Ursprung des Netzwerks ersten Grades von John Joseph Smith
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
12
| Subsidiary | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von John Joseph Smith
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| Western Carolina University | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Wellesley College | College/University | Graduate Degree | |
| Baylor University | College/University | Undergraduate Degree | |
| Indiana University | College/University | Undergraduate Degree | |
Easter Seals UCP North Carolina & Virginia, Inc.
 Easter Seals UCP North Carolina & Virginia, Inc. Services to the Health IndustryHealth Services Easter Seals UCP North Carolina & Virginia, Inc. provides services to children and adults with disabilities and other special needs. The company was founded in 2004 and is headquartered in Raleigh, NC. | Services to the Health Industry | Corporate Officer/Principal | |
| Silver Lakes Association | Corporate Officer/Principal | ||
| AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Campbell University | College/University | Graduate Degree | |
| Florida State University | College/University | Graduate Degree | |
| University of Illinois | College/University | Undergraduate Degree | |
| DePaul University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| Western Michigan University | College/University | Undergraduate Degree | |
Shearson Lehman Bros., Inc.
 Shearson Lehman Bros., Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Chief Investment Officer | |
| Curtin University | College/University | Undergraduate Degree | |
CFA Institute
 CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| CFA North Carolina Society | Corporate Officer/Principal | ||
| Samford University | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 23 |
| Australien | 2 |
| Hong Kong | 2 |
Sektoral
| Consumer Services | 13 |
| Finance | 6 |
| Commercial Services | 3 |
| Miscellaneous | 2 |
| Health Services | 2 |
Operativ
| Corporate Officer/Principal | 16 |
| Undergraduate Degree | 11 |
| Portfolio Manager-Equities | 9 |
| Graduate Degree | 5 |
| Portfolio Manager-Fixed Income | 3 |
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