Craig Pearson

CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.

Private Wealth Systems, Inc. is a financial technology company that offers a private cloud multi-asset, multi-manager, multi-currency investment management and reporting platform. The company is based in Mooresville, NC. The company's platform is utilized by family offices, private banks, chief investment officers, accountants, and high net worth wealth managers. The company provides portfolio management and reporting software uniquely designed for ultra-high net worth investors, family offices, and banks. The company's UHNW personal financial management and reporting platform enables a 100% total wealth view across public and private investments. The company was founded in 2014 by Joanne Frawley and Craig Pearson. Craig Pearson has been the CEO since 2014.

Kenamea, Inc. provides notification solutions and services. The firm's solutions enable enterprises to manage the resolution of business-critical and revenue generating tasks. Its solutions include enhance advisor productivity & retention and regulatory compliance. The company was founded in 1999 and is located in San Francisco, CA.

Charles River Systems, Inc. provides software and technology consulting services. It also offers implementation, application management services and hosting services. The firm offers Charles River Investment Management Solution that controls operational risk, simplifies day-to-day system management, and decreases technology costs by hosting and managing the enterprise software to wealth managers, advisors, alternative investment managers and institutional investment managers. The company was founded by Peter K. Lambertus in 1984 and is headquartered in Burlington, MA.

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