James Shehigian

P2bi Holdings LLC provides investment services. The company is headquartered in Denver, CO.

P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO.

Envestnet Group, Inc. provides managed account and practice management technologies for financial advisors. It offers integrated wealth management solution (investment products, services and technology) to the Independent Investment Advisor and Independent Broker Dealer channels, focusing on separate account management and integrated reporting via the Internet. It is headquartered in Chicago, IL.

Private Client Resources LLC provides an outsource solutions. It offers aggregate and report financial information based on information processes proven in markets. The firm services to private banks, family offices and advisory customers. The company was founded by Joseph L. Dionne and Christopher L. Snyder in 2000 and is headquartered in Wilton, CT.

Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL.

WealthTouch, Inc. provides reporting services for ultra-high-net-worth families and their advisors. It also provides solutions for investment reporting, financial data aggregation, account reconciliation, and expense management. The firm also provides back office infrastructure planning and implementation consulting, custom software design & development, and application hosting services. The company was founded in 2001 and is headquartered in Denver, CO