Provenienza dei contatti di primo grado di Wendy Ann Payne
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
27
| Subsidiary | Investment Managers | 27 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Wendy Ann Payne tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| EMC CORPORATION | Computer Peripherals | General Counsel | |
| DWS MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
| DWS STRATEGIC MUNICIPAL INCOME TRUST | Investment Trusts/Mutual Funds | Director/Board Member | |
Tanger Properties LP
 Tanger Properties LP Real Estate Investment TrustsFinance Tanger Properties LP engages in the ownership and operation of outlet centers. It focuses on the development, acquisition, and management of outlet shopping centers. The company was founded on May 25, 1993 and is headquartered in Greensboro, NC. | Real Estate Investment Trusts | General Counsel | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
AlphaSimplex Group LLC
 AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Director of Finance/CFO Chief Executive Officer General Counsel Investor Relations Contact | |
| RLJ LODGING TRUST | Real Estate Investment Trusts | General Counsel | |
| Vanderbilt University | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-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 | Corporate Officer/Principal Corporate Officer/Principal | |
| Boston University | College/University | Masters Business Admin | |
| San Diego State University | College/University | Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Brandeis University | College/University | Undergraduate Degree | |
| Elmhurst College | College/University | Undergraduate Degree | |
| Susquehanna University | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree | |
| University of Idaho | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree | |
| University of Northern Colorado | College/University | Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| Williams College | College/University | Undergraduate Degree | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Massachusetts Bar Association
 Massachusetts Bar Association Miscellaneous Commercial ServicesCommercial Services The Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence, and respect for the law. The MBA is based in Boston, MA. The organization offers various membership advantages, volunteer opportunities, and educational resources such as CLE programs, practicing with professionalism courses, and publications like the ejournal and Lawyers Journal. The MBA also provides advocacy services, public resources, and exclusive benefits to its members such as the Lawyer Referral Service, Insurance Agency, and MBA On Demand. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
KESTRA INVESTMENT MANAGEMENT LLC
 KESTRA INVESTMENT MANAGEMENT LLC Investment ManagersFinance Part of Kingfisher Holding LP, Kestra Investment Management, LLC provides investment advice. The company is based in Austin, TX and was founded in 2021. | Investment Managers | Portfolio Manager-Equities | |
| GREAT ELM CAPITAL CORP. | Investment Managers | Director/Board Member | |
Ropes & Gray LLP
 Ropes & Gray LLP Miscellaneous Commercial ServicesCommercial Services Ropes & Gray LLP provides legal and private equity services. Its practice areas include asset management, banking, business and commercial litigation, business restructuring, capital markets and corporate governance and compliance. The company was founded in 1865 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Capital One Advisors LLC
 Capital One Advisors LLC Investment ManagersFinance Capital One Advisors LLC (do-business-as ShareBuilder 401k) is an investment management firm headquartered in Seattle, Washington. The firm was founded in 2005 and is a subsidiary of Capital One Holdings LLC, ultimately held by Capital One Financial Corp. (NYSE: COF). ShareBuilder 401k offers 401(k) plan design consulting, employee education, digital setup, and investment management services to any size business and their employees. | Investment Managers | Corporate Officer/Principal | |
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)
 Massachusetts Mutual Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Massachusetts Mutual Life Insurance Co. (Investment Portfolio) (MassMutual-IP) is the investment portfolio division of Massachusetts Mutual Life Insurance Co., a life insurance company headquartered in Springfield, Massachusetts. Founded in 1851, MassMutual-IP offers a wide range of protection, accumulation, wealth management, and retirement products and services for individuals, business owners and corporate and institutional markets. | Investment Managers | Corporate Officer/Principal | |
KPMG US LLP
 KPMG US LLP Miscellaneous Commercial ServicesCommercial Services KPMG US LLP operates as an audit, tax, and advisory firm. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Perigon Wealth Management LLC
 Perigon Wealth Management LLC Investment ManagersFinance Perigon Wealth Management LLC (Perigon) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. The firm was founded by Philip Hart in 2004 and is owned by Perigon Financial Holdings LLC, which is owned by Perigon Partners LLC. Perigon offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, charitable organizations, retirement plans, and banking or thrift institutions. | Investment Managers | Chief Executive Officer | |
Kris Lewicki & Associates LLC
 Kris Lewicki & Associates LLC Investment ManagersFinance Kris Lewicki & Associates LLC provides investment advice. The private company is based in Sunrise, FL. | Investment Managers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
Settori
| Finance | 23 |
| Consumer Services | 16 |
| Miscellaneous | 4 |
| Commercial Services | 4 |
| Electronic Technology | 2 |
Posizioni
| Corporate Officer/Principal | 43 |
| Director/Board Member | 27 |
| Undergraduate Degree | 24 |
| Analyst-Equity | 13 |
| Portfolio Manager-Equities | 10 |
Contatti più connessi
- Borsa valori
- Insiders
- Wendy Ann Payne
- Connessioni Società
