Anthony S. Jezek
Amministratore Delegato presso Olistico Wealth LLC
Provenienza dei contatti di primo grado di Anthony S. Jezek
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
318
| Subsidiary | Investment Managers | 318 |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).
143
| Subsidiary | Investment Banks/Brokers | 143 |
Holland Hall
 Holland Hall Other Consumer ServicesConsumer Services Holland Hall provides education services. The firm offers primary, middle, and upper school facilities. Its campus facilities includes creeks and ponds, an outdoor classroom, a regionally-recognized 5K wooded trail, numerous athletic fields, and playgrounds. The company was founded on September 21, 1922 and is headquartered in Tulsa, OK.
37
| Private Company | Other Consumer Services | 37 |
Olistico Wealth LLC
 Olistico Wealth LLC Investment ManagersFinance Olistico Wealth LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. The firm was founded by Anthony S. Jezek in 2021. Olistico Wealth provides customized wealth management and comprehensive investment advisory solutions for business owners, entrepreneurs, families, and high net worth individuals.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Anthony S. Jezek tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| GEN DIGITAL INC. | Packaged Software | Director/Board Member | |
| ROYAL BANK OF CANADA | Major Banks | Corporate Officer/Principal | |
Carnegie Mellon University
 Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Graduate Degree | |
| CANADIAN IMPERIAL BANK OF COMMERCE | Regional Banks | Treasurer | |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Deutsche Bank Securities, Inc.
 Deutsche Bank Securities, Inc. Investment Banks/BrokersFinance Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
ThoughtWorks, Inc.
 ThoughtWorks, Inc. Information Technology ServicesTechnology Services ThoughtWorks, Inc. provides systems integration and application development services. It offers system architecture, consulting, organizational transformation, software development, and implementation services. The firm serves energy, manufacturing, retail, and financial sectors. The company was founded by Neville Roy Singham in 1993 and is headquartered in Chicago, IL. | Information Technology Services | Director/Board Member | |
JPMorgan Securities LLC
 JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| SERVICENOW, INC. | Packaged Software | Director/Board Member | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin | |
Royal Bank Financial Group
 Royal Bank Financial Group Major BanksFinance Royal Bank Financial Group provides financial services, including issuing money in various forms, receiving deposits of money, lending money and processing transactions and the creating of credit. The company is headquartered in Langley, Canada. | Major Banks | Corporate Officer/Principal | |
| University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Private Equity Investor Corporate Officer/Principal | |
BofA Securities, Inc.
 BofA Securities, Inc. Investment Banks/BrokersFinance BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients. | Investment Banks/Brokers | Director of Research - Equity Director of Research - Equity Corporate Officer/Principal Director of Research - Equity | |
| The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Tulsa | College/University | Masters Business Admin Director/Board Member Masters Business Admin | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of California, Berkeley | College/University | Masters Business Admin Graduate Degree | |
| New York University | College/University | Undergraduate Degree Graduate Degree | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities | |
| University of Oregon | College/University | Undergraduate Degree Undergraduate Degree | |
| PURE STORAGE, INC. | Computer Peripherals | Director/Board Member | |
AppBus, Inc.
 AppBus, Inc. Packaged SoftwareTechnology Services AppBus, Inc. develops workspace application aggregation platform, which securely integrates enterprise applications on consumer devices. The company by Andrew Melikov, Tony Pizi, Paul Kanevsky, Tyler Norman and Yuri Milshtein and is headquartered in Wenonah, NJ. | Packaged Software | Director/Board Member | |
| Adelphi University | College/University | Masters Business Admin | |
CenterState Corp. for Economic Opportunity
 CenterState Corp. for Economic Opportunity Miscellaneous Commercial ServicesCommercial Services CenterState Corp. for Economic Opportunity offers business development and economic growth consulting services. The firm provides business expansion, sector analysis, regional marketing, government relationship building, entrepreneur support and infrastructure development consulting services. The company is headquartered in Syracuse, NY. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Canterbury | College/University | Undergraduate Degree | |
| RBC & Associates | Corporate Officer/Principal | ||
| Queen's University of Belfast | College/University | Doctorate Degree | |
| Bates College | College/University | Undergraduate Degree | |
Blooom, Inc.
 Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s). | Investment Managers | Chief Executive Officer | |
B. Riley Wealth Management, Inc.
 B. Riley Wealth Management, Inc. Investment ManagersFinance B. Riley Wealth Management, Inc. (B. Riley), formerly Wunderlich Securities, Inc., is a full-service brokerage firm headquartered in Memphis, Tennessee, founded in 1996. The firm is a subsidiary of Wunderlich Investment Co., Inc. B. Riley provides comprehensive wealth management and brokerage services to individuals and families, corporations and non-profit organizations, including qualified retirement plans, trusts, foundations and endowments. In 2001, they expanded their business to include investment advisory services. The firm is duly registered with the SEC. | Investment Managers | Director of Research - Equity | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Kellogg School of Management | College/University | Masters Business Admin | |
University of North Dakota Alumni Association & Foundation
 University of North Dakota Alumni Association & Foundation Investment Trusts/Mutual FundsMiscellaneous University of North Dakota Alumni Association & Foundation engages in the provision of philanthropic services. It helps foster connections and for the advancement of the community. The company was founded on June 13, 1889 and is headquartered in Grand Forks, ND. | Investment Trusts/Mutual Funds | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Canada | 4 |
| Nuova-Zelanda | 2 |
| Regno Unito | 2 |
Settori
| Finance | 22 |
| Consumer Services | 17 |
| Technology Services | 5 |
| Miscellaneous | 3 |
| Commercial Services | 3 |
Posizioni
| Corporate Officer/Principal | 100 |
| Director/Board Member | 97 |
| Undergraduate Degree | 58 |
| Analyst-Equity | 51 |
| Portfolio Manager-Equities | 36 |
Contatti più connessi
| Insiders | |
|---|---|
| Anita Sands | 30 |
| Joseph Grano | 28 |
| Joseph Craft | 21 |
| Christopher John Sylvester | 13 |
| Charles J. Ditkoff | 13 |
| George Chrisafis | 10 |
| Brett Riley | 10 |
| Rob Samuels | 9 |
| Marten Sybren Hoekstra | 8 |
| Everett Weinberger | 7 |
| Bob Mulholland | 7 |
| Bradley Ball | 7 |
| James Dobson | 7 |
| Sally J. Dessloch | 6 |
| Frank Sileo | 6 |
- Borsa valori
- Insiders
- Anthony S. Jezek
- Connessioni Società
