Provenienza dei contatti di primo grado di Peter Quinn
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
CoBiz Wealth LLC
 CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations.
28
| Extinct | Investment Managers | 28 |
Wagner Investment Management, Inc.
 Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services.
17
| Extinct | Investment Managers | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Peter Quinn tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fifth Third Bank, NA (Cincinnati, Ohio)
 Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal | |
Waters, Parkerson & Co. LLC
 Waters, Parkerson & Co. LLC Investment ManagersFinance Waters, Parkerson & Co. LLC (WPC) is an independent, SEC-registered investment advisor headquartered in New Orleans, Louisiana. The firm was founded by Arthur C. Waters in 1933. WPC provides fundamentally sound investment advice and personalized attention to individuals and institutions. | Investment Managers | Head-Equity Investments | |
Cavanal Hill Investment Management, Inc.
 Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Equity | |
| META PLATFORMS, INC. | Internet Software/Services | Comptroller/Controller/Auditor | |
| PAYPAL HOLDINGS, INC. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| University of Missouri | College/University | Graduate Degree | |
American National Bank & Trust (Texas)
 American National Bank & Trust (Texas) Investment ManagersFinance Founded in 1976, American National Bank & Trust is an independent locally-owned bank located in Wichita Falls, Texas. The bank is a direct subsidiary of AmeriBancShares, of Delaware, Inc. Their ultimate parent is AmeriBancShares, Inc. | Investment Managers | Portfolio Manager-Equities | |
| Arizona State University | College/University | Undergraduate Degree | |
| DePaul University | College/University | Graduate Degree | |
| Syracuse University | College/University | Undergraduate Degree | |
| Loyola University of Chicago | College/University | Undergraduate Degree | |
| Metropolitan State University of Denver | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Princeton University | College/University | Undergraduate Degree | |
| Rensselaer Polytechnic Institute | College/University | Masters Business Admin | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
| University of Colorado Health Sciences Center | College/University | Masters Business Admin | |
| The University of Colorado | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree | |
| University of Northern Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Mississippi | College/University | Undergraduate Degree | |
| University of Oklahoma | College/University | Undergraduate Degree | |
| University of Denver | College/University | Masters Business Admin Graduate Degree | |
Ann & Robert H. Lurie Children's Hospital of Chicago
 Ann & Robert H. Lurie Children's Hospital of Chicago Hospital/Nursing ManagementHealth Services Ann & Robert H. Lurie Children's Hospital of Chicago provides healthcare services to children. It offers pediatric services like acute and specialty care. It also operates a pediatric home health care agency and Children's Memorial Institute for education and research. The company was founded in 1882 by Julia Foster Porter and is headquartered in Chicago, IL. | Hospital/Nursing Management | Corporate Officer/Principal | |
Envestnet Asset Management, Inc.
 Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
Lyric Opera of Chicago
 Lyric Opera of Chicago Movies/EntertainmentConsumer Services Lyric Opera of Chicago provides live theatrical presentations. The company was founded by Carol Fox, Nicola Rescigno and Lawrence V. Kelly in 1954 and is headquartered in Chicago, IL. | Movies/Entertainment | Corporate Officer/Principal | |
| University of Colorado Hospital | College/University | Masters Business Admin | |
| Art Institute of Chicago | College/University | Corporate Officer/Principal | |
Mount Yale Capital Group LLC
 Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Investment Managers | Analyst-Equity | |
Chicago Symphony Orchestra Association
 Chicago Symphony Orchestra Association Movies/EntertainmentConsumer Services The Chicago Symphony Orchestra Association operates music bands and orchestras. The non-profit company is based in Chicago, IL. | Movies/Entertainment | Corporate Officer/Principal | |
The Northern Trust Co.
 The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
LaSalle Bancorp, Inc. (Illinois)
 LaSalle Bancorp, Inc. (Illinois) Financial ConglomeratesFinance LaSalle Bancorp, Inc. is a bank holding private company based in LaSalle, IL and has subsidiaries in the United States. The company's primary focus is on banking services. | Financial Conglomerates | Corporate Officer/Principal | |
First City National Bank of Houston
 First City National Bank of Houston Major BanksFinance First City National Bank of Houston operates commercial banks. The private company is based in Houston, TX. | Major Banks | Corporate Officer/Principal | |
| Cobiz ACMG, Inc. | Director/Board Member | ||
The McGuire Co.
 The McGuire Co. Trucks/Construction/Farm MachineryProducer Manufacturing The McGuire Co. is an American company that manufactures and supplies dock levelers. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
| The University of Nebraska-Lincoln | College/University | Graduate Degree | |
Peak Asset Management LLC
 Peak Asset Management LLC Investment ManagersFinance Peak Asset Management LLC (Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Terrance W. Hefty in 1994. Peak provides personalized, comprehensive wealth planning and management services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Elk River Wealth Management LLC
 Elk River Wealth Management LLC Investment ManagersFinance Elk River Wealth Management LLC (Elk River) is a SEC-registered investment adviser and wealth management firm headquartered in Denver, Colorado. Founded in 2020, the firm is wholly owned by Elk River Wealth Holdings LLC, a subsidiary of Covey Rise Capital 0215 LLC. Elk River delivers comprehensive wealth management solutions to assist individuals, families and business owners in Colorado, Arizona, Nebraska, and across the US. | Investment Managers | Chief Executive Officer |
Statistiche
Distribuzione geografica
| Stati Uniti | 50 |
Settori
| Consumer Services | 25 |
| Finance | 20 |
| Miscellaneous | 2 |
| Technology Services | 2 |
| Commercial Services | 2 |
Posizioni
| Corporate Officer/Principal | 42 |
| Portfolio Manager-Equities | 26 |
| Undergraduate Degree | 20 |
| Investment Committee Member | 17 |
| Analyst-Equity | 15 |
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