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Provenienza dei contatti di primo grado di Stan Gregor
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
Summit Financial LLC
![]() Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations.
3
| Subsidiary | Investment Managers | 3 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Stan Gregor tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Fairleigh Dickinson University | College/University | Undergraduate Degree | |
Mercer Investment Consulting LLC
![]() Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal | |
Amherst College | College/University | Undergraduate Degree | |
CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families. | Investment Managers | Chief Investment Officer | |
University of London | College/University | Graduate Degree | |
LaSalle University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 10 |
Regno Unito | 2 |
Settori
Consumer Services | 6 |
Finance | 5 |
Miscellaneous | 2 |
Posizioni
Chief Investment Officer | 4 |
Undergraduate Degree | 3 |
Corporate Officer/Principal | 3 |
President | 2 |
Masters Business Admin | 2 |
Contatti più connessi
Insiders | |
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Noreen Brown | 7 |
Steven Weinman | 4 |
Kevin Barry | 4 |
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