Scott Francis Demler
Gestore di Portafoglio-Azioni presso Savant Capital LLC (Illinois)
Provenienza dei contatti di primo grado di Scott Francis Demler
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, which is owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant provides comprehensive financial advice and services to individuals, families, and businesses across the nation.
45
| Subsidiary | Investment Managers | 45 |
Northern Illinois University
33
| College/University | Other Consumer Services | 33 |
Edward D. Jones & Co. LP (Investment Management)
 Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.
17
| Holding Company | Investment Managers | 17 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Scott Francis Demler tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Smith, Moore & Co.
 Smith, Moore & Co. Investment Banks/BrokersFinance A member of the NASD and the SIPC, Smith, Moore & Co. is a broker/dealer headquartered in Clayton, Missouri. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. Smith, Moore was founded in 1913 by Jay Herndon Smith and Charles W. Moore. | Investment Banks/Brokers | Corporate Officer/Principal | |
Northwestern Mutual Wealth Management Co.
 Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Corporate Officer/Principal | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Northern Trust Investments, Inc.(Investment Management)
 Northern Trust Investments, Inc.(Investment Management) Investment ManagersFinance Northern Trust Investments, Inc. (Investment Management) (NTI-IM) is the asset management division of Northern Trust Investments, Inc., ultimately held by Northern Trust Corp. (NASDAQGS: NTRS), a multi-bank holding company that was established in 1889. The firm was founded in 1988 and headquartered in Chicago, Illinois. NTI-IM provides a wide range of discretionary and non-discretionary investment advisory and sub-advisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
| Wake Forest University | College/University | Undergraduate Degree | |
| Abilene Christian University | College/University | Undergraduate Degree Undergraduate Degree | |
| Central College | College/University | Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin Masters Business Admin | |
| Eastern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| Friends University | College/University | Masters Business Admin | |
| Texas A&M University | College/University | Undergraduate Degree | |
| Illinois State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
| Mississippi State University | College/University | Undergraduate Degree | |
| Truman State University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Alabama | College/University | Masters Business Admin | |
| North Central College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Rockford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Southern Illinois University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of South Carolina | College/University | Graduate Degree | |
| Valdosta State University | College/University | Undergraduate Degree | |
Strategy&
 Strategy& Miscellaneous Commercial ServicesCommercial Services Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The American College of Financial Services | College/University | Graduate Degree Graduate Degree | |
Thomasville National Bank (Investment Management)
 Thomasville National Bank (Investment Management) Investment ManagersFinance Thomasville National Bank (Invt Mgmt) (TNB-IM) is the trust and investment management division of Thomasville National Bank, a community bank headquartered in Thomasville, Georgia. The firm was founded in 2001 and is owned by Thomasville Bancshares, Inc. (OTCMKTS: THVB). TNB-IM provides asset management and investment counseling to individuals and businesses. | Investment Managers | Portfolio Manager-Equities | |
B.P. Britches, Inc.
 B.P. Britches, Inc. Apparel/FootwearConsumer Non-Durables B.P. Britches, Inc. Owns and operates men's and boy's clothing and apparel stores. The company was founded in 1989 and is headquartered in Cleveland, OH. | Apparel/Footwear | Corporate Officer/Principal | |
Cliffwater LLC
 Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Director of Research - Equity | |
Evermay Wealth Management LLC
 Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Investment Managers | Portfolio Manager-Equities | |
| University of Illinois Springfield | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
J. Team Financial, Inc.
 J. Team Financial, Inc. Investment ManagersFinance J. Team Financial, Inc. (TFS) is a registered investment adviser founded in 2005. Headquartered in Abilene, Texas, TFS provides personalized confidential financial planning and investment management to individuals, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, registered investment companies and small businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Pension Partners LLC
 Pension Partners LLC Investment ManagersFinance Pension Partners LLC is an independent registered investment advisor and wealth management firm headquartered in San Juan, Puerto Rico. The firm was founded by Edward M. Dempsey in 1999. Pension Partners provides advisory services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. | Investment Managers | Portfolio Manager-Equities |
Statistiche
Distribuzione geografica
| Stati Uniti | 48 |
Settori
| Consumer Services | 29 |
| Finance | 18 |
| Commercial Services | 2 |
| Consumer Non-Durables | 2 |
Posizioni
| Undergraduate Degree | 91 |
| Corporate Officer/Principal | 72 |
| Portfolio Manager-Equities | 47 |
| Masters Business Admin | 28 |
| Director/Board Member | 22 |
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