Tom Kleban
Analyst-Equity presso Mariner LLC
Provenienza dei contatti di primo grado di Tom Kleban
Entità | Tipo di entità | Settore Industriale | |
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The Pennsylvania State University
520
| College/University | Other Consumer Services | 520 |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
23
| Subsidiary | Investment Managers | 23 |
Mariner Wealth Advisors /Old/
Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans.
6
| Extinct | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Tom Kleban tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
Shell Oil Co.
Shell Oil Co. Integrated OilEnergy Minerals Shell Oil Co. manufactures petrochemicals and distributes gas and oil products. The company was founded in 1912 and is headquartered in Houston, TX. | Integrated Oil | President | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Trading-Equity Analyst-Equity | |
WEST CHINA CEMENT LIMITED | Construction Materials | Chief Executive Officer | |
Michigan State University | College/University | Masters Business Admin | |
WS ATKINS PLC | Engineering & Construction | Director/Board Member | |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities | |
Tongji University | College/University | Undergraduate Degree | |
Georgia Institute of Technology | College/University | Corporate Officer/Principal | |
Kansas State University | College/University | Graduate Degree Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Miami University | College/University | Undergraduate Degree | |
New York University | College/University | Graduate Degree Masters Business Admin | |
The Ohio State University
The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Corporate Officer/Principal | |
Rivier University | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
University of Michigan | College/University | Doctorate Degree | |
University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
National Urban League, Inc.
National Urban League, Inc. Miscellaneous Commercial ServicesCommercial Services National Urban League, Inc. provides economic empowerment and educational opportunities. It offers education, jobs, housing and health. The company was founded in 1910 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Director/Board Member | |
Hirtle, Callaghan & Co. LLC
Hirtle, Callaghan & Co. LLC Investment ManagersFinance Hirtle, Callaghan & Co. LLC (HCC) is a SEC-registered investment advisor and holding firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Jonathan Hirtle and Donald Callaghan in 1988. HCC provides investment advisory services to individuals, trusts, pension plans, endowments, foundations, and other similar institutions. They also provide services to the private funds and HC Capital Trust. | Investment Managers | Head-Equity Investments Corporate Officer/Principal | |
Sandia National Laboratories
Sandia National Laboratories Miscellaneous Commercial ServicesCommercial Services Sandia National Laboratories develops science based technologies. The company provides research services in nuclear weapons, energy and infrastructure assurance, nonproliferation, and defense systems. The company was founded in 1948 and is headquartered in Albuquerque, NM. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Penn State Milton S. Hershey Medical Center
Penn State Milton S. Hershey Medical Center Hospital/Nursing ManagementHealth Services Penn State Milton S. Hershey Medical Center provides health care services. It offers primary, emergency and specialty health services in Lebanon County, Pennsylvania and surrounding areas. The company was founded in 1963 and is located in Hershey, PA. | Hospital/Nursing Management | Director/Board Member Director/Board Member | |
Mærsk Olie og Gas A/S
Mærsk Olie og Gas A/S Contract DrillingIndustrial Services Mærsk Olie og Gas A/S provides oil and gas services. Its technology includes subsurface; well engineering; production technology; improved and enhanced oil recovery; and research and innovation. The company was founded in 1962 and is headquartered in Copenhagen, Denmark. | Contract Drilling | Chief Executive Officer | |
Independent Petroleum Association of America
Independent Petroleum Association of America Industrial SpecialtiesProcess Industries The Independent Petroleum Association of America manufactures oil and natural gas. The non-profit company is based in Washington. Barry Russell has been the CEO of the American company since 1980. | Industrial Specialties | Director/Board Member | |
The District of Columbia Bar
The District of Columbia Bar Miscellaneous Commercial ServicesCommercial Services The District of Columbia Bar provides legal services. The private company is based in Washington. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Offshore Energy Center
Offshore Energy Center Other Consumer ServicesConsumer Services Offshore Energy Center is a non-profit organization which engages in the promotion and awareness of energy resources. It offers tours, membership services, training courses, rental services, gift shops, and educational services. The organization is headquartered in Houston, TX. | Other Consumer Services | Director/Board Member | |
BP China Gas
BP China Gas Gas DistributorsUtilities Part of BP Plc, BP China Gas provides LNG gas services. | Gas Distributors | Chief Executive Officer | |
Dreamit Ventures LLC
Dreamit Ventures LLC Investment ManagersFinance Dreamit Ventures LLC (Dreamit Ventures) is a venture capital and accelerator firm founded in 2008 by David Bookspan, Michael Levinson and Steve D. Welch. The firm is headquartered in Philadelphia, PA with an office in New York, NY. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BP Netherlands Holding BV
BP Netherlands Holding BV Oil Refining/MarketingEnergy Minerals Part of BP Plc, BP Netherlands Holding BV engages in refining and marketing of fuels and lubricants. The company is based in Capelle aan de IJssel, Netherlands. | Oil Refining/Marketing | President | |
Total E&P North Sea UK Ltd.
Total E&P North Sea UK Ltd. Oil & Gas ProductionEnergy Minerals Total E&P North Sea UK Ltd. provides oil and gas exploration services. It offers contract drilling and well operation services. Its products include crude oil, natural gas, and petrol. The company was founded in 1998 and is headquartered in Aberdeen, the United Kingdom. | Oil & Gas Production | Chief Operating Officer | |
Georgia Tech Research Institute, Inc.
Georgia Tech Research Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Georgia Tech Research Institute, Inc. conducts research and development activities. The firm specializes in systems engineering, sensors, radar, integrated sensing, digital media, IPTV, RFID, UAV, unmanned systems, autonomous systems, information technology, information communications technologies, open innovation, venture philanthropy. Its services include government, which minimize risk, reduce cost, increase speed, increase flexibility, increase scalability, industry, professional education, contract vehicles, machine solutions and research security department solutions. The company was founded in 1934 and is headquarters in Atlanta, GA. | Miscellaneous Commercial Services | Director/Board Member | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the asset management division of U.S. Bank NA, which is ultimately held by the US Bancorp (NYSE: USB). The firm is headquartered in Minneapolis, Minnesota. USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Mariner Wealth Advisors-NYC LLC
Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Investment Managers | Economist Portfolio Manager-Equities | |
New York University School of Law | College/University | Graduate Degree Graduate Degree | |
Mariner Wealth Advisors LLC
Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer Founder | |
The Leonard N Stern School of Business | College/University | Masters Business Admin Masters Business Admin | |
Marine Corps University | College/University | Director/Board Member | |
Shell-USA, Inc.
Shell-USA, Inc. Industrial SpecialtiesProcess Industries Part of Shell Plc, Shell-USA, Inc. is a company committed to community and social responsibility for over 50 years. The company is based in Spotsylvania, VA. The company has contributed over a billion dollars to support various initiatives such as community, health and welfare, environmental, arts and cultural activities, educational initiatives, including minority education, and diversity and inclusiveness programs in the US. Shell-USA operates in 50 states and employs more than 20,000 people working to help tackle the challenges of the new energy future. | Industrial Specialties | President | |
THE MOSAIC COMPANY | Chemicals: Agricultural | Director/Board Member | |
British Petroleum Vietnam | Chief Executive Officer | ||
Sepio Systems, Inc.
Sepio Systems, Inc. Miscellaneous Commercial ServicesCommercial Services Sepio Systems, Inc. engages in the provision of security technology for attacks via rogue hardware devices. The company was founded by Iftah Bratspiess, Bentsi Ben-Atar, Yossi Appleboum, and Gregory F. Poch in May 2016 and is headquartered in Rockville, MD. | Miscellaneous Commercial Services | Director/Board Member | |
Lafarge China Cement Ltd.
Lafarge China Cement Ltd. Construction MaterialsNon-Energy Minerals Lafarge China Cement Ltd. engages in the operation of cement plants. It also manufactures cement and concrete. The company was founded on July 5, 2005 and is headquartered in Beijing, China. | Construction Materials | Sales & Marketing | |
Yaobai Special Cement Group Co., Ltd.
Yaobai Special Cement Group Co., Ltd. Construction MaterialsNon-Energy Minerals Yaobai Special Cement Group Co., Ltd. engages in the production of cement and stone materials; manufacturing of cement machinery; provision of related technical services; and sale of its own products. The company was founded on December 21, 2000 and is headquartered in Xi'an, China. | Construction Materials | Chief Executive Officer |
Statistiche
Distribuzione geografica
Stati Uniti | 39 |
Cina | 5 |
Regno Unito | 4 |
Danimarca | 2 |
Paesi Bassi | 2 |
Settori
Consumer Services | 17 |
Finance | 14 |
Commercial Services | 6 |
Energy Minerals | 4 |
Non-Energy Minerals | 4 |
Posizioni
Director/Board Member | 140 |
Corporate Officer/Principal | 135 |
Undergraduate Degree | 94 |
Chief Executive Officer | 50 |
Portfolio Manager-Equities | 44 |
Contatti più connessi
Insiders | |
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Marty Bicknell | 29 |
Edward Dowling | 24 |
M. Faris | 22 |
Lisa Gray | 19 |
Janet Vergis | 19 |
Kathleen Casey | 16 |
Gretchen Watkins | 15 |
Lee Kimball | 14 |
Jennifer Lynn Jones | 12 |
Bob Ai | 12 |
Bob Peruzzi | 12 |
L. J. Rowell | 11 |
Dawarit Tansuphasiri | 11 |
Vincent Capone | 11 |
Jonathan Cooper | 10 |
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