Nick Koboldt
Gestore di Portafoglio-Azioni presso Moneta Group Investment Advisors LLC
Provenienza dei contatti di primo grado di Nick Koboldt
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments.
15
| Subsidiary | Investment Managers | 15 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Nick Koboldt tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
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 | Corporate Officer/Principal | |
Torshen Capital Management LLC
 Torshen Capital Management LLC Investment ManagersFinance Torshen Capital Management LLC (Torshen Capital) is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Kay P. Torshen in 1998. Torshen Capital provides investment management services to family offices, high net worth individuals and their families, foundations, endowments, institutional investors and other investors, through separately managed accounts. | Investment Managers | Analyst-Equity | |
Buckingham Strategic Wealth LLC
 Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri | College/University | Undergraduate Degree | |
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Investment Managers | Analyst-Fixed Income | |
| Keene State College | College/University | Undergraduate Degree | |
| Loyola University New Orleans | College/University | Undergraduate Degree | |
Public School Teachers Retirement Fund of Chicago
 Public School Teachers Retirement Fund of Chicago Investment ManagersFinance Founded by the Illinois state legislature in 1895, the Public School Teachers Retirement Fund of Chicago is a pension fund located in Chicago. They are also known as the Chicago Teachers Pension Fund. | Investment Managers | Portfolio Manager-Equities | |
| St. Louis University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Southern Illinois University | College/University | Graduate Degree | |
| INSEAD | College/University | Masters Business Admin | |
| Missouri State University | College/University | Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| University of Idaho | College/University | Undergraduate Degree | |
| Trinity College Dublin | College/University | Undergraduate Degree | |
Chicago Policemen's Annuity & Benefit Fund
 Chicago Policemen's Annuity & Benefit Fund Investment ManagersFinance The Chicago Policemens Annuity & Benefit Fund is the administrator of a defined-benefit, single employer pension plan. The Fund was founded in 1922 and is located in Chicago, Illinois. | Investment Managers | Chief Investment Officer | |
Gray & Co. (Michigan)
 Gray & Co. (Michigan) Agricultural Commodities/MillingProcess Industries Gray & Co (Michigan) produces maraschino cherries and glace fruits. It offers wide selection variety of glace fruit ingredients, including candied orange peel, lemon peel, candied cherries and fruit mixes. It also provides maraschino cherries and cherries ice cream flavored and novelty frozen ice cream. The company was founded in 1908 and is headquartered in Hart, MI. | Agricultural Commodities/Milling | Corporate Officer/Principal | |
The Beryl Consulting Group LLC
 The Beryl Consulting Group LLC Investment ManagersFinance The Beryl Consulting Group LLC provides investment advice. The firm offers manager search, due diligence and portfolio construction services. The company was founded by Vidak Radonjic in August 2004 and is headquartered in Jersey City, NJ. | Investment Managers | Corporate Officer/Principal | |
| University of Missouri-St. Louis | College/University | Undergraduate Degree | |
Hampton Advisors LLC
 Hampton Advisors LLC Miscellaneous Commercial ServicesCommercial Services Hampton Advisors LLC provides strategic merger and acquisition advisory services to middle-market technology companies. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 23 |
| Francia | 2 |
| Irlanda | 2 |
Settori
| Finance | 12 |
| Consumer Services | 12 |
| Process Industries | 2 |
| Commercial Services | 2 |
Posizioni
| Undergraduate Degree | 11 |
| Corporate Officer/Principal | 8 |
| Analyst-Equity | 6 |
| Portfolio Manager-Equities | 6 |
| Analyst-Fixed Income | 5 |
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