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Justin Caldwell Boller
Chief Investment Officer bij Bison Wealth LLC
Oorsprong van het eerstegraads netwerk van Justin Caldwell Boller
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Bison Wealth LLC
![]() Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations.
6
| Subsidiary | Investment Managers | 6 |
Liquid Strategies LLC
![]() Liquid Strategies LLC Investment ManagersFinance Liquid Strategies is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2013 by Brad Ball, Shawn Gibson and Adam Stewart. Liquid Strategies provides investment advisory services to a registered investment company, an Exchanged Traded Funds (ETFs) complex and separately managed accounts.
4
| Private Company | Investment Managers | 4 |
Advocacy Wealth Management LLC
![]() Advocacy Wealth Management LLC Investment ManagersFinance Founded in 2007, Advocacy Wealth Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Forge Consulting LLC. They provide portfolio management services to individuals, corporations and business entities, estates and trusts, other investment advisors, charitable organizations and pension & profit sharing plans. The majority of Advocacy Wealth Management's clients are recipients of a personal injury, wrongful death, or workers compensation settlement and their plaintiff attorneys.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Justin Caldwell Boller via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
Empower Annuity Insurance Company of America
![]() Empower Annuity Insurance Company of America Financial ConglomeratesFinance Empower Annuity Insurance Company of America engages in the provision of life insurance services. The firm offers annuities, life insurance, investment, and executive benefits. The company was founded in 1891 and is headquartered in Greenwood Village, CO. | Financial Conglomerates | 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 | |
Franklin Advisers, Inc.
![]() Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Masters Business Admin | |
Reliance Financial Corp.
![]() Reliance Financial Corp. Finance/Rental/LeasingFinance Part of Fidelity National Information Services, Inc., Reliance Financial Corp. is a company that provides private lending services. The company is based in Atlanta, GA. Reliance Financial was acquired by FIS Wealth Management Services, Inc. on July 16, 2014 for $110 million. The CEO of the company is James T. Maxwell. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
Lake Forest College | College/University | Masters Business Admin | |
Painewebber & Co., Inc.
![]() Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Auburn University | College/University | Undergraduate Degree | |
Kingfisher Capital LLC
![]() Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Investment Managers | Sales & Marketing | |
Oklahoma State University | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
University of Florida | College/University | Doctorate Degree |
Statistieken
Internationaal
Verenigde Staten | 36 |
Mauritius (Eiland) | 2 |
Sectoraal
Finance | 22 |
Consumer Services | 15 |
Electronic Technology | 2 |
Operationeel
Corporate Officer/Principal | 22 |
Portfolio Manager-Equities | 12 |
Undergraduate Degree | 11 |
Founder | 6 |
Chief Executive Officer | 4 |
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