Steven K. McGinnis
Compliance Officer bei SA Funds – Investment Trust
Ursprung des Netzwerks ersten Grades von Steven K. McGinnis
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
SA Funds – Investment Trust
2
| Umbrella Fund | Investment Trusts/Mutual Funds | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steven K. McGinnis
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Long Island University | College/University | Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
DPL Financial Partners LLC
DPL Financial Partners LLC Insurance Brokers/ServicesFinance DPL Financial Partners LLC provides low-cost and commission-free insurance solutions. It offers retirement income, principal protection, annuity rescue, legacy planning, and wealth accumulation services. The company was founded by David Lau and is headquartered in Louisville, KY. | Insurance Brokers/Services | Director/Board Member | |
LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Director/Board Member | |
Edelman Financial Engines LLC
Edelman Financial Engines LLC Investment ManagersFinance Edelman Financial Engines LLC provides financial advisory and investment management services. The firm?s services include financial planning, investment management, retirement planning, life transitions, student loan & debt repayment advice and career growth & advancement guidance. The company was founded by Jean M. Edelman and Fredric Mark Edelman in 1986 and is headquartered in Sunnyvale, CA. | Investment Managers | Director/Board Member | |
Tiburon Partners LP | Corporate Officer/Principal | ||
Facet Wealth, Inc.
Facet Wealth, Inc. Investment ManagersFinance Facet Wealth, Inc. provides investment advisory services. Its services include retirement planning, retirement income, education planning, income tax planning, estate planning, life planning, asset management, and legacy planning. The company was founded by Anders Jones, Patrick McKenna, Gorkem Sevinc, and Brent Weiss and is headquartered in Baltimore, MD. | Investment Managers | Director/Board Member | |
Michigan State University | College/University | Undergraduate Degree | |
ENVESTNET, INC. | Packaged Software | Director/Board Member | |
The Investment Management Institute | Director/Board Member | ||
Prima Capital Holding, Inc.
Prima Capital Holding, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation. | Miscellaneous Commercial Services | Director/Board Member | |
Anira Advisory Group Roosevelt Fund LP | Director/Board Member | ||
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
Tiburon Strategic Advisors LLC
Tiburon Strategic Advisors LLC Miscellaneous Commercial ServicesCommercial Services Tiburon Strategic Advisors LLC is engaged in the provision of strategy consulting, market research and other related services to senior executives in the brokerage, investment management, banking and insurance markets. The company was founded by Charles M. Roame in 1998 and is headquartered in Tiburon, CA. | Miscellaneous Commercial Services | Chief Executive Officer | |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FIRST DATA CORPORATION | Regional Banks | Corporate Officer/Principal | |
HONEYWELL INTERNATIONAL INC. | Aerospace & Defense | Corporate Officer/Principal | |
Allspring Global Investments Holdings LLC
Allspring Global Investments Holdings LLC Investment ManagersFinance Part of Allspring Group Holdings LLC, Allspring Global Investments Holdings LLC operates as an asset management company. The company is based in Charlotte, NC. The CEO of the company is Joseph Andrew Sullivan. | Investment Managers | Director/Board Member |
Statistik
International
Vereinigte Staaten | 19 |
Kanada | 2 |
Sektoral
Finance | 9 |
Consumer Services | 4 |
Commercial Services | 4 |
Technology Services | 2 |
Electronic Technology | 2 |
Operativ
Director/Board Member | 10 |
Corporate Officer/Principal | 6 |
Independent Dir/Board Member | 3 |
Undergraduate Degree | 2 |
Comptroller/Controller/Auditor | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Charles M. Roame | 15 |
Robert J. Badolato | 6 |
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