Provenienza dei contatti di primo grado di Teresa Hollifield
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
14
| Subsidiary | Investment Managers | 14 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Teresa Hollifield tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| Campbell University | College/University | Graduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
| Florida State University | College/University | Graduate Degree | |
| Haverford College | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
| The King's College (New York) | College/University | Undergraduate Degree | |
| Samford University | College/University | Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| University of Toledo (Ohio) | College/University | Graduate Degree | |
| Wellesley College | College/University | Graduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree Graduate Degree | |
| Curtin University | College/University | Undergraduate Degree | |
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| CFA North Carolina Society | Corporate Officer/Principal | ||
Easter Seals UCP North Carolina & Virginia, Inc.
 Easter Seals UCP North Carolina & Virginia, Inc. Services to the Health IndustryHealth Services Easter Seals UCP North Carolina & Virginia, Inc. provides services to children and adults with disabilities and other special needs. The company was founded in 2004 and is headquartered in Raleigh, NC. | Services to the Health Industry | Corporate Officer/Principal | |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Chief Investment Officer | |
| Silver Lakes Association | Corporate Officer/Principal | ||
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 | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 25 |
| Australia | 2 |
Settori
| Consumer Services | 16 |
| Finance | 6 |
| Miscellaneous | 2 |
| Commercial Services | 2 |
| Health Services | 2 |
Posizioni
| Corporate Officer/Principal | 16 |
| Undergraduate Degree | 12 |
| Portfolio Manager-Equities | 8 |
| Graduate Degree | 6 |
| Chief Investment Officer | 2 |
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