Ursprung des Netzwerks ersten Grades von Steven Roland Parish
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
2
| Extinct | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Steven Roland Parish
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of Iowa | College/University | Undergraduate Degree | |
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Managers | Portfolio Manager-Equities | |
| St. John's University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
Sektoral
| Consumer Services | 3 |
| Finance | 2 |
Operativ
| Portfolio Manager-Equities | 3 |
| Undergraduate Degree | 2 |
| Director of Investments | 1 |
| Investment Committee Member | 1 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Steven Roland Parish
- Unternehmensverbindungen
