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Guy Scalzo
Algemeen Directeur bij Claremont Financial Group, Inc.
Oorsprong van het eerstegraads netwerk van Guy Scalzo
Entiteit | Type entiteit | Industrie | |
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Pacific Financial Group LLC
![]() Pacific Financial Group LLC Investment ManagersFinance The Pacific Financial Group LLC (TPFG) is an independent, SEC-registered investment adviser headquartered in Bellevue, Washington. The firm was founded by Nicholas "Nick” Scalzo in 2006 as The Elements Financial Group LLC and changed their name to Pacific Financial Group LLC in 2019. TPFG offers discretionary investment advisory services to individuals, high-net worth individuals, trusts, estates and individual participants of retirement plans.
7
| Private Company | Investment Managers | 7 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Guy Scalzo via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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Advanced Asset Management Advisors, Inc.
![]() Advanced Asset Management Advisors, Inc. Investment ManagersFinance Advanced Asset Management Advisors, Inc. (AAMA) is an independent registered investment advisor headquartered in Dublin, Ohio. The firm was founded by Robert D. Baker in 1998. AAMA provides investment advisory services to the Affiliated Mutual Funds, individuals and families, individual retirement accounts (IRAs), corporations, retirement plans (pension, profit-sharing, and 403b Plans), investment advisors, broker dealers and charitable organizations. | Investment Managers | Chief Investment Officer Founder | |
The Ohio State University
![]() The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
Pacific Financial Group, Inc.
![]() Pacific Financial Group, Inc. Investment ManagersFinance Pacific Financial Group, Inc., do-business-as The Pacific Financial Group, Inc. (TPFG), is a SEC-registered investment advisor headquartered in Bellevue, Washington. The firm was founded in 1984 by James McClendon and is solely owned by The Pacific Holdings Group LLC. TPFG provides advisory services to individuals, which includes retirement plan participants and owners of individual retirement accounts, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal Chief Investment Officer | |
Meeder Asset Management, Inc.
![]() Meeder Asset Management, Inc. Investment ManagersFinance Meeder Asset Management, Inc. (MAM) is a SEC-registered investment adviser headquartered in Dublin, Ohio. The firm was founded by Robert Meeder in 1974 and is a subsidiary of Meeder Investment Management, Inc. MAM provides a wide variety of investment management services to individuals, families, businesses and institutions. | Investment Managers | Chief Investment Officer Corporate Officer/Principal | |
Jeffrey Slocum & Associates, Inc.
![]() Jeffrey Slocum & Associates, Inc. Investment ManagersFinance Jeffrey Slocum & Associates, Inc. operates as a investment research and advisory firm. It focuses on global fixed income, global equities, alternative investments, and direct hedge fund strategies. The firm offers strategic integration of investments with an institution’s overall mission, objectives, and operations, investment policy development, asset allocation modeling, incorporating liabilities, spending, and liquidity considerations, risk budgeting, liability driven investment, investment manager selection, performance measurement and attribution analysis, investment policy compliance monitoring, transition management, fee negotiations and benchmarking, other service provider searches, education of clients staffs, committees, and other constituencies. The company was founded by Jeffrey Charles Slocum in 1986 and is headquartered in Minneapolis, MN. | Investment Managers | Corporate Officer/Principal | |
University of California, Irvine | College/University | Undergraduate Degree | |
Kayne Anderson Rudnick Investment Management LLC
![]() Kayne Anderson Rudnick Investment Management LLC Investment ManagersFinance Kayne Anderson Rudnick Investment Management LLC (KAR) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded by Richard Kayne, John Anderson and Allan Rudnick in 1984. They are a direct subsidiary of Virtus Partners, Inc., ultimately held by Virtus Investment Partners, Inc. (NASDAQ: VRTS). KAR provides investment management and wealth advisory solutions to institutional, broker-dealer and high-net-worth clients. | Investment Managers | Corporate Officer/Principal | |
Ares Management LLC
![]() Ares Management LLC Investment ManagersFinance Ares Management LLC is a SEC-registered investment advisor and global alternative investment manager headquartered in Los Angeles, California. The firm was founded in 1997 by Merritt Hooper, John Kissick and Antony Ressler. They are a subsidiary of Ares Management Holdings LP and their ultimate parent is Ares Management Corp. (NYSE: ARES). Ares Management provides investment advice to various pooled investment vehicles, other separately managed accounts and other institutional clients. | Investment Managers | Corporate Officer/Principal | |
Wilshire Private Markets Group
![]() Wilshire Private Markets Group Investment ManagersFinance Wilshire Private Markets Group (WPMG) is a subsidiary of Wilshire Associates, Inc. The firm was founded in 1984 and headquartered in California. | Investment Managers | Chief Investment Officer | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
University of Pittsburgh | College/University | Undergraduate Degree | |
Wilshire Advisors LLC
![]() Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Investment Managers | Chief Investment Officer | |
Seattle University | College/University | Undergraduate Degree | |
Meeder Advisory Services, Inc.
![]() Meeder Advisory Services, Inc. Investment ManagersFinance Meeder Advisory Services, Inc. (MAS) is a SEC-registered investment advisor headquartered in Dublin, Ohio. The firm is a wholly owned subsidiary of Meeder Investment Management, Inc. MAS offers investment advisory services to financial intermediaries, investment advisers, retirement plans and retirement participants. | Investment Managers | Corporate Officer/Principal | |
National Advisory Group
![]() National Advisory Group Investment ManagersFinance Part of Informa Media, Inc., National Advisory Group offers investment, advisory, and asset management services. The company is based in Dresher, PA. National Advisory Group was acquired by Informa Media, Inc. on July 12, 2000. | Investment Managers | President | |
California State University-Fullerton | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 18 |
Sectoraal
Finance | 12 |
Consumer Services | 7 |
Operationeel
Portfolio Manager-Equities | 9 |
Chief Investment Officer | 7 |
Undergraduate Degree | 7 |
Corporate Officer/Principal | 7 |
President | 3 |
Sterkste connecties
Insiders | |
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Robert Dean Baker | 7 |
Josh Emanuel | 5 |
Philip Allan Voelker | 4 |
Joseph Lu | 4 |
Megan Meade | 3 |
Jennifer Enstad | 3 |
Nick Scalzo | 2 |
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