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Jana Lee Shoulders
Amministratore Delegato presso Mariner Wealth Advisors-Oklahoma LLC
Provenienza dei contatti di primo grado di Jana Lee Shoulders
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Mariner Wealth Advisors-Oklahoma LLC
![]() Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities.
13
| Subsidiary | Investment Managers | 13 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jana Lee Shoulders tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Oklahoma | College/University | Undergraduate Degree Director/Board Member Undergraduate Degree | |
Houchin Adamson LLC | Corporate Officer/Principal Corporate Officer/Principal | ||
The University of Tulsa | College/University | Masters Business Admin Masters Business Admin | |
Missouri State Employees Retirement System
![]() Missouri State Employees Retirement System Investment ManagersFinance The Missouri State Employees' Retirement System (MOSERS), established September 1, 1957, administers retirement, life insurance and long-term disability benefits to most state employees, including members of the Missouri General Assembly, elected state officials, judges and administrative law judges and legal advisors. Their headquarters are in Jefferson City, Missouri. | Investment Managers | Corporate Officer/Principal | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, dba Mariner Wealth, is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). Mariner Wealth provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Chief Investment Officer | |
Mariner Wealth Advisors-NYC LLC
![]() Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Investment Managers | Chief Investment Officer | |
The Public School Retirement System of Missouri
![]() The Public School Retirement System of Missouri Investment ManagersFinance Founded in 1946, the Public School Retirement System of Missouri is a pension fund administered in Jefferson City, Missouri. The fund provides service, retirement, disability, and survivor benefits for more than 130,000 active members and over 63,000 retired Missouri public school teachers, school employees and their families. | Investment Managers | Corporate Officer/Principal | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
Teachers' Retirement System of the State of Illinois | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Masters Business Admin | |
Langston University | College/University | Undergraduate Degree | |
Williams Equipment Co.
![]() Williams Equipment Co. Oilfield Services/EquipmentIndustrial Services Part of Superior Oil & Gas Co., Williams Equipment Co. supplies oil and gas field equipment. The company is based in Oklahoma City, OK. Williams Equipment was acquired by Superior Oil & Gas Co. on March 15, 2006. | Oilfield Services/Equipment | Corporate Officer/Principal | |
Oklahoma State University-Tulsa | College/University | Undergraduate Degree | |
Samson Resources Co.
![]() Samson Resources Co. Oil & Gas ProductionEnergy Minerals Samson Resources Co. operates as an independent oil and natural gas company. It also engages in the exploration, development and production of oil and natural gas from properties located onshore in the United States. The company was founded on November 23, 1971 and is headquartered in Tulsa, OK. | Oil & Gas Production | Corporate Officer/Principal | |
WILLIAMS COMPANIES | Oil & Gas Pipelines | Corporate Officer/Principal | |
Ernst & Young LLP (Missouri)
![]() Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hilltop Securities, Inc.
![]() Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Salvation Army National Corp.
![]() The Salvation Army National Corp. Miscellaneous Commercial ServicesCommercial Services The Salvation Army National Corp. provides social services. It provides food for the hungry, relief for disaster victims, assistance for the disabled, outreach to the elderly and ill, clothing and shelter to the homeless, and opportunities for underprivileged children. The company was founded in 1865 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Adams Hall Asset Management LLC | Founder | ||
Autumn Glory Partners LLC
![]() Autumn Glory Partners LLC Investment ManagersFinance Autumn Glory Partners LLC is an independent registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by Pete Adamson and Jackie Irwin in 2011, initially as a family office. Autumn Glory Partners provides investment management solutions to high net worth families, trusts, foundations and endowments. | Investment Managers | Corporate Officer/Principal | |
Mid-Con Energy GP LLC
![]() Mid-Con Energy GP LLC Oilfield Services/EquipmentIndustrial Services Mid-Con Energy GP LLC is an oil and natural gas company that owns, operates, acquires, exploits, and develops producing properties in the United States. The private company's core areas of operation are located in southern, northeastern, and parts of western Oklahoma, as well as within Texas and Kansas. The company is based in Dallas, TX. Mid-Con Energy GP focuses on the mid-continent region of the United States. The company was founded by S. Craig George, Jeffrey Randy Olmstead, Charles Randy Olmstead. Sherry L. Morgan has been the CEO of the company since 2008. | Oilfield Services/Equipment | Director/Board Member | |
Credit Suisse Securities (USA) LLC (Broker)
![]() Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 34 |
Settori
Finance | 16 |
Consumer Services | 10 |
Industrial Services | 4 |
Energy Minerals | 3 |
Commercial Services | 3 |
Posizioni
Corporate Officer/Principal | 23 |
Undergraduate Degree | 13 |
Portfolio Manager-Equities | 8 |
Investment Committee Member | 7 |
Chief Investment Officer | 7 |
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