Vincent J. Phillips

Income& Technologies, Inc. provides financial technology services. The firm also offers fixed-income investment options. The company was founded by Brad Walker and Keith Meyer in 2015 and is headquartered in San Francisco, CA.

Serene Investment Management LLC is a lower middle market special situations lending American company that specializes in venture debt, debtor in possession, and other financing. The private company provides liquidity across the capital stack in $1-15MM funding sizes with totally discretionary capital. The company was founded by Adam Phillips.

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.

CyberTrader, Inc. provides trading platforms, fast trade executions, market tickers and risk management tools. The company was founded in 1995 by Philip R. Berber and is headquartered in Austin, TX.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.