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Tom Taranto
Portefeuillebeheerder-Aandelen bij HBK Sorce Advisory LLC
Oorsprong van het eerstegraads netwerk van Tom Taranto
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
HBK Sorce Advisory LLC
![]() HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.
13
| Subsidiary | Investment Managers | 13 |
Alltel Communications LLC
![]() Alltel Communications LLC Wireless TelecommunicationsCommunications Alltel Communications LLC provides telecommunications equipment and services. It provides the connections for wireline, wireless, cable, broadcast and enterprise networks around the world. The company's network infrastructure equipment and professional services enable internet, data, video and voice services to residential, business and mobile subscribers. Alltel Communications was founded in 1943 and is headquartered in Little Rock, AR.
1
| Subsidiary | Wireless Telecommunications | 1 |
BRR Opco LLC
![]() BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates.
1
| Subsidiary | Investment Managers | 1 |
Public Company | Industrial Specialties | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Tom Taranto via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Pittsburgh | College/University | Masters Business Admin Undergraduate Degree | |
Greenleaf Asset Management, Inc.
![]() Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Investment Managers | Analyst-Equity | |
Fisher College of Business | College/University | Graduate Degree | |
University of South Florida | College/University | Undergraduate Degree | |
Naples Global Advisors LLC
![]() Naples Global Advisors LLC Investment ManagersFinance Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
The College of Wooster | College/University | Undergraduate Degree | |
The University of Alabama at Birmingham | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
John Carroll University | College/University | Undergraduate Degree | |
The American College of Financial Services | College/University | Graduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
Raymond James Financial Services, Inc.
![]() Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Florida State University | College/University | Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
JFS Wealth Advisors LLC
![]() JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Investment Managers | Corporate Officer/Principal | |
Indiana University | College/University | Undergraduate Degree | |
Stephens, Inc.
![]() Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Private Equity Investor | |
Grain Management LLC
![]() Grain Management LLC Investment ManagersFinance Grain Management LLC (Grain Management) is a private equity firm founded in 2007 by David Grain. The firm is headquartered in Washington, Columbia. | Investment Managers | Private Equity Investor | |
US Military Academy | College/University | Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree | |
Edinboro University of Pennsylvania | College/University | Undergraduate Degree | |
Hill, Barth & King LLC
![]() Hill, Barth & King LLC Miscellaneous Commercial ServicesCommercial Services Hill, Barth & King LLC engages in the provision of accounting and auditing services. It offers accounting, assurance, tax, business valuation and consultation. The company was founded in 1949 and is headquartered in Alliance, OH. | Miscellaneous Commercial Services | Chief Executive Officer | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
McKinley Carter Wealth Services, Inc.
![]() McKinley Carter Wealth Services, Inc. Investment ManagersFinance McKinley Carter Wealth Services, Inc. (MCWS) is an independent, SEC-registered investment advisor headquartered in Wheeling, West Virginia. The firm was founded by David McKinley and William Carter in 2008 through the merger of McKinley Investment Group and Kanawha Investment Trust. MCWS provides investment management and wealth management services to individuals, families, pension/retirement and profit-sharing plans, trusts, estates, charitable organizations, non-profit organizations, corporations and other business entities. | Investment Managers | Chief Investment Officer | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities | |
Lake Region State College | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 32 |
Israël | 2 |
Sectoraal
Consumer Services | 20 |
Finance | 12 |
Commercial Services | 3 |
Operationeel
Undergraduate Degree | 18 |
Portfolio Manager-Equities | 13 |
Corporate Officer/Principal | 5 |
Graduate Degree | 4 |
Analyst-Equity | 2 |
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