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Kendra Dawn Baranko
Portefeuillebeheerder-Aandelen bij Wealth Enhancement Advisory Services LLC
Oorsprong van het eerstegraads netwerk van Kendra Dawn Baranko
Entiteit | Type entiteit | Industrie | |
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Wealth Enhancement Advisory Services LLC
![]() Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
29
| Subsidiary | Investment Managers | 29 |
Montana State University
15
| College/University | Other Consumer Services | 15 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Kendra Dawn Baranko via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Loomis, Sayles & Co. LP
![]() Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BTR Capital Management, Inc.
![]() BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
Montana Board of Investments
![]() Montana Board of Investments Investment ManagersFinance Montana Board of Investments is a state-owned pension fund manager headquartered in Helena, Montana. The firm was founded by the Montana legislature in 1972. Montana Board of Investments provides prudent investment management of state and local government funds. They work with financial institutions, state agencies, and local governments to enhance and expand Montana’s economy, assist new and expanding Montana businesses, and lend low-interest funds to eligible governments for a variety of projects. | Investment Managers | Director/Board Member Analyst-Equity | |
First Interstate Bank (Billings, Montana)
![]() First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
PrintingForLess.com, Inc.
![]() PrintingForLess.com, Inc. Commercial Printing/FormsCommercial Services PrintingForLess.com, Inc. provides commercial printing services. Its PFL Pro a reseller program is designed to make it easy for designers, marketing agencies and print brokers. The firm offers a variety of specialty products and services for the needs of businesses, from small to large and custom solutions include API integration, product development, franchise support, and private print shops. The company was founded in 1996 by Andrew S. Field and is headquartered in Livingston, MT. | Commercial Printing/Forms | Corporate Officer/Principal | |
Joel Isaacson & Co. LLC
![]() Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
WEG Holdings LLC
![]() WEG Holdings LLC Financial ConglomeratesFinance WEG Holdings LLC engages in the provision of single-family housing construction services. The company is headquartered in St. Paul, MN. | Financial Conglomerates | Chief Executive Officer | |
Crestwood Advisors LLC
![]() Crestwood Advisors LLC Investment ManagersFinance Founded in 2003, Crestwood Advisors LLC is a wealth management firm and registered investment advisor located in Boston, Massachusetts. The firm offers investment solutions to high net-worth individuals and families, trusts, estates, foundations, endowments, charitable organizations, and corporations and other businesses. | Investment Managers | Portfolio Manager-Equities | |
Truepoint, Inc.
![]() Truepoint, Inc. Investment ManagersFinance Truepoint, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Cincinnati, Ohio. The firm was founded by Michael J. Chasnoff in 1990. Truepoint offers wealth management and financial advisory services to individuals (mass affluent to high-net worth), families, trusts and institutional relationships (corporations, foundations and qualified plans). | Investment Managers | Portfolio Manager-Equities | |
Windgate Acquisition Ltd.
![]() Windgate Acquisition Ltd. Hotels/Resorts/Cruise linesConsumer Services Windgate Acquisition Ltd. is a development-stage company that focuses on acquiring, operating and managing hospitality properties across the United States. It plans to target properties in several areas, including downtown centers, airports, and suburban locations. Each hotel that the company will acquire will be strategically located and intended to serve as a hospitality provider for its selected market. The company will concentrate its efforts in acquiring, operating and managing mid-priced hotels; however, from time to time the company may also consider opportunities in low-price or discount hotels and premium, higher-priced hotels. It plans to continuously identify, refine, evaluate and analyze potential merger and acquisition opportunities in the hospitality sector. The company will typically seek undervalued or under-performing hotel properties that can be rehabilitated or improved, such that it can realize a significant return on its investment. The company was founded on January 11, 2011 and is headquartered in Bozeman, MN. | Hotels/Resorts/Cruise lines | Corporate Officer/Principal | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
Boston University | College/University | Graduate Degree Undergraduate Degree | |
Noble Investment Group LLC
![]() Noble Investment Group LLC Investment ManagersFinance Noble Investment Group LLC is an Independent Private Equity firm founded in 1993 by Mitesh B. Shah. Noble Investment Group LLC is headquartered in Atlanta. | Investment Managers | Private Equity Investor | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Brandeis University | College/University | Graduate Degree | |
Carleton College | College/University | Undergraduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
St. John's University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Masters Business Admin Graduate Degree | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
Tianjin University of Finance & Economics | College/University | Undergraduate Degree | |
Hamilton County Parks Foundation | Corporate Officer/Principal | ||
Dwyer Engineering, Inc.
![]() Dwyer Engineering, Inc. Engineering & ConstructionIndustrial Services Dwyer Engineering, Inc. provides survey and civil engineering services. Its services include plot and grading plans, erosion control, design-build projects, off-site improvements, land surveying, water rights, and mining claims. The company was founded 1994 and is headquartered in Las Vegas, NV. | Engineering & Construction | Corporate Officer/Principal | |
Catalyst Real Estate Solutions LLC | Corporate Officer/Principal | ||
Thrivent Asset Management LLC
![]() Thrivent Asset Management LLC Investment ManagersFinance Thrivent Asset Management LLC (TAM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2005, the firm is a wholly-owned subsidiary of Thrivent Financial Holdings, Inc., which in turn is a wholly owned subsidiary of Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization and financial services firm. TAM provides investment advisory services to the Thrivent Mutual Funds, a registered investment company under the Investment Company Act of 1940 comprised of various mutual fund series. | Investment Managers | Chairman | |
The Wealth Enhancement Group, Inc.
![]() The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Chief Executive Officer | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Wells Fargo Bank, NA (Private Banking)
![]() Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Foster Victor Wealth Advisors LLC
![]() Foster Victor Wealth Advisors LLC Investment ManagersFinance Foster Victor Wealth Advisors LLC (Foster Victor) is an independent, SEC-registered investment advisor headquartered in Greenville, South Carolina. Formerly known as Ben Advisors LLC, the firm was founded in 2016 and is wholly owned by Paul W. Foster, Robert T. Victor and Kylie K. Felker. Foster Victor offers investment management services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and business entities. | Investment Managers | Portfolio Manager-Equities | |
TA/WEG Parent LLC
![]() TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN. | Investment Managers | Director/Board Member | |
TNF LLC
![]() TNF LLC Investment ManagersFinance TNF LLC (do-business-as True North Financial) is an independent registered investment advisor headquartered in Billings, Montana. The firm was founded by Tyler D. Vogele. True North Financial provides discretionary investment supervisory and management services on a continuous basis to individuals, high net worth individuals, retirement plans, charitable organizations, trusts, foundations, businesses, and 401K plans. | Investment Managers | Chief Executive Officer | |
WEG Sub Parent LLC
![]() WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA. | Financial Conglomerates | Director/Board Member | |
Monark Foundation, Inc. | Consultant / Advisor | ||
Qubits Ventures
![]() Qubits Ventures Investment ManagersFinance Qubits Ventures Management Company LLC (Qubits Ventures) is a venture capital firm founded in 2021 by Nardo Manaloto. The firm is headquartered in Pasadena, California. | Investment Managers | Director/Board Member | |
Montana Instruments Corporation
![]() Montana Instruments Corporation Information Technology ServicesTechnology Services Part of Atlas Copco AB, Montana Instruments Corporation is a company that provides cryostat solutions for customers involved in physics research and low temperature technology solutions. The company is based in Bozeman, MT. The company was founded by Luke Mauritsen. The CEO is Mark Carroll. Montana Instruments was acquired by Atlas Copco AB on November 21, 2022. | Information Technology Services | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 46 |
Israël | 2 |
China | 2 |
Filippijnen | 2 |
Sectoraal
Finance | 28 |
Consumer Services | 15 |
Producer Manufacturing | 2 |
Commercial Services | 2 |
Industrial Services | 2 |
Operationeel
Portfolio Manager-Equities | 56 |
Undergraduate Degree | 42 |
Corporate Officer/Principal | 39 |
Analyst-Equity | 25 |
Director/Board Member | 17 |
Sterkste connecties
Insiders | |
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Karen Fagg | 19 |
Jeff Dekko | 9 |
Kevin Gavagan | 8 |
Art French | 8 |
Mark Keeling | 8 |
Scott Haugan | 6 |
Mark Fredenburg | 6 |
Skip Maples | 6 |
Bob Welch | 6 |
Ayako Yoshioka | 6 |
Fraser J. McLean | 5 |
Mark Joseph Reed | 5 |
David H. M. Baker | 5 |
Luke Mauritsen | 5 |
Jim Cahn | 5 |
- Beurs
- Insiders
- Kendra Dawn Baranko
- Bedrijfsconnecties