Thomas Edward Laviano
Analyst-Equity presso United Asset Strategies, Inc.
Provenienza dei contatti di primo grado di Thomas Edward Laviano
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities.
10
| Private Company | Investment Managers | 10 |
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.
10
| Holding Company | Investment Managers | 10 |
Adelphi University
7
| College/University | Other Consumer Services | 7 |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV.
5
| Subsidiary | Regional Banks | 5 |
Dowling College
2
| College/University | Other Consumer Services | 2 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Thomas Edward Laviano tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| Drew University | College/University | Undergraduate Degree | |
| CHARLES SCHWAB | Investment Banks/Brokers | Public Communications Contact General Counsel | |
| Washington University in St. Louis | College/University | Director/Board Member Masters Business Admin | |
Plumas Bank
 Plumas Bank Regional BanksFinance Plumas Bank engages in the provision of banking services. The company was founded on December 15, 1980 and is headquartered in Quincy, CA. | Regional Banks | Director/Board Member | |
| ONESPAN INC. | Information Technology Services | Director/Board Member | |
| PLUMAS BANCORP | Regional Banks | Director/Board Member | |
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 | Public Communications Contact Corporate Officer/Principal | |
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 | |
| UBS GROUP AG | Investment Managers | Corporate Officer/Principal | |
David Lerner Associates, Inc.
 David Lerner Associates, Inc. Investment Banks/BrokersFinance Founded in 1976, David Lerner Associates, Inc. is an SEC-registered broker-dealer located in Syosset, New York. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| Hamilton College (New York) | College/University | Undergraduate Degree | |
BKD LLP
 BKD LLP Miscellaneous Commercial ServicesCommercial Services BKD LLP engages in the provision of financial accounting, auditing, and advisory services. Its services include audit and assurance, tax, business transition services and wealth management. The company was founded by William Baird, Wade Kurtz and Claire Dobson in January 1923 and is headquartered in Springfield, MO. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| Abilene Christian University | College/University | Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
| Stony Brook University | College/University | Undergraduate Degree | |
| Friends University | College/University | Masters Business Admin | |
| Harding University | College/University | Graduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
| Lipscomb University | College/University | Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree Undergraduate Degree | |
| New York Institute of Technology | College/University | Masters Business Admin | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
| St. Mary's University of Minnesota | College/University | Undergraduate Degree | |
| Missouri State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Baruch College | College/University | President Undergraduate Degree | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member | |
American Swiss Foundation
 American Swiss Foundation Miscellaneous Commercial ServicesCommercial Services American Swiss Foundation operates as a non-profit organization that preserves and strengthen the friendship between the United States and Switzerland. It promotes its main program called young leaders conference that is annually held in Switzerland. The company was founded in 1945 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Keesal, Young & Logan
 Keesal, Young & Logan Miscellaneous Commercial ServicesCommercial Services Keesal, Young & Logan is a private company that provides legal services. The company is based in San Francisco, CA. | Miscellaneous Commercial Services | General Counsel | |
| State University of New York at Buffalo Law School | College/University | Undergraduate Degree | |
Marks Group Wealth Management, Inc.
 Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Investment Committee Member | |
Cultivation Capital LLC
 Cultivation Capital LLC Investment ManagersFinance Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Director of Finance/CFO | |
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 | |
| Figliozzi & Co. | Corporate Officer/Principal | ||
Fixt Technologies, Inc.
 Fixt Technologies, Inc. Packaged SoftwareTechnology Services Fixt Technologies, Inc. engages in the provision of mobile device support and repair.The company was founded by Luke Cooper, Sudhir Shandilya and Christopher Garvis and is headquartered in Baltimore, MD. | Packaged Software | Founder | |
United Wealth Planning LLC
 United Wealth Planning LLC Miscellaneous Commercial ServicesCommercial Services United Wealth Planning LLC provides financial and estate planning services. The firm's services include problem solving, family office services and cash flow management. The company was founded by Lee DeLorenzo and is headquartered in Hempstead, NY. | Miscellaneous Commercial Services | Founder | |
Truist Investment Services, Inc.
 Truist Investment Services, Inc. Investment Banks/BrokersFinance Part of Truist Financial Corp., Truist Investment Services, Inc. provides brokerage services. The company is based in Atlanta, GA. The company was founded in 1985. Joseph Marberry Thompson has been the CEO of the company since 2014. | Investment Banks/Brokers | Market Strategist | |
Preface Ventures
 Preface Ventures Investment ManagersFinance Preface Ventures is an Independent Venture Capital firm founded in 2020 by Farooq Abbasi. Preface Ventures is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor | |
| GROUP 107 LTD | Packaged Software | Director/Board Member | |
Ai Squared, Inc.
 Ai Squared, Inc. Information Technology ServicesTechnology Services Ai Squared, Inc. provides artificial intelligence based IT and data science solutions. The company is based in Manchester Center, VT. The company was founded by Benjamin Harvey. | Information Technology Services | Consultant / Advisor | |
Latimer Ventures
 Latimer Ventures Investment ManagersFinance Latimer Ventures (Latimer Ventures) is a venture capital firm founded in 2022 by Luke Cooper. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Founder | |
| Ownership Works | Director/Board Member | ||
| Missouri 4-H Foundation | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Svizzera | 2 |
| Hong Kong | 2 |
| Israele | 2 |
Settori
| Consumer Services | 19 |
| Finance | 19 |
| Commercial Services | 7 |
| Technology Services | 5 |
Posizioni
| Director/Board Member | 37 |
| Undergraduate Degree | 34 |
| Corporate Officer/Principal | 33 |
| President | 15 |
| Masters Business Admin | 12 |
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