Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Dale R. Weigand | M | - |
Boenning & Scattergood, Inc.
 Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | 18 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jim D. Harrington | M | 62 |
Valley Brook Capital Group, Inc.
 Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.
West Chester Capital Advisors, Inc.
 West Chester Capital Advisors, Inc. Investment ManagersFinance West Chester Capital Advisors, Inc. (WCCA) is a SEC-registered investment adviser headquartered in Johnstown, Pennsylvania. The firm was co-founded by Bruce Marra and Thomas McKeon in 1994. They are a wholly-owned subsidiary of AmeriServ Financial Bank, which is wholly-owned by AmeriServ Financial, Inc. (NASDAQ: ASRV), a bank holding company. WCCA manages fiduciary quality portfolios and investment programs for individuals and institutions. | 3 Jahre |
| Albert Francis Calfo | M | - |
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide. | 13 Jahre |
| Tom Goldsmith | M | - |
St. Joseph's University
| 9 Jahre |
| Dina M. Welch | F | - |
St. Joseph's University
| 8 Jahre |
| Lee Calfo | M | 47 |
Valley Brook Capital Group, Inc.
Valley Brook Capital Group, Inc. Investment ManagersFinance Valley Brook Capital Group, Inc. (Valley Brook) is an independent, SEC-registered investment advisor headquartered in Venetia, Pennsylvania. The firm was founded by Albert Calfo in 1999 originally as Calfo Financial Services, Inc., and later changed its name to Retirement Advisors, Inc. and then to Bluestone Wealth Advisors, Inc. In 2018, the firm began conducting its advisory business under the DBA name Valley Brook Capital Group, and in 2021 their legal name was changed to Valley Brook Capital Group, Inc. Valley Brook offers comprehensive investment and financial planning services to individuals and businesses nationwide.
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | 2 Jahre |
| Katherine M. Vinci | F | - |
St. Joseph's University
| 12 Jahre |
| John Wiegand | M | 67 |
St. Joseph's University
| 7 Jahre |
| John James Kelley | M | - |
St. Joseph's University
| 4 Jahre |
| Dan Cassidy | M | - |
St. Joseph's University
| 4 Jahre |
| Richard Howard Stevens | M | 70 |
St. Joseph's University
| 2 Jahre |
| Robert Francis Costello | M | 60 |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | 14 Jahre |
| Ray Ix | M | - |
St. Joseph's University
| 4 Jahre |
| William J. Griffin | M | 84 |
St. Joseph's University
| 4 Jahre |
| Robert McCormick | M | - |
St. Joseph's University
| 4 Jahre |
| Sam Kunz | M | - |
Quaker Securities, Inc.
 Quaker Securities, Inc. Investment Banks/BrokersFinance Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA. | 5 Jahre |
| Eric Deininger | M | - |
St. Joseph's University
| 4 Jahre |
| Pierangelo Battista Bottinelli | M | - |
Quaker Securities, Inc.
Quaker Securities, Inc. Investment Banks/BrokersFinance Part of Citco III Ltd., Quaker Securities, Inc. is an institutional brokerage firm. The company is based in Phoenixville, PA. | 5 Jahre |
| Ray Schrumpf | M | - |
St. Joseph's University
| 4 Jahre |
| William Shawn Brennan | M | 61 |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | 2 Jahre |
| John T. Machuzick | M | - |
St. Joseph's University
| 4 Jahre |
| Lawrence F. Shay | M | 64 |
St. Joseph's University
| 4 Jahre |
| Kevin R. Boyle | M | - |
St. Joseph's University
| 4 Jahre |
| Michael Thomas Kennedy | M | - |
St. Joseph's University
| 4 Jahre |
| David C. Parke | M | 57 |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | 5 Jahre |
| Raymond W. Sienko | M | 66 |
St. Joseph's University
| 4 Jahre |
| Rockford O. Kottka | M | - |
St. Joseph's University
| 4 Jahre |
| Frank Leto | M | 64 |
St. Joseph's University
| 4 Jahre |
| Joseph Edward Besecker | M | 68 |
St. Joseph's University
| 4 Jahre |
| Joe McLaughlin | M | 95 |
St. Joseph's University
| 4 Jahre |
| Anthony DiTonno | M | 75 |
St. Joseph's University
| 4 Jahre |
| Charles Rowland | M | 65 |
St. Joseph's University
| 4 Jahre |
| Frederick E. Scardellette | M | - |
St. Joseph's University
| 4 Jahre |
| Peter H. Haabestad | M | - |
Boenning & Scattergood, Inc.
Boenning & Scattergood, Inc. Investment ManagersFinance Boenning & Scattergood, Inc. (dba 1914 Advisors) is a SEC-registered investment advisor headquartered in West Conshohocken, Pennsylvania. The firm was founded in 1914 and is a subsidiary of Boenning & Scattergood Holdings, Inc. 1914 Advisors provides personalized fee-based financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. | 2 Jahre |
| Brian T. Corbett | M | - |
St. Joseph's University
| 4 Jahre |
| Michael Fare | M | - |
St. Joseph's University
| 4 Jahre |
| Marianne Theresa Rullo | F | - |
St. Joseph's University
| 4 Jahre |
| Mary Raymond | F | 63 |
St. Joseph's University
| 4 Jahre |
| Yair Talmor | M | - |
St. Joseph's University
| 3 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 39 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Marne Luke DeSantis
- Persönliches Netzwerk
