Larry Edward Swedroe
Direttore della Ricerca - Azioni presso Buckingham Strategic Wealth LLC
Provenienza dei contatti di primo grado di Larry Edward Swedroe
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
24
| Subsidiary | Investment Managers | 24 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Larry Edward Swedroe tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
| TRINITY INDUSTRIES, INC. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
| Washington University in St. Louis | College/University | Graduate Degree Doctorate Degree | |
PNC Bank, NA (Investment Management)
 PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Investment Managers | Corporate Officer/Principal | |
NISA Investment Advisors LLC
 NISA Investment Advisors LLC Investment ManagersFinance NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients. | Investment Managers | Corporate Officer/Principal | |
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. | Investment Managers | Corporate Officer/Principal | |
Edward Jones Trust Co.
 Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal Corporate Officer/Principal | |
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 | Corporate Officer/Principal | |
GuideStone Capital Management LLC
 GuideStone Capital Management LLC Investment ManagersFinance GuideStone Capital Management LLC (GSCM) is a SEC-registered investment advisor headquartered in Dallas, Texas. Founded in 2000, the firm is owned by GuideStone Investment Services, which is a wholly-owned subsidiary of GuideStone Financial Resources (GSFR) of the Southern Baptist Convention. GSCM provides investment advisory services to registered mutual funds and institutional investors. They also serve as the investment adviser to GuideStone Funds. | Investment Managers | Corporate Officer/Principal | |
GuideStone Financial Resources
 GuideStone Financial Resources Investment ManagersFinance GuideStone Financial Resources provides financial services. It offers retirement, investment, executive benefit services and insurance plans. The firm provides property and casualty coverage for churches and other ministries. The company was founded in 1918 and is headquartered in Dallas, TX. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Stifel, Nicolaus & Co., Inc.
 Stifel, Nicolaus & Co., Inc. Investment ManagersFinance Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
| St. Louis University | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Buckingham Strategic Partners LLC
 Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans. | Investment Managers | Director of Research - Equity Chief Executive Officer | |
| University of Missouri-St. Louis | College/University | Undergraduate Degree Masters Business Admin | |
| Louisiana State University | College/University | Undergraduate Degree | |
Asset Strategies, Inc.
 Asset Strategies, Inc. Investment ManagersFinance Asset Strategies, Inc. provides investment advice. | Investment Managers | Corporate Officer/Principal | |
| Illinois College | College/University | Undergraduate Degree | |
Nestle Purina PetCare Co.
 Nestle Purina PetCare Co. Food: Specialty/CandyConsumer Non-Durables Nestle Purina PetCare Co. engages in the manufacturing and distribution of pet food products. It offers dry and wet dog and cat food, treats, and litter. The company was founded by William H. Danforth, George Robinson, and William Andrews in 1894 and is headquartered in St. Louis, MO. | Food: Specialty/Candy | Corporate Officer/Principal | |
| Webster University | College/University | Masters Business Admin | |
| Baylor University | College/University | Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree | |
| John Cook School of Business | College/University | Masters Business Admin | |
| University of Kansas | College/University | Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
St. Louis Regional Chamber & Growth Association
 St. Louis Regional Chamber & Growth Association Miscellaneous Commercial ServicesCommercial Services St. Louis Regional Chamber & Growth Association operates as a non-profit organization, which engages in economic development business and public policy. The company was founded in 1836 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
| University of Illinois | College/University | Undergraduate Degree | |
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 | Corporate Officer/Principal | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Lindenwood University | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
| Creighton University | College/University | Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree | |
| American University | College/University | Masters Business Admin | |
| Southern Illinois University | College/University | Undergraduate Degree | |
| University of Phoenix | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Mauritius (isola) | 2 |
Settori
| Consumer Services | 27 |
| Finance | 15 |
| Commercial Services | 3 |
| Electronic Technology | 2 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 28 |
| Undergraduate Degree | 22 |
| Portfolio Manager-Equities | 16 |
| Masters Business Admin | 8 |
| Graduate Degree | 5 |
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