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Jen Flaherty
Portefeuillebeheerder-Aandelen bij Liberty Wealth Advisors LLC
Oorsprong van het eerstegraads netwerk van Jen Flaherty
Entiteit | Type entiteit | Industrie | |
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Liberty Wealth Advisors LLC
![]() Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses.
8
| Subsidiary | Investment Managers | 8 |
Prime Capital Investment Advisors LLC
![]() Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals.
6
| Holding Company | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Jen Flaherty via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
Thompson, Siegel & Walmsley LLC
![]() Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Corporate Officer/Principal | |
Women Presidents' Organization
![]() Women Presidents' Organization Miscellaneous Commercial ServicesCommercial Services Women Presidents' Organization is a global organization that was founded in 1997 by Dr. Marsha Firestone. The non-profit company is based in New York, NY, and the CEO of the company is Camille Burns. The organization brings together women business leaders worldwide to share insights, support, and encourage each other in their professional development and business strategies. Each WPO chapter serves as a professionally-facilitated peer advisory group for members where they can harness the momentum of their successes and cultivate new strategies that will take them even further. WPO members have guided their business to generate at least $2 million USD in gross annual sales (or $1 million USD for a service-based business). | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BillFloat, Inc.
![]() BillFloat, Inc. Finance/Rental/LeasingFinance BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
The American National Red Cross
![]() The American National Red Cross Medical/Nursing ServicesHealth Services The American National Red Cross provides blood collections and disaster relief services. The firm provides neutral humanitarian care to the victims of war, emergency assistance, disaster relief and education. It offers compensate services such as support and comfort for military members and their families, the collection, processing and distribution of blood products, educational programs that promote health and safety, and international relief and development programs. The company was founded by Clarissa Harlowe Barton in 1881 and is headquartered in Washington, DC. | Medical/Nursing Services | Director/Board Member | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
Neuberger Berman BD LLC
![]() Neuberger Berman BD LLC Investment ManagersFinance Neuberger Berman BD LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. It is directly owned by Neuberger Berman Investment Advisers LLC, which is an indirect, wholly-owned subsidiary of Neuberger Berman Group LLC, which is owned by NBSH Acquisition LLC. The firm traces their origin back to the 1939 founding of Neuberger & Berman, its predecessor firm. In 1950, Neuberger Berman became one of the first firms to offer a no-load mutual fund to individual investors. Neuberger Berman BD manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. | Investment Managers | Analyst-Equity | |
Liberty Partners
![]() Liberty Partners Investment ManagersFinance Liberty Partners (Liberty Partners) is a private equity firm founded in 1992 by Peter E Bennett. The firm headquartered in the New York. | Investment Managers | Founder | |
Boston University | College/University | Masters Business Admin | |
Lockton Cos. LLC
![]() Lockton Cos. LLC Insurance Brokers/ServicesFinance Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO. | Insurance Brokers/Services | Chief Executive Officer | |
Service America Group, Inc.
![]() Service America Group, Inc. RestaurantsConsumer Services Service America Group, Inc. provides dinning, vending and office refreshment services. The company was founded in 1996 and it is headquartered in Scottsdale, AZ. | Restaurants | Chairman | |
Park Avenue Equity Partners
![]() Park Avenue Equity Partners Investment ManagersFinance Park Avenue Equity Partners (Park Avenue Equity Partners) is a private equity firm founded in 1999 by William E. Mayer and James Douglas Holladay. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
University of Rhode Island | College/University | Undergraduate Degree | |
GCA Services Group, Inc.
![]() GCA Services Group, Inc. Miscellaneous Commercial ServicesCommercial Services GCA Services Group, Inc. provides facility support services. Its services include janitorial and custodial services, contamination control for cleanroom manufacturing, facilities maintenance and operations, grounds management, in-sourced production staffing and labor management, diversified staffing, support and recycling programs. The company was founded by Graeme A. Crothall and Robert E. Drury in 2003 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Director/Board Member | |
Central Michigan University | College/University | Undergraduate Degree | |
Eastern Michigan University | College/University | Undergraduate Degree | |
Furman University | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin | |
University of Connecticut | College/University | Undergraduate Degree | |
University of Michigan | College/University | Masters Business Admin | |
University of Richmond | College/University | Undergraduate Degree | |
Walsh College | College/University | Undergraduate Degree | |
Impact Products LLC
![]() Impact Products LLC Household/Personal CareConsumer Non-Durables Impact Products LLC engages in the manufacture of supplies and accessories to the cleaning industry. Its products are classified into cleaning, floorcare, food service, safety, washroom, and utility. The company was founded by James R. Findlay in 1963 and is headquartered in Toledo, OH. | Household/Personal Care | Director/Board Member | |
Windward Petroleum, Inc.
![]() Windward Petroleum, Inc. Industrial SpecialtiesProcess Industries Windward Petroleum, Inc. distributes lubricant and ancillary products. It offers full service oil analysis program, eTank, and Navi-Guard. The company was founded by Michael C. Spoor in 1998 and is headquartered in Manchester, NH. | Industrial Specialties | Director/Board Member | |
Lockton International Holdings Ltd.
![]() Lockton International Holdings Ltd. Insurance Brokers/ServicesFinance Lockton International Holdings Ltd. provides insurance brokerage services. It offers tenant contents, cover holders professional indemnity, captive, risk and insurance program management, consulting, and alternative risk finance services. The company was founded on August 16, 2006 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Director/Board Member | |
H&R Block Tax & Business Services, Inc. | Corporate Officer/Principal | ||
Child & Family Service
![]() Child & Family Service Services to the Health IndustryHealth Services Child & Family Service is a Hawaii-born, impact-driven, community-based organization founded in 1899. The non-profit company is based in Ewa Beach, HI and has subsidiaries in the United States. Child & Family Service offers statewide support, counseling, and therapeutic programs to strengthen families and foster the healthy development of children. The company's programs help individuals and families heal from trauma, prevent abuse and neglect, and break the cycle of generational poverty. The company offers over 45 programs statewide and has touched the lives of over 75,000 people in FY2022. The company also offers charitable gift planning, volunteer opportunities, and events to support their mission. | Services to the Health Industry | Corporate Officer/Principal | |
Northwestern Mutual Financial Network
![]() Northwestern Mutual Financial Network Miscellaneous Commercial ServicesCommercial Services Part of The Northwestern Mutual Life Insurance Co., Northwestern Mutual Financial Network is a company that provides financial planning services. The company is based in Louisville, KY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Global Asset Alternatives LLC
![]() Global Asset Alternatives LLC Investment ManagersFinance Global Asset Alternatives, LLC provides investment products and advisory services. It is a provider of investment products and advisory services, offers accredited individual and institutional investors an effective way to take advantage of the benefits of the real estate investment universe. The company was founded by Dennis E. Pemberton, Jr. in 2001 and is headquartered in Atlanta, GA. | Investment Managers | Director/Board Member | |
rentbits.com, Inc.
![]() rentbits.com, Inc. Packaged SoftwareTechnology Services rentbits.com, Inc. provides rental search engine platform. The firm offers marketing, tracking‚ reputation management, and resident retention tools. The company was founded in 2008 and is headquartered in Denver, CO. | Packaged Software | Chairman Director/Board Member | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
Liberty Capital Partners, Inc. (Rhode Island)
![]() Liberty Capital Partners, Inc. (Rhode Island) Investment ManagersFinance Liberty Capital Partners, Inc. (Rhode Island) (Liberty Capital Partners) is a private equity and venture capital firm founded in 1994 by James S. Gladney. The firm is headquartered in Naples, Florida. | Investment Managers | Founder Sales & Marketing | |
Spada Media LLC
![]() Spada Media LLC Miscellaneous Commercial ServicesCommercial Services Spada Media LLC provides marketing solutions for businesses. It is a full-service, marketing communications firm that ignites an energy and creativity into marketing campaigns and creates innovative brand identities. Its portfolio includes award-winning, multi-media campaigns, brand identity, print design, major publication creation, event marketing, grant writing, social and interactive media, and public relations. The company was founded by Nicole C. Milici in 2010 and is headquartered in Providence, RI. | Miscellaneous Commercial Services | Founder | |
CHHSZ Holdings LLC
![]() CHHSZ Holdings LLC Financial ConglomeratesFinance CHHSZ Holdings LLC provides holding company. The company is headquartered in Overland Park, KS. | Financial Conglomerates | Chief Executive Officer | |
Dash Local LLC
![]() Dash Local LLC Internet Software/ServicesTechnology Services Dash Local LLC is a company founded in 2006 that operates a vertical search engine called dashlocal. The company is based in Wheat Ridge, CO and has subsidiaries in the United States. The company's mission is to help people find what they love by providing a platform to search for vacation rentals, jobs, apartments, and more. | Internet Software/Services | Chairman | |
Lockton, Inc.
![]() Lockton, Inc. Insurance Brokers/ServicesFinance Lockton, Inc. provides insurance brokerage service. The firm offers risk management products, such as aviation, cargo, casualty, contingency, cyber risk, environmental, executive and financial risk, marine, personal accident and travel, personal line, private client, product reputation and recall, professional liability and indemnity, property, reinsurance, supply chain risk, surety, trade credit and political risk, and war and terrorism insurance. The company was founded in 1966 and is headquartered in Kansas City, MO. | Insurance Brokers/Services | Chief Operating Officer | |
The GW School of Business | College/University | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 41 |
Israël | 2 |
Verenigd Koninkrijk | 2 |
Sectoraal
Consumer Services | 17 |
Finance | 15 |
Commercial Services | 5 |
Technology Services | 5 |
Health Services | 3 |
Operationeel
Director/Board Member | 10 |
Undergraduate Degree | 10 |
Corporate Officer/Principal | 9 |
Portfolio Manager-Equities | 8 |
Chief Executive Officer | 6 |
Sterkste connecties
Insiders | |
---|---|
Jim Gladney | 15 |
Nicole Milici | 8 |
Rich Meagher | 6 |
Glenn Spencer | 6 |
Laura S. Armstrong | 5 |
Scott James Duba | 4 |
Camille Svitek | 4 |
Don Bennyhoff | 3 |
Tony Watson | 3 |
Sterling Herrmann | 3 |
Will Steih | 1 |
John Bergmann | 1 |
- Beurs
- Insiders
- Jen Flaherty
- Bedrijfsconnecties