![Jonathan Duggan](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Jonathan Duggan
Oprichter bij Touchstone Retirement Group LLC
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Vincent Zelenko | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 19 jaar |
Mark Mahoney | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 16 jaar |
Stephen Spinelli | M | 69 |
Babson College
| 31 jaar |
Joe Zdarsky | M | - |
Touchstone Retirement Group LLC
![]() Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan. | - |
Ken Neward | M | - |
Touchstone Retirement Group LLC
![]() Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan. | - |
Paul Duggan | M | - |
Touchstone Retirement Group LLC
![]() Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan. | - |
Chip Sterling | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 12 jaar |
John Stone | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 16 jaar |
Niall Denis Devitt | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 18 jaar |
Barry John Golden | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 21 jaar |
Larry Rakers | M | 61 |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 10 jaar |
Gopalakrishnan Anantanatarajan | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | - |
Maciej Sawicki | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 3 jaar |
Antonio Martinez | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 17 jaar |
Scott Kuldell | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 37 jaar |
Chris Heavey | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | - |
Andrew Dierdorf | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 20 jaar |
Brett Sumsion | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 10 jaar |
Wilfred Chilangwa | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 27 jaar |
Michael Caplan | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 13 jaar |
Robert MacDonald | M | 69 |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 39 jaar |
Candi Chapman | F | - |
Touchstone Retirement Group LLC
![]() Touchstone Retirement Group LLC Investment ManagersFinance Touchstone Retirement Group LLC is a retirement solutions company based in Amherst, NY. The private company offers open-architecture recordkeeping, personalized service, and fee transparency to plan sponsors. The company provides thousands of mutual funds, ETFs, collectives, boutique managed portfolios, and advisor-managed models. The team is made up of industry veterans and young innovators who work closely with advisors and employers to find plans that make the most sense for their clients. The company has received positive testimonials from clients who appreciate their excellent advice, guidance, and customer service. The company was founded by Ken Neward, Joe Zdarsky, Jonathan Duggan, and Paul Duggan. | - |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Paul Thomas Quistberg | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 6 jaar |
Timothy E. Smith | M | - |
Babson College
| 11 jaar |
Jim Cracraft | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 15 jaar |
Adam Robert Jacobs | M | - |
Babson College
| 4 jaar |
Jake Filoon | M | - |
Babson College
| 2 jaar |
Gregory H. Pappas | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 22 jaar |
Gerry Benson | M | - |
Babson College
| 4 jaar |
Gary Paul Susel | M | - |
Babson College
| 4 jaar |
Everett Dowling | M | - |
Babson College
| 14 jaar |
Jeff B. Saef | M | - |
Babson College
| 5 jaar |
Maria Elena Costanza Cappello | F | 55 |
Babson College
| 1 jaar |
John McCabe | M | 55 |
Babson College
| 4 jaar |
Michael Cotoia | M | 52 |
Babson College
| 4 jaar |
Geoffrey Molson | M | 53 |
Babson College
| 2 jaar |
Robert G. Russell | M | - |
Babson College
| 4 jaar |
Mark D. Cordes | M | - |
Babson College
| 4 jaar |
Julia Guilbeault | F | - |
Babson College
| 2 jaar |
Grant J. Guilbeault | M | - |
Babson College
| 2 jaar |
Patrick W. Donohue | M | - |
Babson College
| 4 jaar |
Howard Field | M | - |
Babson College
| 4 jaar |
Mohammed Al-Amin Ismail Lutfi Mansour | M | - |
Babson College
| 4 jaar |
Wang Tony Yeung | M | 50 |
Babson College
| 4 jaar |
Emilian Belev | M | - |
Sawyer Business School
| 3 jaar |
Bill Hayes | M | - |
Sawyer Business School
| 2 jaar |
John Reale | M | - |
Babson College
| 4 jaar |
Danah Al-Husaini | F | - |
Babson College
| 4 jaar |
John Ritacco | M | 53 |
Babson College
| 4 jaar |
Thuy Dropsey | F | - |
Sawyer Business School
| 4 jaar |
Patti Warnetski | F | - |
Babson College
| 4 jaar |
Daniel Borges | M | - |
Babson College
| 4 jaar |
Chris W. Adair | M | - |
Babson College
| 4 jaar |
John Ellsworth | M | - |
Babson College
| 2 jaar |
Leonard Jay Weinstein | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | 20 jaar |
Jonathan Farrington Weed | M | - |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | - |
Brian P. Kennedy | M | - |
Babson College
| 1 jaar |
Charlie McCarthy | M | - |
Babson College
| 3 jaar |
Toni Clayton-Hine | F | - |
Babson College
| 4 jaar |
Jeff Fettes | M | - |
Babson College
| 4 jaar |
Stig Filip George Engelbert | M | 55 |
Babson College
| 3 jaar |
Manoj Narender Madnani | M | 53 |
Babson College
| 4 jaar |
Brian J. Ginna | M | 55 |
Babson College
| 4 jaar |
Lloyd Kurtz | M | - |
Babson College
| 2 jaar |
Matt Hudson | M | - |
Babson College
| 4 jaar |
Chris Sunderland | M | - |
Babson College
| 2 jaar |
Jeffrey Yale Rubin | M | - |
Babson College
| 4 jaar |
Jim Polk | M | - |
Babson College
| 2 jaar |
Stephen A. Balter | M | - |
Babson College
| 2 jaar |
Tim B. Murphy | M | 59 |
Babson College
| 4 jaar |
Ron O'Hanley | M | 67 |
Strategic Advisers LLC
![]() Strategic Advisers LLC Investment ManagersFinance Strategic Advisers LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1977 and is a wholly-owned subsidiary of Fidelity Advisory Holdings LLC, which in turn is wholly owned by FMR LLC. Strategic Advisers provides discretionary portfolio management services to retail and institutional clients and non-discretionary advisory services and develops and maintains asset allocation and model portfolios for use by its affiliates. | - |
Kevin Richardson | M | 54 |
Babson College
| 4 jaar |
Sean Moran | M | 66 |
Babson College
| 2 jaar |
Mike Feehily | M | - |
Babson College
| 4 jaar |
Michael Fung | M | - |
Babson College
| 4 jaar |
Jamie A. Donadio | M | 48 |
Babson College
| 4 jaar |
Hoo Ong Seng | M | 47 |
Babson College
| 4 jaar |
Feng Bai | M | 54 |
Babson College
| 4 jaar |
Douglas Paul Lewin | M | 54 |
Babson College
| 4 jaar |
Scott Edward Madden | M | - |
Babson College
| 4 jaar |
Chris Titus | M | - |
Babson College
| 4 jaar |
Karl A. Schneider | M | - |
Babson College
| 4 jaar |
Scott D. Brabant | M | - |
Babson College
| 4 jaar |
Charles E. McCarthy | M | 55 |
Babson College
| 3 jaar |
Robert Zlatko Kuftinec | M | - |
Babson College
| 4 jaar |
Stephen Kramer | M | 53 |
Babson College
| 4 jaar |
Kevin Timothy Grimes | M | - |
Babson College
| 4 jaar |
David Morris | M | - |
Babson College
| 4 jaar |
Adam J. Collins | M | - |
Babson College
| 4 jaar |
Pennock J. Yeatman | M | - |
Babson College
| 4 jaar |
Scott Peters | M | - |
Babson College
| 4 jaar |
Thomas Lapointe | M | - |
Babson College
| 4 jaar |
George Aggouras | M | - |
Babson College
| 4 jaar |
Will H. Kelly | M | - |
Babson College
| 2 jaar |
John W. Donovan | M | - |
Babson College
| 4 jaar |
David Byron Smith | M | - |
Sawyer Business School
| 6 jaar |
Robert A. Lee | M | - |
Babson College
| 4 jaar |
Bill Robert Fearnley | M | - |
Babson College
| 2 jaar |
Al L. Wiegman | M | - |
Babson College
| 2 jaar |
Brian Dowd | M | - |
Babson College
| 4 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 100 | 100.00% |
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