Oorsprong van het eerstegraads netwerk van Steven Giacona
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations.
9
| Subsidiary | Investment Managers | 9 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Steven Giacona via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Akin Bay Co. LLC
Akin Bay Co. LLC Investment Banks/BrokersFinance Akin Bay Co. LLC Provides investment banking and financial advisory services. The firm's investment banking services include raising capital, mergers and acquisitions, leveraged buyouts, restructuring, divestitures, corporate valuations, strategic alternative analysis, strategic alliances, special committee representation, family business advisory and venture capital advisory. It provides services to industries like consumer, technology, industrial, healthcare and life sciences, business/financial services, and energy and natural resources. The company was founded by James B. Rybakoff, William A. Kaynor and John P. Carroll in 1990 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Citicorp Investment Services
Citicorp Investment Services Investment ManagersFinance Part of Citigroup, Inc., Citicorp Investment Services is a company that provides investment advice. The company is based in Long Island City, NY. | Investment Managers | Corporate Officer/Principal | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Baylor University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
The University of Tampa, Inc.
The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree | |
Universidad Iberoamericana | College/University | Undergraduate Degree | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
Granite Associates LP
Granite Associates LP Investment ManagersFinance Granite Associates LP provides investment advisory services. The private company is based in Ferndale, NY. | Investment Managers | Corporate Officer/Principal | |
University of Wisconsin Law School | College/University | Graduate Degree | |
University of Wisconsin-Milwaukee | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 13 |
Mexico | 2 |
Sectoraal
Consumer Services | 10 |
Finance | 5 |
Operationeel
Undergraduate Degree | 8 |
Analyst-Equity | 6 |
Portfolio Manager-Equities | 4 |
Corporate Officer/Principal | 3 |
Chief Investment Officer | 1 |
Sterkste connecties
- Beurs
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