Paul Edward Drolson
Amministratore Delegato presso Wealth Advisors, Inc. (California)
Provenienza dei contatti di primo grado di Paul Edward Drolson
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
American Express Financial Advisors, Inc.
62
| Subsidiary | 62 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Paul Edward Drolson tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Massachusetts Financial Services Co.
Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal Chairman Corporate Officer/Principal | |
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 | Director/Board Member Corporate Officer/Principal | |
Sarasota Capital Strategies, Inc.
Sarasota Capital Strategies, Inc. Investment ManagersFinance Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates. | Investment Managers | Founder Chief Executive Officer | |
University of Southern California
University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree Graduate Degree | |
Capital Professional Advisors, Inc.
Capital Professional Advisors, Inc. Insurance Brokers/ServicesFinance Part of The American Institute of Certified Public Accountants, Capital Professional Advisors, Inc. is a company that provides brokerage, advisory, and insurance services to CPA firms. The company is based in Minneapolis, MN. Capital Professional Advisors was acquired by CPA.com on July 12, 2001. | Insurance Brokers/Services | Corporate Officer/Principal | |
Austin College | College/University | Undergraduate Degree | |
Baylor University | College/University | Undergraduate Degree Masters Business Admin | |
Clarkson University | College/University | Masters Business Admin | |
State University of New York College at Potsdam | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
James Madison University | College/University | Graduate Degree Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
Slippery Rock University | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of South Florida | College/University | Undergraduate Degree Undergraduate Degree | |
Westmont College | College/University | Undergraduate Degree | |
RBC Wealth Management
RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Director of Finance/CFO Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Founder Founder | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
University of St. Thomas
University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
WealthStar Advisors LLC
WealthStar Advisors LLC Investment ManagersFinance WealthStar Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plano, Texas. Founded in 2010, the firm provides financial planning and wealth management firm services to a variety of high net worth individuals, families, and businesses across North America. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
The Wealth Enhancement Group, Inc.
The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Corporate Officer/Principal | |
Marks Group Wealth Management, Inc.
Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | President | |
Washington Square Capital, Inc.
Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Investment Managers | Corporate Officer/Principal | |
University of Sofia | College/University | Graduate Degree | |
Buena Vista Investment Management LLC
Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Investment Managers | Compliance Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 46 |
Bulgaria | 2 |
Settori
Finance | 29 |
Consumer Services | 19 |
Posizioni
Corporate Officer/Principal | 143 |
Undergraduate Degree | 58 |
Director/Board Member | 50 |
Portfolio Manager-Equities | 30 |
Analyst-Equity | 27 |
Contatti più connessi
Insiders | |
---|---|
Jeffrey Stiefler | 38 |
ReBecca Koenig Roloff | 15 |
Louis C. Fornetti | 12 |
Kevin Ellich | 11 |
Beth M. Jacob | 11 |
Ron Coleman | 11 |
Robbie Knie | 11 |
Caroline Stockdale | 11 |
David C. Bayer | 11 |
Richard D. Manuel | 9 |
Kevin Scott Gray | 8 |
Clay Daniel Smith | 8 |
David R. Hubers | 7 |
Eric L. Marhoun | 7 |
Louis Giglio | 7 |
- Borsa valori
- Insiders
- Paul Edward Drolson
- Connessioni Società