![Timothy Doyle](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Oorsprong van het eerstegraads netwerk van Timothy Doyle
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
LPL Financial LLC
![]() LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
29
| Subsidiary | Investment Managers | 29 |
Destiny Capital Corp.
![]() Destiny Capital Corp. Investment ManagersFinance Destiny Capital Corp. is a SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by Steve Musick in 1988 and is owned by Destiny Holdings, Inc. Destiny Capital provides investment advice to individuals, high net worth individuals, trusts, estates, and other institutions.
1
| Subsidiary | Investment Managers | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Timothy Doyle via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
H&R BLOCK, INC. | Other Consumer Services | Director of Finance/CFO | |
Westfield Capital Management Co. LP
![]() Westfield Capital Management Co. LP Investment ManagersFinance Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals. | Investment Managers | Trading-Equity | |
First Allied Securities, Inc.
![]() First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Commonwealth Equity Services LLC
![]() Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
John Hancock Investment Management LLC
![]() John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Market Strategist | |
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 | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Director of Finance/CFO General Counsel | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Financial Engines Advisors LLC
![]() Financial Engines Advisors LLC Investment ManagersFinance Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities. | Investment Managers | Corporate Officer/Principal | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
Needham & Co. LLC
![]() Needham & Co. LLC Investment Banks/BrokersFinance Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies. | Investment Banks/Brokers | Analyst-Equity | |
Boston University | College/University | Masters Business Admin | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Comptroller/Controller/Auditor | |
Laffer Tengler Investments, Inc.
![]() Laffer Tengler Investments, Inc. Investment ManagersFinance Laffer Tengler Investments, Inc. is a SEC-registered investment advisor headquartered in Nashville, Tennessee. The firm was founded by Dr. Arthur B. Laffer and Arthur B. Laffer in 1999. They are a wholly owned subsidiary of ButcherJoseph Financial Holdings LLC. Laffer Tengler Investments provides investment advice and management services (1) as a discretionary investment adviser to domestic and foreign separately managed accounts; (2) as a discretionary manager to clients participating in one or more wrap fee programs; (3) as a non- discretionary investment adviser to certain clients, which includes other investment advisers; and (4) as a sub-adviser to certain open-end exchange traded funds. | Investment Managers | Analyst-Equity | |
Emory University | College/University | Undergraduate Degree | |
Arizona State University | College/University | Undergraduate Degree | |
Babson College | College/University | Masters Business Admin Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Masters Business Admin | |
Boston College | College/University | Undergraduate Degree | |
Elon University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
Hawaii Pacific University | College/University | Undergraduate Degree | |
Hofstra University | College/University | Masters Business Admin | |
Loyola Marymount University | College/University | Undergraduate Degree | |
Thomas More University | College/University | Masters Business Admin | |
Morehead State University (Kentucky) | College/University | Undergraduate Degree | |
Northern Kentucky University | College/University | Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
The State University of New York | College/University | Undergraduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
CrossCut Ventures Management LLC
![]() CrossCut Ventures Management LLC Investment ManagersFinance Crosscut Ventures Management LLC (Crosscut Ventures) is a venture capital firm founded in 2007 by Brian Garrett, Brett C. Brewer and Rick Smith. The firm is headquartered in Santa Monica, California. | Investment Managers | Private Equity Analyst | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Otter Creek Advisors LLC
![]() Otter Creek Advisors LLC Investment ManagersFinance Otter Creek Advisors LLC (Otter Creek) is an independent, SEC-registered investment advisor headquartered in Palm Beach Gardens, Florida. The firm was founded in 2014 by Roger Keith Long, Tyler C. Walling and Gordon T. Williams. Otter Creek manages a single strategy through a liquid alternative fund – the Otter Creek Long/Short Opportunity Fund (OTTRX/OTCRX). | Investment Managers | Portfolio Manager-Equities | |
Charles Schwab Investment Advisory, Inc.
![]() Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Wavemaker Partners LLC
![]() Wavemaker Partners LLC Investment ManagersFinance Wavemaker Partners LLC(Wavemaker Partners) is a venture capital firm founded in 2003 by David A siemer & Eric Manlunas. The firm is headquartered in Santa Monica, Los Angeles. | Investment Managers | Private Equity Investor | |
Topel & DiStasi Wealth Management LLC
![]() Topel & DiStasi Wealth Management LLC Investment ManagersFinance Topel & DiStasi Wealth Management LLC (Topel & DiStasi) is an independent registered investment advisor headquartered in Berkeley, California. The firm was co-founded by Jarrett B. Topel and Gavin L. DiStasi in 2013. Topel & DiStasi comprehensive wealth management and financial planning services to individual and institutional clients. | Investment Managers | Founder | |
Colonial River Investments LLC
![]() Colonial River Investments LLC Investment ManagersFinance Colonial River Investments LLC (Colonial River) is an independent, SEC-registered investment advisor headquartered in Midlothian, Virginia. The firm was founded in 2015 and does business as Colonial River Wealth Management LLC. Colonial River offers investment advisory services to individuals, high net worth individuals, families, trusts, estates, and businesses. | Investment Managers | Chief Executive Officer | |
Amplify.LA Partners LLC
![]() Amplify.LA Partners LLC Investment ManagersFinance Amplify.LA Partners LLC (Amplify.LA Partners) is a venture capital firm founded in 2011 by Paul Bricault, Richard E. Wolpert, Oded Noy. The firm is headquartered in Venice, California. | Investment Managers | Private Equity Investor |
Statistieken
Internationaal
Verenigde Staten | 45 |
Frankrijk | 2 |
Sectoraal
Finance | 25 |
Consumer Services | 22 |
Operationeel
Corporate Officer/Principal | 52 |
Undergraduate Degree | 27 |
Director/Board Member | 15 |
Analyst-Equity | 13 |
Masters Business Admin | 12 |
Sterkste connecties
Insiders | |
---|---|
James Shorris | 14 |
Marcus Frampton | 11 |
C. Maher | 11 |
Becky Shulman | 9 |
Kris Bjornerud | 9 |
Melanie Anne Hardin | 7 |
David Jeffress | 7 |
Steve R. Brown | 6 |
Cory J. Reed | 6 |
Joseph P. Tuorto | 6 |
Matthew David Miskin | 5 |
Eric Stephen Crawley | 5 |
Alexander Elkin | 5 |
Jeetendra Mishra | 5 |
Bill R. Chetney | 5 |
- Beurs
- Insiders
- Timothy Doyle
- Bedrijfsconnecties