Matt Reznik
Membro del Comitato di Investimento presso Balasa Dinverno Foltz LLC
Provenienza dei contatti di primo grado di Matt Reznik
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Pennsylvania
794
| College/University | Other Consumer Services | 794 |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Balasa Dinverno Foltz LLC
 Balasa Dinverno Foltz LLC Investment ManagersFinance Balasa Dinverno Foltz LLC (BDF) is a wealth management firm headquartered in Itasca, Illinois. With origins dating to 1986, the firm was founded in 2001 when two Illinois firms, Balasa & Hoffman and Dinverno & Foltz Financial Group, merged to become Balasa Dinverno Foltz. They are a subsidiary of CI US Holdings, Inc., which is owned by CI Financial Corp. (TSE: CIX; NYSE: CIXX) in Canada. BDF provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities.
4
| Subsidiary | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Matt Reznik tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Investor Relations Contact Corporate Officer/Principal | |
| MYCRON STEEL | Steel | Director/Board Member | |
| LUXCHEM CORPORATION | Wholesale Distributors | Director/Board Member | |
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 Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Masters Business Admin | |
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 Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Arizona State University | College/University | Undergraduate Degree Masters Business Admin | |
TrustCore LLC
 TrustCore LLC Investment ManagersFinance TrustCore Financial, Inc. provides financial services. It offers financial planning, wealth management, stock options, and risk management services. The company was founded by Darryl L. Edmonds in 1984 and is headquartered in Brentwood, TN. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
| Fitchburg State College | College/University | Graduate Degree | |
| Florida State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree Graduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| University of Florida | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| University of Georgia | College/University | Corporate Officer/Principal Undergraduate Degree | |
| Western New England University | College/University | Masters Business Admin | |
| Winthrop University | College/University | Undergraduate Degree Undergraduate Degree | |
National Association of Real Estate Investment Trusts, Inc.
 National Association of Real Estate Investment Trusts, Inc. Real Estate Investment TrustsFinance National Association of Real Estate Investment Trusts, Inc. is an American company that provides an array of industry data prepared by NAREIT staff and other outside sources. The non-profit company is based in Washington. The company specializes in REITs, or real estate investment trusts, which are companies that own or finance income-producing real estate across a range of property sectors. Most REITs trade on major stock exchanges, and they offer a number of benefits to investors. Steven A. Wechsler has been the CEO of the company since 1997. | Real Estate Investment Trusts | Corporate Officer/Principal Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Foundation for Financial Planning | Corporate Officer/Principal Director/Board Member | ||
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Inland Group, Inc.
 Inland Group, Inc. Real Estate DevelopmentFinance The Inland Group, Inc. provides real estate services. The company is headquartered in Oak Brook, IL. | Real Estate Development | Director/Board Member Corporate Officer/Principal | |
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Estate Planning Council of Pittsburgh | Corporate Officer/Principal Corporate Officer/Principal | ||
Koch Financial Services Pty Ltd.
 Koch Financial Services Pty Ltd. Investment ManagersFinance Koch Financial Services Pty Ltd. provides financial planning services. Its services include guidance on budgeting, savings and wealth creation strategies, diversified and tax effective investment planning, salary packaging, life insurance and risk assessment, and retirement planning. The company was founded by Rodney Koch in 1994 and is headquartered in Woree, Australia. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Investment Program Association | Director/Board Member President | ||
Toms River-Ocean County Chamber of Commerce
 Toms River-Ocean County Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Toms River-Ocean County Chamber of Commerce is a non-profit company that provides information and resources related to finance and entrepreneurship. The company is based in Toms River, NJ. The company also offers information on various financing options for households, including online consumer credit. Additionally, they provide news and information on the finance industry, including the stock market and trading concepts. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Redwood Mortgage Corp.
 Redwood Mortgage Corp. Finance/Rental/LeasingFinance Redwood Mortgage Corp. engages in the provision of mortgage services. It offers mortgage services to first time buyer, second mortgages, as well as private mortgage services. The company was founded in 1988 and is headquartered in Mississauga, Canada. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
National Association of Securities Dealers, Inc.
 National Association of Securities Dealers, Inc. Investment Banks/BrokersFinance National Association of Securities Dealers, Inc. provides financial regulatory services. The non-profit company is based in Washington and has subsidiaries in the United States. The American company was founded by Richard B. Jennings, Vince Means. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Charter Mortgage Co. (New Mexico) | Corporate Officer/Principal | ||
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| National Association of Personal Financial Advisors | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Amherst Financial Services, Inc.
 Amherst Financial Services, Inc. Investment ManagersFinance Amherst Financial Services, Inc. provides investment advice. The private company is based in Toms River, NJ. | Investment Managers | President | |
ITR Capital Management LLC
 ITR Capital Management LLC Investment ManagersFinance ITR Capital Management LLC provides investment advice. | Investment Managers | President | |
| Estate Planning Council of Birmingham, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
| Ocean's Harbor House Foundation, Inc. | Director/Board Member | ||
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| Naluri Setara Sdn. Bhd. | Director/Board Member | ||
| University of Nebraska Omaha | College/University | Undergraduate Degree | |
| AIIRIS (Malaysia) Sdn. Bhd. | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Malesia | 5 |
| Hong Kong | 2 |
| Australia | 2 |
| Canada | 2 |
Settori
| Consumer Services | 16 |
| Finance | 15 |
| Commercial Services | 8 |
| Non-Energy Minerals | 2 |
| Distribution Services | 2 |
Posizioni
| Corporate Officer/Principal | 285 |
| Director/Board Member | 171 |
| Undergraduate Degree | 71 |
| President | 46 |
| Chairman | 42 |
Contatti più connessi
| Insiders | |
|---|---|
| Hamad Kama Piah bin Che Othman | 39 |
| Wan Siew Chan | 34 |
| Randall Greene | 26 |
| Brian S. Hamburger | 22 |
| Robert Parks | 21 |
| Salvatore Tirabassi | 18 |
| Michael Ryan | 17 |
| Terri Kallsen | 14 |
| Dirk Jungé | 13 |
| Kimberly A. Springsteen-Abbott | 13 |
| R. Day | 13 |
| Mary Kathleen Sulick | 12 |
| Beth Patterson | 12 |
| Andrew T. Gilinsky | 12 |
| Don Linzer | 12 |
- Borsa valori
- Insiders
- Matt Reznik
- Connessioni Società
