Provenienza dei contatti di primo grado di Hap Wade
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Mississippi State University
46
| College/University | Other Consumer Services | 46 |
Banyan Partners LLC
Banyan Partners LLC Investment ManagersFinance Founded in 2006 by Peter Raimondi, Banyan Partners LLC is a registered investment advisor headquartered in Palm Beach Gardens, Florida. In 2011, the firm acquired the assets of Earl M. Foster Associates. Banyan Partners provides advisory and wealth management services to a variety of clients including individuals, trusts, estates, charitable organizations, corporations or other business entities and pension and profit sharing plans.
33
| Extinct | Investment Managers | 33 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Hap Wade tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
MISSISSIPPI POWER CO | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
STATE STREET CORPORATION | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
DENBURY INC. | Integrated Oil | Chief Operating Officer Corporate Officer/Principal | |
F.L. Putnam Investment Management Co.
F.L. Putnam Investment Management Co. Investment ManagersFinance F.L. Putnam Investment Management Co. is a SEC-registered investment advisor headquartered in Wellesley, Massachusetts. It has additional offices in Portland, Maine; Providence, Rhode Island and Wolfeboro, New Hampshire. The firm was founded in 1983 and is a subsidiary of F.L. Putnam Securities Co., Inc. F.L. They provides discretionary and non-discretionary investment management, investment advisory, investment consulting and financial planning services to individuals and their families as well as foundations, endowments, secondary schools, universities, religious organizations and corporations. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity | |
Cypress Capital Group, Inc.
Cypress Capital Group, Inc. Investment ManagersFinance Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US. | Investment Managers | Director of Research - Equity | |
Boston University | College/University | Graduate Degree Corporate Officer/Principal | |
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 | Comptroller/Controller/Auditor Corporate Officer/Principal Corporate Officer/Principal Comptroller/Controller/Auditor | |
SVB Wealth LLC
SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Analyst-Equity President Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Investment Committee Member Investment Committee Member Analyst-Equity Analyst-Equity Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Director of Research - Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity Analyst-Equity Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Boston College | College/University | Graduate Degree Graduate Degree Undergraduate Degree | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Florida Atlantic University | College/University | Undergraduate Degree Undergraduate Degree | |
Slatestone Wealth LLC
Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities. | Investment Managers | Investment Committee Member Chief Executive Officer | |
Ropes Wealth Advisors LLC
Ropes Wealth Advisors LLC Investment ManagersFinance Ropes Wealth Advisors LLC (RWA) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2013 and became a wholly owned subsidiary of Adviser Investments LLC in 2023. RWA provides continuous and regular investment advisory services to individuals, families and their related entities, which includes trusts and estates, charitable organizations, and business entities. The firm also provides continuous and regular investment advisory services to retirement profit-sharing plans. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Society of Petroleum Engineers, Inc.
Society of Petroleum Engineers, Inc. Engineering & ConstructionIndustrial Services Society of Petroleum Engineers, Inc. provides petroleum engineering services. The non-profit company is based in Allen, TX and has subsidiaries in United States, India and Canada. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
University of New Hampshire | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Texas at Austin | College/University | Masters Business Admin Graduate Degree | |
Paramount Petroleum Corp.
Paramount Petroleum Corp. Oil Refining/MarketingEnergy Minerals Paramount Petroleum Corp. manufactures, produces and distributes asphalt products. It also produces diesel fuel, jet fuel, heating oil, gasoline and gasoline feedstock. The company was founded in 1930 and is headquartered in Paramount, CA. | Oil Refining/Marketing | Corporate Officer/Principal | |
Modern Woodmen of America, Inc. (Invt Port)
Modern Woodmen of America, Inc. (Invt Port) Investment ManagersFinance Modern Woodmen of America, Inc. (Investment Portfolio) (MWA-IP) is the investment portfolio division of Modern Woodmen of America, Inc., headquartered in Rock Island, Illinois. MWA-IP provides investment advisory services to insurance company portfolios. | Investment Managers | Chief Executive Officer | |
University of Rhode Island | College/University | Corporate Officer/Principal | |
Case Western Reserve University
Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
Cumberland Advisors, Inc.
Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Investment Managers | Director of Investments | |
PSI Capital Management LLC
PSI Capital Management LLC Investment ManagersFinance PSI Capital Management LLC (PSI Capital) is a hedge fund management firm headquartered in Purchase, New York. The firm was founded in 2009 and is a subsidiary of Quest Patent Research Corp. (OTCMKTS: QPRC). PSI Capital provides investment advice to clients all across the US and Puerto Rico. | Investment Managers | Portfolio Manager-Equities | |
New York Institute of Technology | College/University | Masters Business Admin | |
Private Capital Management LLC (Colorado)
Private Capital Management LLC (Colorado) Investment ManagersFinance Private Capital Management LLC (PCM) is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded in 2000 and is a wholly-owned subsidiary of Independent Bank, which in turn is wholly-owned by Independent Bank Group, Inc. (NASDAQ: IBTX). PCM provides portfolio management and financial planning advisory services to individuals, businesses, corporate pension and profit-sharing plans, charitable institutions, trusts, estates and foundations. | Investment Managers | Corporate Officer/Principal | |
Coker & Palmer, Inc.
Coker & Palmer, Inc. Investment Banks/BrokersFinance Coker & Palmer, Inc. is an independent registered broker/dealer and financial advisor headquartered in Jackson, Mississippi. The firm was founded by James D. Coker and James Y. Palmer in 1991. Coker & Palmer offers professional services in traditional securities brokerage to individuals and institutions as well as fee based asset management services. | Investment Banks/Brokers | Analyst-Equity | |
Ithaca College | College/University | Undergraduate Degree | |
DeVry University | College/University | Masters Business Admin | |
Austin College | College/University | Undergraduate Degree | |
Brigham Young University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Israele | 2 |
Canada | 2 |
Settori
Finance | 25 |
Consumer Services | 16 |
Energy Minerals | 4 |
Technology Services | 2 |
Electronic Technology | 2 |
Posizioni
Corporate Officer/Principal | 107 |
Undergraduate Degree | 78 |
Portfolio Manager-Equities | 69 |
Director/Board Member | 66 |
Analyst-Equity | 36 |
Contatti più connessi
Insiders | |
---|---|
Paul Murphy | 28 |
Muhammad Arshad | 18 |
Mohamad Som bin Sujimon | 13 |
Jimmy A. Langdon | 12 |
D. Sparks | 11 |
Darrell Lane Horn | 9 |
Craig K. Townsend | 9 |
Al Williams | 9 |
Charles W. Pollard | 9 |
William Yang | 9 |
Thomas Manning | 9 |
John Allen Vann | 9 |
Doug Terreson | 8 |
Michael Guy Blackmon | 8 |
Steven Perry Chapman | 8 |
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