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Jack Brod
Direttore/Membro del Consiglio presso Savant Wealth Management LLC
Provenienza dei contatti di primo grado di Jack Brod
Entità | Tipo di entità | Settore Industriale | |
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Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
18
| Non-Profit Organization | Miscellaneous Commercial Services | 18 |
Savant Wealth Management LLC
![]() Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then.
10
| Subsidiary | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jack Brod tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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CHARLES SCHWAB | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer | |
BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
First Eagle Investment Management LLC
![]() First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Sales & Marketing | |
WATFORD HOLDINGS LTD. | Multi-Line Insurance | Director/Board Member Director/Board Member | |
Kelso & Co. LP
![]() Kelso & Co. LP Investment ManagersFinance Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US. | Investment Managers | Chief Executive Officer Private Equity Investor | |
Practising Law Institute
![]() Practising Law Institute Miscellaneous Commercial ServicesCommercial Services Practising Law Institute (PLI) is a nonprofit organization that offers continuing legal and professional education programs to attorneys and other professionals. PLI is based in New York, NY, and has an office and conference center in another location. PLI has a comprehensive library of treatises, course handbooks, answer books, and journals, which are available through the PLI Plus online platform and app. The organization is committed to the pro bono community and has more than 4,000 volunteer faculty, including top experts across practice areas. | Miscellaneous Commercial Services | Chairman | |
Orion Advisor Technology LLC
![]() Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Chief Executive Officer | |
Pershing LLC
![]() Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
The College of William & Mary | College/University | Undergraduate Degree | |
Grand Valley State University (Michigan) | College/University | Undergraduate Degree | |
Troy State University | College/University | Graduate Degree | |
Truman State University | College/University | Undergraduate Degree | |
US Military Academy | College/University | Undergraduate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
University of Kansas | College/University | Masters Business Admin | |
Georgetown University | College/University | Graduate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
U.S. Army War College | College/University | Graduate Degree | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer | |
LRI Holdings, Inc.
![]() LRI Holdings, Inc. RestaurantsConsumer Services LRI Holdings, Inc. owns and operates full-service casual dining restaurants. The firm provides services through its subsidiary Logan's Roadhouse, which is a casual dining steakhouse offering seasoned aged steaks and sizzling southern-inspired dishes in a roadhouse atmosphere. The company is headquartered in Nashville, TN. | Restaurants | Director/Board Member | |
NCTA - The Internet & Television Association
![]() NCTA - The Internet & Television Association Miscellaneous Commercial ServicesCommercial Services NCTA - The Internet & Television Association operates as trade association for broadband and pay television industry. The company was founded in 1952 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Chief Operating Officer | |
The Cable Center
![]() The Cable Center Miscellaneous Commercial ServicesCommercial Services The Cable Center provides event management services. Its programs include the hauser oral history project, community of innovators, intrapreneurship academy, mavericks lecture series and one day immersion. The company was founded in 1985 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Director/Board Member | |
County of Prince William (Virginia) | Province/State | Corporate Officer/Principal | |
Savant Capital LLC (Illinois)
![]() Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
American Association of People With Disabilities | Chief Executive Officer | ||
Association of Air Medical Services | Chief Executive Officer | ||
Lung Cancer Alliance
![]() Lung Cancer Alliance Miscellaneous Commercial ServicesCommercial Services Lung Cancer Alliance operates as a non-profit organization providing patient support and advocacy exclusively to those living with or at risk for lung cancer. Its services include helpline & support, lungmatch, educational materials and legal & employment resources. The company was founded in 1995 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member | |
Allegiance Financial Advisors, Inc.
![]() Allegiance Financial Advisors, Inc. Investment ManagersFinance Allegiance Financial Advisors, Inc. provides investment advice. The private company is based in Scottsdale, AZ. | Investment Managers | Chief Investment Officer | |
Beaird Harris Wealth Management LLC
![]() Beaird Harris Wealth Management LLC Investment ManagersFinance Beaird Harris Wealth Management LLC (Beaird Harris) is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Patrick C. Beaird in 1996. Beaird Harris provides a variety of investment advisory and financial planning services to individuals, high net worth individuals, pension, 401(K) and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Founder | |
Kellogg School of Management | College/University | Masters Business Admin Doctorate Degree | |
McIntire School of Commerce | College/University | Undergraduate Degree | |
University of Nebraska at Kearney | College/University | Undergraduate Degree | |
Centre for Fiduciary Excellence LLC | Chairman | ||
Heinz College | College/University | Graduate Degree | |
Wealthsimple, Inc.
![]() Wealthsimple, Inc. Investment ManagersFinance Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients. | Investment Managers | Director/Board Member | |
Steward Partners Global Advisory LLC
![]() Steward Partners Global Advisory LLC Financial ConglomeratesFinance Steward Partners Global Advisory LLC provides wealth management and investment advisory services. It offers advisory services, banking and lending strategies, wealth planning solutions, institutional consulting, and insurance planning, The company is headquartered in Washington, DC. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Wealthsimple Financial Corp.
![]() Wealthsimple Financial Corp. Investment ManagersFinance Part of Power Financial Corp., Wealthsimple Financial Corp. is a Canadian company that provides digital based investment advisory services. The company is based in Toronto, Canada. The company was founded by Michael Katchen. Michael Katchen has been the CEO since incorporation. | Investment Managers | Director/Board Member | |
Financial Arcitects, Inc.
![]() Financial Arcitects, Inc. Investment ManagersFinance Financial Arcitects, Inc., do-business-as Straight Path Wealth Management (SPWM), is an independent registered investment advisor headquartered in Jenison, Michigan. The firm was founded in 2002 and is owned by Matthew B. Boersen and Victoria Buffum. SPWM provides investment management and supervisory services to individuals including high-net worth individuals. In addition, they also advise on corporate retirement plans and for corporate investment accounts. | Investment Managers | Chief Executive Officer | |
Premia Holdings Ltd.
![]() Premia Holdings Ltd. Insurance Brokers/ServicesFinance Premia Holdings Ltd. provides insurance and reinsurance services. The firm offers sourcing, structuring, and servicing run-off business. It manages acquisitions and reinsurance transactions in the global P and C run-off market. The company was founded in 2017 and is headquartered in Hamilton, Bermuda. | Insurance Brokers/Services | Director/Board Member Director/Board Member | |
Resolute Investment Holdings LLC
![]() Resolute Investment Holdings LLC Financial ConglomeratesFinance Resolute Investment Holdings LLC engages in the provision of investment services. The company is headquartered in Irving, TX. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Watchtower Topco LLC
![]() Watchtower Topco LLC Financial ConglomeratesFinance Watchtower Topco LLC provides investment services. | Financial Conglomerates | Director/Board Member Director/Board Member | |
The Internet Association
![]() The Internet Association Miscellaneous Commercial ServicesCommercial Services The Internet Association operates an association that promotes policies aimed at protecting the internet. The private company is based in Washington. The CEO of the American company is Michael Beckerman. | Miscellaneous Commercial Services | Chief Executive Officer | |
Kelso Breathe Investor LP
![]() Kelso Breathe Investor LP Financial ConglomeratesFinance Part of Kelso & Cos., Inc., Kelso Breathe Investor LP operates as a private equity fund. The company is based in New York, NY. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Maestro Financial Solutions LLC
![]() Maestro Financial Solutions LLC Investment ManagersFinance Maestro Financial Solutions LLC provides administrative family office financial support and accounting services exclusively to ultra-high net worth clients with complex holdings, multi-generational investments, and teams of in-house and external family-office advisors. The company is based in Stamford, CT. The company delivers bespoke, independent financial and family governance solutions to clients. Maestro helps simplify the lives of its clients with highly specialized, administrative family office services delivering analysis and insights. The company was founded by Chris McLaughlin. The CEO is Amjed Saffarini. | Investment Managers | Director/Board Member Director/Board Member | |
CLS Bank International
![]() CLS Bank International Regional BanksFinance Part of CLS Group Holdings AG, CLS Bank International is a company that provides innovative settlement, processing, and data solutions to reduce risk and increase efficiency. The company is based in New York, NY and offers CLSSettlement to their customers, allowing settlement members to generate revenues and strengthen customer relationships while mitigating FX settlement risk and improving operational efficiencies. The company's datasets include data based on over 1 billion trades dating back to 2002, making them the largest single source of FX-executed data available to the market. | Regional Banks | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Bermuda | 3 |
Canada | 3 |
Regno Unito | 2 |
Settori
Finance | 25 |
Consumer Services | 17 |
Commercial Services | 6 |
Miscellaneous | 2 |
Government | 2 |
Posizioni
Director/Board Member | 75 |
Undergraduate Degree | 23 |
Corporate Officer/Principal | 20 |
Chief Executive Officer | 15 |
Chairman | 12 |
Contatti più connessi
Insiders | |
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Christopher Collins | 23 |
R. Taylor | 14 |
Natalie Wolfsen | 12 |
Stephen Dutton | 11 |
Charles Johnston | 10 |
Blaine F. Aikin | 8 |
Liz Miller | 8 |
Brent Brodeski | 8 |
Richard Sherlock | 6 |
Latha Ramchand | 6 |
Neal Simon | 6 |
K. Dane Snowden | 5 |
Dan Moisand | 5 |
Richard Salmen | 4 |
Matthew Brian Boersen | 3 |
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