Phu Minh Roy O
Analyst-Equity presso Sheets Smith Wealth Management
Relazioni attive
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
John Richard Sheets | M | - |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | 42 anni |
Jeff Christopher | M | - |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | 22 anni |
Tom Cartee | M | - |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | 27 anni |
Trent Ryan Sheets | M | - |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | 11 anni |
Dave Gilbert | M | - |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | 30 anni |
Grafico relazionale
Relazione in diverse aziende
Relazioni precedenti
Nome | Sesso | Età | Società collegate | Collaborazione |
---|---|---|---|---|
Eric Matthew Fencil | M | - |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units.
Duquesne University of The Holy Spirit
| 4 anni |
Andrew Max Faderewski | M | - |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | 13 anni |
Greg Melvin | M | - |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | 20 anni |
Shawna Marie Aufman | F | - |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | 17 anni |
Eugene Michael Natali | M | - |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | - |
Susan L. Nardone | F | - |
Villanova University
| 7 anni |
Gregory Bowden | M | - |
Sheets Smith Wealth Management
Sheets Smith Wealth Management Investment ManagersFinance Sheets Smith Wealth Management (SSWM) is an independent registered investment advisor headquartered in Winston-Salem, North Carolina. The firm was founded by John R. Sheets and William (Bill) Smith in 1982 as Sheets, Smith & Associates, Inc. SSWM provides wealth management, financial planning, investment counsel and sophisticated strategies specifically developed for high-net-worth individuals and their families as well as for retirement plans and foundations. | 4 anni |
Reza Taleghani | M | 51 |
Villanova University
| 3 anni |
Matt E. Haggerty | M | - |
Villanova University
| 4 anni |
Zachary Hubert | M | - |
C.S. McKee LP
C.S. McKee LP Investment ManagersFinance Founded in 1931, C.S. McKee LP is an employee-owned registered investment advisor located in Pittsburgh, Pennsylvania. Purchased from Carl S. McKee in 1966, the firm eventually restructured its operations by becoming a registered investment advisor in 1972 in order to focus solely on investment management. In 1987, McKee became a wholly-owned subsidiary of United Asset Management Corpo. Employees repurchased the firm in 2001. McKee manages pension funds, profit-sharing plans, reserve funds, endowments and other financial assets for public sector, unions, corporations, foundations, hospitals, schools, religious organizations and other institutions. McKee is the sole investment advisor to the McKee International Equity Fund, which primarily invests in equity securities of non-U.S. issuers. The fund is one of a series of shares that comprise the Advisor Inner Circle Funds. The Advisor Inner Circle Funds is administered by SEI Investments Global Funds Services and distributed by SEI Investments Distribution Co. The firm provides model portfolio recommendations to various UMA accounts. McKee is also the sub-advisor for a number of investment companies, collective trusts and brokerage units. | 10 anni |
John Douglas Aston | M | - |
Villanova University
| 4 anni |
Kate Carlson | F | - |
Villanova University
| 4 anni |
Keith R. O'Donnell | M | - |
Villanova University
| 4 anni |
Shannon Casey | M | - |
Villanova University
| 4 anni |
Frank A. Bruno | M | - |
Villanova University
| 3 anni |
Terry Thompson | M | - |
Villanova University
| 4 anni |
Bryan Groppi | M | - |
Villanova University
| 4 anni |
John Reilly | M | - |
Villanova University
| 4 anni |
Andy N. Fitzpatrick | M | - |
Villanova University
| 4 anni |
Michael C. Evangelista | M | - |
Villanova University
| 4 anni |
Joseph Pucella | M | - |
Villanova University
| 4 anni |
Aaron H. Fox | M | - |
Villanova University
| 3 anni |
T. J. E. Reisdorf | M | - |
Duquesne University of The Holy Spirit
| 3 anni |
Lou Lazzara | M | - |
Villanova University
| 4 anni |
Gerald F. Hendricks | M | - |
Villanova University
| 4 anni |
Jason Orchard | M | 48 |
Villanova University
| 4 anni |
José Guillermo Lewis Boyd | M | 51 |
Villanova University
| 4 anni |
Gary Peter Sica | M | - |
Villanova University
| 4 anni |
Phil Sapovits | M | - |
Villanova University
| 3 anni |
Aurigema Robert | M | - |
Villanova University
| - |
Katie Bathgate | F | - |
Villanova University
| 4 anni |
Jason McGann | M | - |
Villanova University
| 4 anni |
Fred di Maria | M | 51 |
Villanova University
| 4 anni |
Ryan Christopher Todd | M | - |
Villanova University
| 4 anni |
Nimisha Savani | F | 57 |
Villanova University
| 2 anni |
Thomas Englese | M | 50 |
Villanova University
| 4 anni |
Keith Eric DeVito | M | - |
Villanova University
| 4 anni |
Mike McAdam | M | - |
Villanova University
| 4 anni |
Susan Barrett | F | - |
Villanova University
| 4 anni |
Michelle Adams | F | 53 |
Villanova University
| 4 anni |
Robert Enzo Chimenti | M | - |
Villanova University
| 4 anni |
Garrett Perrin Babij | M | - |
Villanova University
| 4 anni |
Nnenna Lynch | F | 52 |
Villanova University
| 4 anni |
Maureen Sheehy | F | - |
Villanova University
| 4 anni |
Michael Robert Townson | M | - |
Villanova University
| 4 anni |
Peter Klos | M | - |
Villanova University
| 4 anni |
Mark Sebastian | M | - |
Villanova University
| 4 anni |
Christopher Casserly | M | - |
Villanova University
| 4 anni |
Robert W. Boyce | M | - |
Villanova University
| 4 anni |
Dan DiSpigna | M | - |
Villanova University
| 4 anni |
Michael Adam Cunius | M | - |
Villanova University
| 4 anni |
Andrew Drechsler | M | 52 |
Villanova University
| 4 anni |
Kevin A. Nappi | M | - |
Villanova University
| 4 anni |
Sara Byrne | F | - |
Villanova University
| 4 anni |
Chris Randazzo | M | - |
Villanova University
| 4 anni |
Matthew Anthony Lemme | M | - |
Villanova University
| 4 anni |
Constance S. Prince | F | - |
Villanova University
| 4 anni |
Michael Ciarmoli | M | - |
Villanova University
| 4 anni |
Louis M. Rappaport | M | - |
Villanova University
| 3 anni |
Paul Alford | M | - |
Villanova University
| 4 anni |
Kimberly S. Andrascik | F | - |
Villanova University
| 3 anni |
Anthony C. Sorrentino | M | - |
Villanova University
| 4 anni |
Albert Crowley | M | - |
Villanova University
| 4 anni |
William K. Harris | M | - |
Villanova University
| 4 anni |
John Lutz | M | - |
Villanova University
| 2 anni |
Rob Bove | M | - |
Villanova University
| 4 anni |
Frank Burke | M | - |
Villanova University
| 4 anni |
Rasto Berlansky | M | 48 |
Villanova University
| 4 anni |
Douglas Harter | M | - |
Villanova University
| 4 anni |
Frank John Ingarra | M | - |
Villanova University
| 4 anni |
Kate Mead | F | - |
Villanova University
| 4 anni |
Kris Tomasovic Nelson | F | - |
Villanova University
| 4 anni |
Jed A. Bowen | M | - |
Villanova University
| 4 anni |
Katherine Esposito | F | - |
Villanova University
| 4 anni |
Courtney R. Mills | F | - |
Villanova University
| 3 anni |
Paul J. Peterson | M | - |
Villanova University
| 4 anni |
Richard Harb | M | - |
Villanova University
| 4 anni |
Marianne Chrencik | F | - |
Villanova University
| 4 anni |
Scott B. Connolly | M | - |
Villanova University
| 3 anni |
Donald O'Hara | M | - |
Villanova University
| 2 anni |
Matt T. Vigneau | M | - |
Villanova University
| 4 anni |
Peter Christiansen | M | - |
Villanova University
| 4 anni |
Christine R. Olenchalk | F | - |
Villanova University
| 4 anni |
Guido DeAscanis | M | - |
Villanova University
| 4 anni |
Lawrence Clark | M | 53 |
Villanova University
| 4 anni |
Brad Weisgerber | M | - |
Villanova University
| 4 anni |
Christopher Luning | M | 56 |
Villanova University
| 3 anni |
Lisa D. Fernandez | F | - |
Villanova University
| 4 anni |
Roger J. Braunfeld | M | - |
Villanova University
| 3 anni |
Brian F. Colalucci | M | - |
Villanova University
| 4 anni |
Charlie King | M | - |
Villanova University
| 2 anni |
Danielle M. Lauzon | F | - |
Villanova University
| 3 anni |
Casey H. Simmons | M | - |
Villanova University
| 4 anni |
Jonathan D. Tenenbaum | M | - |
Villanova University
| 4 anni |
Matt Brodnik | M | - |
Villanova University
| 4 anni |
Statistiche
Paese | Relazioni | % del totale |
---|---|---|
Stati Uniti | 100 | 100.00% |
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