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Scott David Martin
Direttore degli Investimenti presso Kingsview Wealth Management LLC
Provenienza dei contatti di primo grado di Scott David Martin
Entità | Tipo di entità | Settore Industriale | |
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Astor Asset Management LLC
![]() Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm.
12
| Extinct | Investment Managers | 12 |
Kingsview Wealth Management LLC
![]() Kingsview Wealth Management LLC Investment ManagersFinance Kingsview Wealth Management LLC (KWM) is a SEC-registered investment advisor headquartered in Grants Pass, Oregon. The firm was founded by Josh Lewis in 2008 and is a subsidiary of Kingsview Partners LLC. KWM provides personalized, confidential financial planning and investment management services to individuals, pension and profit-sharing plans, endowments, trusts, and small businesses.
2
| Subsidiary | Investment Managers | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott David Martin tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Dimensional Fund Advisors LP
![]() Dimensional Fund Advisors LP Investment ManagersFinance Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds. | Investment Managers | Portfolio Manager-Equities | |
BNP Paribas (New York Branch)
![]() BNP Paribas (New York Branch) Regional BanksFinance BNP Paribas operates as an investment advisor. It provides capital markets, securities services, financing, treasury and advisory solutions. The firm’s services are provided via four core business lines: Global Markets, Securities Services, Financing Solutions and Advisory. The company is headquartered in New York, NY. | Regional Banks | Corporate Officer/Principal | |
Churchill Management Corp.
![]() Churchill Management Corp. Investment ManagersFinance Churchill Management Corp. (Churchill) is an independent, SEC-registered independent investment advisor headquartered in Los Angeles, California. The firm was founded by Fred A. Fern in 1963. Churchill provides investment advice to individuals, trusts, pension plans, investment funds and other types of entities. | Investment Managers | Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
UBS AG (New York)
![]() UBS AG (New York) Investment ManagersFinance UBS AG's (NYSE: UBS) New York City-based wealth management arm is known as UBS Private Banking (US). The firm provides a range of customized wealth management products and services for private clients. | Investment Managers | Corporate Officer/Principal | |
Invesco Capital Markets, Inc.
![]() Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Trust Portfolios
![]() First Trust Portfolios Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios is a Canadian company that develops financial products which it markets through brokerage firms. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Metlife Investors USA Separate Account A | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
B. Riley Wealth Advisors, Inc.
![]() B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity | |
Astor Investment Management LLC
![]() Astor Investment Management LLC Investment ManagersFinance Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
Brown University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
Cboe Exchange, Inc. (Illinois)
![]() Cboe Exchange, Inc. (Illinois) Investment Banks/BrokersFinance Cboe Exchange, Inc. provides options exchange services. It trades equity options, security index options, options on exchange traded notes and products, binary options, one-week and quarterly options, long-term equity anticipation securities options, and flexible exchange options. The firm also provides information on various stock and options trading strategies, options trading tools, stock and option quotes and data; and options information and education. Additionally, they offer access to product information, conference notices, portfolio management tools, and educational materials for institutional investors and products and strategies for advisors to protect client’s portfolios. The company was founded in 1973 and is headquartered in Chicago, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Birla Institute of Technology & Science | College/University | Undergraduate Degree | |
DePaul University | College/University | Graduate Degree | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
St. Ambrose University | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
University of Maryland | College/University | Graduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
The University of Tampa, Inc.
![]() The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree | |
Western Illinois University | College/University | Undergraduate Degree | |
Bath & Body Works LLC
![]() Bath & Body Works LLC Other Consumer ServicesConsumer Services Bath & Body Works, Inc. produces and distributes beauty products. The firm has reinvented in the personal care industry with the introduction of fragrant flavorful indulgences including shower gels, lotions, candles, and accessories. The company was founded in 1990 and is located in Reynoldsburg, OH | Other Consumer Services | Corporate Officer/Principal | |
Victoria's Secret Stores LLC
![]() Victoria's Secret Stores LLC Apparel/FootwearConsumer Non-Durables Victoria's Secret Stores LLC retails apparel, lingerie, and personal care products. It sells products through the Victoria's Secret, Bath & Body Works, and PINK brands. The company is headquartered in Columbus, OH. | Apparel/Footwear | Corporate Officer/Principal | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Calamos Investments LLC
![]() Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Corporate Officer/Principal | |
Envoy Global, Inc. (Illinois)
![]() Envoy Global, Inc. (Illinois) Packaged SoftwareTechnology Services Envoy Global, Inc. provides online immigration and visa application process services. Its patented online process guarantees fast response times, easy access to case information and comprehensive customer support. The firm offers business immigration services that include work visas, permits and permanent resident assistance, and employment compliance; online visa process services for human resource (HR) and employees; corporate immigration and Form I-9 compliance services; and travel, work, and family visas for individuals. The company was founded by Robert C. Meltzer in 1998 and is headquartered in Chicago, IL. | Packaged Software | Corporate Officer/Principal | |
IRON Financial LLC
![]() IRON Financial LLC Investment ManagersFinance IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity | |
McLean Mortgage Corp.
![]() McLean Mortgage Corp. Finance/Rental/LeasingFinance McLean Mortgage Corp. provides mortgages for residential real estate. It attracts top mortgage professionals using a referral based business model. The firm’s in-house loan programs, including, Conventional, Jumbo, FHA, VA, and USDA loans. The company was founded by Nathan Burch in 2008 and is headquartered in Fairfax, VA. | Finance/Rental/Leasing | Chief Executive Officer | |
SP STRATEGIC ACQUISITION CORP. | Financial Conglomerates | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Canada | 3 |
India | 2 |
Settori
Finance | 24 |
Consumer Services | 17 |
Technology Services | 3 |
Miscellaneous | 2 |
Consumer Non-Durables | 2 |
Posizioni
Corporate Officer/Principal | 28 |
Undergraduate Degree | 11 |
Portfolio Manager-Equities | 10 |
Chief Executive Officer | 5 |
Analyst-Equity | 4 |
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