Provenienza dei contatti di primo grado di Beau Gross
Entità | Tipo di entità | Settore Industriale | |
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Pegasus Partners Ltd.
Pegasus Partners Ltd. Investment ManagersFinance Pegasus Partners Ltd. is a privately held, SEC-registered investment advisor and wealth management firm headquartered in Mequon, Wisconsin. The firm was founded by Todd Krieg, Matthew D’Attilio and Bill Wernecke in 2015. Pegasus Partners provides comprehensive wealth management services to individuals, families, trusts, foundations & endowments.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Beau Gross tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Reinhart Partners, Inc.
Reinhart Partners, Inc. Investment ManagersFinance Reinhart Partners, Inc. is a privately-held, SEC-registered investment advisor headquartered in Mequon, Wisconsin. The firm was founded by James Reinhart in 1991 and was formerly known as Reinhart & Mahoney Capital Management, Inc. Reinhart Partners provides investment advisory services to mutual funds, corporations, other investment advisers, pension and profit-sharing plans, Taft-Hartley plans, municipalities and other public institutions, foundations, trusts, individuals and other separate accounts. They also provide model portfolio recommendations to sponsors of managed account programs. | Investment Managers | Analyst-Equity President | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Children's Hospital of Wisconsin Foundation, Inc.
Children's Hospital of Wisconsin Foundation, Inc. Miscellaneous Commercial ServicesCommercial Services Children's Hospital of Wisconsin Foundation, Inc. provides philanthropic support to Children's Hospital and Health System, Inc. and its tax-exempt affiliates. The Foundation has advanced the Health System's mission by securing endowment funds for a large number of programs and services related to pediatric patient care, education, research and advocacy for children. The firm's accomplishments include: helping to fund the creation of the Children's Hospital's child protection center and the child life program of education and play therapy for children; significant funding of the hospital's intensive care units' equipment; and funding for school-based health centers in Milwaukee schools. | Miscellaneous Commercial Services | Director/Board Member | |
Williams College | College/University | Undergraduate Degree | |
Georgetown University Law Center | College/University | Graduate Degree | |
Morgan Dempsey Capital Management LLC
Morgan Dempsey Capital Management LLC Investment ManagersFinance Morgan Dempsey Capital Management LLC (Morgan Dempsey) is a SEC-registered investment advisor headquartered in Menomonee Falls, Wisconsin. The firm was founded by R. Thomas Dempsey in 1994 and is wholly-owned by MDCM Holdings LLC, which is majority owned by MDCM Legacy LLC. Morgan Dempsey manages assets for institutions, individual investors, and Registered Investment Advisors. | Investment Managers | Analyst-Equity | |
Heck Capital Advisors LLC
Heck Capital Advisors LLC Investment ManagersFinance Heck Capital Advisors LLC (Heck Capital) is an independent, SEC-registered investment advisor headquartered in Rhinelander, Wisconsin. The firm was founded by Robert G. Heck in 2007. Heck Capital provides discretionary and non-discretionary institutional investment services for corporations as well as portfolio management and financial guidance for retirement plans, foundations/endowments, high-net worth individuals and trusts. | Investment Managers | Analyst-Equity | |
University of Wisconsin | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Settori
Finance | 6 |
Consumer Services | 5 |
Commercial Services | 2 |
Posizioni
Portfolio Manager-Equities | 5 |
Analyst-Equity | 4 |
Undergraduate Degree | 3 |
Chief Investment Officer | 3 |
Founder | 2 |
Contatti più connessi
Insiders | |
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Matt D'Attilio | 5 |
Todd Matthew Krieg | 5 |
Jolie Kay Keller | 3 |
Nils Dillon | 3 |
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