Jay Beebe
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Provenienza dei contatti di primo grado di Jay Beebe
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
82
| Holding Company | Investment Managers | 82 |
Oklahoma State University
41
| College/University | Other Consumer Services | 41 |
University of Missouri-Kansas City
5
| College/University | Other Consumer Services | 5 |
BCWM LLC
 BCWM LLC Investment ManagersFinance BCWM LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Overland Park, Kansas. The firm was founded by Richard Boyer and Mindy Corporon in 2007 as Boyer & Corporon Wealth Management LLC. BCWM provides investment management and advisory services to high net-worth individuals and families, endowments and foundations, profit sharing plans, trusts, estates, charitable organizations and corporations.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jay Beebe tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Analyst-Equity | |
Concentra, Inc.
 Concentra, Inc. Medical/Nursing ServicesHealth Services Concentra, Inc. engages in the provision of healthcare solutions. It offers occupational health, physical therapy, health and wellness, physical exams, urgent care, and tests and screening services. The company was founded by Lois E. Silverman and John K. Carlyle in 1979 and is headquartered in Addison, TX. | Medical/Nursing Services | Corporate Officer/Principal | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income Analyst-Equity Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
 PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
| Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Central Oklahoma | College/University | Masters Business Admin Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
| King Fahd University of Petroleum & Minerals | College/University | Masters Business Admin Masters Business Admin | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
| University of California | College/University | Undergraduate Degree Undergraduate Degree | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Spur Capital Partners LLC
 Spur Capital Partners LLC Investment ManagersFinance Spur Capital Partners LLC (Spur Capital Partners) is a venture capital firm founded in 2001 by Paul Fetsch, Paul Gompers, Joan Conniff Heidorn, and Brad Kelly. The firm is headquartered in Bartlesville, Oklahoma. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
ISN Software Corp.
 ISN Software Corp. Internet Software/ServicesTechnology Services ISN Software Corp. provides online contractor management database services. Its services includes information collection, accuracy verification and results reporting. It is designed to meet internal and governmental record keeping and compliance requirements. The firm is a global resource for connecting hiring clients with safe and reliable contractors. The company was founded in 2001 and is headquartered in Dallas, TX. | Internet Software/Services | Corporate Officer/Principal Corporate Officer/Principal | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
| University of Utah | College/University | Undergraduate Degree Graduate Degree | |
| Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
| Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
| Houston Baptist University | College/University | Undergraduate Degree | |
BlueStone Natural Resources II LLC
 BlueStone Natural Resources II LLC Integrated OilEnergy Minerals BlueStone Natural Resources II LLC engages in the exploration of oil and natural gas resources. The company was founded on January 30, 2012 and is headquartered in Tulsa, OK. | Integrated Oil | Comptroller/Controller/Auditor | |
| Clemson University | College/University | Undergraduate Degree | |
Advice Interactive Group LLC
 Advice Interactive Group LLC Advertising/Marketing ServicesCommercial Services Advice Interactive Group LLC provides internet marketing services. It offers web design and development services, including ecommerce solutions, multimedia, IT consulting, web application development, programming and custom web development, online promotion, search engine marketing, optimization, lead generation, email marketing, software design, content management, logo design and business branding. The company was founded by Bernadette Coleman, Thomas W. Coleman Jr. and Randall Turner in 2006 and is headquartered in McKinney, TX. | Advertising/Marketing Services | Corporate Officer/Principal | |
| Milestone Management Services LLC | Corporate Officer/Principal | ||
BlueStone Natural Resources LLC
 BlueStone Natural Resources LLC Oil & Gas ProductionEnergy Minerals BlueStone Natural Resources, Inc. explores oil and natural gas resources. It plans to actively acquire assets in South Texas, East Texas, the Texas panhandle and Western Oklahoma. It utilizing funds from the management team and Natural Gas Partners. The company was founded in February 2006 and is headquartered in Tulsa, OK. | Oil & Gas Production | Comptroller/Controller/Auditor | |
| Nebraska Wesleyan University | College/University | Undergraduate Degree | |
| Saint Xavier University | College/University | Undergraduate Degree | |
| Wake Forest University | College/University | Graduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Masters Business Admin | |
| Stetson University | College/University | Undergraduate Degree | |
| University College Dublin | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Nuova-Zelanda | 2 |
| Irlanda | 2 |
Settori
| Consumer Services | 31 |
| Finance | 10 |
| Commercial Services | 4 |
| Energy Minerals | 3 |
| Health Services | 2 |
Posizioni
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 79 |
| Corporate Officer/Principal | 63 |
| Masters Business Admin | 29 |
| Director/Board Member | 25 |
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