. They are product neutral and will shop the entire marketplace on your behalf to ensure they get the best deal that fits your situation. It’s the difference between Design Planning vs. Default Planning.

Newcleus Financial

Benefit Solutions

With the synergy of front-line input, internal staff support, and platform administration analytics and insights, they’re uniquely able to infuse greater guidance to the companies they power. Newcleus currently provides back office sales, marketing and administration support for several independent sales organizations.

Old Greenwich Capital Partners

Institutional

Old Greenwich Capital Partners is an NYC-based firm that provides unique access to hard-to-source investment opportunities across private markets including venture, hedge funds, and private equity. For over three decades, institutions and private investors have trusted OGCP’s judgment and acumen in the sourcing, building, and distribution of investment products as well as the co-investment partnerships established in sourcing one-off private deals for their discriminating network.

Red Oak Partners, LLC

Advisory Team

Red Oak Partners, LLC is an SEC-registered investment advisory firm that invests with a focus on value investing in misunderstood and less followed opportunities primarily in North America. The principals make investment decisions based on a diligent, fundamentally driven, intensive research process in order to profit from opportunities where there are specific catalysts or events that can unlock value.

Cohen & Company

Cohen & Company currently manages approximately $2.8 billion across multiple asset classes. With main offices in Philadelphia, New York, Boca Raton, Paris and London, Cohen & Company serves a diverse international network of institutional clients across various business lines. The firm prides itself on building trust with clients on a foundation of discipline, performance, tradition and innovation.

Bluestone Capital Partners

Bluestone Capital Partners is an investment adviser registered under the Investment Advisers Act of 1940. Bluestone Capital Partners serves as the investment advisor to the Bluestone Community Development Fund (ticker BLUCX). Currently, the firm’s primary advisory client is the Fund. Bluestone is headquartered in San Juan, Puerto Rico, with a satellite office in the suburbs of Philadelphia, Pennsylvania. Bluestone has extensive ties to the banking industry through its asset management activities.

JVB Financial Group

JVB is a broker-dealer, focused on four distinct business lines, including mortgage trading and financing, SBA securitization, wholesale trading, and distribution and credit trading.

REVL Securities

REVL is a unique financial services and advisory firm that provides tailored solutions to clients worldwide. They were founded on the premise that boutique financial firms should provide clients with a higher level of attention and creativity while also delivering best-in-class talent. Their commitment to harnessing creativity to applicable investment ideas and strategies is the basis for many of REVL’s long standing relationships. REVL’s expertise covers several sectors with their primary emphasis on financial services, renewable energy, real estate and specialty finance.

Tourmaline Partners

Tourmaline is comprised exclusively of highly seasoned and passionate employees who have proven themselves as experts in their respective disciplines, whether it be trading, operations or compliance. The result is a degree of knowledge, professionalism and relationships that delivers a level of service and overall experience nearly impossible to duplicate.