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Provenienza dei contatti di primo grado di Ryan L. Kirk
Entità | Tipo di entità | Settore Industriale | |
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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.
5
| Private Company | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Ryan L. Kirk tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
SHINER INTERNATIONAL, INC. | Containers/Packaging | Director/Board Member | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Blue Bell Private Wealth Management LLC
![]() Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Investment Managers | Corporate Officer/Principal | |
East Stroudsburg University of Pennsylvania | College/University | Undergraduate Degree | |
The Bryn Mawr Trust Co.
![]() The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Investment Managers | Portfolio Manager-Equities | |
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. | Investment Managers | Chief Investment Officer | |
University of Pennsylvania | College/University | Undergraduate Degree | |
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 | |
Bishop's University | 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 | Director/Board Member | |
6D GLOBAL TECHNOLOGIES, INC. | Information Technology Services | Director/Board Member | |
Pennsylvania Partnership for Economic Education | Corporate Officer/Principal | ||
Southern Nevada Community College Foundation (Nevada) | Corporate Officer/Principal | ||
Philadelphia Board of Trade, Inc. | President | ||
Pershing Trading Co. LP
![]() Pershing Trading Co. LP Investment Banks/BrokersFinance Part of The Bank of New York Mellon Corp., Pershing Trading Co. LP provides brokerage services. | Investment Banks/Brokers | President | |
NSX Holdings Ltd. | Chief Executive Officer | ||
University of Michigan | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 20 |
Cina | 2 |
Canada | 2 |
Settori
Finance | 12 |
Consumer Services | 5 |
Process Industries | 2 |
Technology Services | 2 |
Posizioni
Corporate Officer/Principal | 7 |
Portfolio Manager-Equities | 6 |
Investment Committee Member | 4 |
Undergraduate Degree | 4 |
Director/Board Member | 3 |
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