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Andrew John Cullivan
Portefeuillebeheerder-Aandelen bij First Trust Direct Indexing LP
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Robert Hughes | M | - |
First Trust Direct Indexing LP
![]() First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | 2 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Kent Mark Forkner | M | - |
First Trust Direct Indexing LP
![]() First Trust Direct Indexing LP Investment ManagersFinance First Trust Direct Indexing LP (First Trust) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was formerly known as Arboretum Advisors LLC and as Veriti Management LLC. First Trust manages domestic, international, and global equity portfolios for high-net worth individuals, institutions, and intermediaries such as wealth managers, consultants and family offices. | 3 jaar |
Ashley Lake | F | - |
Artemis Financial Advisors LLC
![]() Artemis Financial Advisors LLC Investment ManagersFinance Artemis Financial Advisors LLC (Artemis) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Leigh Bivings in 2007. Artemis offers highly personalized financial planning, sustainable investing, and wealth management services to individuals and families. | 1 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 3 | 100.00% |
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