Wade Lopez
Algemeen Directeur bij Concord Wealth Partners LLC
Oorsprong van het eerstegraads netwerk van Wade Lopez
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
American Express Financial Advisors, Inc.
56
| Subsidiary | 56 | |
IDS Life Insurance Co.
 IDS Life Insurance Co. Insurance Brokers/ServicesFinance IDS Life Insurance Co. provided insurance services. It was a life insurance company with four wholly-owned operating subsidiaries: IDS Life Insurance Company of New York, American Partners Life Insurance Company, American Enterprise Life Insurance Company and American Centurion Life Assurance Company. The company was headquartered in Minneapolis, MN.
3
| Extinct | Insurance Brokers/Services | 3 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Wade Lopez via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | 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 Chairman Corporate Officer/Principal President | |
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. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Sarasota Capital Strategies, Inc.
 Sarasota Capital Strategies, Inc. Investment ManagersFinance Sarasota Capital Strategies, Inc. (SCS) is an independent asset management firm headquartered in Osprey, Florida. The firm was founded in 2002 by Ian Naismith and Anthony Welch. SCS provides investment advisory services to individuals, trusts, corporations, foundations, and estates. | Investment Managers | Founder Chief Executive Officer | |
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 Graduate Degree | |
Capital Professional Advisors, Inc.
 Capital Professional Advisors, Inc. Insurance Brokers/ServicesFinance Part of The American Institute of Certified Public Accountants, Capital Professional Advisors, Inc. is a company that provides brokerage, advisory, and insurance services to CPA firms. The company is based in Minneapolis, MN. Capital Professional Advisors was acquired by CPA.com on July 12, 2001. | Insurance Brokers/Services | Corporate Officer/Principal | |
Veritable LP
 Veritable LP Investment ManagersFinance Veritable LP is a SEC-registered investment advisor and wealth management firm headquartered in Newtown Square, Pennsylvania. The firm was founded by Michael Stolper in 1986 as Stolper & Co. They are a subsidiary of Pathstone Family Office LLC, which is owned by Pathstone Holdings LLC. Veritable primarily provides discretionary investment supervisory services to high net-worth families, which includes individual family members and their family-related entities, such as trusts, estates and private charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| Austin College | College/University | Undergraduate Degree | |
| Baylor University | College/University | Undergraduate Degree Masters Business Admin | |
| Clarkson University | College/University | Masters Business Admin | |
| State University of New York College at Potsdam | College/University | Undergraduate Degree | |
| James Madison University | College/University | Graduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
| Providence College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
| Slippery Rock University | College/University | Undergraduate Degree | |
| State University of New York at Buffalo | College/University | Undergraduate Degree | |
| University of Dayton | College/University | Undergraduate Degree | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
| University of South Florida | College/University | Undergraduate Degree Undergraduate Degree | |
| Westmont College | College/University | Undergraduate Degree | |
| University of Denver | College/University | Undergraduate Degree | |
University of St. Thomas
 University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin | |
| University of Sofia | College/University | Graduate Degree | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Director of Finance/CFO Analyst-Equity Corporate Officer/Principal | |
Private Advisor Group LLC
 Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Founder Founder | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
Lincoln Financial Group Foundation
 Lincoln Financial Group Foundation Miscellaneous Commercial ServicesCommercial Services The Lincoln Financial Group Foundation operates as a nonprofit organization. The private company is based in Fort Wayne, IN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Welch & Associates, Inc.
 Welch & Associates, Inc. Investment ManagersFinance Welch & Associates, Inc. provides investment advice. The private company is based in Osprey, FL. | Investment Managers | President | |
Marks Group Wealth Management, Inc.
 Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | President | |
Washington Square Capital, Inc.
 Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Investment Managers | Corporate Officer/Principal | |
The Wealth Enhancement Group, Inc.
 The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
| Verenigde Staten | 47 |
| Bulgarije | 2 |
Sectoraal
| Finance | 27 |
| Consumer Services | 20 |
| Commercial Services | 2 |
| Technology Services | 2 |
Operationeel
| Corporate Officer/Principal | 129 |
| Undergraduate Degree | 54 |
| Director/Board Member | 51 |
| President | 24 |
| Portfolio Manager-Equities | 24 |
Sterkste connecties
| Insiders | |
|---|---|
| Jeffrey Stiefler | 38 |
| ReBecca Koenig Roloff | 15 |
| Louis C. Fornetti | 12 |
| Kevin Ellich | 11 |
| Ron Coleman | 11 |
| David C. Bayer | 11 |
| Robbie Knie | 11 |
| Caroline Stockdale | 11 |
| Beth M. Jacob | 11 |
| Clay Daniel Smith | 8 |
| Eric L. Marhoun | 7 |
| David R. Hubers | 7 |
| Louis Giglio | 7 |
| Veska Dimitrova Kita | 6 |
| Maureen Pettirossi | 6 |
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