Segal Marco Advisors is a firm that provides financial advisor, consulting services, fiduciary trustee, investment management, and legal to nonprofit clients. They primarily provide their services regionally, with most clients in New York and Illinois (although they are present in other states as well).
Most Segal Marco Advisors clients are health and welfare funds and labor unions with revenues ranging from $14 million to $148 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Hockey League | 501(c)(6) | New York, NY | ||
| 2 | Powers Health (CFNI) | 501(c)(3) | Munster, IN | ||
| 3 | Tiger Foundation | 501(c)(3) | New York, NY | ||
| 4 | Wyncote Foundation | 501(c)(3) | Philadelphia, PA | ||
| 5 | John W. Anderson Foundation | 501(c)(3) | Valparaiso, IN | ||
| 6 | Steamfitters' Industry Trust Fund | 501(c)(5) | Long Island City, NY | ||
| 7 | Steamfitters Industry Fund Office | 501(c)(5) | Long Island City, NY | ||
| 8 | International Foundation of Employee Benefit Plans | 501(c)(3) | Brookfield, WI | ||
| 9 | Tallahassee Memorial HealthCare (TMH) | 501(c)(3) | Tallahassee, FL | ||
| 10 | International Brotherhood of Electrical Workers - Headquarters | 501(c)(5) | Washington, DC | ||
| ... | and 102 more Segal Marco Advisors not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Segal Marco Advisors in the nonprofit sector include Nationwide, Usi Consulting Group, JP Morgan Chase, Fiduciary Investment Advisors, The Segal Company, Matrix Trust Company, Global Retirement Partners LLC, Silchester International Investors Ltd, Merrill Lynch, and Vanguard Energy Services LLC.
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