Caleb Harty

Charles River Development Ltd is a leading provider of technology solutions for the financial industry, specializing in wealth management and institutional investment management. Their innovative platforms, such as Charles River IMS and State Street Alpha, offer comprehensive capabilities for portfolio management, risk analytics, trading, and compliance. With a global presence and a strong partner ecosystem, Charles River serves a wide range of clients, including investment managers, advisors, asset owners, insurers, and alternative markets. With a focus on multi-asset and private assets, Charles River's tailored portfolio solutions and wealth hub provide efficient and effective management of diverse asset classes. Their technology services, including cloud services and Microsoft Azure, ensure reliable and secure access to data and applications. Backed by a team of experts and supported by comprehensive technical support and educational services, Charles River is dedicated to delivering cutting-edge solutions that empower financial professionals to achieve their goals.Generated from the website

ZIMMERMAN INVESTMENT is a financial services firm based in North Reading, MA, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term growth, ZIMMERMAN INVESTMENT aims to help clients achieve their financial goals through a range of investment options and advisory services. Generated from their business information

Experience, intellectual capital and dedicated personal service to help you meet your life goals