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John Nagle
Direttore della Ricerca - Azioni presso Kavar Capital Partners Group LLC
Posizioni attive di John Nagle
Società | Posizione | Inizio | Fine |
---|---|---|---|
Kavar Capital Partners Group LLC
![]() Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Analyst-Equity | 01/01/2021 | - |
Direttore della Ricerca - Azioni | 01/01/2021 | - | |
Trading-Equity | 01/01/2021 | - |
Storia della carriera di John Nagle
Precedenti posizioni note di John Nagle
Società | Posizione | Inizio | Fine |
---|---|---|---|
Kavar Capital Partners LLC
![]() Kavar Capital Partners LLC Investment ManagersFinance Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry. | Direttore della Ricerca - Azioni | 01/12/2014 | 01/12/2020 |
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Analyst-Equity | 01/01/2010 | 01/11/2014 |
KeyBank Real Estate Capital Markets, Inc.
![]() KeyBank Real Estate Capital Markets, Inc. Finance/Rental/LeasingFinance Part of KeyCorp, KeyBank Real Estate Capital Markets, Inc. operates as a full-service capital provider and commercial mortgage servicer. The company is based in Duluth, GA. | Corporate Officer/Principal | 31/12/2009 | 31/12/2009 |
Formazione di John Nagle
St. Louis University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 5 |
Spagna | 2 |
Posizioni
Analyst-Equity | 2 |
Director of Research - Equity | 2 |
Corporate Officer/Principal | 1 |
Settori
Finance | 5 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 4 |
---|---|
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
KeyBank Real Estate Capital Markets, Inc.
![]() KeyBank Real Estate Capital Markets, Inc. Finance/Rental/LeasingFinance Part of KeyCorp, KeyBank Real Estate Capital Markets, Inc. operates as a full-service capital provider and commercial mortgage servicer. The company is based in Duluth, GA. | Finance |
Kavar Capital Partners LLC
![]() Kavar Capital Partners LLC Investment ManagersFinance Kavar Capital Partners LLC is a financial advisory firm founded in 2011. The private company is based in Leawood, KS. Kavar Capital Partners has developed a business continuity plan to respond to events that may disrupt their business. The company has taken steps to mitigate business disruption from various disasters, including environmental, organized, equipment, utility, security, or transportation-related. The company provides services to clients, and the fees they charge are outlined in the client relationship summary (ADV Part 3), a document designed by the Securities and Exchange Commission (SEC) to assist clients in understanding the services provided by advisors in the industry. | Finance |
Kavar Capital Partners Group LLC
![]() Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Finance |
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