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Oorsprong van het eerstegraads netwerk van Jason E. Kelly
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Towson University
29
| College/University | Other Consumer Services | 29 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jason E. Kelly via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
LEGG MASON, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
T. Rowe Price Associates, Inc. (Investment Management)
![]() T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Chief Executive Officer Portfolio Manager-Equities Corporate Officer/Principal | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Portfolio Manager-Equities | |
T. ROWE PRICE GROUP INC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
PRUDENTIAL FINANCIAL, INC. | Life/Health Insurance | Director/Board Member | |
JB Oxford & Co.
![]() JB Oxford & Co. Packaged SoftwareTechnology Services Part of The Charles Schwab Corp., JB Oxford & Co. is a company that provides discount brokerage services. The company is based in Beverly Hills, CA. JB Oxford was acquired by Ameritrade Holding Corp. from Cambridge Capital Holdings, Inc. on June 07, 2004. | Packaged Software | Director/Board Member | |
DB Alex Brown LLC
![]() DB Alex Brown LLC Financial ConglomeratesFinance DB Alex Brown LLC provides investment banking and brokerage services. The company is headquartered in in Washington, DC. | Financial Conglomerates | Corporate Officer/Principal | |
Toews Corp.
![]() Toews Corp. Investment ManagersFinance Toews Corp. is an independent, SEC-registered investment advisor headquartered in Northfield, New Jersey. The firm was founded by Phillip Toews in 1994. Toews provides discretionary portfolio management services to individual and institutional clients. | Investment Managers | Comptroller/Controller/Auditor | |
Vanderbilt University | College/University | Graduate Degree | |
Deutsche Bank Alex. Brown, Inc.
![]() Deutsche Bank Alex. Brown, Inc. Financial ConglomeratesFinance Deutsche Bank Alex Brown, Inc. provides wealth management services. The company was founded in 2000 and is headquartered in Baltimore, MD. | Financial Conglomerates | Corporate Officer/Principal | |
Hunt Valley Wealth
![]() Hunt Valley Wealth Investment ManagersFinance Hunt Valley Wealth (HVW) is an independent investment management firm headquartered in Hunt Valley, Maryland. The firm was founded by Patrick Horan in 1995 as Horan & Associates Financial Advisors Ltd. and subsequently became Horan Capital Management LLC in 2005. They changed their name into Hunt Valley Wealth in 2022. HVW provides wealth management solutions to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Johnson Lambert LLP
![]() Johnson Lambert LLP Miscellaneous Commercial ServicesCommercial Services Johnson Lambert LLP provides accounting services. Its services include financial statement audit, tax services, regulatory services, risk assurance services, advisory services, and IT consulting. The company was founded in 1986 by Deborah Lambert and Larry H. Johnson and is headquartered in Vienna, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
C.W. Amos & Co. LLC
![]() C.W. Amos & Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of H & R Block, Inc., C.W. Amos & Co. LLC is a company that provides accounting services. The company is based in Baltimore, MD. C.W. Amos & Co. was acquired by HRB Business Services, Inc. on April 21, 1999. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Curi Holdings, Inc.
![]() Curi Holdings, Inc. Miscellaneous Commercial ServicesCommercial Services Curi Holdings, Inc. provides medical insurance services. The firm markets and sells professional liability insurance, employee benefits, and commercial insurance to medical practices. The company was founded in January 2014 and is headquartered in Raleigh, NC. | Miscellaneous Commercial Services | Chief Executive Officer | |
Loyola University Maryland, Inc. | College/University | Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
New York University | College/University | Masters Business Admin | |
Old Dominion University | College/University | Undergraduate Degree | |
University of Maryland | College/University | Masters Business Admin Graduate Degree | |
University of Birmingham | College/University | Graduate Degree | |
Central University of Finance & Economics | College/University | Undergraduate Degree | |
Medical Mutual Insurance Co. of North Carolina
![]() Medical Mutual Insurance Co. of North Carolina Managed Health CareHealth Services Medical Mutual Insurance Co. of North Carolina provides medical insurance services. It markets and sells professional liability insurance, employee benefit plans, and commercial insurance to medical practices. The company was founded in 1975 and is headquartered in Raleigh, NC. | Managed Health Care | Director of Finance/CFO | |
Maryland Association of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal Corporate Officer/Principal | ||
Shearson Financial Services LLC
![]() Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Investment Banks/Brokers | President | |
Medical Security Insurance Co. (Investment Portfolio) | Investment Managers | Chief Executive Officer | |
Medical Mutual Insurance Co. of North Carolina (Invt Port)
![]() Medical Mutual Insurance Co. of North Carolina (Invt Port) Investment ManagersFinance Medical Mutual Insurance Co. of North Carolina (Investment Portfolio) (Medical Mutual-IP) is the investment portfolio division of Medical Mutual Insurance Co. of North Carolina, an insurance company headquartered in Raleigh, North Carolina. The firm is owned by Curi Holdings, Inc. Medical Mutual-IP manages the investment portfolio of insurance clients. | Investment Managers | Director of Finance/CFO | |
Brown Advisory LLC
![]() Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Portfolio Manager-Equities | |
Verdence Capital Advisors LLC
![]() Verdence Capital Advisors LLC Investment ManagersFinance Verdence Capital Advisors LLC (Verdence) is an independent, SEC-registered investment advisor and multi-family office headquartered in Hunt Valley, Maryland. The firm was founded by Leo J. Kelly III in 2017. Verdence provides personalized service focused on in-depth financial planning and advice serving family office, business owners and entrepreneurs, M&A strategic transactions, executives, and elite athletes and entertainers. | Investment Managers | Investment Committee Member | |
Prestige Financial Holdings Group Ltd. | Chief Executive Officer | ||
PRESTIGE WEALTH INC. | Investment Managers | Chief Executive Officer | |
Acruence Capital LLC
![]() Acruence Capital LLC Investment ManagersFinance Acruence Capital LLC is an independent, SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Robert “Rob” Emrich in 2018. Acruence Capital provides investment advisory services to third-party investment advisers, exchange-traded funds, and high net worth individuals. | Investment Managers | Chief Executive Officer | |
Engineering Solutions, Inc.
![]() Engineering Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Engineering Solutions, Inc. provides information technology and engineering services. Its services system development, systems management, program management, and information assurance. The company was founded by Raymond Dalpee and Michael Dalpee in 1998 and is headquartered in Hanover, MD. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lake Point Wealth Management LLC
![]() Lake Point Wealth Management LLC Investment ManagersFinance Lake Point Wealth Management LLC (Lake Point) is an investment management firm headquartered in Rockwall, Texas. The firm was founded by H. Reid Johnson III in 2014. In 2021, they were acquired by Mercer Global Advisors, Inc., a subsidiary of Mercer Advisors, Inc. Lake Point manages the investment portfolios of individuals, high-net-worth individuals, corporations, nonprofits, and retirement plans. | Investment Managers | Chief Investment Officer | |
Castleview Partners LLC
![]() Castleview Partners LLC Investment ManagersFinance Castleview Partners LLC is a registered investment advisor and wealth manager headquartered in Dallas, Texas. The firm was founded by Douglas Gill in 2015 and is majority owned by Gill Capital Management, Inc. Castleview Partners manages the investment portfolios of individuals, high-net worth individuals, corporations, non-profits, and retirement plans. | Investment Managers | Portfolio Manager-Equities |
Statistieken
Internationaal
Verenigde Staten | 38 |
Hongkong | 3 |
Verenigd Koninkrijk | 2 |
China | 2 |
Sectoraal
Finance | 24 |
Consumer Services | 8 |
Commercial Services | 6 |
Utilities | 2 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 47 |
Undergraduate Degree | 31 |
Analyst-Equity | 19 |
Portfolio Manager-Equities | 13 |
Director/Board Member | 12 |
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