Corporate Sponsors
The following Affiliates support the IPPFA at
the sponsor affiliate level. In addition to providing services
to our membership, they provide additional financial support
for the IPPFA by underwriting the Annual Training Conference,
the Annual Holiday Party and other operational expenses.
The Sponsor member receives one calendar year membership (January
1st through December 31st) in the association, admittance to
all IPPFA events, registration for two persons at the Annual
Training Conference (ATC) including booth space if desired,
special event signage indicating your firms sponsorship of lunches,
hospitality rooms or breaks, preference for teaching assignments
at the ATC and Certified Trustee class preference for newsletter
article space, free web link, access to certain information
in the association’s data base, and a one-page ad in the
yearly ATC directory. For more information about becoming a
Corporate Sponsor, click here.
CONVERGEx GROUP
Investment Advisor
Thomas
Mackell, III, 212-497-1553
Jeffrey
O'Brien, 212-497-1555
1633 Broadway, 48th Floor, New York, NY 10019 |
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BERNSTEIN
LITOWITZ BERGER & GROSSMANN LLP
Law Firm
Avi Josefson, 212-554-1493, fax 212-554-1444
Amanda Rekemeier, 212-554-1451, fax 212-554-1444
1285 Avenue of the Americans
New York, NY 10019 |
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CAPITAL
GAINS INCORPORATED
Investment Managers & Advisor
Gary
Karshna, 847-318-9975
Carena Fermin, 847-318-9975
8060 West Oakton Street, Suite 102, Niles, IL 60714 |
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DIVERSIFIED
INVESTMENT ADVISORS
457 Plan Provider
Brian
Grady, 312-596-3919
Shelly
Weiner, 312-596-3901
230 West Monroe, Suite 1110, Chicago, IL 60606 |
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DUFF
& PHELPS / VIRTUS
Investment Advisor
Kevin Callahan, 312-917-6528
Eliza
AuYeung, 415-486-6512
200 S. Wacker, Suite 500
Chicago, IL 60606 |
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FOSTER
and FOSTER, INC
Actuarial Service
Jason
Franken, 847-325-5582
250 Parkway Drive, Suite 150, Lincolnshire, IL 60069
Brad
Heinrichs, 239-433-5500
13420 Parker Commons Boulevard, Fort Myers, FL 33912 |
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GRAYSTONE
CONSULTING
Financial Consultant
Thomas
McShane, 312-917-7541
227 W. Monroe St., Suite 3400, Chicago IL 60606
Mary
Tomanek, 847-480-3605
111 S. Pfingsten Rd., Suite 200, Deerfield, IL 60015
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GREAT
LAKES ADVISORS, LLC
Money Manager
Mike Howard , 312-553-3745
William Gregg, 312-553-3700
222 South Riverside Plaza, Suite 2800, Chicago, IL 60606 |
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ICE
MILLER LLP
Law Firm
Mary
Beth Braitman, 317-236-2468
One American Square, Floor 29
Indianapolis, IN 46282 |
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ING INVESTMENT MANAGEMENT
Thomas Applegate, 212-309-6485
Seth Finkelstein, 212-309-1724
230 Park Avenue, New York, NY 10169
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IPPFA
BENEFITS
457 Provider/Vema/Financial Education/Group Auto & Home
Program
Don
Hook, 773-427-2064
3963 West Belmont Avenue, Suite 6, Chicago IL 60618 |
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LASALLE
STREET CONSULTING GROUP
Investment Consultant
Terri
Madigan Hayes, 312-869-3850
550 W Washington, Suite 1050
Chicago, IL 60661 |
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LAUTERBACH
& AMEN, LLP
Accounting Firm
Sherry
Lauterbach, 630-393-1483
Ronald
J. Amen, 630-393-1483
27W457 Warrenville Road, Warrenville, IL 60555 |
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MB
FINANCIAL BANK
Investment Management
Robert
Thompson, 847-653-2390
Teresa Krafcheck, 847-653-2380
6111 North River Road, Rosemont, IL 60018 |
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MESIROW
FINANCIAL
Investment Management
Andy
Pataky, 312-595-6593
353 North Clark Street, Chicago, IL 60654 |
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PREMIER ASSET MANAGEMENT LLC
Investment Counsel
Joseph Seminetta, 312-727-0273
4311 N. Ravenswood Ave, Suite 100, Chicago, IL 60613 |
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SAWYER
FALDUTO ASSET MANAGEMENT, LLC
Investment Manager
John
Falduto, 630-941-8560
Thomas
Sawyer, 630-941-8560
340 West Butterfield Road, Suite 400, Elmhurst, IL 60126 |
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Shepherd,
Finkelman, Miller & Shah, LLP
Attorneys at Law
James
Miller, 860-526-1100
65 Main St, Chester, CT 06412
Scott
Shepherd, 610-891-9880
35 E. State St, Media, PA 19063 |
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SIKICH LLP
Accounting Firm
Frederick
Lantz, 630-566-8557
Brian
LeFevre, 630-566-8505
1415 W. Diehl Rd, Suite 400
Naperville, IL 60563
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SKBA
CAPITAL MANAGEMENT, LLC
Money Manager
Andrew
Bischel, 415-989-7852
Kelly Brush, 415-989-7852, Fax 415-989-7858
44 Montgomery Street, Suite 3500, San Francisco, CA 94104 |
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TEPFER
CONSULTING GROUP, LTD
Actuary
Art
Tepfer, 847-509-7740
Nolan
Frank, 847-509-7740
145 Revere Drive, Suite 6, Northbrook, IL 60062 |
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The
INVESTOR GROUP AT THEBANK
(Formally: The Bank of Edwardsville)
Investment Manager
Bryan
Gorman, 618-659-6675
4415 ML King Drive, Alton, IL 62002
Darren
Wright, 618-659-6351
330 West Vandalia, Edwardsville, IL 62025 |
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ULLICO
INC
Insurance and Investment Company
Jordan
Smith, 630-743-4256, FAX: 312-368-6671
111 S. Wacker Dr. Suite 3925, Chicago, IL 60606
John
O'Brien
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WALL
& ASSOCIATES
Investment Management
David
Wall, 630-213-8885
William Galgan, 630-213-8885
1182 Lakeside
Carol Stream, IL 60188 |
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WOLF
POPPER LLP
Securities Fraud Litigation
Chet
Waldman, 212-451-9624
Marshall
Bennett, 212-451-9602
845 Third Avenue, 12th Floor, New York, NY 10022 |
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