Pete Trontis
Gestore di Portafoglio-Azioni presso Exencial Wealth Advisors LLC
Provenienza dei contatti di primo grado di Pete Trontis
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.
11
| Private Company | Investment Managers | 11 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Pete Trontis tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
The Ayco Co. LP
 The Ayco Co. LP Investment ManagersFinance The Ayco Co. LP (Goldman Sachs Ayco) is a SEC-registered investment advisor headquartered in Cohoes, New York. The firm was founded in 1971 by William Aydelotte and James Conway. They are a subsidiary of GS Ayco Holding LLC, owned by The Goldman Sachs Group, Inc. (NYSE: GS), a publicly traded bank and financial holding company. Goldman Sachs Ayco provides financial planning services nationally to individuals, institutional clients and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Analyst-Equity | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin | |
| Berry College | College/University | Masters Business Admin | |
| Boston College | College/University | Graduate Degree | |
| Nebraska Wesleyan University | College/University | Undergraduate Degree | |
| Oklahoma State University | College/University | Undergraduate Degree | |
| Principia College | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Villanova University | College/University | Undergraduate Degree | |
| Youngstown State University | College/University | Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
| The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
| Harvard College | College/University | Undergraduate Degree | |
| Villanova University School of Law | College/University | Graduate Degree | |
Caption Management LLC
 Caption Management LLC Investment ManagersFinance Caption Management LLC is an independent registered investment advisor and hedge fund manager headquartered in Oklahoma City, Oklahoma. The firm was co-founded by Jason Strasser and William Cooper in 2012. Caption Management provides discretionary investment advice to private funds (either through fund vehicles or separately managed accounts). Investors in such private funds are generally high net worth individuals, fund of funds, institutional investors, family offices, endowments and foundations. | Investment Managers | Trading-Equity |
Statistiche
Distribuzione geografica
| Stati Uniti | 26 |
Settori
| Consumer Services | 13 |
| Finance | 12 |
| Commercial Services | 2 |
| Government | 2 |
Posizioni
| Portfolio Manager-Equities | 12 |
| Undergraduate Degree | 11 |
| Analyst-Equity | 6 |
| Corporate Officer/Principal | 6 |
| Founder | 4 |
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