Joe O'Flaherty

The American company has been providing its clients with investment and retirement planning services since 1987. The team at Channel Wealth takes a collaborative approach to portfolio management, trading, research, and market analysis. Additionally, the private company offers comprehensive financial planning services to client families and their related businesses.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

Sagent LLC engages in the provision of communications network equipment, repair solutions, and maintenance services. It offers telecommunication services, network technology, wireless technology, cable MSO technology, and datacenter services. The company was founded in 2001 and is headquartered in Coppell, TX.

Howard Capital Management, Inc. (HCM) is an independent, SEC-registered investment advisor headquartered in Roswell, Georgia. The firm was founded by Ronald Howard in 1999. HCM offers professional money management services to private clients, financial advisors, and registered investment advisors through a suite of separately managed accounts, retirement tools, self-directed brokerage accounts, proprietary mutual funds and ETFs.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.