Oorsprong van het eerstegraads netwerk van Gordan Craig Post
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
CoBiz Wealth LLC
CoBiz Wealth LLC Investment ManagersFinance Founded in 2010 as the result of the merger between Wagner Investment Management and Alexander Capital Management Group, CoBiz Investment Wealth Management LLC is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of Denver-based CoBiz Financial, Inc. (NasdaqGS: COBZ), a multi-billion dollar financial services firm that provides financial services to businesses, business owners and professionals in Colorado and Arizona. CoBiz Financial provides commercial banking services through Colorado Business Bank and Arizona Business Bank. They provide trust services through CoBiz Trust and property and casualty insurance brokerage and employee benefit services through CoBiz Insurance. Investment banking services are provided through Green Manning & Bunch and executive benefits consulting and wealth transfer services are provided through Financial Designs Ltd. CoBiz Investment Management's clients include business owners and their key executives, high net-worth individuals, endowments and foundations.
12
| Extinct | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Gordan Craig Post via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
University of Denver | College/University | Masters Business Admin Graduate Degree | |
The University of Nebraska-Lincoln | College/University | Graduate Degree | |
Empower Annuity Insurance Co. of America (Invt Portfolio)
Empower Annuity Insurance Co. of America (Invt Portfolio) Investment ManagersFinance Empower Annuity Insurance Co. of America (Invt Portfolio) (EAIC-IP) is the investment portfolio division of Empower Annuity Insurance Co. of America, an insurance company headquartered in Greenwood Village, Colorado. The firm was founded in 1891 and formerly known as Great-West Life & Annuity Insurance Co. EAIC-IP manages the insurance company portfolio of several organizations and individual clients. | Investment Managers | Analyst-Fixed Income | |
University of Northern Colorado | College/University | Undergraduate Degree | |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
PAYPAL HOLDINGS, INC. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
META PLATFORMS, INC. | Internet Software/Services | Comptroller/Controller/Auditor | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
Mount Yale Capital Group LLC
Mount Yale Capital Group LLC Investment ManagersFinance Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies. | Investment Managers | Analyst-Equity | |
Cavanal Hill Investment Management, Inc.
Cavanal Hill Investment Management, Inc. Investment ManagersFinance Cavanal Hill Investment Management, Inc. (Cavanal Hill) is a SEC-registered investment advisor headquartered in Tulsa, Oklahoma. They firm was founded in 1991 and formerly known as Axia Investment Management, Inc. They are a wholly-owned subsidiary of BOKF, NA, which is a wholly-owned subsidiary of BOK Financial Corp. (NASDAQ: BOKF), a financial holding company. Cavanal Hill provides professional investment management services to a broad and diverse client base that includes trusts, retirement plans, and banking institutions. The firm offers their strategies through separately managed accounts. They also serve as investment advisor to the Cavanal Hill Funds. | Investment Managers | Analyst-Equity | |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | Investment Managers | Chief Executive Officer | |
University of Oklahoma | College/University | Undergraduate Degree | |
Oklahoma City University | College/University | Masters Business Admin | |
BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
Elk River Wealth Management LLC
Elk River Wealth Management LLC Investment ManagersFinance Elk River Wealth Management LLC (Elk River) is a SEC-registered investment adviser and wealth management firm headquartered in Denver, Colorado. Founded in 2020, the firm is wholly owned by Elk River Wealth Holdings LLC, a subsidiary of Covey Rise Capital 0215 LLC. Elk River delivers comprehensive wealth management solutions to assist individuals, families and business owners in Colorado, Arizona, Nebraska, and across the US. | Investment Managers | Chief Executive Officer | |
University of Arizona | College/University | Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Masters Business Admin | |
University of Illinois | College/University | Undergraduate Degree | |
Peak Asset Management LLC
Peak Asset Management LLC Investment ManagersFinance Peak Asset Management LLC (Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Terrance W. Hefty in 1994. Peak provides personalized, comprehensive wealth planning and management services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
The University of Colorado | College/University | Undergraduate Degree | |
Metropolitan State University of Denver | College/University | Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree | |
University of Colorado Denver | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 39 |
Sectoraal
Finance | 22 |
Consumer Services | 15 |
Commercial Services | 2 |
Technology Services | 2 |
Miscellaneous | 2 |
Operationeel
Portfolio Manager-Equities | 15 |
Corporate Officer/Principal | 14 |
Undergraduate Degree | 12 |
Analyst-Equity | 10 |
Investment Committee Member | 10 |
Sterkste connecties
- Beurs
- Insiders
- Gordan Craig Post
- Bedrijfsconnecties