![Jeffrey Michael Auld](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Oorsprong van het eerstegraads netwerk van Jeffrey Michael Auld
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
SagePoint Financial, Inc.
![]() SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.
16
| Subsidiary | Investment Banks/Brokers | 16 |
SagePoint Financial, Inc. (Investment Management)
![]() SagePoint Financial, Inc. (Investment Management) Investment ManagersFinance SagePoint Financial, Inc. (Investment Management) (SagePoint-IM) is the registered investment management division of SagePoint Financial, Inc., a registered FINRA broker-dealer headquartered in Phoenix, Arizona. The firm was founded in 2004 and formerly known as AIG Financial Advisors. They are a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc. SagePoint-IM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities.
2
| Operating Division | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jeffrey Michael Auld via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
COLGATE-PALMOLIVE COMPANY | Household/Personal Care | 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 | Corporate Officer/Principal | |
Ropes & Gray LLP (Private Client Group)
![]() Ropes & Gray LLP (Private Client Group) Investment ManagersFinance Founded in 1865, Ropes & Gray is a global law firm headquartered in Boston with additional offices in Chicago, Hong Kong, London, New York City, San Francisco, Silicon Valley, Tokyo, and Washington, DC. The firm represents interests across a variety of industries in corporate law and litigation matters. They also offer counsel on labor and employment issues, tax and benefits, creditors' rights and private client services. Ropes & Gray's include large and small companies, financial institutions, government agencies, hospitals and healthcare organizations, colleges and universities, families and individuals. Ropes & Gray's private client group provides comprehensive wealth management services to high net-worth families and individuals. The group focuses on estate and gift planning, estate settlement and trust services including the management of trust assets. Their high net-worth clients include business owners and executives, professionals, retirees and wealthy families. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Susquehanna Financial Group LLLP
![]() Susquehanna Financial Group LLLP Investment Banks/BrokersFinance Susquehanna Financial Group LLLP (SFG) is an institutional broker-dealer headquartered in Bala Cynwyd, Pennsylvania. The firm was founded in 2002 and is a direct subsidiary of SFG Holding LLC, which is owned by Bodel, Inc. SFG offers a full range of order execution and trading flow services, with a focus on delivering innovative trading strategies and execution services to institutional clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fidelity Brokerage Services LLC
![]() Fidelity Brokerage Services LLC Packaged SoftwareTechnology Services Part of FMR LLC, Fidelity Brokerage Services LLC is a company that offers designated broker services to oversee employees' investment and trading activities. The company is based in Smithfield, RI. The company also provides information about Fidelity Investments, including their customers, history, and key facts and figures. Additionally, they promote sustainable investing by integrating environmental, social, and governance factors into investment research and decision making. | Packaged Software | Corporate Officer/Principal | |
Albert D. Mason, Inc.
![]() Albert D. Mason, Inc. Investment ManagersFinance Albert D. Mason, Inc., do-business-as Mason Capital Partners (MCP), is a registered independent wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Albert D. Mason in 1978. MCP manages money for a handful of institutions, pension funds, charitable trusts, and high net worth individuals. They offer custom managed accounts including balanced, diversified equity, high dividend products. | Investment Managers | Portfolio Manager-Equities | |
CFM Partners, Inc.
![]() CFM Partners, Inc. Miscellaneous Commercial ServicesCommercial Services CFM Partners, Inc. provides training and compliance risk management solutions to the financial services industry. Its training services include professional development, NASD continuing education, non-licensed training, and consumer education. The company was founded in 1995 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Fidelity Brokerage Services, Inc. | Corporate Officer/Principal | ||
Vanderbilt University | College/University | Graduate Degree | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Corporate Officer/Principal | |
Bloomberg LP
![]() Bloomberg LP Data Processing ServicesTechnology Services Bloomberg LP engages in the provision of business data, news, and financial information services. Its product include Bloomberg terminal, execution and order management, content and data, financial data management, and integration and distribution. The company was founded by Michael Rubens Bloomberg, Charles M. Zegar, Thomas F. Secunda, and Duncan L. MacMillan in 1981 and is headquartered in New York, NY. | Data Processing Services | Corporate Officer/Principal | |
Johnson Financial Group, Inc.
![]() Johnson Financial Group, Inc. Financial ConglomeratesFinance Johnson Financial Group, Inc. provides financial services. It specializes in the areas of banking, wealth, and insurance. The company was founded by Samuel Curtis Johnson II in 1970 and is headquartered in Racine, WI. | Financial Conglomerates | President | |
Arizona State University | College/University | Undergraduate Degree | |
Granite State Retirement Planning, Inc.
![]() Granite State Retirement Planning, Inc. Investment ManagersFinance Granite State Retirement Planning, Inc. (GSRP) is an independent, SEC-registered investment advisor headquartered in Bedford, New Hampshire. The firm was co-founded by Dan Hagler and Mark Gagnon in 2006. GSRP provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer Founder Corporate Officer/Principal | |
Belmont University | College/University | Undergraduate Degree | |
California State University-Fullerton | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Graduate Degree | |
Lake Superior State University | College/University | Undergraduate Degree | |
New York University | College/University | Doctorate Degree | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree | |
Philadelphia Biblical University | College/University | Undergraduate Degree | |
Seton Hall University | College/University | Graduate Degree | |
Householder Group Financial Advisors LLC
![]() Householder Group Financial Advisors LLC Investment ManagersFinance Part of Householding LLC, Householder Group Financial Advisors LLC is a company that provides investment advice. The company is based in Scottsdale, AZ. | Investment Managers | Corporate Officer/Principal | |
VIST Bank
![]() VIST Bank Regional BanksFinance Part of Tompkins Financial Corp., VIST Bank is a state chartered commercial bank. The company is based in Wyomissing, PA. | Regional Banks | Corporate Officer/Principal | |
University of North Texas | College/University | Undergraduate Degree | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Fudan University | College/University | Undergraduate Degree | |
7Twelve Advisors LLC
![]() 7Twelve Advisors LLC Investment ManagersFinance 7Twelve Advisors LLC is an independent investment manager headquartered in Nashville, Tennessee. The firm was founded in 2008 by Andrew Martin and Craig Israelsen. 7Twelve Advisors provides investment advisory services to an open-end registered investment management company, a unit investment trust and other investment advisors. | Investment Managers | Founder | |
Pierce College | College/University | Undergraduate Degree | |
The University of New Mexico | College/University | Undergraduate Degree | |
University of Phoenix | College/University | Graduate Degree | |
Simmons University | College/University | Undergraduate Degree | |
Regal Financial Group LLC
![]() Regal Financial Group LLC Investment ManagersFinance Regal Financial Group LLC provides financial services. It specializes in retirement planning, investment management and multi-generational planning. The company was founded by John A. Kailunas II in 2000 and is headquartered in Kentwood, MI. | Investment Managers | Corporate Officer/Principal | |
Regal Investment Advisors LLC
![]() Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
University of Toledo (Ohio) | College/University | Undergraduate Degree | |
Toshiba America, Inc.
![]() Toshiba America, Inc. MiscellaneousMiscellaneous Toshiba America, Inc. is a holding company, which manufactures and markets electronic products. It offers laptops, communication systems, electronic components, electrical apparatus, social infrastructure products, netbooks, lcd, led, televisions, blu-ray and dvd players, camcorders, ultrabooks, computer accessories, enterprise computing, printers, electronic components, surveillance and liquid crystal displays. The company was founded in 1965 and is headquartered in New York, NY. | Miscellaneous | Corporate Officer/Principal | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stockton University | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 46 |
China | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 20 |
Technology Services | 3 |
Commercial Services | 3 |
Consumer Non-Durables | 2 |
Operationeel
Corporate Officer/Principal | 40 |
Undergraduate Degree | 14 |
Portfolio Manager-Equities | 5 |
President | 5 |
Graduate Degree | 5 |
Sterkste connecties
- Beurs
- Insiders
- Jeffrey Michael Auld
- Bedrijfsconnecties