Provenienza dei contatti di primo grado di Joni Green
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.
16
| Holding Company | Investment Managers | 16 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Joni Green tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
The Jones Financial Cos. LLLP
 The Jones Financial Cos. LLLP Investment Banks/BrokersFinance The Jones Financial Cos. LLLP engages in the provision of securities brokerage services. It operates under the United States and Canada geographical segments. The company was founded on June 5, 1987 and is headquartered in St. Louis, MO. | Investment Banks/Brokers | Chief Executive Officer | |
| LEGG MASON, INC. | Investment Managers | Director/Board Member | |
| Washington University in St. Louis | College/University | Masters Business Admin | |
Garcia Hamilton & Associates LP
 Garcia Hamilton & Associates LP Investment ManagersFinance Garcia Hamilton & Associates LP (GH&A) is an independent, SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded as Davis Hamilton Jackson & Associates LP in 1988 by Robert Davis, Jack Hamilton and Alfred Jackson. They offer high-quality fixed income strategies for institutional investors. GH&A became a Principles for Responsible Investment (PRI) signatory in 2019. | Investment Managers | Analyst-Fixed Income | |
Towneley Capital Management, Inc.
 Towneley Capital Management, Inc. Investment ManagersFinance Towneley Capital Management, Inc. (Towneley) is a SEC-registered investment advisor headquartered in Laguna Hills, California. The firm was founded by Wesley G. McCain in 1971 and is owned by TCM Employee Stock Ownership Trust. Towneley provides investment counseling, asset management, and financial planning services on a fee-only basis to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity Market Strategist | |
| NEUBERGER BERMAN CALIFORNIA MUNICIPAL FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| NEUBERGER BERMAN MUNICIPAL FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
| NEUBERGER BERMAN NEW YORK MUNICIPAL FUND, INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Midland Securities Ltd. (United States)
 Midland Securities Ltd. (United States) Investment Banks/BrokersFinance Midland Securities Ltd. is a security brokerage firm based in Houston, TX. Midland Securities Ltd. provides security brokerage services. The private company was founded by William Albion Anderson. | Investment Banks/Brokers | Corporate Officer/Principal | |
| NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
| ANDATEE CHINA MARINE FUEL SERVICES CORPORATION | Oil Refining/Marketing | Director/Board Member | |
| University of Virginia | College/University | Undergraduate Degree | |
| Stanford University | College/University | Graduate Degree | |
Guzman & Co.
 Guzman & Co. Investment Banks/BrokersFinance Founded in 1987, Guzman & Co. is a broker-dealer located in Coral Gables, Florida. The firm is a subsidiary of Guzman, Inc. Guzman & Co. is a fundamental research-driven firm. They believe that thorough investment decision-making begins with access to reliable information in a timely manner. The firm's research efforts provide deep, vertical coverage within focus industries, in-depth, high-quality reports and decisive, real-time opinions on breaking news that affects the companies and sectors covered. They provide their institutional investing client base with business and valuation opinions on select publicly-traded companies. Their research coverage focuses on cable operators, media and entertainment conglomerates (including Internet firms) and Spanish-language media companies. | Investment Banks/Brokers | Analyst-Equity | |
BKD LLP
 BKD LLP Miscellaneous Commercial ServicesCommercial Services BKD LLP engages in the provision of financial accounting, auditing, and advisory services. Its services include audit and assurance, tax, business transition services and wealth management. The company was founded by William Baird, Wade Kurtz and Claire Dobson in January 1923 and is headquartered in Springfield, MO. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| Abilene Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
| Adelphi University | College/University | Graduate Degree | |
| Claremont McKenna College | College/University | Undergraduate Degree | |
| State University of New York College at Cortland | College/University | Undergraduate Degree | |
| Dowling College | College/University | Masters Business Admin | |
| East Carolina University | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree | |
| St. Louis University | College/University | Masters Business Admin | |
| Missouri State University | College/University | Undergraduate Degree | |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Regional Banks | Corporate Officer/Principal | |
| University of Michigan | College/University | Masters Business Admin | |
| Valdosta State University | College/University | Undergraduate Degree | |
| Federal Reserve Bank of St. Louis | General Government | Director/Board Member | |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
| United States Marine Corps | Sovereign | Corporate Officer/Principal | |
| North China University of Technology | College/University | Undergraduate Degree | |
The Boston Financial Group, Inc.
 The Boston Financial Group, Inc. Investment ManagersFinance The Boston Financial Group, Inc. provides wealth management and investment advisory services. The company was founded on October 23, 1969 and is headquartered in Newton, MA. | Investment Managers | Director/Board Member | |
| NEUBERGER BERMAN HIGH YIELD STRATEGIES FUND INC. | Investment Trusts/Mutual Funds | Director/Board Member | |
Thomasville National Bank (Investment Management)
 Thomasville National Bank (Investment Management) Investment ManagersFinance Thomasville National Bank (Invt Mgmt) (TNB-IM) is the trust and investment management division of Thomasville National Bank, a community bank headquartered in Thomasville, Georgia. The firm was founded in 2001 and is owned by Thomasville Bancshares, Inc. (OTCMKTS: THVB). TNB-IM provides asset management and investment counseling to individuals and businesses. | Investment Managers | Portfolio Manager-Equities | |
Eastern Link Capital
 Eastern Link Capital Investment ManagersFinance Eastern Link Capital (EL Capital) is an independent private equity firm headquartered in Beijing, China. It was founded in 2010 by Hai Bin Liu and Yan Hui Wang. | Investment Managers | Founder | |
Camarda Financial Advisors LLC
 Camarda Financial Advisors LLC Investment ManagersFinance Camarda Financial Advisors LLC (CFA) is a registered investment advisor headquartered in Fleming Island, Florida and was founded in 1998. The firm is a subsidiary of Singularity LLC and their ultimate parent is Kimberly K. Camarda 2012 Irrevocable Trust. CFA provides investment management and retirement plan consulting services to individuals, business entities, trusts, estates, charitable organizations, pension and profit sharing plans, endowments, foundations, and etc. | Investment Managers | Portfolio Manager-Equities | |
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Investment Managers | Analyst-Equity | |
Cultivation Capital LLC
 Cultivation Capital LLC Investment ManagersFinance Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Director of Finance/CFO | |
J. Team Financial, Inc.
 J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| Kellogg School of Management | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 47 |
| Cina | 3 |
| Spagna | 2 |
Settori
| Finance | 20 |
| Consumer Services | 20 |
| Miscellaneous | 8 |
| Commercial Services | 3 |
| Government | 3 |
Posizioni
| Corporate Officer/Principal | 23 |
| Undergraduate Degree | 15 |
| Director/Board Member | 12 |
| Masters Business Admin | 7 |
| Analyst-Equity | 6 |
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