Andrew David Lein
Gestore di Portafoglio-Azioni presso Girard Advisory Services LLC
Provenienza dei contatti di primo grado di Andrew David Lein
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Girard Advisory Services LLC
 Girard Advisory Services LLC Investment ManagersFinance Girard Advisory Services LLC (Girard) is a SEC-registered investment advisor headquartered in King of Prussia, Pennsylvania. The firm was founded by Michael W. McCort in 1995 under the name Girard Partners Ltd. They are a wholly-owned subsidiary of Univest Bank & Trust Co., itself a wholly-owned subsidiary of Univest Financial Corp. (NASDAQ: UVSP). Girard provides investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and business entities.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Andrew David Lein tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
SEI Investments Management Corp.
 SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| Drexel University | College/University | Undergraduate Degree | |
Fairfield Group, Inc.
 Fairfield Group, Inc. Investment Banks/BrokersFinance Part of Franklin Resources, Inc., Fairfield Group, Inc. is a financial services concern. The company is based in Horsham, PA. Fairfield Group was acquired by Legg Mason, Inc., part of Franklin Resources, Inc. from August 03, 2020 on April 21, 1993. | Investment Banks/Brokers | Portfolio Manager-Equities | |
| LaSalle University | College/University | Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
| West Chester University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
The Sycamore Group, Inc.
 The Sycamore Group, Inc. Packaged SoftwareTechnology Services Part of Anexinet Corp., The Sycamore Group, Inc. provides high-end software architecture and development outsourcing services. The company is based in Fort Washington, PA. The company was founded by Erik Carrozza. The Sycamore Group was acquired by Anexinet Corp. on April 24, 2006. | Packaged Software | Corporate Officer/Principal | |
Univest Bank & Trust Co.
 Univest Bank & Trust Co. Regional BanksFinance Part of Univest Financial Corp., Univest Bank & Trust Co. operates as a state chartered commercial bank. The company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007. | Regional Banks | Corporate Officer/Principal | |
Evergreen Investments & Management LLC
 Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
Black Rock Capital Corp.
 Black Rock Capital Corp. Finance/Rental/LeasingFinance Part of Red Mountain Resources, Inc., Black Rock Capital Corp. provides commercial equipment financing services. The company is based in Bridgeport, CT. Black Rock Capital was acquired by Red Mountain Resources, Inc. on June 22, 2011 for $33.48 million. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Girard Investment Services LLC | President | ||
| Brain & Behavior Research Foundation | Investment Trusts/Mutual Funds | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 16 |
Settori
| Finance | 8 |
| Consumer Services | 5 |
| Government | 2 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Posizioni
| Corporate Officer/Principal | 9 |
| Portfolio Manager-Equities | 5 |
| Undergraduate Degree | 5 |
| President | 3 |
| Chief Investment Officer | 2 |
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