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Oorsprong van het eerstegraads netwerk van Ron Beyer
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Mariner Wealth Advisors /Old/
![]() Mariner Wealth Advisors /Old/ Investment ManagersFinance Founded in 2000, Vantage Investment Advisors LLC is a registered investment advisor located in State College, Pennsylvania. The firm is a direct subsidiary of Mariner Wealth Advisors LLC and is ultimately owned by the Bicknell Family Management Co. Trust. They provide services to high net-worth individuals, trusts and qualified plans.
6
| Extinct | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Ron Beyer via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
State Street Bank & Trust Co.
![]() State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Analyst-Equity Analyst-Equity Trading-Equity | |
Michigan State University | 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 | Corporate Officer/Principal | |
Bucknell University | College/University | Graduate Degree | |
Clarion University of Pennsylvania | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
West Chester University of Pennsylvania | College/University | Undergraduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 15 |
Sectoraal
Finance | 9 |
Consumer Services | 6 |
Technology Services | 2 |
Operationeel
Corporate Officer/Principal | 9 |
Investment Committee Member | 6 |
Undergraduate Degree | 5 |
Masters Business Admin | 4 |
Analyst-Equity | 4 |