William Nelson
Chief Investment Officer bei FINANCIAL GRAVITY COMPANIES, INC.
Ursprung des Netzwerks ersten Grades von William Nelson
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
| Public Company | Investment Managers | 22 | |
Freedom Investment Management, Inc. (US)
 Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships.
5
| Subsidiary | Investment Managers | 5 |
Financial Gravity Asset Management, Inc.
 Financial Gravity Asset Management, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Financial Gravity Asset Management, Inc. is a company that provides investment advice. The company is based in Austin, TX. The company was founded in 2007. The CEO is Scott Christopher Winters.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von William Nelson
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Financial Gravity Holdings, Inc.
 Financial Gravity Holdings, Inc. Investment Banks/BrokersFinance Financial Gravity Holdings, Inc. provides integrated tax, business, and financial solutions. It is fully-integrated, 360-degree financial solutions, focus on increasing wealth and decreasing costs. The firm services help clients personal and professional goals, while building wealth, most often with potential tax savings, lowering costs and improving efficiency. The company is headquartered in Allen, TX. | Investment Banks/Brokers | Director of Finance/CFO Chief Executive Officer President Chief Tech/Sci/R&D Officer President Director/Board Member Director/Board Member | |
Forta Financial Group, Inc.
 Forta Financial Group, Inc. Investment ManagersFinance Forta Financial Group, Inc. engages in the provision of financial planning solutions. It specializes in the investment advice, financial management, and financial planning services. The company was founded by Dan Lempe in 1991 and is headquartered in Greenwood Village, CO. | Investment Managers | Chairman Corporate Officer/Principal Comptroller/Controller/Auditor Director/Board Member | |
EQIS Holding, Inc.
 EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Information Technology Services | President Chief Executive Officer Founder | |
Pedago LLC
 Pedago LLC Other Consumer ServicesConsumer Services Pedago LLC provides revolutionizes online education services. The company was founded by Tom Adams and is headquartered in Washington, DC. | College/University | Masters Business Admin Masters Business Admin | |
Tax Master Network LLC
 Tax Master Network LLC Packaged SoftwareTechnology Services Tax Master Network LLC engages in the provision of tax planning software and training services. It offers a system that generates proactive tax plans tailored to clients’ circumstances and gives business development system. The company was founded by Edward A. Lyon and Keith A. VandeStadt in May 26, 2005 and is headquartered in Cincinnati, OH. | Packaged Software | Corporate Officer/Principal Chief Executive Officer | |
Resonate, Inc.
 Resonate, Inc. Packaged SoftwareTechnology Services Resonate, Inc. provides application performance management solutions. It offers Central Dispatch, an advanced software and virtual server load balancing solution that provides high availability and optimal performance for various Web applications in business-critical applications. The company was founded in 1995 and is headquartered in Morgan Hill, CA. | Packaged Software | Corporate Officer/Principal | |
| DayOne Consulting LLC | Corporate Officer/Principal | ||
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Gravity Operations, Inc.
 Financial Gravity Operations, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Gravity Operations, Inc. offers payroll services. The company is headquartered in Allen, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| Business Legacy, Inc. | Chief Executive Officer | ||
Software AG, Inc.
 Software AG, Inc. Packaged SoftwareTechnology Services Software AG, Inc. provides enterprise system software solutions for integrating enterprise applications and managing databases. The firm's products include tamino, adabas and entireX. Its PowerLynX application provides XML-based tools for managing email, web, PDA and other communications. The company was founded in 1969 and is headquartered in Reston, VA. | Packaged Software | Director/Board Member | |
| Smart Customer Acquisition | Chief Operating Officer | ||
| Bridge Metrics | Chief Operating Officer | ||
Titan Holdings LLC
 Titan Holdings LLC Financial ConglomeratesFinance Titan Holdings LLC is an acquisition vehicle. The private company is based in Raleigh, NC. William C. Burkhardt has been the CEO of the company since 2004. | Financial Conglomerates | Chief Tech/Sci/R&D Officer | |
| Tri-Liberty LLC | Corporate Officer/Principal | ||
| United Meridian Insurance | Corporate Officer/Principal | ||
| Innovate Flower Mound Entrepreneur Center | Director/Board Member | ||
| Western Michigan University | College/University | Undergraduate Degree | |
| Texas Tech University | College/University | Undergraduate Degree | |
| Pierce College | College/University | Undergraduate Degree | |
| Mpath Advisor Resources, LLC | Chief Executive Officer | ||
Instant Insurance Holdings, Inc.
 Instant Insurance Holdings, Inc. Property/Casualty InsuranceFinance Part of Vesta Insurance Group, Inc., Instant Insurance Holdings, Inc. provides auto insurance over the telephone and Internet. The company is based in Irving, TX. Instant Insurance Holdings was acquired by Vesta Insurance Group, Inc. on January 05, 2001 for $12.97 million. | Property/Casualty Insurance | Chief Tech/Sci/R&D Officer | |
| AFFIRMATIVE INSURANCE HOLDINGS, INC. | Property/Casualty Insurance | Chief Tech/Sci/R&D Officer | |
| EFA Processing LP | Chief Tech/Sci/R&D Officer | ||
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree | |
| Missouri University of Science & Technology | College/University | Undergraduate Degree | |
| St Paul Specialty Auto Group | Chief Tech/Sci/R&D Officer | ||
| Hamilton College (New York) | College/University | Undergraduate Degree | |
| Cdr Electronics | Chief Operating Officer | ||
| Washburn University | College/University | Undergraduate Degree | |
Altriarch Capital Management LLC
 Altriarch Capital Management LLC Investment ManagersFinance Altriarch Capital Management LLC is a specialty finance firm that provides solutions to create lasting value for investors, companies, and communities. The company is based in Charleston, SC, and the CEO of the company is Danielle Brown. The company is a multi-strategy asset manager that focuses on overlooked market segments, underserved geographies, fragmented industries, and small-scale markets within private credit. The company offers product offerings to institutional investors and family offices through commingled funds, programmatic joint-ventures, and direct investment vehicles. Altriarch takes a deliberate approach to delivering superior risk-adjusted returns by identifying investment strategies that offer differentiation, access to high barriers to entry markets, non-correlation to traditional assets, and risk mitigation. | Investment Managers | Director of Finance/CFO | |
| Bentley University | College/University | Undergraduate Degree | |
Ncw Group, Inc.
 Ncw Group, Inc. Investment ManagersFinance Part of Financial Gravity Cos., Inc., Ncw Group, Inc. is a company that provides wealth management services. The company is based in Carmel, CA. The CEO of the company is Mark John Williams. Ncw Group was acquired by Forta Financial Group, Inc. on March 16, 2021 for $2.38 million. | Investment Managers | Chief Executive Officer | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
| University of California, Los Angeles | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Graduate Degree | |
| The University of Texas at Austin | College/University | Graduate Degree | |
| West Virginia University | College/University | Undergraduate Degree | |
Coca-Cola Southwest Beverages LLC
 Coca-Cola Southwest Beverages LLC Beverages: Non-AlcoholicConsumer Non-Durables Coca-Cola Southwest Beverages LLC produces, distributes and markets various non alcoholic beverages. The company is headquartered in Austin, TX. | Beverages: Non-Alcoholic | Corporate Officer/Principal | |
CROSSMARK, Inc.
 CROSSMARK, Inc. Advertising/Marketing ServicesCommercial Services CROSSMARK, Inc. provides sales and marketing services. It offers insights and intelligence, headquarter sales, retail merchandising, shopper, and consumer engagement. The company was founded by Willis Johnson and E. Leslie Hunt in 1905 and is headquartered in Plano, TX. | Advertising/Marketing Services | Chief Operating Officer | |
| Insurance Green Marketing Group | Founder | ||
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Compliance Officer | |
Fischer Homes, Inc.
 Fischer Homes, Inc. HomebuildingConsumer Durables Fischer Homes, Inc. provides general contracting, remodeling, and renovation services for residential buildings. The company builds residential houses in Kentucky and Ohio. It also provides financing services. Fischer Homes was founded in 1980 and is headquartered in Crestview Hills, KY. | Homebuilding | Sales & Marketing | |
Pittenger Nuspl & Crumley
 Pittenger Nuspl & Crumley Miscellaneous Commercial ServicesCommercial Services Pittenger Nuspl & Crumley is a law firm that provides legal services. The private company is based in Allen. The American company was founded by George E. Crumley. | Miscellaneous Commercial Services | Founder | |
| Legacy Christian Academy | Director/Board Member | ||
| Baylor University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 51 |
Sektoral
| Consumer Services | 16 |
| Finance | 8 |
| Technology Services | 6 |
| Commercial Services | 6 |
| Energy Minerals | 2 |
Operativ
| Director/Board Member | 40 |
| Corporate Officer/Principal | 39 |
| Chairman | 19 |
| Undergraduate Degree | 18 |
| Chief Executive Officer | 16 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Paul O. Williams | 28 |
| Rob Brown | 18 |
| Jennifer Winters | 15 |
| James F. Reggio | 12 |
| Rick J. Johnson | 10 |
| John Pollock | 8 |
| Edward Lyon | 8 |
| Scott Winters | 7 |
| A. David Crowley | 7 |
| Melanie Anne Hardin | 7 |
| George E. Crumley | 7 |
| Joseph F. Hunter | 7 |
| Gary Nemer | 4 |
| Todd Oligino | 3 |
| Daniel Sundby | 3 |
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