Ursprung des Netzwerks ersten Grades von Marianne Rodriguez
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Round Table Services LLC
Round Table Services LLC Investment ManagersFinance Round Table Services LLC, do-business-as Round Table Wealth Management (RTWM), is a SEC-registered investment advisory and wealth management firm headquartered in Westfield, New Jersey. The firm was founded in 1999 by Steven Giacona. In 2022, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. RTWM provides investment and financial advisory services to high net-worth individuals and families, trusts, estates, charitable organizations which includes family foundations, pensions and profit-sharing plans and corporations.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Marianne Rodriguez
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Marist College | College/University | Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Graduate Degree | |
Eagle Ridge Investment Management LLC
Eagle Ridge Investment Management LLC Investment ManagersFinance Eagle Ridge Investment Management LLC (Eagle Ridge) is an independent registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2008 by David A. Tillson and John J. Knox III. Eagle Ridge provides investment management services to individuals and institutional investors through separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
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 | Masters Business Admin | |
University of Wisconsin-Milwaukee | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
University of Wisconsin Law School | College/University | Graduate Degree | |
The University of Tampa, Inc.
The University of Tampa, Inc. Other Consumer ServicesConsumer Services The University of Tampa, Inc. functions as a college/university that offers undergraduate and graduate studies. The company was founded in 1931 and is headquartered in Tampa, FL. | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 11 |
Niederlande | 2 |
Kanada | 2 |
Sektoral
Consumer Services | 9 |
Commercial Services | 3 |
Finance | 3 |
Operativ
Undergraduate Degree | 6 |
Corporate Officer/Principal | 5 |
Analyst-Equity | 4 |
Portfolio Manager-Equities | 3 |
Investment Committee Member | 2 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Marianne Rodriguez
- Unternehmensverbindungen