Matthew Sean Kelly
Portefeuillebeheerder-Aandelen bij Ironwood Investment Counsel LLC
Oorsprong van het eerstegraads netwerk van Matthew Sean Kelly
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Ironwood Investment Counsel LLC
 Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans.
12
| Private Company | Investment Managers | 12 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Matthew Sean Kelly via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
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 | |
L. Roy Papp & Associates LLP
 L. Roy Papp & Associates LLP Investment ManagersFinance L. Roy Papp & Associates LLP (LRP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Phoenix, Arizona. The firm was founded by L. Roy Papp in 1978. LRP provides comprehensive wealth management services to affluent individuals and families as well as to institutions. | Investment Managers | Corporate Officer/Principal | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stoker Ostler Wealth Advisors, Inc.
 Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Investment Managers | Corporate Officer/Principal | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Arizona State University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Central Arkansas | College/University | Undergraduate Degree | |
| University of Wisconsin La Crosse | College/University | Undergraduate Degree | |
Arizona Bank & Trust
 Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Regional Banks | Corporate Officer/Principal | |
RMH Investment Management LLC
 RMH Investment Management LLC Investment ManagersFinance RMH Investment Management LLC provides investment advisory services. The firm provides investment performance monitoring and investment manager selection services. The company is headquartered in Tucson, AZ. | Investment Managers | Corporate Officer/Principal | |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Regional Banks | Corporate Officer/Principal | |
Bank of America NA (New York Branch)
 Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
| Fox School of Business | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 19 |
Sectoraal
| Finance | 11 |
| Consumer Services | 8 |
| Commercial Services | 2 |
Operationeel
| Corporate Officer/Principal | 15 |
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 8 |
| Analyst-Equity | 7 |
| Masters Business Admin | 3 |
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