Matthew McPhail
Chief Investment Officer bij Sentinel Pension Advisors, Inc.
Momenteel actieve connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Brett Schneider | M | - |
Sentinel Pension Advisors, Inc.
 Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | 13 jaar |
| David Alexander Batchelder | M | - |
Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | 9 jaar |
| Sam Mitchell | M | - |
Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | 8 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Ryan Polk | M | 56 |
Krannert School of Management
| 4 jaar |
| Lester Elliot Satlow | M | - |
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | 7 jaar |
| Ron Sansom | M | - |
Krannert School of Management
| 2 jaar |
| Janeen Kastner | F | 57 |
Krannert School of Management
| 2 jaar |
| John Sheehy | M | - |
Krannert School of Management
| 2 jaar |
| Marsha A. Mishler | F | - |
Krannert School of Management
| 4 jaar |
Statistieken
| Land | Connecties | % van het totaal |
|---|---|---|
| Verenigde Staten | 9 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
- Beurs
- Insiders
- Matthew McPhail
- Persoonlijk netwerk
