Blane Shea
Algemeen Directeur bij Horizon Family Wealth, Inc.
Oorsprong van het eerstegraads netwerk van Blane Shea
Entiteit | Type entiteit | Industrie | |
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University of Lynchburg
7
| College/University | Other Consumer Services | 7 |
Riverpoint Wealth Management Holdings LLC
Riverpoint Wealth Management Holdings LLC Investment ManagersFinance Riverpoint Wealth Management Holdings LLC (dba Riverpoint Wealth Management) is a registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 2013 by Timothy McGrath and Joseph Shea. They are owned by Riverpoint Wealth Management LLC. Riverpoint Wealth Management offers a variety of financial services to various types of clients including individuals and high-net-worth individuals, trusts and estates.
2
| Subsidiary | Investment Managers | 2 |
Horizon Family Wealth, Inc.
Horizon Family Wealth, Inc. Investment ManagersFinance Horizon Family Wealth, Inc. is a registered investment adviser based in Chicago, IL. The private company offers an array of personalized services, support, and guidance to help clients pursue their financial goals. The company works with clients and their other professional advisors, including attorneys and accountants, to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. The company serves business owners, families and individuals, family offices, and healthcare professionals. The company offers alternative investments, banking and lending solutions, business planning, education planning, estate charitable giving and trust, financial planning, investment strategies, portfolio management, retirement planning, and risk management. The company was founded in 2021, and Blane Shea has been the CEO of the company since 2021.
2
| Private Company | Investment Managers | 2 |
Shea Financial Group, Inc.
Shea Financial Group, Inc. Investment ManagersFinance Shea Financial Group, Inc. provides financial advisory services. The private company is based in Boston, MA.
1
| Private Company | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Blane Shea via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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First National Bank (Altavista, Virginia)
First National Bank (Altavista, Virginia) Major BanksFinance The First National Bank operates as a nationally chartered commercial bank. It offers personal and business banking, loans and mortgages and investment services. The company is headquartered in Altavista, VA. | Major Banks | Chief Executive Officer | |
University of Illinois | College/University | Undergraduate Degree | |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Analyst-Equity | |
Fidelity Management & Research Co. LLC
Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Fixed Income | |
AMG Distributors, Inc.
AMG Distributors, Inc. Investment Banks/BrokersFinance Part of Affiliated Managers Group, Inc., AMG Distributors, Inc. provides mutual fund services. The company is based in Norwalk, CT. | Investment Banks/Brokers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
McCombs School of Business | College/University | Masters Business Admin | |
Jefferies LLC
Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity | |
HarbourVest Partners LLC
HarbourVest Partners LLC Investment ManagersFinance HarbourVest Partners LLC (HarbourVest Partners) is a private equity & venture capital firm founded in 1982 by David Brooks Zug. The firm is headquartered in Boston, Massachusetts with additional offices around the world. | Investment Managers | Private Equity Investor | |
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Trading-Equity | |
Simmons University | College/University | Masters Business Admin | |
Aaxis Technologies, Inc.
Aaxis Technologies, Inc. Data Processing ServicesTechnology Services Aaxis Technologies, Inc. provides eletronic data discovery services. The company was founded in 2001 and is headquartered in Washington, DC. | Data Processing Services | Director of Finance/CFO | |
Zurich Capital Markets (ZMZ)
Zurich Capital Markets (ZMZ) Life/Health InsuranceFinance Part of Zurich Insurance Group AG, Zurich Capital Markets (ZMZ) provides multi-line insurance services. The company is based in New York, NY. | Life/Health Insurance | Director of Finance/CFO | |
PINNACLE BANKSHARES CORPORATION | Major Banks | Chief Executive Officer | |
Cowen Investment Management LLC
Cowen Investment Management LLC Investment ManagersFinance Cowen Investment Management LLC (Cowen Investment Management) is a venture capital subsidiary of Cowen, Inc. founded in 1997. The firm is headquartered in New York. | Investment Managers | Director of Finance/CFO | |
Grantham, Mayo, Van Otterloo & Co. LLC
Grantham, Mayo, Van Otterloo & Co. LLC Investment ManagersFinance Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients. | Investment Managers | Analyst-Equity | |
Bankers Insurance LLC
Bankers Insurance LLC Life/Health InsuranceFinance Bankers Insurance LLC provides personal, health, casualty, and property insurance services. The firm offers property, professional, and general liability coverage services. The company was founded in 1999 and is headquartered in Glen Allen, VA. | Life/Health Insurance | Director/Board Member | |
Virginia Bankers Association
Virginia Bankers Association Miscellaneous Commercial ServicesCommercial Services Virginia Bankers Association is an organization which helps provide solutions to aid in resolving differences, unifying efforts, and accomplishing objectives. The company was founded in 1893 and is headquartered in Glen Allen, VA. | Miscellaneous Commercial Services | Director/Board Member | |
Powell Foundation | Director/Board Member | ||
Graduate School of Banking at Louisiana State University | College/University | Undergraduate Degree | |
Virginia Bankers School of Bank Management | College/University | Undergraduate Degree | |
Altavista Economic Development Authority | Director/Board Member | ||
Rustburg United Methodist Church | Corporate Officer/Principal | ||
VBA Management Services, Inc. | Director/Board Member | ||
Virginia Technical Institute | Director/Board Member | ||
Lynchburg Regional Chamber of Commerce
Lynchburg Regional Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services The Lynchburg Regional Chamber of Commerce is a chamber of commerce based in Lynchburg, VA and has subsidiaries in the United States. | Miscellaneous Commercial Services | Director/Board Member | |
University of Michigan | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 29 |
Sectoraal
Finance | 16 |
Consumer Services | 7 |
Commercial Services | 3 |
Technology Services | 2 |
Operationeel
Undergraduate Degree | 11 |
Director/Board Member | 10 |
Corporate Officer/Principal | 6 |
Analyst-Equity | 5 |
Director of Finance/CFO | 4 |
Sterkste connecties
Insiders | |
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Aubrey H. Hall | 13 |
Gerald O'Hara | 5 |
Reese Abbadessa | 5 |
Joe Clough | 4 |
Jecca K. Auchterlonie | 4 |
Eric P. Ansley | 3 |
Kyle Doyle | 3 |
Caroline Norgeot | 2 |
Kevin Gaffney | 2 |
- Beurs
- Insiders
- Blane Shea
- Bedrijfsconnecties