VP, Senior Communications Manager
The Alliance 2019 Winter Conference is an annual event delivering exceptional educational content and networking opportunities, providing sponsors, attendees and speakers the valuable face-to-face time.
The line-up of professionals attending includes executives from preeminent investment banks and intermediaries, leading private equity investors, senior and mezzanine lenders, CPA’s, attorneys, business valuators, consultants, and other M&A advisors, representing countries from all over the world.
Millennium Trust, LLC ended the year on a high note, with $26.6 Billion assets under custody in almost 1.2 Million accounts – the latter of which is up 50 percent from 2017.
Wolters Kluwer Legal & Regulatory U.S. announced the integration of its Distribution Tracking Software (DTS) with the ftwilliam.com 1099 Software module.
Midterm elections have reconfigured the power structure in Washington. With retirement plan legislation as a bipartisan priority, however, retirement proposals could make headway.
Abry Partners, a leading Boston-based private equity firm, has agreed to make a significant investment in Millennium Trust allowing us to further strengthen our existing position in the marketplace while continuing to expand our product offerings.
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