Chole Kirwan
Direttore operativo presso Reston Wealth Management LLC
Provenienza dei contatti di primo grado di Chole Kirwan
Entità | Tipo di entità | Settore Industriale | |
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LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
65
| Subsidiary | Investment Managers | 65 |
Reston Wealth Management LLC
Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Chole Kirwan tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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H&R BLOCK, INC. | Other Consumer Services | Director of Finance/CFO | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Investment Managers | Corporate Officer/Principal | |
CUNA Brokerage Services, Inc.
CUNA Brokerage Services, Inc. Investment Banks/BrokersFinance CUNA Brokerage Services, Inc. provides investment, insurance, and retirement planning services. It offers credit union protection, investments, executive benefits and funding solutions, lending, retirement solutions, and TruStage Insurance program. The company was founded in 1982 and is headquartered in Waverly, IA. | Investment Banks/Brokers | President | |
First Allied Securities, Inc.
First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Instinet LLC
Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Technology Business Research, Inc.
Technology Business Research, Inc. Investment ManagersFinance Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis. | Investment Managers | Analyst-Equity | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Human Resources Officer Chief Tech/Sci/R&D Officer Chief Executive Officer Sales & Marketing Corporate Officer/Principal | |
CITIZENS FINANCIAL GROUP, INC. | Major Banks | Director/Board Member Corporate Officer/Principal | |
Steben & Co. LLC
Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Investment Managers | Portfolio Manager-Equities | |
Boston University | College/University | Masters Business Admin Masters Business Admin | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
American University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Frostburg State University | College/University | Undergraduate Degree | |
Hawaii Pacific University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
Susquehanna University | College/University | Undergraduate Degree | |
Morehead State University (Kentucky) | College/University | Undergraduate Degree | |
Northern Kentucky University | College/University | Undergraduate Degree | |
Olivet College | College/University | Undergraduate Degree | |
Purdue University | College/University | Graduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
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 | Analyst-Equity Corporate Officer/Principal | |
LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Chairman Director/Board Member | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
The Leonard N Stern School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Pure Financial Advisors, Inc.
Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Investment Managers | Portfolio Manager-Equities | |
Winning Points Advisors LLC
Winning Points Advisors LLC Investment ManagersFinance Winning Points Advisors LLC (WPA) is an independent registered investment advisor headquartered in Boca Raton, Florida. Founded in 1989, WPA offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Trading-Equity | |
Sirius XM Radio, Inc.
Sirius XM Radio, Inc. BroadcastingConsumer Services Sirius XM Radio, Inc. provides satellite radio services. It broadcasts music, sports, entertainment, comedy, news, and weather channels. The company is headquartered in New York, NY. | Broadcasting | Corporate Officer/Principal | |
Kogod School of Business | College/University | Masters Business Admin | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Members Trust Co.
Members Trust Co. Savings BanksFinance Members Trust Co. offers trust and investment services to credit unions, members, and private clients with a focus on estate planning and retirement savings. Members Trust was founded in 1987 and is based in Tampa, FL with subsidiaries in the United States. The private company provides guidance on investment management, long-term care planning, and tax-efficient investing. The company also offers information on converting traditional IRAs to Roth IRAs, business succession planning, and designating beneficiaries. Kenneth E. Lako has been the CEO of the company since 2023. | Savings Banks | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Francia | 2 |
Settori
Finance | 25 |
Consumer Services | 21 |
Commercial Services | 4 |
Posizioni
Corporate Officer/Principal | 119 |
Undergraduate Degree | 56 |
Director/Board Member | 40 |
Analyst-Equity | 30 |
Masters Business Admin | 16 |
Contatti più connessi
Insiders | |
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Mark Casady | 35 |
James Shorris | 14 |
Ryan Parker | 13 |
Joan D. Khoury | 13 |
Chad Perry | 13 |
Bill Dwyer | 11 |
Marcus Frampton | 11 |
Melissa Cogan | 10 |
Becky Shulman | 9 |
Sallie R. Larsen | 9 |
Kristen Owen | 9 |
Michael Cowart | 8 |
Chris F. Feeney | 8 |
Craig Adams | 7 |
Melanie Anne Hardin | 7 |
- Borsa valori
- Insiders
- Chole Kirwan
- Connessioni Società