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Kurt Mortenson
Corporate Officer/Principal bei World Equity Group, Inc.
Ursprung des Netzwerks ersten Grades von Kurt Mortenson
Einheit | Art der Einheit | Industrie | |
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Citigroup Global Markets, Inc. (Investment Management)
![]() Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients.
7
| Operating Division | Investment Managers | 7 |
World Equity Group, Inc.
![]() World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL.
3
| Subsidiary | Investment Banks/Brokers | 3 |
Cypress Wealth Services LLC
![]() Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kurt Mortenson
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Raymond James & Associates, Inc.
![]() Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Financial Conglomerates | Private Equity Analyst Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Citigroup Global Markets, Inc.
![]() Citigroup Global Markets, Inc. Investment Banks/BrokersFinance Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY. | Investment Banks/Brokers | Chief Executive Officer | |
The College of New Jersey | College/University | Undergraduate Degree | |
The University of Arkansas | College/University | Undergraduate Degree Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree | |
Westmont College | College/University | Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
PointState Capital LP
![]() PointState Capital LP Investment ManagersFinance PointState Capital LP is an independent, SEC-registered investment manager and hedge fund manager headquartered in New York City. The firm was founded in 2011 by Joshua Samuelson and Zachary Schreiber. PointState Capital provides discretionary investment advisory services, which include but not limited to, managing and directing the investment and reinvestment of assets for private investment funds and has provided these services to a discretionary separately managed account. Investors in the PointState Funds primarily consist of charitable foundations, institutions, endowments, funds of funds, private or family-owned investment entities, trusts and high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income | |
AF Advisors, Inc.
![]() AF Advisors, Inc. Investment ManagersFinance AF Advisors, Inc. (dba Adams Ashby Financial Advisors) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Sacramento, California. Founded in 2009, Adams Ashby Financial Advisors provides objective financial planning to help clients build, manage, grow and protect their assets through life’s transitions. | Investment Managers | Chief Executive Officer | |
Concentrum Wealth Management LLC
![]() Concentrum Wealth Management LLC Investment ManagersFinance Concentrum Wealth Management LLC (CWM) is an independent, SEC-registered investment advisor headquartered in San Jose, California. The firm was founded in 2013 and is owned equally by Jeffery E. Fong and Jay C. Fong. CWM assists a select group of business owners and families with their financial affairs. | Investment Managers | Director of Investments Director of Investments | |
Morgan Stanley Smith Barney LLC (Investment Management)
![]() Morgan Stanley Smith Barney LLC (Investment Management) Investment ManagersFinance Morgan Stanley Smith Barney LLC (Investment Management), dba Morgan Stanley Wealth Management (MSWM), is the investment management division of Morgan Stanley Smith Barney LLC, a registered broker-dealer headquartered in Purchase, New York. The firm was founded in 2009 and is ultimately owned by Morgan Stanley (NYSE: MS). MSWM provides investment advisory program to individuals, trusts, banking or thrift institutions, pension and profit-sharing plans, plan participants, other pooled investment vehicles, charitable organizations, corporations, other businesses, state or municipal government entities, investment clubs and other entities. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal | |
Midway Venture Partners LLC | Founder |
Statistik
International
Vereinigte Staaten | 21 |
Sektoral
Finance | 15 |
Consumer Services | 6 |
Operativ
Corporate Officer/Principal | 18 |
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 6 |
Founder | 5 |
Chief Executive Officer | 4 |
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