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Richard Salmen
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Ursprung des Netzwerks ersten Grades von Richard Salmen
Einheit | Art der Einheit | Industrie | |
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Certified Financial Planner Board of Standards, Inc.
![]() Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
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| Non-Profit Organization | Miscellaneous Commercial Services | 13 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Richard Salmen
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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American Speech-Language-Hearing Association, Inc.
![]() American Speech-Language-Hearing Association, Inc. Medical/Nursing ServicesHealth Services American Speech-Language-Hearing Association, Inc. provides speech, language and hearing aids. The firm specializes in preventing and assessing hearing and balance disorders as well as providing audiologic treatment including hearing aids. The company was founded in 1925 and is headquartered in Rockville, MD. | Medical/Nursing Services | Chief Executive Officer | |
C. T. Bauer College of Business | College/University | Corporate Officer/Principal | |
Savant Wealth Management LLC
![]() Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Director/Board Member | |
North Carolina State University | College/University | Undergraduate Degree | |
The Fuqua School of Business | College/University | Masters Business Admin | |
The Pennsylvania State University | College/University | Masters Business Admin | |
Kellogg School of Management | College/University | Doctorate Degree | |
INSPERITY, INC. | Miscellaneous Commercial Services | Director/Board Member | |
University of Mumbai | College/University | Undergraduate Degree | |
University of Missouri | College/University | Corporate Officer/Principal | |
University of California, Berkeley | College/University | Undergraduate Degree | |
Plymouth State University | College/University | Undergraduate Degree | |
University of California, Los Angeles | College/University | Masters Business Admin | |
ASSETMARK FINANCIAL HOLDINGS, INC. | Financial Conglomerates | Chief Executive Officer | |
First Eagle Investment Management LLC
![]() First Eagle Investment Management LLC Investment ManagersFinance First Eagle Investment Management LLC (FEIM) is a SEC-registered investment advisor and holding firm headquartered in New York City. The firm was founded in 1864 and formerly known as Arnhold & S. Bleichroeder Advisers, Inc. FEIM provides investment advisory services primarily to mutual funds, private funds, collective investment trusts and institutional separately managed accounts (SMAs), as well as to a registered, closed-end interval fund. The firm serves as the investment adviser to the First Eagle Funds, First Eagle Variable Funds and to the First Eagle Credit Opportunities Fund, which are registered investment companies. | Investment Managers | Sales & Marketing | |
Pershing LLC
![]() Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
CHARLES SCHWAB | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Chief Executive Officer | |
Wealthsimple, Inc.
![]() Wealthsimple, Inc. Investment ManagersFinance Wealthsimple, Inc. is an independent asset management firm headquartered in Toronto, Canada. It was co-founded by Michael Katchen in 2014. The firm manages assets of various clients. | Investment Managers | Director/Board Member | |
Wealthsimple Financial Corp.
![]() Wealthsimple Financial Corp. Investment ManagersFinance Wealthsimple Financial Corp. is based in Toronto, Canada. Part of Power Corp. of Canada, Wealthsimple Financial Corp. is a Canadian company that provides digital-based investment advisory services. The company was founded by Michael Katchen, who has been the CEO since incorporation. | Investment Managers | Director/Board Member | |
American Association of People With Disabilities | Chief Executive Officer | ||
Accel-KKR LLC
![]() Accel-KKR LLC Investment ManagersFinance Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California. | Investment Managers | Private Equity Investor | |
George Washington University | College/University | Doctorate Degree | |
London School of Economics & Political Science | College/University | Graduate Degree | |
Neurological Institute of Pennsylvania | Chief Administrative Officer | ||
Fi360, Inc.
![]() Fi360, Inc. Investment ManagersFinance fi360, Inc. provides fiduciary education, practice management and other financial advisory services. The firm’s service categories include learning and technology, software and technology, and data and analytics. It serves advisors, institutions and asset managers. The company was founded in 1999 and is headquartered in Pittsburgh, PA. | Investment Managers | Chairman | |
Heinz College | College/University | Graduate Degree | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
County of Prince William (Virginia) | Province/State | Corporate Officer/Principal | |
Allegiance Financial Advisors, Inc.
![]() Allegiance Financial Advisors, Inc. Investment ManagersFinance Allegiance Financial Advisors, Inc. provides investment advice. The private company is based in Scottsdale, AZ. | Investment Managers | Chief Investment Officer | |
Centre for Fiduciary Excellence LLC | Chairman | ||
US Military Academy | College/University | Undergraduate Degree | |
University of Notre Dame | College/University | Masters Business Admin | |
Seneca Financial Advisors LLC
![]() Seneca Financial Advisors LLC Investment ManagersFinance Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava. | Investment Managers | Chief Executive Officer | |
University of Dayton | College/University | Graduate Degree | |
Siena College | College/University | Undergraduate Degree | |
Oregon State University | College/University | Undergraduate Degree | |
San Diego State University | College/University | Masters Business Admin | |
Florida State University College of Law | College/University | Graduate Degree | |
Georgetown University | College/University | Undergraduate Degree | |
Advicent Solutions LP
![]() Advicent Solutions LP Packaged SoftwareTechnology Services Advicent Solutions LP provides software-as-a-service technology solutions for the financial services industry. It products include naviplan, fiflo, profiles, advisor briefcase, narrator connect, narrator clients and narrator advisor. The company also offers enterprise, mid-size, independent, DOL compliance and APIs solutions. Advicent Solutions is headquartered in Milwaukee, WI. | Packaged Software | Chief Executive Officer | |
Rockhurst University | College/University | Undergraduate Degree | |
Orion Advisor Technology LLC
![]() Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Chief Executive Officer |
Statistik
International
Vereinigte Staaten | 42 |
Kanada | 3 |
Indien | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 24 |
Finance | 15 |
Health Services | 2 |
Commercial Services | 2 |
Government | 2 |
Operativ
Director/Board Member | 20 |
Undergraduate Degree | 12 |
Chairman | 9 |
Corporate Officer/Principal | 8 |
Chief Executive Officer | 7 |
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