Jessie Goodwin
Portefeuillebeheerder-Aandelen bij Modera Wealth Management LLC
Oorsprong van het eerstegraads netwerk van Jessie Goodwin
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
23
| Subsidiary | Investment Managers | 23 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities.
15
| Subsidiary | Investment Managers | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jessie Goodwin via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
 Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
| Boston University | College/University | Masters Business Admin | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Western Carolina University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree | |
| Boston College | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Lafayette College | College/University | General Counsel Undergraduate Degree | |
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Delaware | College/University | Undergraduate Degree | |
| AMERIPRISE FINANCIAL, INC. | 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 | |
| University of Toledo (Ohio) | College/University | Graduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
| Wellesley College | College/University | Graduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
| The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Graduate Degree | |
| Roanoke College | College/University | Undergraduate Degree | |
| Loyola College | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| Samford University | College/University | Graduate Degree | |
| York College of Pennsylvania | College/University | Undergraduate Degree | |
| Clemson University | College/University | Masters Business Admin | |
| Mars Hill University | College/University | Undergraduate Degree | |
| North Carolina State University | College/University | Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| IBM Business Consulting /Int'l Group Consulting Practice/ | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Colby College | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| National University of Ireland | College/University | Undergraduate Degree | |
Davenport & Co. LLC (Broker)
 Davenport & Co. LLC (Broker) Investment Banks/BrokersFinance A subsidiary of Davenport & Co., Davenport Securities is a broker/dealer headquartered in Richmond, Virginia. The firm provides a full array of investment services including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance and corporate finance services. Their research includes coverage of several sectors including healthcare & special situations, media/telecommunications/technology, metals, REITs, specialty finance, technology, financial, energy, consumer staples, consumer discretionary, capital goods & construction materials, and business and professional services. They research local and regional firms making recommendations based on assessments of a company and the industry, regional and national trends, visits to the business, and meetings with the management. In addition to in-house research, Davenport uses several nationally-recognized research firms to provide them with investment information for larger national and international companies. They are a member of the SIPC. | Investment Banks/Brokers | Analyst-Equity |
Statistieken
Internationaal
| Verenigde Staten | 44 |
| Canada | 3 |
| Israël | 2 |
| Ierland | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 19 |
| Commercial Services | 4 |
| Miscellaneous | 2 |
Operationeel
| Portfolio Manager-Equities | 35 |
| Undergraduate Degree | 35 |
| Corporate Officer/Principal | 27 |
| Analyst-Equity | 15 |
| Graduate Degree | 7 |
Sterkste connecties
- Beurs
- Insiders
- Jessie Goodwin
- Bedrijfsconnecties
