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Provenienza dei contatti di primo grado di Margie Carpenter
Entità | Tipo di entità | Settore Industriale | |
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MAI Capital Management LLC
![]() MAI Capital Management LLC Investment ManagersFinance MAI Capital Management LLC (MAI) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. They are a wholly-owned subsidiary of MAI Capital Management Intermediate LLC. The firm was founded in 2007 as MAI Wealth Advisors LLC and became MAI Capital Management LLC in 2014. MAI provides discretionary and non-discretionary investment management to individuals, high-net worth individuals and families, and institutions. The firm also manages accounts in wrap-fee programs sponsored by other financial services firms.
7
| Subsidiary | Investment Managers | 7 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Margie Carpenter tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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KEYCORP | Major Banks | Corporate Officer/Principal | |
Shearson Lehman Bros., Inc.
![]() Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Spears, Benzak, Salomon & Farrell, Inc.
![]() Spears, Benzak, Salomon & Farrell, Inc. Investment ManagersFinance Part of KeyCorp, Spears, Benzak, Salomon & Farrell, Inc. is an investment management firm. The company is based in White Plains, NY. The company was founded by Vince D. Farrell. Spears, Benzak, Salomon & Farrell was acquired by KeyCorp on April 13, 1995. | Investment Managers | Chief Operating Officer | |
Victory Capital Management, Inc. (Investment Management)
![]() Victory Capital Management, Inc. (Investment Management) Investment ManagersFinance Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors. | Investment Managers | President | |
University of Notre Dame | College/University | Masters Business Admin | |
IDR Core Property Index Fund Ltd.
![]() IDR Core Property Index Fund Ltd. Investment Trusts/Mutual FundsMiscellaneous IDR Core Property Index Fund Ltd. operates as an investment company. Its investment objective is to employ an indexing investment approach designed to seek to track the NCREIF Fund Index-Open End Diversified Core Equity X (the “NFI-ODCE X” or the “NFI- ODCE X Index”). The NFI-ODCE is an index of investment returns reporting on both a historical and current basis the results of open-end commingled funds pursuing a core real estate investment strategy. The NFI-ODCE is currently comprised of twenty-five component funds (the “Component Funds”). These Component Funds are invested in primarily four major property types: Office, Industrial, Multi-Family and Retail. The company is headquartered in Cleveland, OH. | Investment Trusts/Mutual Funds | Director of Finance/CFO | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Clarion Partners LLC / Private Equity
![]() Clarion Partners LLC / Private Equity Investment ManagersFinance Clarion Partners LLC / Private Equity is a Private Equity firm, a subsidiary of Clarion Partners LLC founded in 1982 by Steve J. Furnary and Frank L. Sullivan. Clarion Partners LLC / Private Equity is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Ashland University | College/University | Undergraduate Degree | |
Bowling Green State University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Director/Board Member | |
Miami University | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
United Way of Greater Cleveland
![]() United Way of Greater Cleveland Services to the Health IndustryHealth Services United Way of Greater Cleveland provides individual and family services. Its programs include fund raising, volunteer and engagement center, community conversations, young leadership training, and women's leadership council. The company was founded on August 27, 1957 and is headquartered in Cleveland, OH. | Services to the Health Industry | Director/Board Member | |
Weatherhead School of Management | College/University | Masters Business Admin | |
First Tee-Cleveland
![]() First Tee-Cleveland Services to the Health IndustryHealth Services First Tee of Cleveland operates as an international youth development organization introducing the game of golf and its inherent values to young people. The company was founded by André Thornton in 1999 and is headquartered in Newburgh Heights, OH. | Services to the Health Industry | Director/Board Member | |
daVinci Capital Group
![]() daVinci Capital Group Financial ConglomeratesFinance daVinci Capital Group operates as a financial investment firm. The private company is based in Menlo Park, CA. The company was founded by Oleg Viktorovich Jelezko. | Financial Conglomerates | Corporate Officer/Principal | |
Investors Diversified Realty Management I LLC
![]() Investors Diversified Realty Management I LLC Investment ManagersFinance Investors Diversified Realty Management I LLC provides investment advisory services. The private company is based in Cleveland, OH. The company was founded by Gary A. Zdolshek. | Investment Managers | Director of Finance/CFO | |
Applied Data Finance LLC
![]() Applied Data Finance LLC Financial Publishing/ServicesCommercial Services Applied Data Finance LLC operates as a technology-enabled lender and asset manager. It specializes in credit analysis, data science, capital markets, and financial services marketing. The company was founded by Eric Stuart Schwartz, Daniel Bernard Zwirn, and Krishna Gopinathan in 2014 and is headquartered in San Diego, CA. | Financial Publishing/Services | Director/Board Member | |
Lynx Capital Group Ltd.
![]() Lynx Capital Group Ltd. Investment ManagersFinance Lynx Capital Group Ltd. (Lynx Capital) is an independent, private, family-owned investment firm headquartered in Beachwood, Ohio. The firm was founded by Brian M. Chait in 1996. Lynx Capital advises individuals, high net worth individuals, trusts, estates, pension plans, profit-sharing plans, corporations, and other businesses. | Investment Managers | Chief Executive Officer | |
FSM Wealth Advisors LLC
![]() FSM Wealth Advisors LLC Investment ManagersFinance FSM Wealth Advisors LLC, dba Journey Wealth Management (Journey Wealth), is an independent registered investment advisor headquartered in Cleveland, Ohio. The firm was founded by David A. Lightner in 2018. Journey Wealth provides investment advice and financial planning services to individuals (including Trusts and Estates), and High-Net Worth Individuals. | Investment Managers | Chief Executive Officer | |
Connor B Judge Foundation
![]() Connor B Judge Foundation Miscellaneous Commercial ServicesCommercial Services Founded in 2014, Connor B Judge Foundation is a non-profit organization that engages in raising awareness and supporting research for NMOSD and related autoimmune disorders. Part of The Sumaira Foundation, Inc., the company is based in Avon, OH. Connor B Judge Foundation was acquired by The Sumaira Foundation, Inc. on August 04, 2022. | Miscellaneous Commercial Services | President |
Statistiche
Distribuzione geografica
Stati Uniti | 30 |
Settori
Finance | 16 |
Consumer Services | 9 |
Commercial Services | 4 |
Health Services | 3 |
Miscellaneous | 2 |
Posizioni
Corporate Officer/Principal | 8 |
Director/Board Member | 8 |
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 6 |
Director of Finance/CFO | 3 |
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