Provenienza dei contatti di primo grado di Bob Davis
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Round Table Services LLC
 Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations.
9
| Subsidiary | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bob Davis tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Marist College | College/University | Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree | |
Eagle Ridge Investment Management LLC
 Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Baylor University | College/University | Undergraduate Degree | |
Citicorp Investment Services
 Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Investment Managers | Corporate Officer/Principal | |
| University of Wisconsin-Milwaukee | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Morningstar, Inc. (Research)
 Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
| University of Georgia | College/University | Undergraduate Degree | |
| University of Wisconsin Law School | College/University | Graduate Degree | |
The University of Tampa, Inc.
 The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree | |
| Universidad Iberoamericana | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 14 |
| Canada | 2 |
| Svizzera | 2 |
| Messico | 2 |
Settori
| Consumer Services | 11 |
| Finance | 5 |
| Commercial Services | 3 |
Posizioni
| Undergraduate Degree | 8 |
| Analyst-Equity | 6 |
| Corporate Officer/Principal | 4 |
| Portfolio Manager-Equities | 3 |
| Graduate Degree | 2 |
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