Roger Scott Balser
Vorstandsvorsitzender bei Balser Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Roger Scott Balser
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
University of Pittsburgh
81
| College/University | Other Consumer Services | 81 |
Smith Barney & Co., Inc.
79
| Extinct | Investment Banks/Brokers | 79 |
E. F. Hutton & Co.
29
| Extinct | Investment Banks/Brokers | 29 |
McDonald Investments, Inc.
 McDonald Investments, Inc. Investment ManagersFinance Gradison McDonald Investments, Inc. (GMI) is the Cincinnati, Ohio-based buyside group of Keybank NA (NYSE: KEY).
28
| Extinct | Investment Managers | 28 |
Baldwin-Wallace College
18
| College/University | Other Consumer Services | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Roger Scott Balser
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Investment Managers | Analyst-Equity | |
| INTUIT INC. | Packaged Software | Corporate Officer/Principal | |
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 | Graduate Degree Doctorate Degree | |
| CITIGROUP INC. | Major Banks | Chief Operating Officer | |
Financial Counselors, Inc.
 Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Investment Committee Member | |
Equitable Advisors LLC
 Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
First Allied Securities, Inc.
 First Allied Securities, Inc. Investment Banks/BrokersFinance Founded in 1993, First Allied Securities, Inc. is an independent, SEC-registered broker/dealer headquartered in San Diego, California. The firm is a member of FINRA, the NASD and the SIPC. First Allied Securities Inc. was previously a subsidiary of Advanced Equities Financial Corp. In April 2006, Advanced Equities Financial Corp. acquired First Financial Planners and merged it with First Allied Securities. In 2008, the firm acquired First Montauk Securities Corp. from First Montauk Financial Corp. In 2011, Lovell Minnick Partners LLC and the management team of First Allied Advisory Services acquired the firm from Advanced Equities Financial Corp. First Allied Securities is affiliated with First Allied Advisory Services, Inc., a registered investment advisor. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Niche.com, Inc.
 Niche.com, Inc. Internet Software/ServicesTechnology Services Niche.com, Inc. provides online college reviews. It specializes in education, college, university, ratings, scholarships, k-12, high school, elementary, neighborhoods, cities and towns. The firm provides reviews and insight from everyday experts, choosing a neighborhood, college, or K-12 school a more transparent process. The company was founded by Luke Skurman in 2002 and is headquartered in Pittsburgh, PA. | Internet Software/Services | Corporate Officer/Principal Chief Tech/Sci/R&D Officer | |
Mint Software, Inc.
 Mint Software, Inc. Packaged SoftwareTechnology Services Mint Software, Inc. provides online money management services. It offers debt management, expense tracking, investment and budget management, mutual fund, IRA, and financial planning services. The company was founded by Thomas Aaron Patzer in 2005 and is headquartered in Mountain View, CA. | Packaged Software | Corporate Officer/Principal | |
Brigade Group, Inc.
 Brigade Group, Inc. Internet Software/ServicesTechnology Services Brigade Group, Inc. operates an online startup firm. The company was founded by James Windon, Jason Putorti and Miche Capone in June 2014 and is headquartered in San Francisco, CA. | Internet Software/Services | Founder | |
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 | Graduate Degree | |
Jefferies LLC
 Jefferies LLC Investment Banks/BrokersFinance Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin Corporate Officer/Principal | |
Hamilton Lane Advisors LLC
 Hamilton Lane Advisors LLC Investment ManagersFinance Hamilton Lane Advisors LLC (Hamilton Lane) is a private equity firm founded in May 1991. The firm is headquartered in Pennsylvania with additional offices located in London, Hong Kong, Rio de Janeiro, San Francisco, San Diego, New York, Ft. Lauderdale, Tel Aviv, Tokyo, Las Vegas and Seoul. | Investment Managers | Corporate Officer/Principal Private Equity Investor | |
Sullivan & Cromwell LLP
 Sullivan & Cromwell LLP Miscellaneous Commercial ServicesCommercial Services Sullivan & Cromwell LLP provides legal services. It specializes in the areas of corporate law, securities, corporate, litigation, mergers, real estate, pro bono, investment management and taxation. Their clients include industrial, commercial, financial, private funds, governmental, educational, charitable and cultural enterprises and entities. The company was founded by Algernon Sydney Sullivan and William Nelson Cromwell in 1879 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Rhode Island | College/University | Corporate Officer/Principal | |
| University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
| Carlow College | College/University | Undergraduate Degree | |
| Massachusetts Institute of Technology Retirement Plan | Investment Managers | Corporate Officer/Principal | |
| Duquesne University of The Holy Spirit | College/University | Undergraduate Degree Masters Business Admin | |
| The University of Texas at Austin | College/University | Graduate Degree Corporate Officer/Principal | |
| University of Michigan | College/University | Graduate Degree Doctorate Degree Doctorate Degree Graduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Kidder, Peabody & Co., Inc.
 Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Sales & Marketing Corporate Officer/Principal | |
EHS Support LLC
 EHS Support LLC Medical/Nursing ServicesHealth Services EHS Support LLC operates as an environmental, health and safety consulting firm. It offers consultation, remediation management, health and safety, potentially responsible parties, mergers and acquisitions, investigation, risk assessment, environmental compliance, sustainability, oil and gas services. The company was founded in 2005 and is headquartered in Pittsburgh, PA | Medical/Nursing Services | Comptroller/Controller/Auditor Sales & Marketing | |
Coastal Bridge Advisors LLC
 Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Founder Founder | |
| Princeton University | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Doctorate Degree | |
| Tulane University (Louisiana) | College/University | Undergraduate Degree Undergraduate Degree | |
| GloboMax LLC | Corporate Officer/Principal | ||
US Food & Drug Administration
 US Food & Drug Administration General GovernmentGovernment US Food & Drug Administration operates agencies to protect health and human services. It protects and promotes public health through the control and supervision of food safety, tobacco products, dietary supplements, prescription and over-the-counter pharmaceutical drugs, vaccines, biopharmaceuticals, blood transfusions, medical devices, electromagnetic radiation emitting devices, cosmetics, animal foods and feed and veterinary products. The company was founded by Theodore Roosevelt and Harvey Washington Wiley on 30th June, 1906 and is headquartered in Silver Spring, MD. | General Government | Corporate Officer/Principal | |
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 | |
| Parsons The New School for Design | College/University | Graduate Degree | |
| Universität Salzburg | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 46 |
| Österreich | 2 |
Sektoral
| Finance | 19 |
| Consumer Services | 19 |
| Technology Services | 6 |
| Commercial Services | 3 |
| Health Services | 2 |
Operativ
| Director/Board Member | 224 |
| Corporate Officer/Principal | 167 |
| Undergraduate Degree | 96 |
| Masters Business Admin | 29 |
| Chief Executive Officer | 27 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| George Beckwith | 131 |
| Lerner Andy | 27 |
| Robert Baldwin | 17 |
| Neil Ashe | 16 |
| Robert Druskin | 15 |
| Thomas Samuelson | 13 |
| Clay B. Lifflander | 12 |
| Marc R. Gastonguay | 10 |
| Jonathan Pressnell | 10 |
| Jason Putorti | 9 |
| Debora Horvath | 9 |
| Marc A. Cabrera | 9 |
| Stacia Eyerly-Hatfield | 9 |
| John S. Lazo | 9 |
| Cid Wilson | 9 |
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- Roger Scott Balser
- Unternehmensverbindungen
