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Leading Advisors

ACE Private Risk Services
Bob Courtemanche

Chief Executive Officer
Madison, NJ 07940

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Phone: 973.408.6222
Email
Website

Altair Advisers LLC
Richard K. Black

Managing Director
Chicago, IL 60606

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Phone: 312.429.3000
Email
Website

Total Firm Assets: $2.5 billion
Largest Client Net Worth: $1 billion +

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Altair Advisers LLC
Rebekah L. Kohmescher

Director
Chicago, IL 60606

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Phone: 312.429.3000
Email
Website

Total Firm Assets: $2.5 billion
Largest Client Net Worth: $1 billion +

new malis-altair

Altair Advisers LLC
Bryan R. Malis

Managing Director
Chicago, IL 60606

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Phone: 312.429.3000
Email
Website

Total Firm Assets: $2.5 billion
Largest Client Net Worth: $1 billion +

rentmeester

Altair Advisers LLC
Brett K. Rentmeester

Director
Chicago, IL 60606

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Phone: 312.429.3000
Email
Website

Total Firm Assets: $2.5 billion
Largest Client Net Worth: $1 billion +

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Beacon Wealth Management
Mark S. Germain

Founder and CEO
Glen Rock, NJ 07452

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Phone: 201.447.9500
Email
Website

Total Firm Assets: $300 million
Largest Client Net Worth: $28 million

gendelman-bruce

Bruce Gendelman Company
Bruce Gendelman

Chairman
Palm Beach, FL 33480

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Phone: 800.845.4145 ext. 11
Email
Website

Largest Client Net Worth: High-level Forbes 400

gendelman-joseph

Bruce Gendelman Company
Joseph Gendelman

President and CEO
New York, NY 10023

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Phone: 800.845.4145 ext. 13
Email
Website

Largest Client Net Worth: High-level Forbes 400

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Cedar Street Advisors
Tom Duffey

Vice President
Milwaukee, WI 53202

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Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential

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Cedar Street Advisors
Gregg W. George

Director
Milwaukee, WI 53202

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Phone: 414.287.8853
Email
Website

Total Firm Assets: Confidential
Largest Client Net Worth: Confidential