Wade Keith Daniel
Amministratore Delegato presso Wealthquest Corp.
Provenienza dei contatti di primo grado di Wade Keith Daniel
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
University of Cincinnati (Ohio)
92
| College/University | Other Consumer Services | 92 |
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc.
10
| Private Company | Investment Managers | 10 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Wade Keith Daniel tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CINCINNATI FINANCIAL CORPORATION | Multi-Line Insurance | Chief Investment Officer Corporate Officer/Principal | |
Dinsmore & Shohl LLP
 Dinsmore & Shohl LLP Miscellaneous Commercial ServicesCommercial Services Dinsmore & Shohl LLP provides legal services. It offers legal representation to public and private companies and charitable organizations, including health care providers, local and state governments, financial institutions, real estate developers, franchisors, distributors and pharmaceutical companies. It services includes finance, intellectual property, litigation, regulatory, employment, and labour and benefits. The company was founded by Frank F. Dinsmore in 1908 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| FIFTH THIRD BANCORP | Regional Banks | General Counsel Director/Board Member | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal Compliance Officer | |
| RENTPATH INC | Internet Software/Services | Corporate Officer/Principal | |
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 Director/Board Member 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 offers 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 Portfolio Manager-Equities Portfolio Manager-Equities Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
| TIVO INC | Cable/Satellite TV | Corporate Officer/Principal | |
Capital Institutional Services, Inc.
 Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
American Services Group, Inc.
 American Services Group, Inc. Miscellaneous Commercial ServicesCommercial Services American Services Group, Inc. provides business supportive services. The firm's services include financial services in public offerings, private placements, mergers, acquisitions, divestitures, business loans, A/R financing, factoring and leasing. The company is located in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| ATRICURE, INC. | Medical Specialties | Founder Chief Operating Officer | |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Ameritas Investment Partners, Inc.
 Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Portfolio Manager-Fixed Income Director of Investments Portfolio Manager-Fixed Income | |
| BELGRAVIA HARTFORD CAPITAL INC. | Financial Conglomerates | Chief Tech/Sci/R&D Officer | |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
| Stanford University | College/University | Corporate Officer/Principal Graduate Degree Graduate Degree | |
| SECURITY BANK CORPORATION | Regional Banks | Corporate Officer/Principal | |
Sanford C. Bernstein & Co. LLC
 Sanford C. Bernstein & Co. LLC Investment Banks/BrokersFinance Sanford C. Bernstein & Co. LLC is a registered broker-dealer headquartered in New York City. The firm was founded in 1967 and is a subsidiary of Alliance Capital Management LLC, ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Sanford C. Bernstein & Co. provides trading and executions services to their clients. | Investment Banks/Brokers | Analyst-Equity | |
| Xavier University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| Thomas More University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Masters Business Admin | |
| University of British Columbia | College/University | Undergraduate Degree | |
| Northern Kentucky University | College/University | Director/Board Member Undergraduate Degree | |
Cerberus Capital Management LP
 Cerberus Capital Management LP Investment ManagersFinance Cerberus Capital Management LP (Cerberus) is a private equity firm founded in 1992 by Stephen A. Feinberg and William L. Richter. It is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
| Purdue University | College/University | Undergraduate Degree Undergraduate Degree | |
Messer Construction Co.
 Messer Construction Co. Engineering & ConstructionIndustrial Services Messer Construction Co. provides construction management and general building construction services. It offers building systems group, estimating, lean construction, and prefabrication.. The company was founded by Frank Messer in 1932 and is headquartered in Cincinnati, OH. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Wright State University (Ohio) | College/University | Undergraduate Degree Undergraduate Degree | |
Risk International Services, Inc.
 Risk International Services, Inc. Miscellaneous Commercial ServicesCommercial Services Risk International Services, Inc. provides insurance and risk management services. The firm provides claims handling and recovery services to businesses. Its services include benefits advisory, claims services, risk optics, and actuarial services. The company was founded in 1986 and is headquartered in Fairlawn, OH. | Miscellaneous Commercial Services | Director/Board Member General Counsel | |
| University of Puerto Rico | College/University | Undergraduate Degree | |
Association of Corporate Counsel
 Association of Corporate Counsel Miscellaneous Commercial ServicesCommercial Services The Association of Corporate Counsel is a bar association that promotes the common professional and business interests of in-house counsel through information, education, networking, and advocacy. The non-profit company is based in Washington and has subsidiaries in the United States. Joining ACC provides access to valuable, supportive resources for every stage of your career. Veta T. Richardson has been the CEO of the American company since 2011. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Ohio State Bar Association
 Ohio State Bar Association Miscellaneous Commercial ServicesCommercial Services The Ohio State Bar Association is a professional association for those who have been admitted to the practice of law. The non-profit company is based in Columbus, OH and has subsidiaries in the United States. The association represents nearly 65 percent of law practitioners, including paralegals and student associate members. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Cincinnati Bar Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
Randolph Co., Inc.
 Randolph Co., Inc. Investment ManagersFinance Randolph Co., Inc. (RCO) is an independent registered investment advisor headquartered in Cincinnati, Ohio. Founded in 1996, RCO offers portfolio management to high net worth individuals and families, trusts and foundations. | Investment Managers | Chief Executive Officer | |
Fifth Third Bank, NA (Investment Management)
 Fifth Third Bank, NA (Investment Management) Investment ManagersFinance Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients. | Investment Managers | Corporate Officer/Principal Portfolio Manager-Equities | |
| Uc College of Law | College/University | Graduate Degree Director/Board Member | |
FEG Private Investors LLC
 FEG Private Investors LLC Investment ManagersFinance FEG Private Investors LLC (FEG Private Investors) is a private equity subsidiary of Fund Evaluation Group LLC, founded in 1988. The firm is headquartered in Cincinnati, Ohio with an additional offices in Texas and Indiana. | Investment Managers | Compliance Officer Private Equity Investor | |
Cincinnati Chamber of Commerce
 Cincinnati Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Cincinnati Chamber of Commerce is a business organization that serves as a platform for businesses to connect, network, and collaborate with each other. | Miscellaneous Commercial Services | Corporate Officer/Principal Director/Board Member | |
Etegent Technologies Ltd.
 Etegent Technologies Ltd. Miscellaneous Commercial ServicesCommercial Services Etegent Technologies Ltd. provides research and development services. It offers health monitoring, nondestructive inspection data management and mechatronic product development services. The firm provides its services to the government agencies. The company was founded by Thomas D. Sharp and Stuart Shelley and in 1996 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Founder | |
Gold Torrent (Canada), Inc.
 Gold Torrent (Canada), Inc. Precious MetalsNon-Energy Minerals Gold Torrent (Canada), Inc. engages in the identification and development of mining projects. It focuses on acquiring ownership in late-stage exploration to development gold mining projects and/or royalty or streaming interests in low capital intensity, late-stage mining projects in North America. The company was founded by Daniel Kunz on August 15, 2006 and is headquartered in Boise, ID. | Precious Metals | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Canada | 3 |
| Filippine | 2 |
Settori
| Finance | 19 |
| Consumer Services | 14 |
| Commercial Services | 12 |
| Health Technology | 3 |
| Consumer Non-Durables | 2 |
Posizioni
| Corporate Officer/Principal | 147 |
| Director/Board Member | 136 |
| Undergraduate Degree | 97 |
| Portfolio Manager-Equities | 38 |
| Graduate Degree | 28 |
Contatti più connessi
| Insiders | |
|---|---|
| James Goetz | 47 |
| Don Harrison | 30 |
| David Schaller | 23 |
| Kimberly Sheehy | 17 |
| Edward Lehner | 15 |
| Susan Zaunbrecher | 13 |
| Julie T. Thomas | 11 |
| Mark R. Siwik | 9 |
| Bernhard Mohr | 9 |
| Lisa Wintersheimer Michel | 9 |
| Todd Juenger | 9 |
| Frederick Russ | 9 |
| Johny Tjoa | 8 |
| Cynthia Isgrig | 8 |
| Kim Scott | 8 |
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