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Will Steih
Corporate Officer/Principal presso Prime Capital Investment Advisors LLC
Provenienza dei contatti di primo grado di Will Steih
Entità | Tipo di entità | Settore Industriale | |
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Prime Capital Investment Advisors LLC
![]() Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals.
5
| Holding Company | Investment Managers | 5 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Will Steih tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
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Liberty Wealth Advisors LLC
![]() Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
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 | |
Boston University | College/University | Masters Business Admin | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Neuberger Berman BD LLC
![]() Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
Lockton, Inc.
![]() Lockton, Inc. Insurance Brokers/ServicesFinance Lockton, Inc. provides insurance brokerage service. The firm offers risk management products, such as aviation, cargo, casualty, contingency, cyber risk, environmental, executive and financial risk, marine, personal accident and travel, personal line, private client, product reputation and recall, professional liability and indemnity, property, reinsurance, supply chain risk, surety, trade credit and political risk, and war and terrorism insurance. The company was founded in 1966 and is headquartered in Kansas City, MO. | Insurance Brokers/Services | Chief Operating Officer | |
The GW School of Business | College/University | Undergraduate Degree | |
Lockton International Holdings Ltd.
![]() Lockton International Holdings Ltd. Insurance Brokers/ServicesFinance Lockton International Holdings Ltd. provides insurance brokerage services. It offers tenant contents, cover holders professional indemnity, captive, risk and insurance program management, consulting, and alternative risk finance services. The company was founded on August 16, 2006 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Director/Board Member | |
Lockton Cos. LLC
![]() Lockton Cos. LLC Insurance Brokers/ServicesFinance Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO. | Insurance Brokers/Services | Chief Executive Officer | |
CHHSZ Holdings LLC
![]() CHHSZ Holdings LLC Financial ConglomeratesFinance CHHSZ Holdings LLC provides holding company. The company is headquartered in Overland Park, KS. | Financial Conglomerates | Chief Executive Officer | |
Michigan State University | College/University | Undergraduate Degree | |
Central Michigan University | College/University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 14 |
Israele | 2 |
Regno Unito | 2 |
Settori
Finance | 9 |
Consumer Services | 8 |
Posizioni
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 5 |
Chief Executive Officer | 4 |
Masters Business Admin | 2 |
Director/Board Member | 2 |
Contatti più connessi
Insiders | |
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Rich Meagher | 6 |
Glenn Spencer | 6 |
Scott James Duba | 4 |
Jen Flaherty | 3 |
Sterling Herrmann | 3 |
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