Investment

• Investment Management
  Before joining NewSpring, she served as the Marketing Director for Verdis Investment Management, a manager of private equity portfolios in real estate, energy, and other natural resources, where she was responsible for establishing marketing strategies and tactics to communicate services, offerings, and value to build awareness and sales opportunities. Prior to joining the financial services sector, Annie worked in the legal industry, where she held several B2B marketing positions at RatnerPrestia and CozenO’Connor.
• Wealth Management
  Jim joined NewSpring in 2014 and has over 30 years of experience. Previously, he was Division CEO for SunGard’s financial systems division, a $2.5 billion business with 13,000 employees worldwide. While at SunGard, Jim also led software and service businesses in the areas of Wealth Management, Insurance, Corporate Treasury, Trading, Risk Management, Brokerage, and Consulting Services. He also sponsored and integrated approximately 40 key acquisitions and played a key role in SunGard's 2005 $11.5 billion leveraged buyout with a consortium of private equity firms including TPG, SilverLake, KKR, and Bain.

Accounting

• Accounting Services
  SolomonEdwards offers combined business consulting and accounting services such as internal audit, regulatory compliance, risk management, systems integration, and business process improvement with staffing and resource management.

Planning

• Long Term Care
  Continuing Care Rx provides comprehensive institutional pharmacy services to residents of long-term care facilities and other chronic settings in Florida, Illinois, Maryland, New Hampshire, New York, North Carolina, Pennsylvania, and Virginia.
• Asset Management