ALLIANCE PARTNERS LLC of CHEVY CHASE, MD is an SEC-registered investment adviser (CRD 157700). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Other.
Clients served: Pooled vehicles, Other.
Showing 25 of 33 people.
| Name | Role | Location |
|---|---|---|
| Hugh Michael O'Connor | TREASURER | — |
| Lori Heller Bettinger | CO-PRESIDENT | — |
| Vincent Twomey | CO-PRESIDENT | — |
| Derek A Anderson | CHIEF COMPLIANCE OFFICER | — |
| SCHWARTZ ROBERT SCOTT | ELECTED MANAGER | — |
| GRAHAM AARON BRIAN | CHIEF EXECUTIVE OFFICER; ELECTED MANAGER; PRESIDENT | — |
| FELDSTEIN ANDREW TODD | ELECTED MANAGER | — |
| LIBERMAN MICHAEL | ELECTED MANAGER | — |
| O'CONNOR SEAN MICHAEL | TREASURER | — |
| DELANEY JOHN KEVIN | FOUNDER; FOUNDER, CO-CEO; FOUNDER, DIRECTOR (+2 more) | — |
| FINK THOMAS ANTHONY | CFO | — |
| FISH JASON MARSHALL | FOUNDER; FOUNDER, DIRECTOR; MANAGER (+1 more) | — |
| HOLLOWELL THOMAS DOUGLAS | CHIEF COMPLIANCE OFFICER, CLO; CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL | — |
| SACHS LEWIS ANDREW | FOUNDER, CEO; FOUNDER, CHAIRMAN OF THE BOARD; FOUNDER, CHIEF EXECUTIVE OFFICER (+3 more) | — |
| MARKUS BRYCE | ELECTED MANAGER | — |
| SMITH DEREK | ELECTED MANAGER | — |
| FRIEDMAN PAUL ALEXANDER | ELECTED MANAGER | — |
| HOLLOWELL THOMAS | CHIEF COMPLIANCE OFFICER, CLO | — |
| GREATREX PETER DOUGLAS | ELECTED MANAGER | — |
| COLE DONALD FRANK | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CCO; ELECTED MANAGER (+1 more) | — |
| KOBAYASHI CHARLES CHISATO | ELECTED MANAGER | — |
| KORN AVI | ELECTED MANAGER | — |
| WIERENGA AMY ELIZABETH | ELECTED MANAGER | — |
| WILSON JUSTIN CLIFFORD | ELECTED MANAGER | — |
| PIERI JAMES BRIAN | ELECTED MANAGER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2024-05-03 | regulatory | THE FDIC AND OFR DETERMINED, AND FORBRIGHT BANK NEITHER ADMITS NOR DENIES, THAT THE BANK HAS ENGAGED IN (I) UNSAFE AND UNSOUND BANKING PRACTICES RELATING TO, AMONG OTHER THINGS, DEFICIENCIES AND WEAKNESSES IN THE SUPERVISION AND DIRECTION OF MANAGEMENT BY THE BANK'S BOARD OF DIRECTORS; MANAGEMENT PE… | Final | — |
| 2022-12-14 | regulatory | THE FDIC AND OCFR DETERMINED, AND FORBRIGHT BANK NEITHER ADMITS NOR DENIES, THAT THE BANK HAS ENGAGED IN UNSAFE OR UNSOUND BANKING PRACTICES OR VIOLATIONS OF LAW OR REGULATION RELATING TO, AMONG OTHER THINGS, TO DEFICIENCIES AND WEAKNESSES IN THE BANK'S ANTI-MONEY LAUNDERING/COUNTERING THE FINANCING… | Final | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 301-232-5438 |
| — | — | 1 | 3012325400 |
| — | — | 1 | 3012325400 |
| — | — | 1 | 3012325400 |
| — | — | 1 | 3012325400 |
| — | — | 1 | 301-315-6522 |
| — | — | 1 | 301-232-5472 |