Brigid Jones-Mook
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Provenienza dei contatti di primo grado di Brigid Jones-Mook
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
79
| Holding Company | Investment Managers | 79 |
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.
12
| Private Company | Investment Managers | 12 |
Lindenwood University
8
| College/University | Other Consumer Services | 8 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Brigid Jones-Mook tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investment Management, Inc.
 American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | 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 Corporate Officer/Principal | |
E*TRADE Capital Management LLC
 E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of Missouri | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
TricorBraun, Inc.
 TricorBraun, Inc. Wholesale DistributorsDistribution Services TricorBraun, Inc. engages in the provision of rigid packaging solutions. It offers plastic bottles and jars, glass bottles, closures, sprayers and pumps, pails, drums, and tubes, wine bottles, flexibles, and custom packaging solutions. The company was founded by Samuel Kranzberg in 1902 and is headquartered in St. Louis, MO. | Wholesale Distributors | Chief Tech/Sci/R&D Officer Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Plancorp LLC
 Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
| Beloit College | College/University | Undergraduate Degree | |
| Capital University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| Concordia University | College/University | Undergraduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Portland State University | College/University | Undergraduate Degree | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
| Southern Illinois University | College/University | Graduate Degree Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
| Webster University | College/University | Graduate Degree Undergraduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| United States Marine Corps | Sovereign | Corporate Officer/Principal | |
The Northwestern Mutual Life Insurance Co. (Invt Port)
 The Northwestern Mutual Life Insurance Co. (Invt Port) Investment ManagersFinance The Northwestern Mutual Life Insurance Co. (Northwestern Mutual) is an insurance company headquartered in Milwaukee, Wisconsin. Founded in 1857, Northwestern Mutual and their subsidiaries offer a holistic approach to financial security solutions such as life insurance, long-term care insurance, disability insurance, annuities, investment products and advisory products and services. | Investment Managers | Director of Investments | |
HBM Holdings Co.
 HBM Holdings Co. Investment ManagersFinance HBM Holdings Co (HBM Holdings) is a private equity/venture capital firm founded in 2012. The firm is headquartered in St Louis, Missouri. | Investment Managers | Director/Board Member | |
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 |
Statistiche
Distribuzione geografica
| Stati Uniti | 45 |
| Canada | 2 |
Settori
| Consumer Services | 30 |
| Finance | 15 |
| Distribution Services | 2 |
| Government | 2 |
Posizioni
| Portfolio Manager-Equities | 96 |
| Undergraduate Degree | 94 |
| Corporate Officer/Principal | 61 |
| Masters Business Admin | 20 |
| Graduate Degree | 15 |
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