Ursprung des Netzwerks ersten Grades von Kenneth Millsapps
| 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.
10
| Subsidiary | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kenneth Millsapps
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
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 | Portfolio Manager-Equities Trading-Equity Analyst-Equity | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| North Carolina State University | College/University | Undergraduate Degree | |
| Mars Hill University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Masters Business Admin | |
| Western Carolina University | College/University | Graduate Degree | |
| University of Georgia | College/University | Undergraduate Degree | |
| Roanoke College | College/University | Undergraduate Degree | |
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance Charles Schwab Investment Advisory, Inc. (CSIA) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm is a subsidiary of Schwab Holdings, Inc., which is owned by The Charles Schwab Corp. (NYSE: SCHW). CSIA provides portfolio management services for the Schwab Intelligent Portfolios (SIP) program. Clients of the SIP Program primarily include individuals, revocable living trusts, and individual retirement accounts. | Investment Managers | Corporate Officer/Principal | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
| University of Toledo (Ohio) | College/University | Graduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
| University of Florida | College/University | Graduate Degree | |
| Emory University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 19 |
Sektoral
| Consumer Services | 13 |
| Finance | 7 |
Operativ
| Undergraduate Degree | 10 |
| Portfolio Manager-Equities | 7 |
| Analyst-Equity | 6 |
| Graduate Degree | 3 |
| Corporate Officer/Principal | 3 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Kenneth Millsapps
- Unternehmensverbindungen
