Dawson Smith
Gestore di Portafoglio-Azioni presso Dumont & Blake Investment Advisors LLC
Provenienza dei contatti di primo grado di Dawson Smith
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Dumont & Blake Investment Advisors LLC
Dumont & Blake Investment Advisors LLC Investment ManagersFinance Dumont & Blake Investment Advisors LLC (Dumont & Blake) is an independent registered investment advisor headquartered in Princeton, New Jersey. The firm was founded by Morley Goldberg and Adam Goldberg in 1999. Dumont & Blake manages investments primarily for individuals, pension and profit-sharing plans, trusts, and business entities, in accordance with the investment objective(s) of the client on a fee-only basis.
7
| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dawson Smith tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
AMERICAN INTERNATIONAL GROUP, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
HSBC Global Asset Management (USA), Inc.
HSBC Global Asset Management (USA), Inc. Investment ManagersFinance HSBC Global Asset Management (USA), Inc. (AMUS) is the US-based wholly-owned investment advisory and fund management subsidiary of HSBC USA, Inc., and is indirectly owned by HSBC Holdings Plc (LSE: HSBA, NYSE: HBC) in Great Britain. The firm was founded in 1986 and is headquartered in New York City. AMUS provides discretionary and non-discretionary advisory services to clients in several major markets and is a multi-product provider of investment and fund management services. For institutions, the firm provides active and tailored portfolio management on a global, regional, asset-class and country specific basis. The firm also serves as investment adviser to US registered investment companies. AMUS is a signatory to the UN-supported Principles of responsible Investment (UNPRI). | Investment Managers | Chief Investment Officer Chief Investment Officer | |
Matrix Asset Advisors, Inc.
Matrix Asset Advisors, Inc. Investment ManagersFinance Matrix Asset Advisors, Inc. (Matrix) is an independent registered investment advisor headquartered in White Plains, New York. The firm was founded by David A. Katz in 1986. Matrix manages money for individuals, families, endowments, foundations, and retirement plans. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Dreman Value Management LLC
Dreman Value Management LLC Investment ManagersFinance Dreman Value Management LLC (DVM) is a wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by David Dreman in 1997 and is owned by Holly & Meredith Dreman 2013 Trust. DVM offers value-based equity investment services to a variety of clients, including sub-advisory services to Institutional, High Net Worth Individuals, Taft-Hartley and SMA/UMA clients. They also offer a domestically focused mutual fund strategy for individual investors. | Investment Managers | Corporate Officer/Principal | |
Victory Capital Management, Inc. (Investment Management)
Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | Corporate Officer/Principal | |
Clark Dodge & Co., Inc.
Clark Dodge & Co., Inc. Investment ManagersFinance Clark Dodge & Co., Inc. provides investment advisory services. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
PNC Bank, NA
PNC Bank, NA Major BanksFinance PNC Bank NA provides banking services. It offers online banking, investment banking, mortgage banking, and bills payment services. The company is headquartered in Pittsburgh, PA. | Major Banks | Corporate Officer/Principal | |
JPMorgan Chase Co. (Investment Management)
JPMorgan Chase Co. (Investment Management) Investment ManagersFinance JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions. | Investment Managers | Portfolio Manager-Equities | |
JPMorgan Chase Bank, NA (Investment Management)
JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Portfolio Manager-Equities | |
City University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin | |
Tandem Wealth Advisors LLC
Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Investment Managers | Chief Executive Officer Founder Founder | |
Marlboro College | College/University | Undergraduate Degree | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Towson University | College/University | Undergraduate Degree | |
Baruch College | College/University | Undergraduate Degree | |
Lehigh University | College/University | Undergraduate Degree | |
National Taras Shevchenko University of Kiev | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 22 |
Francia | 2 |
Ucraina | 2 |
Settori
Finance | 15 |
Consumer Services | 8 |
Posizioni
Corporate Officer/Principal | 12 |
Portfolio Manager-Equities | 11 |
Undergraduate Degree | 7 |
Chief Investment Officer | 5 |
Founder | 5 |
Contatti più connessi
Insiders | |
---|---|
Tom J. D'Auria | 7 |
Morley Goldberg | 6 |
Fred P. Lutcher | 5 |
Kathy A. LoBue | 5 |
Angus Schaal | 5 |
Adam Goldberg | 4 |
Irene Voronoff | 3 |
- Borsa valori
- Insiders
- Dawson Smith
- Connessioni Società