Carolyn Armitage
Presidente presso Thrivent Advisor Network, LLC
Provenienza dei contatti di primo grado di Carolyn Armitage
Entità | Tipo di entità | Settore Industriale | |
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The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.
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| Non-Profit Organization | Miscellaneous Commercial Services | 28 |
Thrivent Advisor Network, LLC
Thrivent Advisor Network, LLC Investment ManagersFinance Part of Thrivent Financial for Lutherans, Thrivent Advisor Network, LLC is a company that provides investment advisory services. The company is based in Minneapolis, MN.
1
| Subsidiary | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Carolyn Armitage tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Amundi Pioneer Asset Management USA, Inc.
Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal | |
Stratford American Corp.
Stratford American Corp. Oil & Gas ProductionEnergy Minerals Stratford American Corp. explores oil and gas in the United States. It owns interests in 30 oil and gas producing properties in Oklahoma and Texas through its subsidiary Stratford American Energy Corp. The company also owns working and/or royalty interests in oil and gas properties in Oklahoma and Texas through its subsidiary SA Oil. Stratford American was founded in 1988 and is headquartered in Phoenix, AZ. | Oil & Gas Production | Chairman | |
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 | |
LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Chief Operating Officer | |
WOLTERS KLUWER N.V. | Data Processing Services | Corporate Officer/Principal | |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO NEW YORK MUNICIPAL INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO NEW YORK MUNICIPAL INCOME FUND II | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO CALIFORNIA MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director/Board Member | |
PIMCO NEW YORK MUNICIPAL INCOME FUND III | Investment Trusts/Mutual Funds | Director/Board Member | |
Franklin Templeton Distributors, Inc.
Franklin Templeton Distributors, Inc. Financial ConglomeratesFinance Part of Franklin Resources, Inc., Franklin Templeton Distributors, Inc. provides fund management services. The company is based in San Mateo, CA. | Financial Conglomerates | Corporate Officer/Principal | |
PIMCO GLOBAL STOCKSPLUS & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member | |
TOMTOM NV | Packaged Software | Director/Board Member | |
Allianz Global Investors Distributors LLC
Allianz Global Investors Distributors LLC Financial ConglomeratesFinance Allianz Global Investors Distributors LLC provides fund management services. The firm offers global investment and research capabilities with consultative local delivery. The company is headquartered in New York, NY. | Financial Conglomerates | Chief Executive Officer | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal | |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Packaged Software | Founder | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Stanford University | College/University | Masters Business Admin | |
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 | Founder | |
Fairleigh Dickinson University | College/University | Undergraduate Degree | |
St. Bonaventure University | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Gerson Lehrman Group, Inc.
Gerson Lehrman Group, Inc. Miscellaneous Commercial ServicesCommercial Services Gerson Lehrman Group, Inc. provides membership network for learning and expertise. The firm promotes knowledge exchange through conversations, small group convenings, mentorships, surveys, and other interactions with its network of experts. The company was founded by Alexander Saint-Amand, Thomas D. Lehrman, and Mark Gerson in 1998 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Chief Executive Officer | |
Financial Services Institute, Inc. | Chairman Director/Board Member Director/Board Member Director/Board Member | ||
JConnelly Inc.
JConnelly Inc. Advertising/Marketing ServicesCommercial Services JConnelly Inc. is a communications and marketing agency working with brands to help them expand awareness, connect and engage with clients and stakeholders, influence change, amplify online presence and build community. It specializes in media relations, video production and distribution, social and digital media, advertising, corporate communications support, branding, content development and distribution, marketing, graphic design, crisis communications and risk management, and reputation management. The company was founded in 2003 and is headquartered in New York, NY. | Advertising/Marketing Services | Chief Executive Officer Chief Executive Officer | |
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Trading-Equity Founder | |
Snappy Kraken LLC
Snappy Kraken LLC Packaged SoftwareTechnology Services Snappy Kraken LLC engages in the provision of marketing solution for financial advisors. It develops platform, which enables financial advisors to personalize, automate, and track marketing campaigns and business processes. The company was founded by Robert J. Sofia, Bradley Jon Deloatche, and Angel D. Gonzalez in 2016 and is headquartered in Ormond Beach, FL. | Packaged Software | Director/Board Member | |
Nitrogen Wealth, Inc.
Nitrogen Wealth, Inc. Packaged SoftwareTechnology Services Nitrogen Wealth, Inc. is a growth platform for wealth management firms and financial advisors. The private company is based in Auburn, CA. Nitrogen has been revolutionizing the way financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. The company helps advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. Nitrogen invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the fearless investing movement. The company was founded by Aaron Klein and Mike McDaniel, with Aaron Klein serving as the CEO since incorporation. | Packaged Software | Founder | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
The Leukemia & Lymphoma Society, Inc.
The Leukemia & Lymphoma Society, Inc. Miscellaneous Commercial ServicesCommercial Services The Leukemia & Lymphoma Society, Inc. operates as the world's largest voluntary health organization dedicated to funding blood cancer research, education and patient services. The firm provides treatment for , lymphoma, Hodgkin's disease and myeloma, and improve the quality of life of patients and their families. It identifies and funds the most promising blood cancer research projects and forges partnerships with academic institutions, biotechnology and pharmaceutical companies to accelerate the development of new therapies. The company is headquartered in Rye Brook, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Sanctuary Wealth Group LLC
Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Investment Managers | Chief Executive Officer | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
TomTom, Inc.
TomTom, Inc. Aerospace & DefenseElectronic Technology TomTom, Inc. manufactures GPS hardware and software products. It specializes in navigation products and services, maps, traffic, wearable, fitness, action camera, software, fleet management. The firm serves consumer, telematics, automotive and licensing markets. The company was founded in and is headquartered in Burlington, MA. | Aerospace & Defense | Director/Board Member | |
Stratfor Enterprises LLC
Stratfor Enterprises LLC Commercial Printing/FormsCommercial Services Stratfor Enterprises LLC engages in the provision of publishing services. It offers geopolitical analysis, industry, country forecasts, and terrorism intelligence. The company was founded by George Friedman in 1996 and is headquartered in Austin, TX. | Commercial Printing/Forms | Chairman | |
Source Media LLC
Source Media LLC Internet Software/ServicesTechnology Services Source Media LLC provides business-to-business digital media services. It provides timely and essential news, analysis, research, data and insights for members of the financial services community, and related fields in professional services and technology. The company offers its clients and subscriber?s publications and online information services, industry-standard data applications and in-depth seminars and conferences. The company was founded in 2004 and is headquartered in New York, NY. | Internet Software/Services | Chief Executive Officer | |
All Stars Project, Inc. | Director/Board Member | ||
TomTom International BV
TomTom International BV Aerospace & DefenseElectronic Technology TomTom International BV produces, designs, and develops navigation and mapping products. It operates through the following business units: Consumer, Automotive, Licensing, and Telematics. The Consumer business unit includes navigation devices such as global positioning system enabled sports watches. The Automotive business unit provides navigation components such as maps, traffic, and software to car manufacturers. The Licensing business unit comprises of maps with navigable coverage for 118 countries, address points, and two-dimensional city maps. The Telematics business unit covers fleet management, vehicle telematics, and connected car services. The company was founded by Harold Goddijn and Peter-Frans Pauwels in 1991 and is headquartered in Amsterdam, the Netherlands. | Aerospace & Defense | Director/Board Member | |
Ladenburg Thalmann & Co., Inc.
Ladenburg Thalmann & Co., Inc. Regional BanksFinance Ladenburg Thalmann & Co., Inc. provides investment baking and brokerage services. The firm also provides asset and wealth management, underwriting, alternative investments and advisory services. It serves emerging growth companies and high net worth individuals. The company was founded in 1876 and is headquartered in New York, NY. | Regional Banks | Chief Operating Officer | |
Miami Country Day School, Inc.
Miami Country Day School, Inc. Other Consumer ServicesConsumer Services Miami Country Day School, Inc. is a non-profit organization, which engages in the provision of education services. It offers services relating to academics, lower school, middle school, upper school, learning resources, and college counseling. The company was founded in 1938 and is headquartered in Miami, FL. | Other Consumer Services | Director/Board Member | |
PIMCO California Flexible Municipal Income Fund
PIMCO California Flexible Municipal Income Fund Investment Trusts/Mutual FundsMiscellaneous PIMCO California Flexible Municipal Income Fund is a closed-end investment fund, which engages in investment activity. It seeks to provide current income exempt from federal and California income tax. The company was founded on February 8, 2022 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Director/Board Member | |
VIRTUS CONVERTIBLE & INCOME FUND | Investment Trusts/Mutual Funds | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 45 |
Paesi Bassi | 4 |
Settori
Finance | 14 |
Miscellaneous | 11 |
Technology Services | 8 |
Consumer Services | 7 |
Commercial Services | 6 |
Posizioni
Director/Board Member | 98 |
Corporate Officer/Principal | 60 |
Chief Executive Officer | 24 |
President | 20 |
Undergraduate Degree | 14 |
Contatti più connessi
Insiders | |
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David Fisher | 43 |
Brian S. Hamburger | 22 |
Mark M. Goldberg | 21 |
Gemma Postlethwaite | 17 |
Stephanie Drescher | 14 |
Adam Antoniades | 11 |
William Paul Morrissey | 10 |
Guy Adami | 10 |
Adam Malamed | 8 |
Brett Goodman | 7 |
Richard Steinmeier | 7 |
Corey J. Walther | 6 |
John Hyland | 5 |
Aaron Klein | 4 |
Eric Clarke | 4 |
- Borsa valori
- Insiders
- Carolyn Armitage
- Connessioni Società