Oorsprong van het eerstegraads netwerk van Joseph P. Tuorto
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
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| Subsidiary | Investment Managers | 48 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Joseph P. Tuorto via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
UVEST Financial Services Group, Inc.
 UVEST Financial Services Group, Inc. Finance/Rental/LeasingFinance UVEST Financial Services Group, Inc. provides third party brokerage services. It offers investment and insurance programs to regional banks and credit unions. The company was founded on June 19, 1978 and is headquartered in Fort Mill, SC. | Finance/Rental/Leasing | President Director of Finance/CFO | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Credit Agricole Securities (USA), Inc.
 Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Corporate Officer/Principal | |
Lincoln Financial Advisors Corp.
 Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Commonwealth Equity Services LLC
 Commonwealth Equity Services LLC Investment ManagersFinance Commonwealth Equity Services LLC, dba Commonwealth Financial Network (Commonwealth), is a SEC-registered investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Joseph (Joe) S. Deitch in 1979 as The Cambridge Group. They are a wholly-owned subsidiary of 1979 Holding Co. LLC, an indirect and wholly-owned subsidiary of Gratitude Holdings, Inc. Commonwealth provides advisory services to individuals and high net-worth individuals, corporations or other businesses, pension and profit-sharing plans (other than plan participants), state or municipal government entities, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Technology Business Research, Inc.
 Technology Business Research, Inc. Investment ManagersFinance Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis. | Investment Managers | Analyst-Equity | |
John Hancock Investment Management LLC
 John Hancock Investment Management LLC Investment ManagersFinance John Hancock Investment Management LLC (JHIM) is a fund-of-funds manager headquartered in Boston, Massachusetts. The firm was founded in 2002 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately owned by Manulife Financial Corp. (TSX; NYSE: MFC) in Canada. JHIM provides discretionary investment advisory services as a “manager of managers” to certain open-end and closed-end registered investment companies, such as exchange-traded funds, in the John Hancock family of funds, that are offered to retail investors and, in the case of certain funds, are included as investments in model portfolios created by JHIM or one of its affiliates. | Investment Managers | Market Strategist | |
AlphaSimplex Group LLC
 AlphaSimplex Group LLC Investment ManagersFinance AlphaSimplex Group LLC (AlphaSimplex) is a SEC-registered investment adviser and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 and became an investment affiliate of Virtus Investment Partners, Inc. (Nasdaq: VRTS) in 2023. AlphaSimplex provides discretionary and non-discretionary services to investment companies, private funds, corporations, state or municipal government entities, and other business entities. | Investment Managers | Portfolio Manager-Equities | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Chief Tech/Sci/R&D Officer Director of Finance/CFO Chief Investment Officer Corporate Officer/Principal Chairman General Counsel Chief Executive Officer Compliance Officer | |
| Brown University | College/University | Undergraduate Degree | |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Emory University | College/University | Undergraduate Degree | |
Stone & McCarthy Research Associates
 Stone & McCarthy Research Associates Commercial Printing/FormsCommercial Services Part of Beat Holdings Ltd., Stone & McCarthy Research Associates provides fixed income and economic research for institutional investors, public policy makers, and research professionals. The company is based in Princeton, NJ. Stone & McCarthy Research Associates was acquired by Beat Holdings Ltd. on July 08, 2004. | Commercial Printing/Forms | Corporate Officer/Principal | |
| Babson College | College/University | Masters Business Admin Masters Business Admin | |
| San Diego State University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Brandeis University | College/University | Undergraduate Degree | |
| Catawba College | College/University | Undergraduate Degree | |
Moneyline Telerate
 Moneyline Telerate Internet Software/ServicesTechnology Services Moneyline Telerate, Inc. provides online market data and transaction services to suppliers and users of capital markets content and liquidity. The firm offers fixed income, money markets, foreign exchange, futures, equities, and news and commentary services. The company was founded in 1998 and is headquartered in New York, NY. | Internet Software/Services | Chief Executive Officer | |
| Elmhurst College | College/University | Undergraduate Degree | |
| Elon University | College/University | Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Masters Business Admin Graduate Degree | |
| Susquehanna University | College/University | Undergraduate Degree | |
| National University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin Undergraduate Degree | |
Morgan Stanley Smith Barney LLC
 Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal Analyst-Equity | |
LPL Holdings, Inc.
 LPL Holdings, Inc. Investment ManagersFinance LPL Holdings, Inc. operates as a holding comany for LPL Financial Services. It provides investment advisory, marketing, administrative, distribution and information systems services to the independent financial advisor network in the United States through its subsidiaries. The company is headquartered in Boston, MA. | Investment Managers | Director/Board Member President | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
| New York University | College/University | Graduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Undergraduate Degree | |
Sentinel Pension Advisors, Inc.
 Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Investment Managers | Analyst-Equity | |
| Villanova University | College/University | Undergraduate Degree | |
| United States Congressional Budget Office | General Government | Corporate Officer/Principal | |
| University of California San Diego | College/University | Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity | |
WEFA, Inc.
 WEFA, Inc. Industrial MachineryProducer Manufacturing WEFA, Inc. is a private company that offers new challenges to its employees. The company is based in Eddystone, PA and was founded by William A. Mundell. The company's description is provided in both English and German, with the German text roughly translating to "looking for a new challenge? your way at wefa." | Industrial Machinery | Economist | |
| University of New Hampshire | College/University | Undergraduate Degree |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Frankrijk | 2 |
Sectoraal
| Finance | 24 |
| Consumer Services | 22 |
| Commercial Services | 3 |
| Technology Services | 2 |
| Government | 2 |
Operationeel
| Corporate Officer/Principal | 79 |
| Undergraduate Degree | 43 |
| Analyst-Equity | 30 |
| Director/Board Member | 22 |
| Chief Executive Officer | 15 |
Sterkste connecties
| Insiders | |
|---|---|
| Chad Perry | 13 |
| Dan Arnold | 12 |
| C. Maher | 11 |
| Derek Jerold Bruton | 10 |
| John J. Canally | 9 |
| Denise M. Abood | 9 |
| Chris F. Feeney | 8 |
| Stephanie Leigh Brown | 8 |
| George White | 8 |
| Clark Edlund | 7 |
| James Putnam | 6 |
| Arthur John Ambarik | 6 |
| Carrie L. Boyko | 6 |
| Steve R. Brown | 6 |
| Derek Schug | 6 |
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- Joseph P. Tuorto
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