Provenienza dei contatti di primo grado di Steven Weinman
Entità | Tipo di entità | Settore Industriale | |
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Summit Equities, Inc.
Summit Equities, Inc. Investment ManagersFinance Founded in 1982, Summit Equities, Inc. is an SEC-registered investment advisor and securities broker-dealer located in Parsippany, New Jersey. The firm is a Member FINRA/SIPC. They provide investment advice and/or management supervisory services to the individuals, high net-worth individuals, corporations and/or business entities and pension & profit sharing plans.
3
| Extinct | Investment Managers | 3 |
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 Steven Weinman tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Cantor Fitzgerald Wealth Partners LLC
Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Investment Managers | Chief Executive Officer | |
University of London | College/University | Graduate 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 | |
Amherst College | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
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 | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Cutler Investment Counsel LLC
Cutler Investment Counsel LLC Investment ManagersFinance Cutler Investment Counsel LLC (Cutler) is an independent, SEC-registered investment advisor headquartered in Jacksonville, Oregon. Founded in 2003, Cutler provides investment management services to individuals (which includes high-net-worth individuals), corporate pension and profit-sharing plans (including 401k plans), corporations, charitable institutions, foundations, endowments, registered affiliated mutual funds, trusts, and government entities. | Investment Managers | Chief Investment Officer | |
Connecticut General Life Insurance Co.
Connecticut General Life Insurance Co. Multi-Line InsuranceFinance Part of The Cigna Group, Connecticut General Life Insurance Co. is a company that provides insurance services. The company is based in Bloomfield, CT. The company was founded in 1865. The CEO is David Michael Cordani. | Multi-Line Insurance | Corporate Officer/Principal | |
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Valuation Research Corp.
Valuation Research Corp. Miscellaneous Commercial ServicesCommercial Services Valuation Research Corp. provides financial advisory services. The firm’s services include alternative assets, fairness & solvency opinions, financial reporting, tax, compliance and planning. The company was founded in 1975 and is headquartered in Milwaukee, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Temple University (Pennsylvania) | College/University | Masters Business Admin | |
Purdue University | College/University | Undergraduate Degree | |
Rohm & Haas Co.
Rohm & Haas Co. Chemicals: Major DiversifiedProcess Industries Rohm & Haas Co. develops and manufactures specialty chemicals, paints, adhesives, and materials. The company was founded by Otto Röhm and Otto Haas on September 1, 1909 and is headquartered in Philadelphia, PA. | Chemicals: Major Diversified | Corporate Officer/Principal | |
AIR PRODUCTS & CHEMICALS, INC. | Chemicals: Specialty | Corporate Officer/Principal | |
LaSalle University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 23 |
Regno Unito | 2 |
Settori
Finance | 14 |
Consumer Services | 7 |
Process Industries | 3 |
Miscellaneous | 2 |
Commercial Services | 2 |
Posizioni
Corporate Officer/Principal | 11 |
Chief Investment Officer | 4 |
Portfolio Manager-Equities | 4 |
Chief Executive Officer | 4 |
Undergraduate Degree | 3 |
Contatti più connessi
Insiders | |
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Robert William Lamberti | 10 |
Noreen Brown | 7 |
Stan Gregor | 5 |
Lew Arno | 4 |
Kevin Barry | 4 |
Rembert Durbin McNeer | 1 |
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