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Provenienza dei contatti di primo grado di Larry Shadek
Entità | Tipo di entità | Settore Industriale | |
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H. G. Wellington Capital Management
![]() H. G. Wellington Capital Management Investment ManagersFinance H.G. Wellington Capital Management is a wholly owned division of H.G. Wellington & Co., Inc. They manage equity, balanced and fixed-income portfolios for individuals and families, trusts and estates, foundations/endowments and retirement, pension and profit sharing plans.
10
| Extinct | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Larry Shadek tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Ingalls & Snyder LLC
![]() Ingalls & Snyder LLC Investment ManagersFinance Ingalls & Snyder LLC is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded in 1924 by Roscoe C. Ingalls and John T. Snyder. Ingalls & Snyder provides investment management and related services to private clients and institutional investors. The firm also serves as investment advisor to several private investment funds. | Investment Managers | Portfolio Manager-Equities | |
Tocqueville Asset Management LP
![]() Tocqueville Asset Management LP Investment ManagersFinance Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds. | Investment Managers | Portfolio Manager-Equities | |
Impax Asset Management LLC
![]() Impax Asset Management LLC Investment ManagersFinance Impax Asset Management LLC is a SEC-registered investment advisor headquartered in Portsmouth, New Hampshire. It was founded in 1971 as Pax World Management LLC. They became Impax Asset Management LLC when they were acquired by Great Britain-based Impax Asset Management Group plc in 2018. Impax Asset Management provides portfolio management services to registered mutual funds and separate account management to institutional clients. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Chairman | |
Oppenheimer Asset Management, Inc.
![]() Oppenheimer Asset Management, Inc. Investment ManagersFinance Oppenheimer Asset Management, Inc. (OAM) is a SEC-registered investment advisor headquartered in New York City. Founded in 1986, the firm is a subsidiary of E.A. Viner International Co., which is owned by Oppenheimer Holdings, Inc. (NYSE: OPY). OAM offers a variety of advisory services to individuals, foundations, pension and profit-sharing plans, trusts, charitable organizations, business or government entities, insurance companies and endowments. | Investment Managers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Peapack-Gladstone Bank (Investment Management)
![]() Peapack-Gladstone Bank (Investment Management) Investment ManagersFinance Peapack-Gladstone Bank (Investment Management), dba Peapack Private Wealth Management (Peapack Private), is the wealth management division of Peapack-Gladstone Bank, a commercial bank headquartered in Bedminster, New Jersey. The firm was founded in 1921 and is a subsidiary of Peapack-Gladstone Financial Corp. (NASDAQ: PGC). Peapack Private provides comprehensive financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. | Investment Managers | Portfolio Manager-Equities | |
Boston University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Securities Investor Protection Corp.
![]() Securities Investor Protection Corp. Insurance Brokers/ServicesFinance The Securities Investor Protection Corporation either acts as trustee or works with an independent court-appointed trustee in a missing asset case to recover funds. The statute that created SIPC provides that customers of a failed brokerage firm receive all non-negotiable securities that are already registered in their names or in the process of being registered. Recovered funds are used to replenish SIPC's reserve in the event that the reserve is tapped in the early stages of a liquidation proceeding. | Insurance Brokers/Services | Director/Board Member | |
Carret Asset Management LLC
![]() Carret Asset Management LLC Investment ManagersFinance Carret Asset Management LLC (Carret) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Philip Carret in 1963 and is a wholly owned subsidiary of Cascar Holdings, Inc., which is ultimately owned by SBI Holdings, Inc. (TYO: 8473) in Japan. Carret provides investment management services to wealth managers, financial advisors, select institutional clients, and high-net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
Piscataqua Savings Bank
![]() Piscataqua Savings Bank Investment ManagersFinance Piscataqua Savings Bank offers personal and commercial banking services. Its services include eAlerts, health savings accounts, edeposit, emobile, construction loans, online mortgage application, investment management services. The company was founded on July 19, 1877 and is headquartered in Portsmouth, NH. | Investment Managers | Director/Board Member | |
The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
Wellington Shields Capital Management LLC
![]() Wellington Shields Capital Management LLC Investment ManagersFinance Wellington Shields Capital Management LLC (WSCM) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2010 and is a subsidiary of Wellington Shields Holdings LLC. WSCM provides discretionary and non-discretionary portfolio management advisory services to individuals, corporations, trust, estates, charitable organizations, pension and profit-sharing plans, as well as other types of businesses and institutional clients. | Investment Managers | Chief Investment Officer Chief Executive Officer Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 29 |
Francia | 2 |
Settori
Finance | 21 |
Consumer Services | 8 |
Energy Minerals | 2 |
Posizioni
Portfolio Manager-Equities | 17 |
Corporate Officer/Principal | 13 |
Undergraduate Degree | 6 |
President | 4 |
Chief Investment Officer | 3 |
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