Sherri Daniels
Amministratore Delegato presso Slatestone Wealth LLC
Provenienza dei contatti di primo grado di Sherri Daniels
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Weiss Capital Management, Inc.
 Weiss Capital Management, Inc. Investment ManagersFinance Founded in 1983, Weiss Capital Management, Inc., formerly known as Weiss Money Management, is a registered investment advisor located in Palm Beach Gardens, Florida. The firm is a subsidiary of Weiss Group LLC. Weiss Capital management manages assets for individuals, pension plans, trust accounts, institutional accounts, charitable organizations, foundations and investment companies. They also manage the Weiss Fund, an open-end mutual fund.
8
| Extinct | Investment Managers | 8 |
Slatestone Wealth LLC
 Slatestone Wealth LLC Investment ManagersFinance Slatestone Wealth LLC (Slatestone) is a SEC-registered investment adviser and wealth management firm headquartered in Jupiter, Florida. The firm was founded by Patrick E. Tylander and Sharon “Sherri” Daniels in 2017 as Slatestone Wealth Management LLC. They are a subsidiary of Slatestone Holdings LLC. Slatestone provides investment advisory and wealth management services to high and ultra-high net worth individuals, families, trusts, estates, corporations and other business entities.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Sherri Daniels tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
SVB Wealth LLC
 SVB Wealth LLC Investment ManagersFinance SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments. | Investment Managers | Portfolio Manager-Equities Investment Committee Member Investment Committee Member | |
Meespierson Bahamas Ltd.
 Meespierson Bahamas Ltd. Investment Trusts/Mutual FundsMiscellaneous Part of The Bank of Nova Scotia, Meespierson Bahamas Ltd. is a Bahamian company that provides specialized trust services. The company is based in Nassau, the Bahamas. Meespierson Bahamas was acquired by The Bank of Nova Scotia from ageas SA/NV on February 04, 2003. | Investment Trusts/Mutual Funds | Corporate Officer/Principal Corporate Officer/Principal | |
Wells Fargo Delaware Trust Co., NA
 Wells Fargo Delaware Trust Co., NA Regional BanksFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Delaware Trust Co., NA operates as a nondepository trust company. The company is based in Wilmington, DE. | Regional Banks | Corporate Officer/Principal | |
Weiss Group LLC
 Weiss Group LLC Investment ManagersFinance Weiss Group LLC provides asset management services and publishes financial advisory newsletters. The company was founded by Martin D. Weiss in 1971 and is headquartered in Palm Beach Gardens, FL. | Investment Managers | Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
| Florida State University | College/University | Graduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
| University of Rhode Island | College/University | Graduate Degree | |
| Financial Analyst Federation | Corporate Officer/Principal | ||
| Mount Holyoke College | College/University | Undergraduate Degree | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin | |
| Boston University | College/University | Undergraduate Degree | |
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
| Queens College | College/University | Corporate Officer/Principal | |
Philadelphia American Life Insurance Co.
 Philadelphia American Life Insurance Co. Life/Health InsuranceFinance Part of New Era Enterprises, Inc., Philadelphia American Life Insurance Co. is a company that provides life insurance services. The company is based in Houston, TX. Philadelphia American Life Insurance was acquired by New Era Enterprises, Inc. from I.C.H. Corp. (California) on 1996-04-04. | Life/Health Insurance | Corporate Officer/Principal | |
| Stetson University | College/University | Undergraduate Degree | |
| St. Norbert College, Inc. | College/University | Undergraduate Degree | |
DaneVest Capital LLC
 DaneVest Capital LLC Investment ManagersFinance DaneVest Capital LLC (DaneVest Capital) is a private equity firm founded in 2007 by Terrence R. Wall. The firm is headquartered in Middleton, Wisconsin. | Investment Managers | Private Equity Investor | |
| Florida Atlantic University | College/University | Undergraduate Degree | |
Borders Group, Inc.
 Borders Group, Inc. Specialty StoresRetail Trade Borders Group, Inc. owns and operates bookstores and music stores. It operates through its subsidiaries, Borders, Inc. and Walden Book Company, Inc., which operates stores selling books, music and movie superstores and mall-based bookstores. The company operates a proprietary e-commerce Web site www.borders.com. The company was founded in 1933 and is headquartered in Ann Arbor, MI. | Specialty Stores | Corporate Officer/Principal | |
| University of Bridgeport | College/University | Masters Business Admin | |
| Central Connecticut State University | College/University | Undergraduate Degree | |
Laidlaw, Adams & Peck, Inc.
 Laidlaw, Adams & Peck, Inc. Apparel/FootwearConsumer Non-Durables Laidlaw, Adams & Peck, Inc. is an American company that provides women's apparel manufacturing services. | Apparel/Footwear | Corporate Officer/Principal | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree | |
| University of Florida | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 43 |
| Bahamas | 3 |
| Israele | 2 |
Settori
| Finance | 23 |
| Consumer Services | 18 |
| Miscellaneous | 2 |
| Process Industries | 2 |
| Retail Trade | 2 |
Posizioni
| Portfolio Manager-Equities | 24 |
| Corporate Officer/Principal | 19 |
| Undergraduate Degree | 12 |
| Portfolio Manager-Fixed Income | 11 |
| Investment Committee Member | 7 |
Contatti più connessi
- Borsa valori
- Insiders
- Sherri Daniels
- Connessioni Società
