Provenienza dei contatti di primo grado di Jennifer Enstad
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Pacific Financial Group, Inc.
 Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
14
| Subsidiary | Investment Managers | 14 |
Pacific Financial Group LLC
 Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Jennifer Enstad tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Seattle University | College/University | Graduate Degree Undergraduate Degree Graduate Degree | |
Washington Capital Management, Inc.
 Washington Capital Management, Inc. Investment ManagersFinance Washington Capital Management, Inc. (WaCap) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. Founded in 1977, WaCap provides both privately offered commingled pooled investment funds (including feeder funds) and separately managed accounts. The firm serves as an investment manager primarily for institutional investors and accounts, such as pension and profit-sharing plans, corporations, charitable organizations, and governmental entities. | Investment Managers | Portfolio Manager-Equities | |
Randolph Co., Inc.
 Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Investment Managers | Portfolio Manager-Equities | |
| Pace University | College/University | Undergraduate Degree | |
| Suffolk University | College/University | Masters Business Admin | |
| James Madison University | College/University | Undergraduate Degree | |
| The California State University | College/University | Undergraduate Degree | |
Claremont Financial Group, Inc.
 Claremont Financial Group, Inc. Investment ManagersFinance Claremont Financial Group, Inc. provides investment advice. The private company is based in Claremont, CA. The company was founded in 1994. Gaetan Thomas Scalzo has been the CEO of the company since 2018. | Investment Managers | Chief Executive Officer | |
| Waddell & Reed Financial Services, Inc. | Corporate Officer/Principal | ||
| City University of Seattle | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
| Icon Investments, Inc. | Corporate Officer/Principal | ||
| Alfred University | College/University | Undergraduate Degree | |
| California State University-East Bay | College/University | Masters Business Admin | |
| California State University-Fresno | College/University | Undergraduate Degree | |
| Middlebury College | College/University | Undergraduate Degree | |
The Boston Family Office LLC
 The Boston Family Office LLC Investment ManagersFinance The Boston Family Office LLC (BFO) is a privately-owned family office and SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1996 by George Beal and George Putnam III. BFO provides personalized investment advisory services primarily to individuals, family groups, trusts and charitable organizations. In certain situations, they may advise estates and pension plans. | Investment Managers | Portfolio Manager-Equities | |
Telos Capital Management, Inc.
 Telos Capital Management, Inc. Investment ManagersFinance Telos Capital Management, Inc. (TCM) is a privately-owned, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Tom Alexander in 1986 and formerly known as A&M Investment Management. TCM provides investment management services to individual investors, trusts, estates, charitable organizations, participants of retirement plans, small businesses, and high-net-worth individuals. | Investment Managers | Director of Research - Equity | |
Securities America Advisors, Inc.
 Securities America Advisors, Inc. Investment ManagersFinance Securities America Advisors, Inc. (Securities America) is a SEC-registered investment advisor headquartered in La Vista, Nebraska. The firm was founded in 1994 and is wholly-owned by Securities America Financial Corp., a wholly-owned subsidiary of Osaic Holdings, Inc. Securities America provides investment advice to individual and institutional clients. Securities America will transition to Osaic Wealth, Inc. | Investment Managers | Corporate Officer/Principal | |
| Illinois State University | College/University | Graduate Degree | |
| The University of Nebraska-Lincoln | College/University | Undergraduate Degree | |
| University of South Florida | College/University | Undergraduate Degree | |
BENSLER LLC
 BENSLER LLC Investment ManagersFinance Bensler LLC (dba SCS) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bellevue, Washington. The firm was co-founded by James "Jim” Beatty and Jeffrey Hensler. SCS provides investment advice to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| Northern Kentucky University | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 33 |
| Svizzera | 2 |
Settori
| Consumer Services | 18 |
| Finance | 14 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 17 |
| Undergraduate Degree | 14 |
| Portfolio Manager-Equities | 10 |
| Analyst-Equity | 5 |
| Graduate Degree | 4 |
Contatti più connessi
| Insiders | |
|---|---|
| Scott Friel | 6 |
| Keith D. Swanson | 5 |
| Andy Weld | 5 |
| Sylvain Templeman | 4 |
| Janet Lee | 4 |
| Brian Woodward | 4 |
| Dan Helmick | 4 |
| Megan Meade | 3 |
| Guy Scalzo | 3 |
| Eric J. Neufeld | 3 |
| Julia Stewart | 3 |
| Luellen H. Lockwood | 2 |
| Ken Deane | 2 |
| Jake Chow | 2 |
| Stephanie Larson | 2 |
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