Provenienza dei contatti di primo grado di Jenna Whittaker
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
17
| Subsidiary | Investment Managers | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jenna Whittaker tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities Trading-Equity Analyst-Equity | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Arizona State University | College/University | Undergraduate Degree | |
| Silver Lakes Association | Corporate Officer/Principal | ||
| Emory University | College/University | Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| Mars Hill University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Masters Business Admin | |
| Samford University | College/University | Graduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| Loyola College | College/University | Undergraduate Degree | |
HomeTrust Bank (Asheville, North Carolina)
 HomeTrust Bank (Asheville, North Carolina) Regional BanksFinance HomeTrust Bank operates as a state chartered commercial bank. It offers personal, mortgage, commercial, and investment services. The company was founded in March 1926 and is headquartered in Asheville, NC. | Regional Banks | Corporate Officer/Principal | |
Edward Jones Investments
 Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| National Association of Personal Financial Advisors | Corporate Officer/Principal | ||
| University of Toledo (Ohio) | College/University | Graduate Degree | |
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 | Undergraduate Degree | |
| Wellesley College | College/University | Graduate Degree | |
| Western Michigan University | College/University | Undergraduate Degree | |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Curtin University | College/University | Undergraduate Degree | |
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 | |
| CFA North Carolina Society | Corporate Officer/Principal | ||
| DePaul University | College/University | Masters Business Admin | |
| University of Illinois | College/University | Undergraduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 26 |
| Canada | 3 |
| Australia | 2 |
| Hong Kong | 2 |
Settori
| Consumer Services | 19 |
| Finance | 7 |
| Commercial Services | 3 |
Posizioni
| Undergraduate Degree | 18 |
| Portfolio Manager-Equities | 13 |
| Corporate Officer/Principal | 10 |
| Graduate Degree | 5 |
| Analyst-Equity | 3 |
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