Neil Gilfedder
Direttore degli Investimenti presso Financial Engines Advisors LLC
Provenienza dei contatti di primo grado di Neil Gilfedder
Entità | Tipo di entità | Settore Industriale | |
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Financial Engines Advisors LLC
Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.
9
| Subsidiary | Investment Managers | 9 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Neil Gilfedder tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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SVB FINANCIAL GROUP | Regional Banks | Director/Board Member | |
E-LOAN, Inc.
E-LOAN, Inc. Finance/Rental/LeasingFinance E-LOAN, Inc. provides mortgage banking services. Its services include home refinance, home equity loans, home purchase loans, auto loans, savings and CD’s and debt consolidation. The company was founded in 1997 and is headquartered in New York, NY. | Finance/Rental/Leasing | Chief Tech/Sci/R&D Officer | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Chief Tech/Sci/R&D Officer | |
FINANCIAL ENGINES INC | Investment Managers | Chief Executive Officer Chief Executive Officer Chief Investment Officer | |
Cornerstone Research, Inc.
Cornerstone Research, Inc. Miscellaneous Commercial ServicesCommercial Services Cornerstone Research, Inc. provides testimony, economic and financial analysis to attorneys. Its services include consulting to attorneys, developing case strategies, supporting expert witness, conducting research and analysis, consulting on internal and regulatory inquiries, consulting in motion practice and preparing for deposition and trail. The company was founded by James K. Malernee Jr. and Cynthia L. Zollinger in May 1989 and is headquartered in Los Angeles, CA. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Chairman Chief Executive Officer | |
Stanford University | College/University | Undergraduate Degree Graduate Degree | |
Laffer Tengler Investments, Inc.
Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Investment Managers | Analyst-Equity | |
University of Maine | College/University | Undergraduate Degree | |
The University of Texas at Austin | College/University | Graduate Degree | |
HEALTHEQUITY, INC. | Investment Managers | Sales & Marketing | |
Brigham Young University-Idaho | College/University | Undergraduate Degree | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Corporate Officer/Principal | |
Arizona State University | College/University | Undergraduate Degree | |
Mason School of Business of The College of William & Mary | College/University | Masters Business Admin | |
University of Richmond | College/University | Undergraduate Degree | |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Chief Executive Officer | |
One Finance, Inc.
One Finance, Inc. Miscellaneous Commercial ServicesCommercial Services One Finance, Inc. operates as a money application. The firm helps optimize earnings and reach financial goals faster, and share money with family and friends. The company is headquartered in Sacramento, CA. | Miscellaneous Commercial Services | Director/Board Member | |
Empower Personal Wealth LLC
Empower Personal Wealth LLC Investment ManagersFinance Empower Personal Wealth LLC provides financial advisory services. Its financial tools offers net worth, fee analyzer, investment checkup and retirement planner. The firm?s financial advisory services include investment strategy, advisors, private client and additional services. The company was founded by William Hamilton Harris Jr. and Robert Foregger in 2009 and is headquartered in San Carlos, CA. | Investment Managers | Chief Executive Officer | |
Babson College | College/University | Masters Business Admin | |
Silicon Valley Bank
Silicon Valley Bank Regional BanksFinance Silicon Valley Bank provides commercial banking services. It offers banking services to the hardware and infrastructure, software and internet, life science and healthcare, energy and resource innovation, private equity and venture capital, and premium wine industries. The company was founded in 1983 and is headquartered in Santa Clara, CA. | Regional Banks | Director/Board Member | |
COURSERA, INC. | Internet Software/Services | Chief Executive Officer | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
Verivo Software, Inc.
Verivo Software, Inc. Wireless TelecommunicationsCommunications Verivo Software, Inc. is a mobility software company. The firm develops wireless software solutions. It serves retail, financial services, health and life sciences, manufacturing, higher education, government, real estate, transportation, and automotive industries globally. The company was founded by Shane Hughes in 1998 and is headquartered in Waltham, MA. | Wireless Telecommunications | Director/Board Member | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Bryant University | College/University | Undergraduate Degree | |
Wayfinding Financial LLC
Wayfinding Financial LLC Investment ManagersFinance Wayfinding Financial LLC (Wayfinding) is an independent registered investment advisor headquartered in Lynnwood, Washington. Through their investment advisor representatives, Wayfinding provides investment advisory services for individuals, high net worth individuals, foundations, employer sponsored retirement plans, charitable organizations, institutions, trusts, and estates. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
Stati Uniti | 35 |
Nuova-Zelanda | 2 |
Settori
Finance | 18 |
Consumer Services | 12 |
Commercial Services | 5 |
Technology Services | 3 |
Communications | 2 |
Posizioni
Corporate Officer/Principal | 14 |
Director/Board Member | 12 |
Chief Executive Officer | 11 |
Undergraduate Degree | 8 |
President | 7 |
Contatti più connessi
Insiders | |
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Jeffrey Maggioncalda | 11 |
Jay Shah | 10 |
Larry Raffone | 8 |
David Jeffress | 7 |
Adam Hostetter | 5 |
Chris Jones | 4 |
Mario Ramos | 4 |
Edward Dinan | 3 |
Cathie Arthurs | 2 |
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