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Oorsprong van het eerstegraads netwerk van Erin Hershey Serrate
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Asio Capital LLC
![]() Asio Capital LLC Investment ManagersFinance Asio Capital LLC (Asio) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lexington, Kentucky. The firm was founded in 2018 by Ryan Osborne, John Cheshire, Ryan Gray and Erin Serrate. Asio provides wealth management services to individual and institutional clients.
3
| Private Company | Investment Managers | 3 |
BB&T Investment Services, Inc.
![]() BB&T Investment Services, Inc. Investment ManagersFinance BB&T Investment Services, Inc. provides financial services. Its services include retail brokerage services, discount brokerage services, online investment services and investment planning. The company was founded on March 8, 1993 and is headquartered in Charlotte, NC.
1
| Extinct | Investment Managers | 1 |
U.S. Bancorp Investments, Inc.
![]() U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Erin Hershey Serrate via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Community Trust & Investment Co.
![]() Community Trust & Investment Co. Investment ManagersFinance Community Trust & Investment Co. (CTIC) is an investment management firm headquartered in Pikeville, Kentucky. Formerly known as Trust Co. of Kentucky, the firm is a subsidiary of Community Trust Bancorp, Inc. (NASDAQ: CTBI). CTIC is comprised of two business units, Wealth and Trust Management (WTM) and Community Trust Financial Services (CTFS). WTM offers disciplined investment management that is consistent with client objectives. CTFS is the retail investment and insurance division. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal Sales & Marketing | |
University of Kentucky | College/University | Undergraduate Degree Undergraduate Degree | |
Dividend Assets Capital LLC
![]() Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives. | Investment Managers | Portfolio Manager-Equities | |
Farmers National Bank (Prophetstown, Illinois)
![]() Farmers National Bank (Prophetstown, Illinois) Major BanksFinance Farmers National Bank (Prophetstown, Illinois) provides banking services. The company services includes deposit, loan, trust and customer resources. Farmers National Bank is headquartered in Prophetstown, IL. | Major Banks | Corporate Officer/Principal | |
Host Communications, Inc.
![]() Host Communications, Inc. Movies/EntertainmentConsumer Services Host Communications, Inc. provides sports, entertainment and media services. The firm provides printing, publishing, affinity, multimedia, promotional, and event management services. It caters to universities, athletic conferences, associations, and corporations. The company was founded in 1972 and is headquartered in Lexington, KY. | Movies/Entertainment | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Burke & Herbert Bank & Trust Co.
![]() Burke & Herbert Bank & Trust Co. Investment ManagersFinance Burke & Herbert Bank & Trust Co. (BHT) is the investment management subsidiary of Burke & Herbert Bank & Trust Co. (Virginia) (OTCMKTS: BHRB). The firm is headquartered in Alexandria and has branches throughout the State. Founded in 1852 by the Burke and Herbert families, BHT provides investment advisory services to individuals, families and businesses in the Northern Virginia area. | Investment Managers | Corporate Officer/Principal | |
Suffolk University | College/University | Undergraduate Degree | |
American Diabetes Association
![]() American Diabetes Association Miscellaneous Commercial ServicesCommercial Services American Diabetes Association provides diabetes related medical services. It funds research, publishes scientific findings, provides information and other services to people with diabetes, their families, health professionals and the public. The company was founded in 1940 and is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Palouse Capital Management, Inc.
![]() Palouse Capital Management, Inc. Investment ManagersFinance Palouse Capital Management, Inc. (PCM) is an independent registered investment advisor headquartered in Spokane, Washington. The firm was founded by Kenneth Roberts in 1991 as Ken Roberts Investment Management, Inc. PCM provides discretionary investment advisory services primarily for individuals, corporations, public and private pension plans, endowments, and foundations. | Investment Managers | Portfolio Manager-Fixed Income | |
Eastern Washington University | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 16 |
Sectoraal
Finance | 10 |
Consumer Services | 6 |
Commercial Services | 2 |
Operationeel
Corporate Officer/Principal | 10 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 3 |
Founder | 3 |
Chief Investment Officer | 1 |
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