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Kevin M. Copley
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Provenienza dei contatti di primo grado di Kevin M. Copley
Entità | Tipo di entità | Settore Industriale | |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
79
| Holding Company | Investment Managers | 79 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Kevin M. Copley tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal | |
United Services Automobile Association
![]() United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
E*TRADE Capital Management LLC
![]() E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree Masters Business Admin | |
Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Arizona State University | College/University | Masters Business Admin | |
Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
Beloit College | College/University | Undergraduate Degree | |
Capital University | College/University | Undergraduate Degree | |
Charter Oak State College | College/University | Undergraduate Degree | |
Clemson University | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Stetson University | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree | |
Northwood University (Michigan) | College/University | Undergraduate Degree | |
Portland State University | College/University | Undergraduate Degree | |
Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
Southern Illinois University | College/University | Undergraduate Degree | |
Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Western Carolina University | College/University | Undergraduate Degree | |
Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
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 Corporate Officer/Principal Corporate Officer/Principal | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
University Of Missouri School of Law | College/University | Graduate Degree | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
Rutgers University Graduate School of Banking | College/University | Graduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 49 |
Settori
Consumer Services | 35 |
Finance | 12 |
Commercial Services | 2 |
Government | 2 |
Posizioni
Portfolio Manager-Equities | 87 |
Undergraduate Degree | 77 |
Corporate Officer/Principal | 44 |
Masters Business Admin | 16 |
Director/Board Member | 7 |
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