H McInerney, AGT - Stifel Nicolaus Inc

The Coyle Company, located in Needham, MA, specializes in advanced planning solutions for ultra-high-net-worth individuals and families. With a focus on life insurance knowledge, estate planning strategies, and tax-efficient solutions, the firm is recognized for its commitment to excellence and client relationships. Led by a team of experienced professionals, including legal and financial experts, The Coyle Company enhances client experiences through strategic planning and tailored services. Their commitment to simplifying complex topics and maintaining strong advisor relationships sets them apart in the estate planning community. Generated from the website

Staley Capital, based in Wellesley Hills, MA, specializes in investing in disruptive and growing consumer brands across various sectors, including beauty, food, and wellness. Their portfolio features innovative companies such as Kosas Cosmetics and Once Upon A Farm, which prioritize clean ingredients and nutritious offerings, reshaping their respective markets. With a focus on brands that embody sustainable and health-conscious practices, Staley Capital also supports companies like Banza and Tatcha, known for their unique approaches to food and skincare. Their investment strategy is aimed at fostering growth in companies that are not only profitable but also promote a positive lifestyle and consumer experience. Generated from the website