Ursprung des Netzwerks ersten Grades von Samantha Anderson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates.
18
| Subsidiary | Investment Managers | 18 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Samantha Anderson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
LB Hercules Holdings LLC
 LB Hercules Holdings LLC Investment ManagersFinance LB Hercules Holdings LLC provides investment management and broker dealer services. It offers tax and financial planning, fiduciary services, financial advocacy and trust services to individuals, pension and profit sharing plans, banking and thrift institutions, investment companies, pooled investment vehicles, charitable organizations, corporations and state government entities. The company manages separate client focused equity, fixed income, balanced portfolios, no-load equity, fixed income mutual funds, closed-ended municipal bond funds, real estate funds and hybrid funds. Neuberger Berman Holdings was founded by Roy R. Neuberger, Robert Berman and Howard Lipman in 1939 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
| George Washington University | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hamilton Capital Management, Inc.
 Hamilton Capital Management, Inc. Investment ManagersFinance Hamilton Capital Management, Inc. (Hamilton Capital) is an independent, SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded by R. Matthew Hamilton in 1997. Hamilton Capital provides investment management services to corporations, public and private foundations, charitable trusts, endowments and qualified retirement plans. | Investment Managers | Portfolio Manager-Equities | |
JFS Wealth Advisors LLC
 JFS Wealth Advisors LLC Investment ManagersFinance JFS Wealth Advisors LLC (JFS) is a SEC-registered investment advisor headquartered in Hermitage, Pennsylvania. The firm was founded by Bob Jazwinski in 1986 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JFS provides advisory services to individuals, high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable organizations and foundations, businesses, and municipal government entities. | Investment Managers | Corporate Officer/Principal | |
| Berea College | College/University | Undergraduate Degree | |
| Bucknell University | College/University | Undergraduate Degree | |
| Capital University | College/University | Graduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Graduate Degree | |
| Franklin University | College/University | Undergraduate Degree | |
| Hanover College | College/University | Undergraduate Degree | |
| Texas Christian University | College/University | Masters Business Admin | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Graduate Degree Graduate Degree | |
| Ohio Wesleyan University | College/University | Undergraduate Degree | |
| Otterbein College | College/University | Undergraduate Degree Undergraduate Degree | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Deloitte Tax LLP
 Deloitte Tax LLP Other Consumer ServicesConsumer Services Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY. | Other Consumer Services | Corporate Officer/Principal | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| Foundation for Financial Planning | Corporate Officer/Principal | ||
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. | Miscellaneous Commercial Services | Director/Board Member | |
Norman, Jones, Enlow & Co.
 Norman, Jones, Enlow & Co. Miscellaneous Commercial ServicesCommercial Services Norman, Jones, Enlow & Co. provides accounting, tax and management consulting services. The company was founded in 1954 and is headquartered in Columbus, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The American College of Financial Services | College/University | Graduate Degree | |
Squire, Sanders & Dempsey LLP (Florida)
 Squire, Sanders & Dempsey LLP (Florida) Miscellaneous Commercial ServicesCommercial Services Part of Squire Patton Boggs (US) LLP, Squire, Sanders & Dempsey LLP (Florida) is a company based in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Waller Financial Planning Group, Inc.
 Waller Financial Planning Group, Inc. Investment ManagersFinance Waller Financial Planning Group, Inc. (WFPG) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Columbus, Ohio. The firm was founded by Larry Waller in 1985. WFPG provides asset management services to individuals both high-net worth and other than high-net worth, as well as pension and profit-sharing plans and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
| Fisher College of Business | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 31 |
Sektoral
| Consumer Services | 17 |
| Finance | 7 |
| Commercial Services | 6 |
| Miscellaneous | 2 |
Operativ
| Undergraduate Degree | 18 |
| Corporate Officer/Principal | 14 |
| Portfolio Manager-Equities | 13 |
| Graduate Degree | 7 |
| Director/Board Member | 4 |
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