Kerry Robert Neils
Gestore di Portafoglio-Azioni presso Stockman Wealth Management, Inc.
Provenienza dei contatti di primo grado di Kerry Robert Neils
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.
7
| Subsidiary | Investment Managers | 7 |
AnnaCo Investment Management, Inc.
 AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana
2
| Extinct | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kerry Robert Neils tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Analyst-Equity | |
| Gonzaga University | College/University | Undergraduate Degree | |
| University of Wyoming | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Graduate Degree | |
Fulcrum Analytics, Inc.
 Fulcrum Analytics, Inc. Data Processing ServicesTechnology Services Fulcrum Analytics, Inc. provides integrated database management solutions. It combines advanced analytical consulting, big data platforms and agile enterprise applications to drive real business impact. The firm enables companies to gain competitive advantage through data science and big data. The company was founded by Lopo Champalimaud and Liz Melcher Luckett in 1993 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal | |
| Montana State University Billings | College/University | Undergraduate Degree | |
University of Houston
 University of Houston Other Consumer ServicesConsumer Services University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX. | College/University | Undergraduate Degree | |
D. A. Davidson & Co.
 D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 10 |
Settori
| Consumer Services | 6 |
| Finance | 4 |
| Technology Services | 2 |
Posizioni
| Portfolio Manager-Equities | 8 |
| Corporate Officer/Principal | 4 |
| Undergraduate Degree | 4 |
| Chief Investment Officer | 3 |
| President | 3 |
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