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FSTN Sponsors

Broadridge, a global fintech leader with $4 billion in revenue, provides communications, technology, data and analytics. We drive business transformation with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth. For wealth managers, we seamlessly connect business functions to support client acquisition, satisfaction and retention. As a partner to 25,000 advisors servicing 17 million client accounts, we are uniquely positioned to help firms get ahead of today’s challenges and capitalize on what’s next.

Todd Golden, Account Management

Financial Recovery Technologies (FRT) is a leading technology-based services firm that helps institutional investors identify eligibility, file claims and collect funds made available in securities class action settlements and litigations impacting global investors. Offering the most comprehensive range of services, we provide best-in-class eligibility analysis, disbursement auditing and client reporting. For more information, go to or email

Kim Smith, Sales Executive

Chicago Clearing Corporation (CCC) is the securities class action claims recovery specialist.  With over two decades in the class action sector and staffed by a team of financial industry veterans, CCC is uniquely suited to securities class action recovery. Since 2009 alone, the firm has recovered over $600 million for its clients. CCC’s 1,600+ clients represent over $3 trillion in AUM. No matter the type of investor, CCC will fight for your settlement recovery.

Matt Murray, Senior Vice President
312- 204-6970

GlobeTax is the leading provider of withholding tax relief and recovery services for institutional and high-net worth investors receiving cross-border investment income. The firm’s MIDAS™ platform allows SEI client firms to provide this valuable service to their clients with global holdings. As the appointed agent of ADR issuing depositaries, GlobeTax manages the infrastructure granting tax relief to ADR holders. The firm has clients in 40+ countries and files over seven million claim items per year.

William Treut, Managing Director | Sales

Frank Froio, Managing Director | Relationship Management

CCH Trust US is both fiduciary tax software and tax preparation services – part of the Wolters Kluwer Tax and Accounting family. CCH Trust US software is web based, and incorporates robust compliance, including over 1,600 fiduciary forms, to help banks meet their fiduciary obligations with ease. CCH Trust US has been used by banks, trust companies and other wealth management organizations since 2006. Please visit to learn more.

Calvin Gissendaner, Senior Trust US Relationship Manager

Contact Us:

FSTN Headquarters | 8 South Michigan Avenue - #1405 | Chicago, IL 60603

Telephone: 312-782-4951 | E-mail:

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