Beth Green
Portefeuillebeheerder-Aandelen bij Foster & Motley, Inc.
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Mark Motley | M | 68 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 34 jaar |
Thom Guidi | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 19 jaar |
Zach Horn | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 17 jaar |
Niki Williams | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 7 jaar |
Ralph Jacob Scherer | M | 71 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 35 jaar |
John Akin Melville | M | 77 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds.
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 35 jaar |
Dave Foster | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 27 jaar |
Nathan Lorenz | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 2 jaar |
Ryan English | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 8 jaar |
Brad Soper | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 10 jaar |
Rachel Ann Rasmussen | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 11 jaar |
Emily C. Hogya | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 2 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Scott H. Dooley | M | - |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | - |
Gabe Goodwin | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | 3 jaar |
Rebecca E. Gallagher | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Tom A. Steele | M | - |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | - |
Michael Ducey | M | 75 |
University of Dayton
| 2 jaar |
Debi Tappe | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Jessica L. Holcomb | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Kathy D. Seaboldt | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Royleene Bratton | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Kim K. Bresler | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Renee Lawson | F | - |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | - |
Cindy Meeker | F | - |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | - |
Joan A. Mastin | F | - |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | - |
Jack Zimmerman | M | - |
University of Dayton
| 4 jaar |
Kevin Robie | M | - |
University of Dayton
| 2 jaar |
Cindy Abel | F | - |
University of Dayton
| 4 jaar |
Thomas Sheldon | M | 67 |
University of Dayton
| 4 jaar |
Linda L. Rumpke | F | - |
University of Dayton
| 4 jaar |
Matthew D. Kyle | M | - |
University of Dayton
| 4 jaar |
Gene D. Maher | M | - |
University of Dayton
| 4 jaar |
Dave Kraus | M | - |
University of Dayton
| 4 jaar |
Charles B. Baldwin | M | - |
University of Dayton
| 3 jaar |
Barb C. Baker | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Larry J. Bernhard | M | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Julie Bohl | F | - |
Foster & Motley, Inc.
Foster & Motley, Inc. Investment ManagersFinance Foster & Motley, Inc. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by W. Mark Motley and David “Dave” Foster in 1997. Foster & Motley provides investment advisory services to individuals, families, corporations, pension and profit-sharing plans, and charitable organizations. | - |
Linda Suzanne Parenti | F | - |
University of Dayton
| 4 jaar |
Matthew Hardin | M | - |
University of Dayton
| 4 jaar |
Susan Murray | F | - |
University of Dayton
| 4 jaar |
Robert Otis | M | - |
University of Dayton
| 4 jaar |
Miriam Provost | M | 63 |
University of Dayton
| 4 jaar |
Randy Fortener | M | - |
University of Dayton
| 1 jaar |
Mark A. Frietch | M | - |
University of Dayton
| 4 jaar |
Peter Andrew Schaffer | M | - |
University of Dayton
| 4 jaar |
Les D. Smith | M | 74 |
University of Dayton
| 3 jaar |
Dennis Ainge | M | 61 |
University of Dayton
| 4 jaar |
Thomas W. Swidarski | M | 65 |
University of Dayton
| 4 jaar |
Mark R. Newburg | M | 69 |
University of Dayton
| 2 jaar |
Brian J. Blaser | M | 59 |
University of Dayton
| 4 jaar |
Michael A. Ruffolo | M | 63 |
University of Dayton
| 4 jaar |
Mark Helderman | M | 66 |
University of Dayton
| 4 jaar |
Dave Francis | M | 59 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | 29 jaar |
Troy Ray Snider | M | 64 |
Bartlett & Co. LLC
Bartlett & Co. LLC Investment ManagersFinance Bartlett & Co. LLC is a registered investment advisor located in Cincinnati, Ohio. The firm traces its origins to 1898 when Benjamin D. Bartlett purchased a seat on the New York Stock Exchange. Bartlett & Co. became an investment advisory firm in 1946. In 1996, the firm became a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). Bartlett & Co. became independent of Legg Mason through a management buyout in 2012. The firm manages assets for high net-worth individuals and their families, foundations, endowments, corporate and non-profit retirement plans, Taft-Hartley plans and public funds. | 27 jaar |
Ellis Davenport Hummel | M | 56 |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | 7 jaar |
Paul William Attwood | M | - |
Haberer Registered Investment Advisor, Inc.
Haberer Registered Investment Advisor, Inc. Investment ManagersFinance Founded in 1977, Haberer Registered Investment Advisors, Inc. is a fee-only investment advisor that manages portfolios for individuals, families, trusts, endowments, foundations and corporate clients. They are based in Cincinnati, Ohio. | 8 jaar |
Dennis W. Braun | M | - |
University of Dayton
| 4 jaar |
James Michael Hider | M | - |
University of Dayton
| 4 jaar |
Kevin G. Connors | M | - |
University of Dayton
| 2 jaar |
Gary Heminger | M | 70 |
University of Dayton
| 2 jaar |
Wayne Pisano | M | 69 |
University of Dayton
| 2 jaar |
Thomas C. Miller | M | 67 |
University of Dayton
| 2 jaar |
Gerald Budde | M | 62 |
University of Dayton
| 4 jaar |
Karen Jakobi | F | - |
University of Dayton
| 4 jaar |
Mark S. Harrell | M | - |
University of Dayton
| 4 jaar |
Patricia McKay Verbeeck | F | - |
University of Dayton
| 2 jaar |
Bob A. Maruszewski | M | 60 |
University of Dayton
| 5 jaar |
Joseph E. Gonnella | M | 77 |
University of Dayton
| 2 jaar |
Robert A. Feeser | M | 63 |
University of Dayton
| 2 jaar |
Keith J. Cron | M | - |
University of Dayton
| 4 jaar |
Jeffrey E. Neace | M | - |
University of Dayton
| 4 jaar |
David A. Gasper | M | - |
University of Dayton
| 2 jaar |
David E. O'Connor | M | - |
University of Dayton
| 4 jaar |
Charles A. Dale | M | - |
University of Dayton
| 4 jaar |
Eugene D. Maher | M | - |
University of Dayton
| 4 jaar |
Frances Schlosstein | F | - |
University of Dayton
| 3 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 76 | 100.00% |
Ouderdom van de connecties
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