The Legacy Circle Group at Morgan Stanley

CDM Software Solutions, Inc.

Treating Clients’ Assets With Care

To do his or her job well, a financial advisor needs every essential tool of the trade: experience in all types of markets, a deep reserve of knowledge, industry-leading resources and a strong affinity for helping investors steward their wealth wisely. Most of all, advisors need their clients’ absolute trust. Without it, they can’t bring the full measure of value clients deserve.

This is the belief that drives 31-year industry veteran Robert L. Mitchell, Senior Vice President and Financial Advisor; partner Richard Barton, CFP®, Portfolio Manager, Financial Advisor and Financial Planning Specialist; and the other members of the Legacy Circle Group at Morgan Stanley. Together, they have built a successful advisory practice around the twin values of trust and transparency, knowing investors’ trust isn’t easily earned or kept.

Ben Callahan at Wells Fargo Advisors

CDM Software Solutions, Inc.

Financial Advisor Builds Pipelines to Success

Ben Callahan, Financial Advisor, knows what it’s like to be rich. He also remembers going broke.  During Callahan’s childhood in Louisiana, his father owned a successful oil field service company and employed hundreds of people, enabling the family to live very comfortably. Then came the oil bust of the 1980s.

“In the oil business, you can be a millionaire one day and the next day you’re not,” he says. “All of a sudden, we weren’t wealthy. That’s what really gave me the drive to stand on my own two feet and succeed financially. After graduating from college, I wanted to help other people plan for success.”

Calao Wealth Management Group

CDM Software Solutions, Inc.

Working With Clients for a Positive Retirement

Joe Calao was a “frustrated” journalist when he got into the retirement planning business more than 18 years ago. “In journalism I didn’t always see the fruits of my labor,” he says. “You hope you’re making an impact, but you couldn’t always tell.”

But as a financial advisor and retirement plan consultant at UBS in Waco, Texas, Calao says, “I can tell I’m making an impact. I really enjoy serving people. It’s my passion.”

For example, he recently met with a prospective client, a small-business owner whose company didn’t have a corporate retirement plan because it thought it would be too expensive and burdensome. As a result, the company was losing key employees to its competitors that did have such a program.

Brown & Harris Group at UBS

CDM Software Solutions, Inc.

Guiding Clients Through Life’s Transitions

Navigating the financial landscape, accumulating wealth and managing it effectively have never been easy.  But today’s investors face unique challenges, says Benjamin H. Brown, CFP®, Senior Vice President – Wealth Management. “In today’s constant-information environment, many investors are finding it increasingly difficult to remain focused on what matters most to them: their long-term personal and financial goals.”


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The Sundance Group of UBS

CDM Software Solutions, Inc.

Only One Investing Benchmark Matters: Yours

Because the world changes constantly and every target moves, the advisors at The Sundance Group drafted a motto: “Anything is possible, and the unexpected is inevitable. Proceed accordingly.”

Cari Schulz and Jennifer L. White, each a vice president—wealth management, portfolio manager and financial advisor, are realists who know this truth can cut two ways. In the market and in life, things can go positively, things can go negatively, and since finance affects everything, the wise course is to work with professionals who are prepared for the expected and the unexpected alike.

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G3 Communications

CDM Software Solutions, Inc.

Digital Media Firm Connects Content
With Demand for B2B Marketers

Lead generation campaigns were still novel strategies in 2008 when G3 Communications launched DemandGen Report (DGR). A trailblazer in this transformational sales and marketing area, G3 began publishing the online weekly newsletter to help B2B organizations harness the potential of digital tools to drive growth.

Today, the Bergen County-based digital media firm is a recognized thought leader in the discipline and is growing rapidly. It is ranked among Inc. magazine’s Fastest-Growing Private Companies in the U.S. (2013 and 2014) and in the state. DGR reaches 26,000 B2B marketing professionals, and G3 generates more than 40,000 leads for clients yearly.

Peapack-Gladstone Bank

CDM Software Solutions, Inc.

Talent Acquisition Technology
Takes on the World

In a world of big, impersonal banking, where automated responses have replaced real people, Peapack-Gladstone Bank is a private bank that has made personal service and advice the centerpiece of its brand.

For more than 93 years, Peapack-Gladstone Bank has served some of the wealthiest communities in the country.  Technology and innovation have brought new opportunities to the Bank and have enabled it to open new markets for its services.

Today, Peapack-Gladstone Bank has become a boutique bank that offers its high-net-worth clients convenience, advice and service they cannot readily find at large banks or small local community banks.

iCIMS, Inc.

CDM Software Solutions, Inc.

Talent Acquisition Technology
Takes on the World

Nine straight years on Inc. magazine’s list of the 5000 fastest-growing privately owned companies in the United States. Nine. Named the 33rd Best Medium-Sized Company to Work For in the nation by Glassdoor; ranked 18th on NJBIZ’s list of Fifty Fastest-Growing Companies and on Deloitte’s Technology Fast 500 list of fastest-growing North American technology companies. Then there are the dozens of customer service awards. And customers spanning from New Jersey to Switzerland to Nigeria. Not bad for a company started by a 23–year-old kid just out of college.

Octapharma USA

CDM Software Solutions, Inc.

Creating Novel Human Protein Therapies
With a Commitment to Patient Safety

Octapharma USA is a division of Switzerland-based Octapharma AG, one of the largest producers of human blood plasma protein products and recombinant equivalents in the world.

“Protein therapies have increased dramatically in number and frequency of use since the introduction of the first recombinant protein therapy, human insulin, more than 30 years ago,” says Flemming Nielsen, President of Octapharma USA, based in Hoboken, N.J. “Once a rarely used medical treatment, protein therapies today have a vital role in almost every field of medicine and are growing substantially.”

RRML Capital Resources

CDM Software Solutions, Inc.

Clearing the Path to Commercial Financing

For mid-size businesses looking to expand their operations, invest in real estate or acquire other businesses, one of the biggest impediments to success is not a lack of funding. It’s how they go about trying to get it.

Lenford L. Robins, CEO of RRML Capital Resources, is a commercial lending expert, seasoned financial consultant and diehard enthusiast when it comes to helping businesses grow and thrive. Over the years, he has counseled all types of enterprises whose appeals to lenders have failed. His specialty, and his passion, is clearing the hurdles that stand in
their way.