Tim Courtney
Chief Investment Officer bei Exencial Wealth Advisors LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| John Forrest Burns | M | - |
Exencial Wealth Advisors LLC
 Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations.
Burns Wealth Management, Inc.
 Burns Wealth Management, Inc. Investment ManagersFinance Founded in 2002, Burns Wealth Management, Inc. is a registered investment advisor headquartered in Oklahoma City, Oklahoma. In September 2011, Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. In March 2013, Exencial Wealth Advisors acquired Investors Asset Management, Inc. Their clients may choose Exencial Wealth Advisors to manage all or a portion of their assets through Genworth Financial Wealth Management, Inc. Exencial Wealth Advisors provides investment advice and manages wealth management accounts for high net-worth individuals, pension and profit sharing plans, trusts, estates, municipalities, corporations and business entities. | 22 Jahre |
| Jim Bailey | M | 55 |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 4 Jahre |
| Randy James Farina | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 4 Jahre |
| Jerry Peter Georgopoulos | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 13 Jahre |
| Pete Trontis | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 7 Jahre |
| Ami Black | F | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | - |
| Jeff Hibbeler | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 6 Jahre |
| Jon Burckett-St. Laurent | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 5 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Ida Bagus Made Putra Jandhana | M | 58 |
Oklahoma State University
| 6 Jahre |
| Bradley D. Mueller | M | - |
Oklahoma State University
| 5 Jahre |
| David Yepez | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 8 Jahre |
| John William Owens | M | 53 |
Oklahoma State University
| 4 Jahre |
| Ernest William Kuehne | M | - |
Oklahoma State University
| 6 Jahre |
| Isenta Hioe | M | 54 |
Oklahoma State University
| 6 Jahre |
| Chaz G. Jones | M | - |
Oklahoma State University
| 6 Jahre |
| Rich Erwin | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | 10 Jahre |
| Rodney Howell | M | - |
Oklahoma State University
| 5 Jahre |
| Shane van Oosten | M | - |
Oklahoma State University
| 4 Jahre |
| John Porter | M | 54 |
Oklahoma State University
| 4 Jahre |
| Ivy Santoso | F | 55 |
Oklahoma State University
| 4 Jahre |
| Scott Vaughn | M | - |
Oklahoma State University
| 4 Jahre |
| Cynthia Bernhardt | F | 55 |
Oklahoma State University
| 4 Jahre |
| Ruby Budiman | M | 57 |
Oklahoma State University
| 4 Jahre |
| Chiau-Woei Lim | M | 51 |
Oklahoma State University
| 4 Jahre |
| Jeremy D. Wiese | M | - |
Oklahoma State University
| 4 Jahre |
| Yee Choong Chai | M | 52 |
Oklahoma State University
| 4 Jahre |
| Elliot J. Chambers | M | 51 |
Oklahoma State University
| 4 Jahre |
| Chris Wilson | M | - |
Oklahoma State University
| 5 Jahre |
| Jaime A. Froehlich | M | - |
Oklahoma State University
| 4 Jahre |
| Derrick Jensen | M | 53 |
Oklahoma State University
| 4 Jahre |
| Chris Ayo Otiko | M | - |
Oklahoma State University
| 1 Jahre |
| Yew-Ton Wang | M | 55 |
Oklahoma State University
| 3 Jahre |
| Tom Walker | M | - |
Oklahoma State University
| 5 Jahre |
| Clifford P Coppersmith | M | - |
Oklahoma State University
| 4 Jahre |
| Charles D. Marpaung | M | 69 |
Oklahoma State University
| 3 Jahre |
| David Kristiali | M | 47 |
Oklahoma State University
| 4 Jahre |
| Greg Dolezal | M | - |
Oklahoma State University
| 4 Jahre |
| Susan Amin | F | 50 |
Oklahoma State University
| 4 Jahre |
| Zhang Hua Lan | M | 61 |
Oklahoma State University
| 3 Jahre |
| Meng Rui | M | 56 |
Oklahoma State University
| 1 Jahre |
| Yuliar Murad Nasution | M | 66 |
Oklahoma State University
| 4 Jahre |
| Chris Thomas | M | - |
Oklahoma State University
| 4 Jahre |
| Rashad Moore | M | - |
Oklahoma State University
| 6 Jahre |
| Makmur Darmo | M | 53 |
Oklahoma State University
| 4 Jahre |
| Sean Kouplen | M | - |
Oklahoma State University
| 3 Jahre |
| Scott Morris | M | - |
Exencial Wealth Advisors LLC
Exencial Wealth Advisors LLC Investment ManagersFinance Exencial Wealth Advisors LLC (Exencial) is a privately-owned, independent wealth management firm and registered investment advisor headquartered in Oklahoma City, Oklahoma. The firm was founded in 2011 when Burns Advisory Group and Executive Financial Group merged and changed the name of the entity to Exencial Wealth Advisors. They are wholly-owned by Jerry Georgopoulos and John Burns. Exencial provides investment advice and manage wealth management accounts for high net-worth individuals, pension and profit-sharing plans, trusts, estates, municipalities, corporations and business entities, non-profits, and foundations. | - |
| Rohani Parkash binti Abdullah | F | 68 |
Oklahoma State University
| 2 Jahre |
| J. Kevin Cooper | M | - |
Oklahoma State University
| 4 Jahre |
| Ali bin Hamsa | M | 69 |
Oklahoma State University
| 3 Jahre |
| Sarah C. Miller | F | 52 |
Oklahoma State University
| 4 Jahre |
| Brian Callahan | M | 52 |
Oklahoma State University
| 4 Jahre |
| John Hart | M | 56 |
Oklahoma State University
| 1 Jahre |
| C. Shay Braun | M | 56 |
Oklahoma State University
| 5 Jahre |
| Mark Lietzke | M | - |
Oklahoma State University
| 4 Jahre |
| Jason Landkamer | M | - |
Oklahoma State University
| 4 Jahre |
| Craig White | M | 55 |
Oklahoma State University
| 4 Jahre |
| Pranav M. Rawal | M | - |
Oklahoma State University
| 2 Jahre |
| Chris Beall | M | 49 |
Oklahoma State University
| 3 Jahre |
| Ariani Vidya Sofjan | F | 53 |
Oklahoma State University
| 4 Jahre |
| Jennifer Grigsby | F | 55 |
Oklahoma State University
| 4 Jahre |
| Cody Franklin | M | - |
Oklahoma State University
| 4 Jahre |
| Griffin Jones | M | - |
Oklahoma State University
| 4 Jahre |
| Derek Walker | M | - |
Oklahoma State University
| 3 Jahre |
| Nancy Nelson | F | - |
Oklahoma State University
| 4 Jahre |
| Joseph Eastin | M | 54 |
Oklahoma State University
| 4 Jahre |
| Christopher Moslander | M | - |
Oklahoma State University
| 4 Jahre |
| G. Scott Shaw | M | 52 |
Oklahoma State University
| 4 Jahre |
| Michael C. Bradley | M | - |
Oklahoma State University
| 4 Jahre |
| Ronald D. Long | M | - |
Oklahoma State University
| 7 Jahre |
| Lawrence Jason Worley | M | - |
Oklahoma State University
| 4 Jahre |
| Rosan Perkasa Roeslani | M | 55 |
Oklahoma State University
| 4 Jahre |
| Donn Vickrey | M | - |
Oklahoma State University
| 3 Jahre |
| Ming Fui Yap | M | 50 |
Oklahoma State University
| 4 Jahre |
| Melissa M. Adams | F | - |
Oklahoma State University
| 4 Jahre |
| Mark A. poole | M | - |
Oklahoma State University
| 2 Jahre |
| Michael B. Hiney | M | 56 |
Oklahoma State University
| 4 Jahre |
| Derek Reiners | M | 53 |
Oklahoma State University
| 4 Jahre |
| Kevin Burdick | M | 59 |
Oklahoma State University
| 2 Jahre |
| Jerry Cook | M | - |
Oklahoma State University
| 4 Jahre |
| Benjamin Russ | M | 50 |
Oklahoma State University
| 4 Jahre |
| Judd Brandon Cryer | M | 51 |
Oklahoma State University
| 5 Jahre |
| Rusty LaForge | M | 49 |
Oklahoma State University
| 4 Jahre |
| Jerry Rau | M | - |
Oklahoma State University
| 2 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 83 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Tim Courtney
- Persönliches Netzwerk
