Mark Daniel

PerTrac Financial Solutions LLC provides analytic and workflow solutions for investment and financial services firms. The company was founded by Milton Baehr and Frank B. Smith in 1996 and is headquartered in New York, NY.

Consulting Services Group LLC provides investment consulting and management services. Its services include investment policy statement, asset allocation, portfolio structure, ongoing due diligence, and performance reporting. The company was founded by Fred J. Hodges and Edgar Lee Giovannetti in 1988 and is headquartered in Memphis, TN.

Founded in 1994, Zephyr Associates, Inc. assembled a world class team of software engineers and mathematicians to create an entirely new software program for performing sophisticated and functional style analysis and performance. The original software, StyleADVISOR, was the first commercially available software to implement Nobel Laureate Bill Sharpe's unique style analysis. Today, thousands of users not only subscribe to Zephyr's desktop products StyleADVISOR and AllocationADVISOR, but are taking advantage of its web-based products Zephyr OnDEMAND and Web Services. Zephyr's development team along with a group of other professionals continues to keep all products, as well as customer service, on the cutting edge of its industry. Zephyr's products and services help investment professionals make informed decisions about investment products and portfolio construction. They take pride in providing intellectual leadership to the financial industry and building long-term relationships with its customers.