Provenienza dei contatti di primo grado di David Stanley Beckwith
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
RINET Co. LLC
 RINET Co. LLC Investment ManagersFinance RINET Co. LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1974 by Brian Rivotto. In 2021, the firm was acquired by CapFinancial Partners LLC, which is owned by The CapFinancial Group LLC. RINET Co. provides investment management services to high net-worth individuals and families including their trusts and charitable entities.
13
| Extinct | Investment Managers | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a David Stanley Beckwith tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal | |
Coldstream Capital Management, Inc.
 Coldstream Capital Management, Inc. Investment ManagersFinance Coldstream Capital Management, Inc. (CCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was founded by Roger Reynolds in 1996. CCM provides comprehensive wealth management services to affluent individuals and their families, corporate executives, business owners, multi-generational family wealth, professional athletes, private foundations, corporate pension and profit-sharing (ERISA) plans, public sector defined contribution plans, and endowments and not-for-profit organizations. | Investment Managers | Analyst-Equity | |
Foresters Financial Services, Inc.
 Foresters Financial Services, Inc. Financial ConglomeratesFinance Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY. | Financial Conglomerates | Corporate Officer/Principal | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
| George Washington University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CapFinancial Partners LLC
 CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC (dba CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. They are a subsidiary of The CapFinancial Group LLC. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Graduate Degree Graduate Degree | |
| Bentley University | College/University | Graduate Degree Graduate Degree | |
Sandy Cove Advisors LLC
 Sandy Cove Advisors LLC Investment ManagersFinance Sandy Cove Advisors LLC is an independent wealth management firm and registered investment advisor headquartered in Hingham, Massachusetts. The firm was founded by Deirdre R. Prescott in 2010. Sandy Cove Advisors offers financial planning and family office solutions to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and small businesses. | Investment Managers | Director of Research - Equity Chief Investment Officer | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
| Stonehill College, Inc. | College/University | Undergraduate Degree Undergraduate Degree | |
| UMass Chan Medical School | College/University | Corporate Officer/Principal | |
| State University of New York College at Oswego | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
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. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Washington Trust Advisors, Inc.
 Washington Trust Advisors, Inc. Investment ManagersFinance Washington Trust Advisors, Inc. (WTA) is a SEC-registered investment advisor and wealth management firm headquartered in Wellesley, Massachusetts. The firm was founded by Joseph Robbat and Douglas Biggar in 1979 as Weston Financial Group, Inc. until 2021. They are a wholly-owned subsidiary of The Washington Trust Co. of Westerly, which is wholly-owned by Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTA offers wealth management and holistic financial planning services for institutional and high-net worth clients. | Investment Managers | Corporate Officer/Principal | |
| Syracuse University | College/University | Undergraduate Degree | |
Twin Focus Capital Partners LLC
 Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Investment Managers | Corporate Officer/Principal | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| KBC Financial Services, Inc. | Corporate Officer/Principal | ||
| Colby College | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 24 |
| Hong Kong | 2 |
Settori
| Consumer Services | 13 |
| Finance | 10 |
| Commercial Services | 2 |
| Government | 2 |
Posizioni
| Corporate Officer/Principal | 14 |
| Undergraduate Degree | 13 |
| Portfolio Manager-Equities | 10 |
| Graduate Degree | 5 |
| Analyst-Equity | 4 |
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