Collabria Capital

Established in 1989, KASPICK & COMPANY specializes in the management and administration of planned gifts. The company serves educational, medical and religious organizations in the United States. It manages more than $3 billion of assets. KASPICK & COMPANY also offers policy and practice consultation services. The company performs administrative functions, including document review, asset transfer coordination, payment processing, tax preparation and gift annuity regulatory filing. It offers a range of accounting packages for recording gifts in financial statements. The company is a part of TIAA-CREF, which is a provider of retirement services for individuals and institutions in the academic, research, philanthropic and cultural fields. KASPICK & COMPANY has a quarterly newsletter that provides research and analysis on current topics.

JMP Securities full-service investment bank that provides equity research, investment banking and institutional brokerage services to public and private companies. Headquartered in San Francisco, it offers a range of outsourcing services. Founded in 2000, the bank serves the technology, health care, retail, real estate, and financial and business services industries. JMP Securities also provides advisory services in the areas of mergers and acquisitions, divestiture and exclusive sales, and corporate restructuring and recapitalization. It is also engaged in the structuring, marketing and execution of financing transactions, including the private placement of equity and debt securities. JMP Securities operates in the states of California, New York, Chicago, Illinois and Massachusetts.