Provenienza dei contatti di primo grado di Elliott Barker
Entità | Tipo di entità | Settore Industriale | |
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FFT Wealth Management LLC
FFT Wealth Management LLC Investment ManagersFinance FFT Wealth Management LLC, dba Forbes Family Trust (Forbes), is a registered investment advisor and multi-family office headquartered in Philadelphia, Pennsylvania. The firm was founded in 2009 by Keith Bloomfield, P. Scott Gregorchuk and William (Bill) Luterman. They are directly owned by FWM Holdings LLC. Forbes offers dynamically managed, globally positioned investment portfolios to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
5
| Subsidiary | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Elliott Barker tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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LGL Partners LLC
LGL Partners LLC Investment ManagersFinance LGL Partners LLC is a multi-family office and SEC- registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Paul Gregorchuk, William Luterman and Keith Bloomfiled in 2010. They are wholly-owned by FWM Holdings LLC. LGL Partners provides investment management, financial planning and consulting services to individuals, investment limited partnerships or other collective vehicles, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Investment Officer Chief Executive Officer Founder Director of Research - Equity | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Investment Managers | Chief Investment Officer | |
Third Avenue Management LLC
Third Avenue Management LLC Investment ManagersFinance Third Avenue Management LLC (TAM) is a registered investment advisor and mutual fund manager headquartered New York City. The firm was founded by Martin J. Whitman in 1986 as EQSF Advisers, Inc. They are a subsidiary of Third Avenue Holdings Delaware LLC, ultimately held by Affiliated Manager's Group, Inc. (NYSE: AMG). TAM provides investment advice to registered investment companies, private funds, offshore funds, individuals, corporations, pension plans, trusts, estates, educational institutions, endowments and foundations. | Investment Managers | Corporate Officer/Principal | |
Yale School of Management | College/University | Masters Business Admin | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Tuck School of Business at Dartmouth | College/University | Masters Business Admin | |
Stanhope Capital LLP /Private Equity/
Stanhope Capital LLP /Private Equity/ Investment ManagersFinance Stanhope Capital LLP /Private Equity/ (Stanhope Capital) is a private equity firm, a subsidiary of Stanhope Capital LLP founded in 2004. The firm is headquartered in London, United Kingdom. | Investment Managers | Private Equity Investor | |
FWM Holdings LLC
FWM Holdings LLC Financial ConglomeratesFinance FWM Holdings LLC engages in the provision of wealth management services. The company was founded by Keith M. Bloomfield and is headquartered in Palm Beach, FL. | Financial Conglomerates | Chief Executive Officer | |
Maurice A. Deane School of Law at Hofstra University | College/University | Graduate Degree | |
New York University School of Law | College/University | Graduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
FREESEAS INC | Marine Shipping | Director/Board Member | |
Optima Asset Management LLC
Optima Asset Management LLC Investment ManagersFinance Optima Asset Management LLC (Optima) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by D. Dixon Boardman in 1988 as FWM Acquisition LLC. They are wholly-owned by FWM Holdings, Inc., ultimately owned by Stanhope Capital Group SA in Switzerland. Optima provides independent, customized and compelling alternative investments to institutions, high net worth individuals and multi-family office clients. | Investment Managers | Head-Equity Investments | |
The Economic Club of New York
The Economic Club of New York Miscellaneous Commercial ServicesCommercial Services The Economic Club of New York operates as a nonprofit, nonpartisan and nonpolitical organization. The company was founded by J.W. Beatson in 1907 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
CFA Institute
CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Florida State University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 16 |
Regno Unito | 2 |
Grecia | 2 |
Hong Kong | 2 |
Settori
Consumer Services | 10 |
Finance | 8 |
Commercial Services | 3 |
Transportation | 2 |
Posizioni
Chief Investment Officer | 6 |
Undergraduate Degree | 6 |
Founder | 6 |
Portfolio Manager-Equities | 5 |
Chief Executive Officer | 4 |
Contatti più connessi
Insiders | |
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Keith Bloomfield | 9 |
Andrew Mehalko | 8 |
James McGrath | 5 |
Scott Gregorchuk | 4 |
Sean Boner | 2 |
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