Mark Keating
Direttore degli Investimenti presso Willow Creek Wealth Management, Inc.
Provenienza dei contatti di primo grado di Mark Keating
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Willow Creek Wealth Management, Inc.
 Willow Creek Wealth Management, Inc. Investment ManagersFinance Willow Creek Wealth Management, Inc. (Willow Creek) is an independent registered investment adviser headquartered in Sebastopol, California. The firm was founded by Bruce J. Dzieza in 1984 as Willow Creek Financial Services, Inc. Willow Creek provides investment advisory services to a variety of clientele, such as individuals, families, businesses, pension and profit-sharing plans, trusts and charitable organizations.
4
| Private Company | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Mark Keating tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Golden Gate University | College/University | Graduate Degree Graduate Degree | |
| Sonoma State University | College/University | Undergraduate Degree | |
University of Nevada
 University of Nevada Other Consumer ServicesConsumer Services University of Nevada functions as a college and university. It provides education, research, scholarship, creative activities, and clinical services. The company was founded on September 10, 1957 and is headquartered in Las Vegas, NV. | College/University | Undergraduate Degree | |
Randolph Managed Investments
 Randolph Managed Investments Investment ManagersFinance Randolph Managed Investments provides investment advice. The private company is based in Santa Rosa, CA. | Investment Managers | Corporate Officer/Principal | |
Private Ocean LLC
 Private Ocean LLC Investment ManagersFinance Private Ocean LLC, Wealthspire Advisors (Wealthspire), is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. The firm was founded by Richard Stone and Gregory Friedman in 2009. They were acquired in 2021 by Wealthspire Advisors LLC, which is ultimately owned by NFP Holdings LLC. Wealthspire offers discretionary and/or non-discretionary investment advisory services to individuals, high-net-worth individuals, pensions and profit-sharing plans, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| California State University-Chico | College/University | Undergraduate Degree | |
| University of California, Davis | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 8 |
Settori
| Consumer Services | 6 |
| Finance | 3 |
Posizioni
| Undergraduate Degree | 4 |
| Portfolio Manager-Equities | 3 |
| Chief Executive Officer | 2 |
| President | 2 |
| Graduate Degree | 2 |
Contatti più connessi
| Insiders | |
|---|---|
| Dave Homan | 4 |
| Michael Alan Randolph | 4 |
| Bruce Jay Dzieza | 2 |
| Timothy Admire | 2 |
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