Brett Harrison
Amministratore Delegato presso First Allied Holdings, Inc.
Provenienza dei contatti di primo grado di Brett Harrison
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Cetera Financial Group, Inc.
 Cetera Financial Group, Inc. Investment ManagersFinance Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.
36
| Holding Company | Investment Managers | 36 |
Cetera Advisors LLC
 Cetera Advisors LLC Investment ManagersFinance Cetera Advisors LLC is a dually-registered investment advisor and broker-dealer headquartered in Greenwood Village, Colorado. The firm was founded in 1981 as Multi-Financial Securities Corp. They are a wholly-owned subsidiary of Cetera Financial Group, Inc. Cetera Advisors provides advisory services to individuals, tax-qualified retirement plans, and other institutions.
1
| Extinct | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brett Harrison tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| DORAL FINANCIAL CORP. | Financial Conglomerates | Director/Board Member Corporate Officer/Principal | |
Venerable Insurance & Annuity Co.
 Venerable Insurance & Annuity Co. Life/Health InsuranceFinance Venerable Insurance & Annuity Co. engages in the provision of financial products and services. It offers fixed and indexed annuities, investment-only products and payout annuities for pre-retirement wealth accumulation, and postretirement income management. The company was founded on January 2, 1973 and headquartered in West Chester, PA. | Life/Health Insurance | Director/Board Member President | |
| KEYCORP | Major Banks | Private Equity Investor | |
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
Morgan Stanley Portfolio Strategy Fund LP
 Morgan Stanley Portfolio Strategy Fund LP Financial ConglomeratesFinance Morgan Stanley Portfolio Strategy Fund LP provides investment services. It offers speculative trading of futures contracts, options on futures and forward contracts, and forward contracts on physical commodities. The company was founded on February 1, 1991 and is headquartered in New York, NY. | Financial Conglomerates | Director/Board Member | |
| LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Director of Finance/CFO Corporate Officer/Principal | |
Teachers Insurance & Annuity Association of America-College
 Teachers Insurance & Annuity Association of America-College Investment ManagersFinance Teachers Insurance & Annuity Association of America-College provides financial products and services. It offers retirement plans, mutual funds, annuities, life insurance, brokerage and trading services, managed accounts and education savings. The company was founded by Andrew Carnegie in 1918 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Genstar Capital Management LLC
 Genstar Capital Management LLC Investment ManagersFinance Genstar Capital Management LLC is a private equity firm founded in 1988 by Dennis H. Chookaszian. The firm is headquartered in San Francisco., California. | Investment Managers | Consultant / Advisor Consultant / Advisor Private Equity Investor Consultant / Advisor Consultant / Advisor Private Equity Investor | |
| Schwab Retirement Plan Services, Inc. | Corporate Officer/Principal | ||
TravelClick, Inc.
 TravelClick, Inc. Miscellaneous Commercial ServicesCommercial Services TravelClick, Inc. engages in development of cloud-based and data-driven solutions for hotels. Its solutions include suites, business intelligence, reservations and booking engine, media, web and video, and guest management solutions. The company was founded by Raymond Martin Cohen, Richard W. Gray and Ray Cohen in 1999 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director of Finance/CFO Director/Board Member | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Comptroller/Controller/Auditor Chief Operating Officer | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
| Stanford University | College/University | Director/Board Member Masters Business Admin Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree | |
Institutional Shareholder Services, Inc.
 Institutional Shareholder Services, Inc. Investment ManagersFinance Institutional Shareholder Services, Inc. (ISS) is an investment research firm headquartered in Rockville, Maryland. The firm was founded in 1985 and is owned by Viss Intermediate LLC, which is ultimately held by Deutsche Börse AG (ETR: DB1) in Germany. ISS provides corporate governance and responsible investment solutions globally to other investment advisers, including investment advisers to investment companies, pension and profit-sharing plans, broker-dealers, asset owners, asset managers, banks or thrift institutions, hedge funds, trusts, estates, charitable organizations and other institutional investors, as well as law firms, and universities. The firm also provides data to third parties for use in thematic based indices. Their solutions include objective governance research and recommendations; responsible investment data, analytics, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management provided by Securities Class Action Services, LLC (ISS SCAS); reliable global governance data and modeling tools; asset management intelligence, portfolio execution and monitoring, fund services, and media. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Orion Advisor Technology LLC
 Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Director/Board Member Director/Board Member | |
University of Akron
 University of Akron Other Consumer ServicesConsumer Services University of Akron provides public research education. Its programs include under graduate studies, graduate studies, international studies, law, and continuing education. The company was founded in 1870 and is headquartered in Akron, OH. | College/University | Masters Business Admin | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree Undergraduate Degree | |
AssetMark, Inc.
 AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Director/Board Member Analyst-Equity Corporate Officer/Principal | |
| INSPRO TECHNOLOGIES CORPORATION | Packaged Software | Director/Board Member | |
eMoney Advisor LLC
 eMoney Advisor LLC Investment ManagersFinance Part of FMR LLC, eMoney Advisor LLC is a company that provides technology solutions and services to help people talk about money. Based in Radnor, PA, the company's solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. eMoney's wealth management platform helps advisory firms lead with planning and meet the evolving needs of clients. The company was founded by Jeff Schulte and Edmond J. Walters, and Susan J. McKenna has been the CEO since 2018. eMoney Advisor was acquired by FMR LLC from The Guardian Life Insurance Company of America on February 28, 2015, for $250 million. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Extreme Fitness, Inc.
 Extreme Fitness, Inc. Other Consumer ServicesConsumer Services Extreme Fitness, Inc. owns and operates fitness clubs. The company was founded in 1995 and is headquartered in North York, Canada. | Other Consumer Services | Director/Board Member | |
Caribbean Financial Group, Inc.
 Caribbean Financial Group, Inc. Finance/Rental/LeasingFinance Caribbean Financial Group Inc. is a finance services company. It is engaged in offering unsecured personal loans, retail sales finance, and related credit insurance services. The company was founded in December 2006 and is headquartered in Guaynabo, Puerto Rico. | Finance/Rental/Leasing | Director/Board Member | |
Mercer Advisors, Inc.
 Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Director/Board Member Director/Board Member | |
Chicago Shakespeare Theater
 Chicago Shakespeare Theater Movies/EntertainmentConsumer Services Chicago Shakespeare Theater operates performance theaters. It offers production of classics, new works and family programming; to unlocking Shakespeare’s work for educators and students; and to serving as Chicago’s cultural ambassador through its World’s Stage Series. The company was founded by Barbara Gaines in 1986 and is headquartered in Chicago, IL. | Movies/Entertainment | Director/Board Member | |
Ascensus LLC
 Ascensus LLC Investment ManagersFinance Ascensus LLC provides recordkeeping services, third-party administrator, and government savings facilitator services. The company offers health savings, education and training, professional development, and trust and custody services. It serves banks, credit unions and financial institutions, employers, financial advisors, governments, individuals, institutional partners, and third party administrators. The company was founded in 1980 and is headquartered in Dresher, PA. | Investment Managers | Director/Board Member | |
| Schwab Investor Services | Corporate Officer/Principal | ||
PCS Retirement LLC
 PCS Retirement LLC Investment ManagersFinance PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA. | Investment Managers | Director/Board Member | |
| Kistler, Tiffany & Co. | Corporate Officer/Principal | ||
| Insured Retirement Institute | Director/Board Member Chairman | ||
| Financial Services Institute, Inc. | Director/Board Member Chairman | ||
Arêtec, Inc.
 Arêtec, Inc. Information Technology ServicesTechnology Services Arêtec, Inc. operates as a technology consulting firm. Its services include are Cyber Security, Enterprise IT, IT Management and Data Analytics. The company was founded by Steve Hiott in 2005 and is headquartered in Fairfax, VA. | Information Technology Services | Director/Board Member Chairman Director/Board Member | |
Foreside Financial Group LLC
 Foreside Financial Group LLC Packaged SoftwareTechnology Services Foreside Financial Group LLC engages in the provision of regulatory and compliance services. Is solutions include broker-dealer consulting, investment advisor consulting, capital connections, fund officer services and technology solutions. It offers services to investment adviser, broker-dealer, CPOs/CTAs, mutual funds, exchange-traded products (ETPs), funds of funds, hedge funds, private equity funds and investment bankers. The company was founded on October 19, 2005 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member | |
Docupace Technologies LLC
 Docupace Technologies LLC Packaged SoftwareTechnology Services Docupace Technologies LLC provides document management and workflow solutions. It offers ePACS productivity suite, cyber security and straight through processing. The company was founded by Michael Pinsker and is headquartered in Los Angeles, CA. | Packaged Software | Chairman President | |
| SNAAC Holdings LLC | Director/Board Member | ||
| RCS CAPITAL CORP | Investment Banks/Brokers | Chief Operating Officer Chairman Director/Board Member Director/Board Member Chief Executive Officer | |
Culpeper Capital Partners LLC
 Culpeper Capital Partners LLC Investment ManagersFinance Culpeper Capital Partners LLC (Culpeper Capital) is a private equity firm founded in 2011 by David E. King. The firm is headquartered in Albany, New York. | Investment Managers | Founder | |
Osaic, Inc.
 Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Executive Officer Chairman Director of Finance/CFO Sales & Marketing | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| Kellogg School of Management | College/University | Masters Business Admin Masters Business Admin | |
GC Waves Holdings, Inc.
 GC Waves Holdings, Inc. Financial ConglomeratesFinance GC Waves Holdings, Inc. provides investment services. The company was founded in 2015 and is headquartered in Denver, CO. | Financial Conglomerates | Chief Executive Officer | |
Surgical Theater LLC
 Surgical Theater LLC Medical SpecialtiesHealth Technology Surgical Theater LLC provides a pre-operative and intra-operative surgery preparation. Its products include Surgical Planner and Surgical Navigation Advanced Platform (SNAP). The company was founded by Moty Avisar and Alon Geri in 2010 and is headquartered in Mayfield Village, OH. | Medical Specialties | Director/Board Member | |
AqGen Island Holdings, Inc.
 AqGen Island Holdings, Inc. Financial ConglomeratesFinance AqGen Island Holdings, Inc. operates as an early stage company. The company is headquartered in New York, NY. | Financial Conglomerates | President Director/Board Member | |
MGO One Seven LLC
 MGO One Seven LLC Investment ManagersFinance Part of MGO/OS Holdings LLC, MGO One Seven LLC is an SEC-registered investment advisor that provides a comprehensive business management platform to financial advisors. The company is based in Beachwood, OH. One Seven is dedicated to a holistic understanding of clients' personal goals and forging a path to help achieve them. The company's independent financial advisors strive to deliver true value by looking beyond the balance sheet to provide holistic, customized solutions to each client. One Seven builds relationships that build legacies around the things people truly care about - through a holistic commitment to personal and financial growth. The company was founded in 2016 by Benjamin L. Brigeman and Ronald Scott Gross, who has been the CEO since 2016. | Investment Managers | Founder | |
Gc Lighthouse Holdings, Inc.
 Gc Lighthouse Holdings, Inc. Financial ConglomeratesFinance Part of Deutsche Börse AG, Gc Lighthouse Holdings, Inc. functions as an investment holding company. The company is based in San Francisco, CA. The CEO of the company is Gary Retelny. | Financial Conglomerates | Director/Board Member Director/Board Member Director/Board Member Director/Board Member | |
GC Two Holdings, Inc.
 GC Two Holdings, Inc. Financial ConglomeratesFinance GC Two Holdings, Inc. operates as a holding company which interests in firms that invest in middle-market companies. The company was founded in 2018 and is headquartered in San Francisco, CA. | Financial Conglomerates | Director/Board Member Director/Board Member Chief Executive Officer Director/Board Member Chief Executive Officer Director/Board Member Director/Board Member Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 49 |
| Canada | 2 |
Settori
| Finance | 27 |
| Consumer Services | 12 |
| Technology Services | 5 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Posizioni
| Director/Board Member | 182 |
| Corporate Officer/Principal | 82 |
| Independent Dir/Board Member | 35 |
| Chief Executive Officer | 32 |
| Undergraduate Degree | 31 |
Contatti più connessi
| Insiders | |
|---|---|
| Mary Cranston | 34 |
| Mary Beams | 33 |
| David King | 32 |
| Alice Schroeder | 22 |
| Anthony Salewski | 22 |
| Carol Flaton | 20 |
| R. Roth | 19 |
| Hal Strong | 17 |
| Benjamin Brigeman | 15 |
| Gary Michel | 15 |
| Robert Moore | 15 |
| Siddharth Ramakrishnan | 14 |
| Valerie Brown | 13 |
| Lori Hardwick | 13 |
| Enrique Vasquez | 11 |
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