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Leslie Thompson
Fondatore presso Spectrum Management Group LLC (Indiana)
Provenienza dei contatti di primo grado di Leslie Thompson
Entità | Tipo di entità | Settore Industriale | |
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Spectrum Management Group LLC (Indiana)
![]() Spectrum Management Group LLC (Indiana) Investment ManagersFinance Spectrum Management Group LLC (SMG) is an independent wealth management firm headquartered in Indianapolis, Indiana. The firm was founded in 1995 by Leslie D. Thompson and Robert (Bob) C. Phillips. SMG provides investment management services to individuals, high net-worth individuals, business entities, qualified retirement plans, foundations, endowments, charitable organizations, and trusts.
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| Private Company | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Leslie Thompson tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Allspring Global Investments LLC
![]() Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts. | Investment Managers | Analyst-Equity | |
UBS Securities LLC
![]() UBS Securities LLC Investment ManagersFinance UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients. | Investment Managers | Corporate Officer/Principal | |
Wallington Asset Management LLC
![]() Wallington Asset Management LLC Investment ManagersFinance Wallington Asset Management LLC (Wallington) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Indianapolis, Indiana. The firm was co-founded by Robert C. Klemkosky and Terence P. Weiss in 1988. Wallington manages investment portfolios for high-net worth investors, institutions, foundations, corporations and qualified plans. | Investment Managers | Analyst-Equity | |
40/86 Advisors, Inc.
![]() 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Portfolio Manager-Equities | |
Ball State University (Indiana) | College/University | Undergraduate Degree | |
Hanover College | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Indianapolis | College/University | Masters Business Admin | |
Marian University | College/University | Undergraduate Degree | |
Spectrum Wealth Counsel LLC
![]() Spectrum Wealth Counsel LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Spectrum Wealth Counsel LLC is a company headquartered in Indianapolis, IN, that provides investment advice. The firm was founded in 2010 by Robert Cletus Phillips, he has been the CEO since then. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 13 |
Settori
Finance | 7 |
Consumer Services | 7 |
Posizioni
Analyst-Equity | 8 |
Undergraduate Degree | 7 |
Portfolio Manager-Equities | 5 |
Chief Executive Officer | 2 |
Founder | 2 |
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