Ursprung des Netzwerks ersten Grades von Bob Kauffman
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Faithward Advisors LLC
Faithward Advisors LLC Investment ManagersFinance Faithward Advisors LLC is an independent, SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded by Robert “Bob” Kauffman in 1990 and formerly known as Ambassador Advisors LLC. Faithward Advisors offers personalized investment advisory services to primarily non-profit organizations and their donors, however other individuals, pension and profit-sharing plans, trusts, estates, corporations, or business entities may also be clients of the firm.
3
| Private Company | Investment Managers | 3 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bob Kauffman
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Dickinson College | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Graduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
RKL Wealth Management LLC
RKL Wealth Management LLC Investment ManagersFinance RKL Wealth Management LLC (RKL Wealth) is a SEC-registered investment advisor headquartered in Lancaster, Pennsylvania. The firm was founded in 1999 as Kuntz Lesher Capital LLC and was combined with Sterling Financial Advisors under the RKL Wealth Management brand in 2016. They are a subsidiary of Reinsel Kuntz Lesher LLP. RKL Wealth manages investments for individuals, high net worth individuals, trusts, estates, charitable organizations, corporations, small businesses and retirement plans. | Investment Managers | Portfolio Manager-Equities | |
Liberty University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Sektoral
Consumer Services | 5 |
Finance | 3 |
Operativ
Undergraduate Degree | 3 |
Analyst-Equity | 2 |
Chief Executive Officer | 1 |
Compliance Officer | 1 |
Graduate Degree | 1 |
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