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Oorsprong van het eerstegraads netwerk van Peter Montelbano
Entiteit | Type entiteit | Industrie | |
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Argent Capital Management LLC
![]() Argent Capital Management LLC Investment ManagersFinance Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals.
7
| Private Company | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Peter Montelbano via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Waddell & Reed LLC
![]() Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
Kennedy Capital Management LLC
![]() Kennedy Capital Management LLC Investment ManagersFinance Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients. | Investment Managers | Analyst-Equity | |
NISA Investment Advisors LLC
![]() NISA Investment Advisors LLC Investment ManagersFinance NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients. | Investment Managers | Corporate Officer/Principal | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
40/86 Advisors, Inc.
![]() 40/86 Advisors, Inc. Investment ManagersFinance 40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies. | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree | |
Lindenwood University | College/University | Graduate Degree Graduate Degree | |
University of Wisconsin | College/University | Graduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
Ronald McDonald House of New York, Inc.
![]() Ronald McDonald House of New York, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of New York, Inc. provides temporary housing for pediatric cancer patients and their families. It offers family and coordinate emotional and physical services, psychological care, ministry support, wellness programs, tutors, music, art, transportation, activities for siblings, holiday and birthday parties and camaraderie for parents struggling with their child's cancer diagnosis. The company was founded in 1978 and is headquartered in Ronald McDonald House, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
PNC Capital Advisors LLC
![]() PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Investment Managers | Analyst-Equity | |
University of Saint Louis | College/University | Graduate Degree | |
Olin Business School | College/University | Masters Business Admin | |
Young Presidents' Organization, Inc. (New York)
![]() Young Presidents' Organization, Inc. (New York) Miscellaneous Commercial ServicesCommercial Services Young Presidents' Organization, Inc. operates as a global network of young chief executives. The company is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Boys & Girls Clubs of Greater St. Louis
![]() Boys & Girls Clubs of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Boys & Girls Clubs of Greater St. Louis is a non-profit organization that was founded in 1967. The non-profit company is based in St. Louis, MO. The organization offers various programs in sports, fitness, and recreation to develop fitness, positive use, and leisure time for children. These programs include after-school programs, teen programs, summer camps, and more. The organization encourages community involvement through volunteering. | Miscellaneous Commercial Services | Director/Board Member | |
1035 Capital Management LLC
![]() 1035 Capital Management LLC Investment ManagersFinance 1035 Capital Management LLC (1035 Capital) is an independent asset management firm headquartered in Marthasville, Missouri. The firm was founded by Chris Abbott in 2019. 1035 Capital provides asset management and personalized investment solutions for individuals, financial advisors, and institutions. | Investment Managers | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 22 |
Filippijnen | 2 |
Sectoraal
Finance | 13 |
Consumer Services | 7 |
Commercial Services | 4 |
Operationeel
Corporate Officer/Principal | 9 |
Analyst-Equity | 8 |
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 7 |
Graduate Degree | 4 |
Sterkste connecties
Insiders | |
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John Francis Meara | 9 |
Peter A. Roy | 6 |
Eddie Vigil | 4 |
Chris Abbott | 3 |
Joe Schulz | 3 |
Ithiel Turrado | 3 |
Greg Halvachs | 3 |
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