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Lee S. Grout
Portefeuillebeheerder-Aandelen bij NewSquare Capital LLC
Oorsprong van het eerstegraads netwerk van Lee S. Grout
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
The Killen Group, Inc.
![]() The Killen Group, Inc. Investment ManagersFinance Founded in 1982, the Killen Group, Inc. is a registered investment advisor located in Berwyn, Pennsylvania. The firm provides fully discretionary investment management services to individual and institutional clients. Management services may be offered to corporate and government pension funds, state and local governments, endowments, foundations, family offices, insurance companies and trusts.
5
| Extinct | Investment Managers | 5 |
NewSquare Capital LLC
![]() NewSquare Capital LLC Investment ManagersFinance NewSquare Capital LLC (NewSquare) is an independent, SEC-registered investment advisor headquartered in Newtown Square, Pennsylvania. Founded in 2010, NewSquare provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, Taft Hartley plans, Trusts, estates, charitable institutions, corporations, foundations, and endowments.
3
| Private Company | Investment Managers | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Lee S. Grout via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
SHINER INTERNATIONAL, INC. | Containers/Packaging | Director/Board Member | |
University of Pennsylvania | 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 | |
Deloitte Financial Advisory Services LLP
![]() Deloitte Financial Advisory Services LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Financial Advisory Services LLP provides forensic, dispute, and other consulting services. It helps clients tackle complex and challenging issues such as mergers and acquisitions, fraud, litigation and reorganizations. The firm advises clients on managing business controversy and disputes, executing deals and maintaining regulatory compliance and investigates activities such as fraud or money laundering, value real estate and other assets, assist with corporate restructurings, consult on litigations, help execute strategic investments for mergers and acquisitions. The company was founded in 2003 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
University of Georgia | College/University | Masters Business Admin | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Blue Bell Private Wealth Management LLC
![]() Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Investment Managers | Corporate Officer/Principal | |
East Stroudsburg University of Pennsylvania | College/University | Undergraduate Degree | |
The Bryn Mawr Trust Co.
![]() The Bryn Mawr Trust Co. Investment ManagersFinance Founded in 1889, The Bryn Mawr Trust Co. is a wholly-owned subsidiary of the Bryn Mawr Bank Corp. (NASDAQ: BMTC), a publicly-held, one-bank holding company. The firm is located in Bryn Mawr, Pennsylvania. | Investment Managers | Portfolio Manager-Equities | |
University of Virginia | College/University | Masters Business Admin | |
The City College of New York | College/University | Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Graduate Degree | |
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 | |
Pershing LLC
![]() Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Director/Board Member | |
6D GLOBAL TECHNOLOGIES, INC. | Information Technology Services | Director/Board Member | |
Pennsylvania Partnership for Economic Education | Corporate Officer/Principal | ||
Southern Nevada Community College Foundation (Nevada) | Corporate Officer/Principal | ||
Philadelphia Board of Trade, Inc. | President | ||
Pershing Trading Co. LP
![]() Pershing Trading Co. LP Investment Banks/BrokersFinance Part of The Bank of New York Mellon Corp., Pershing Trading Co. LP provides brokerage services. | Investment Banks/Brokers | President | |
NSX Holdings Ltd. | Chief Executive Officer | ||
University of Scranton | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 26 |
China | 2 |
Sectoraal
Finance | 11 |
Consumer Services | 9 |
Commercial Services | 3 |
Process Industries | 2 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 10 |
Undergraduate Degree | 6 |
Portfolio Manager-Equities | 5 |
Chief Executive Officer | 4 |
President | 4 |
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