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Our Members |
The Securities Transfer Association is proud to represent a diverse network of transfer agents, financial institutions, trust companies, technology providers, and industry partners committed to supporting the integrity of the securities transfer industry.
Our members play a vital role in maintaining accurate shareholder records, facilitating securities transactions, safeguarding investor assets, and advancing best practices across the industry. Together, they help promote efficiency, transparency, and innovation throughout the capital markets.
Below you'll find the organizations that make up the STA membership community.
Transfer Agent Members
Transfer Agent Members include banks, trust companies, financial institutions, and transfer agents responsible for maintaining shareholder records, processing ownership transfers, administering corporate actions, and providing essential services to public and private companies. These organizations form the foundation of the securities transfer industry and are dedicated to accuracy, compliance, and exceptional shareholder service. |
Vendor Members
Apex strives to be the market-leading financial technology data provider driving disruption and innovation for the future of wealth creation.
Jennifer Borden jborden@jbordenlaw.com Jennifer C. Borden, founder of Borden Consulting Group, LLC, has specialized in all facets of unclaimed property law, including audit defense, litigation, compliance and consulting for more than twenty years. Her practice has expanded to regulatory compliance for the securities and insurance industries, due to the often conflicting demands of regulators and auditors. She regularly develops strategies to communicate with lost owners, defends multi-state audits and advises clients on all elements of the complex area of escheat law.
BetaNXT powers leading organizations across the investment ecosystem - retail and institutional firms, digital brokers, wealth managers, and issuers trust BetaNXT to accelerate their growth.
For more than 50 years, Chiesa Shahinian & Giantomasi PC (CSG Law), a full-service regional law firm with offices in New Jersey and New York, has assisted a broad spectrum of clients in achieving their objectives by offering a comprehensive array of legal services. Recognized as a Regional Powerhouse by Law360 and the Law Firm of the Year by the New Jersey Law Journal for the firm’s involvement in high profile matters throughout the region, CSG Law attracts private enterprises, governmental entities and individual clients seeking to benefit from practical, value-added counsel – the type of representation that leads to innovative and enduring results.
The Depository Trust & Clearing Corporation (DTCC) through its subsidiaries, provides clearance, settlement and information services for equities, corporate and municipal bonds, government and mortgage-backed securities and over-the-counter credit derivatives trades. DTCC's depository also provides custody and asset servicing for more than two million securities from the United States and 100 other countries and territories, and is the leading processor of mutual funds and insurance transactions. FIRST COMMAND FINANCIAL PLANNING
First Command Financial Services is a financial planning firm specialized in serving U.S. military officers and families since 1958. Based in Fort Worth, Texas, it provides face-to-face coaching for financial planning, investments, insurance, and banking, aiming to improve the financial well-being of service members. FITCH GROUP | CENTURY DIRECT SOLUTIONS, LLC
Joe Barrett 917.797.3579 joebarrett@fitchgroup.com Since 1886, we have provided comprehensive financial printing, bindery, and mailing services to clients throughout the financial industry. Our financial print services include annual reports, proxy statements, 10-Qs, offering memorandums, official statements, prospectuses, offset and digital printing, as well as inserting and mailing services. Our Fitch Bindery & Mailing division provides complete in-house typesetting, digital printing, mailing, and fulfillment capabilities. With on-demand services available around the clock and scalable local, national, and international distribution networks, we help ensure your projects are produced efficiently and delivered wherever they need to go. |
Cindy Nisley 212.805.7127 cindy.nisley@computershare.com Georgeson, a Computershare company, is a global leader in strategic shareholder engagement, proxy solicitation, and corporate governance consulting. They help corporations identify, understand, and communicate with investors, manage annual meetings and proxy contests, and handle unclaimed property and asset reunification.
Exclusive provider of all S.T.A.M.P. 2000 Medallion Stamps and Transfer Agent Authentication Equipment. Provider of security solutions including document authentication, counterfeit currency detectors, security inks and laser toners, biometric security equipment and fingerprint access controls.
Frank Lentini flentini@innisfreema.com Innisfree M&A Incorporated is a premier high-stakes shareholder engagement and proxy solicitation firm that advises corporations and investors during mergers, acquisitions, contested situations, and corporate governance disputes. They provide strategic advice, shareholder intelligence, and analytics to win support for transactions and board battles.
Tom DiMarino 845.620.9300 tdimarino@kemark.com Kemark Financial Services, Inc. is the program administrator for The Securities Transfer Agents Medallion Program (STAMP) and the Stock Exchanges Medallion Program (SEMP). These signature guarantee programs are recognized by all major financial services associations and are endorsed by The Securities Transfer Association.
KPMG has dedicated unclaimed property professionals to help organizations across a broad array of industries resolve known and unknown unclaimed property risks and recover their property. Motivated by results, our teams bring leading technology, the full weight of our resources, and innovative thinking to each of your engagements, helping ensure a positive client experience. Our diverse backgrounds and extensive team collaboration bring multidimensional insights to each engagement. We work hard to be a long-term, trusted adviser on your unclaimed property issues. MARKETSPHERE UNCLAIMED PROPERTY SPECIALISTS
With 20 years in the industry, MarketSphere is the nation’s leading specialist in unclaimed property compliance and management. We deliver the most comprehensive suite of unclaimed property managed services.
SS&C Technologies is a global provider of software-enabled services, cloud-based software, and AI-powered solutions specifically for the financial services and healthcare industries. They offer comprehensive tools for investment management, fund administration, trading, and intelligent automation to optimize operational efficiency.
TS Partners is the largest independent provider of shareholder accounting software solutions focused on the Global Corporate Trust and Stock Transfer business. |
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