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Ursprung des Netzwerks ersten Grades von Cristina Palma
Einheit | Art der Einheit | Industrie | |
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Libbie Agran Financial Services & Seminars
![]() Libbie Agran Financial Services & Seminars Investment ManagersFinance Founded in 1980, Libbie Agran Financial Services & Seminars is a wealth management firm and registered investment advisor located in Santa Monica, California. The firm is a subsidiary of HoyleCohen LLC and their ultimate parent is Focus Financial Partners LLC. The majority of their portfolios under management are designed for high net-worth individuals, retirement plans, corporate pension plans and charitable foundations.
2
| Extinct | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Cristina Palma
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of California, Irvine | College/University | Undergraduate Degree | |
California State University-Northridge | College/University | Undergraduate Degree | |
HoyleCohen LLC
![]() HoyleCohen LLC Investment ManagersFinance HoyleCohen LLC (HC) is a SEC-registered investment advisor and wealth management firm headquartered in San Diego, California. The firm was founded by Joseph Cohen in 2001 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). HC provides advisory services primarily to individuals, pension plans, profit-sharing plans and charitable organizations. | Investment Managers | Analyst-Equity |
Statistik
International
Vereinigte Staaten | 4 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Operativ
Analyst-Equity | 2 |
Undergraduate Degree | 2 |
Sales & Marketing | 1 |
Trading-Equity | 1 |
Portfolio Manager-Equities | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Kittiwat Sripom | 3 |
Shirley King | 2 |
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