John Nagle
Direttore della Ricerca - Azioni presso Kavar Capital Partners Group LLC
Provenienza dei contatti di primo grado di John Nagle
Entità | Tipo di entità | Settore Industriale | |
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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.
4
| Subsidiary | Investment Managers | 4 |
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.
1
| Subsidiary | Investment Managers | 1 |
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.
1
| Extinct | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a John Nagle tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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University of Notre Dame | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
Buckingham Strategic Wealth LLC
Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
St. Louis University | College/University | Masters Business Admin Masters Business Admin | |
University of Idaho | College/University | Undergraduate Degree | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
MBM Wealth Consultants LLC
MBM Wealth Consultants LLC Investment ManagersFinance MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Spagna | 2 |
Settori
Consumer Services | 7 |
Finance | 6 |
Posizioni
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 4 |
Masters Business Admin | 3 |
Chief Executive Officer | 2 |
Analyst-Equity | 2 |
Contatti più connessi
Insiders | |
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Doug Ciocca | 5 |
Chris Jordan | 4 |
Rich McDonald | 4 |
Geoffrey Scott Eikmann | 4 |
Dan Brown | 3 |
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