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Ursprung des Netzwerks ersten Grades von Patty Kuhar
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Tillar-Wenstrup Advisors LLC
![]() Tillar-Wenstrup Advisors LLC Investment ManagersFinance Tillar-Wenstrup Advisors LLC (dba TW Advisors) is an investment advisory firm headquartered in Centerville, Ohio. The firm was founded in 2001 and in 2023 they were acquired by Journey Advisory Group LLC, an indirect subsidiary of Allworth Financial Group LP. TW Advisors provides advisory services to individuals, high-net worth individuals, pension and profit-sharing plans (other than plan participants), charitable organizations, corporations, and other investment advisers.
2
| Extinct | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Patty Kuhar
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
James Investment Research, Inc.
![]() James Investment Research, Inc. Investment ManagersFinance James Investment Research, Inc. (James Investment) is an independent, SEC-registered investment advisor headquartered in Xenia, Ohio. Founded in 1972, JIR provides comprehensive wealth management services to individual and institutional clients. | Investment Managers | Portfolio Manager-Fixed Income | |
Xavier University | College/University | Undergraduate Degree | |
Dean Investment Associates LLC
![]() Dean Investment Associates LLC Investment ManagersFinance Dean Investment Associates LLC provides investment advisory services. The company was founded in 1972 and is headquartered in Beavercreek, OH. | Investment Managers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Operativ
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Portfolio Manager-Fixed Income | 1 |
Chief Investment Officer | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Steve Wenstrup | 4 |
Jim Tillar | 4 |
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