Provenienza dei contatti di primo grado di Robyn Suzanne Slough
Entità | Tipo di entità | Settore Industriale | |
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BNY Mellon Advisors, Inc.
BNY Mellon Advisors, Inc. Investment ManagersFinance BNY Mellon Advisors, Inc. (BNYMA) is a SEC-registered investment advisor headquartered in Pennington, New Jersey. The firm was founded in 1995 and formerly known as Lockwood Advisors, Inc. They were acquired by The Bank of New York Co., Inc. in 2002 and is now a direct, wholly-owned subsidiary of MBC Investments Corp., which in turn is a wholly-owned subsidiary of The Bank of New York Mellon Corp. (NYSE: BK). BNYMA offers portfolio management services in various wrap fee programs. The firm serves as the sole wrap fee sponsor for their Managed360 Program.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Robyn Suzanne Slough tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Cumberland Advisors, Inc.
Cumberland Advisors, Inc. Investment ManagersFinance Cumberland Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Sarasota, Florida (with a branch office in Vineland, New Jersey). The firm was founded by David R. Kotok in 1973. Cumberland Advisors provides investment advisory services to high net worth individuals, institutions, investment companies, public and corporate retirement plans, corporations, foundations and government entities (direct clients as well as managed money through financial advisors). | Investment Managers | Portfolio Manager-Equities | |
NewSquare Capital LLC
NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments. | Investment Managers | Economist | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | President | |
Mount Saint Mary's University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 6 |
Settori
Finance | 4 |
Consumer Services | 3 |
Posizioni
Portfolio Manager-Equities | 4 |
Investment Committee Member | 2 |
Undergraduate Degree | 2 |
Chief Investment Officer | 2 |
President | 2 |
Contatti più connessi
Insiders | |
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Matt Forester | 4 |
Jim J. Seuffert | 3 |
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