Justin Dale Burt
Portefeuillebeheerder-Aandelen bij Relevant Wealth Advisors LLC
Oorsprong van het eerstegraads netwerk van Justin Dale Burt
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts.
43
| Subsidiary | Investment Managers | 43 |
Utah State University
29
| College/University | Other Consumer Services | 29 |
Relevant Wealth Advisors LLC
 Relevant Wealth Advisors LLC Investment ManagersFinance Relevant Wealth Advisors LLC (Relevant Wealth) is an independent SEC-registered investment advisor headquartered in Mill Valley, California. The firm was founded in 1962 as Collins & Co., LLC. Relevant Wealth provides portfolio management and wealth management services directly to individuals and institutional clients. The firm is also the sponsor and portfolio manager of a wrap-fee program in which most of their advisory clients are invested.
6
| Private Company | Investment Managers | 6 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Justin Dale Burt via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
Massachusetts Financial Services Co.
 Massachusetts Financial Services Co. Investment ManagersFinance Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI). | Investment Managers | Analyst-Equity Chairman | |
Metropolitan Life Insurance Co.
 Metropolitan Life Insurance Co. Multi-Line InsuranceFinance Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY. | Multi-Line Insurance | Corporate Officer/Principal | |
Voya Investment Management LLC
 Voya Investment Management LLC Investment ManagersFinance Voya Investment Management LLC (Voya IM) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1997 and formerly known as ING Investment Management LLC. They are a wholly owned subsidiary of VIM Holdings LLC, which is ultimately owned by Voya Financial, Inc. (NYSE: VOYA), formerly known as ING U.S. Inc. Voya IM primarily provides portfolio management services to affiliated and unaffiliated insurance companies utilizing a variety of investment styles. The firm also advises other insurance-related entities (e.g., reinsurance companies) as well as various types of institutional investors, such as pension plans, with respect to certain investment strategies. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Fixed Income | |
D. E. Shaw & Co. LP
 D. E. Shaw & Co. LP Investment ManagersFinance D. E. Shaw & Co. LP (DESCO) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1992 by David Elliot Shaw. DESCO serves as the managing member, manager and/or investment advisor of certain entities in the D. E. Shaw Group and provides investment advice to several affiliated hedge funds and other entities. The investor base of the funds includes institutional investors and other highly sophisticated, high-net worth participants. | Investment Managers | Corporate Officer/Principal | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Chief Investment Officer Analyst-Fixed Income Portfolio Manager-Fixed Income | |
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. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| CIBC Oppenheimer Advisers LLC | Corporate Officer/Principal | ||
Mathes Co., Inc.
 Mathes Co., Inc. Investment ManagersFinance Founded Sorrell Mathes in 1997, Mathes & Co., Inc. is a registered investment advisor located in New York City. The firm manages discretionary portfolios for U.S. and foreign individuals and institutions, including taxable and non-taxable accounts. | Investment Managers | Chief Executive Officer | |
| BETTER CHOICE COMPANY INC. | Specialty Stores | Sales & Marketing | |
| SUPERIOR DRILLING PRODUCTS, INC. | Oilfield Services/Equipment | Human Resources Officer | |
| Brown University | College/University | Undergraduate Degree Doctorate Degree Doctorate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Masters Business Admin Undergraduate Degree | |
Duke University
 Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin Corporate Officer/Principal Masters Business Admin | |
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 | Masters Business Admin Undergraduate Degree Corporate Officer/Principal | |
National Financial Services Corp.
 National Financial Services Corp. Investment Banks/BrokersFinance Part of FMR LLC, National Financial Services Corp. is a security broker. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Strike Technologies LLC
 Strike Technologies LLC Data Processing ServicesTechnology Services Part of Sungard Availability Services Capital, Inc., Strike Technologies LLC operates an electronic communications network (ECN) for equity trading. The company is based in New York, NY. Strike Technologies was acquired by BRASS Utility LLC on February 10, 2000. | Data Processing Services | Director of Finance/CFO | |
| BOWMAN CONSULTING GROUP LTD. | Engineering & Construction | Corporate Officer/Principal | |
| University of Utah | College/University | Masters Business Admin Graduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Massachusetts Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
| City University of New York | College/University | Undergraduate Degree | |
| Syracuse University | College/University | Graduate Degree Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin Graduate Degree | |
| Kenyon College | College/University | Undergraduate Degree | |
| Yale University | College/University | Graduate Degree Graduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree Graduate Degree | |
| University of Massachusetts | College/University | Doctorate Degree Undergraduate Degree | |
| University of Phoenix | College/University | Masters Business Admin | |
| University of Mumbai | College/University | Undergraduate Degree Undergraduate Degree | |
John W. Henry & Co., Inc.
 John W. Henry & Co., Inc. Investment ManagersFinance John W. Henry & Co., Inc. provides asset management and investment advice services. The firm manages assets for retail, institutional and private investors in the Americas, Europe and Asia. The company was founded in 1982 by John William Henry and is headquartered in Boca Raton, FL. | Investment Managers | President | |
| Georgetown University | College/University | Undergraduate Degree Undergraduate Degree | |
| Claremont Graduate University | College/University | Masters Business Admin | |
The American Society of Civil Engineers
 The American Society of Civil Engineers Miscellaneous Commercial ServicesCommercial Services The American Society of Civil Engineers, founded in 1852, is the oldest national engineering society in America. The non-profit company is based in Reston, VA and has subsidiaries in the United States. With over 150,000 members worldwide, the organization advocates for sustainable and resilient practices to maintain and modernize the nation's infrastructure. The company also works to increase investment in infrastructure and improve engineering knowledge and competency. The society's Civil Engineering Landmark Program recognizes historically significant civil engineering projects, structures, and sites. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FIAM LLC
 FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
| Kansai University | College/University | Undergraduate Degree | |
Child Enterprises, Inc.
 Child Enterprises, Inc. Engineering & ConstructionIndustrial Services Child Enterprises, Inc. offers masonry contracting services. It specializes in different types of masonry work including commercial brick, block, terra cotta, and stone. The firm also offers masonry patching, mortar repointing, and crack repair. The company was founded Richard J. Child in 1974 and is headquartered in Springville, UT. | Engineering & Construction | Corporate Officer/Principal Corporate Officer/Principal | |
Body Firm Aerobics LLC
 Body Firm Aerobics LLC Other Consumer ServicesConsumer Services Body Firm Aerobics, Inc. offers premium amenities and boutique-style classes for an affordable price. The private company is based in Orem, UT and has subsidiaries in the United States. The company helps people achieve their fitness goals and become the best version of themselves they can be. The company offers three different membership options to fit various budgets and fitness needs, and have created several gym membership packages to suit their customers' needs. Additionally, over 60% of employees say wellness benefits significantly increase job satisfaction, and the company offers corporate gym membership plans to help businesses maintain a healthy lifestyle for their employees. The CEO of the company is Rich Nelsen. | Other Consumer Services | Chief Operating Officer | |
| Bryant University | College/University | Undergraduate Degree | |
| Wiworks, Inc. | Corporate Officer/Principal | ||
Oaktree Capital Management LP
 Oaktree Capital Management LP Investment ManagersFinance Oaktree Capital Management LP (Oaktree) is a SEC-registered investment advisor and hedge fund manager headquartered in Los Angeles, California. The firm was founded by Howard Marks, Bruce Karsh, and Sheldon Stone in 1995 as an LLC and was reorganized as an LP in 2007. They are a subsidiary of Oaktree Capital Management GP LLC, ultimately held by Brookfield Corp. (NYSE, TSX: BN) in Canada. Oaktree provides advisory services to clients with separately managed accounts and to private limited partnerships and other pooled investment vehicles for which either Oaktree or an affiliate acts as general partner and/or investment manager. The firm is a socially responsible investor and a signatory to the United Nations Principles for Responsible Investment (UNPRI). | Investment Managers | Portfolio Manager-Equities | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Consultant / Advisor | |
Vasa Fitness LLC
 Vasa Fitness LLC Other Consumer ServicesConsumer Services Vasa Fitness LLC owns and operates health clubs. It provides personal training, child-care, group exercise classes, cardio cinemas, swimming pools, basketball, racquetball and tanning services. The company was founded by Scott Felsted in 1996 and is headquartered in Orem, UT. | Other Consumer Services | Chief Operating Officer | |
| Hope & Comfort Inc | Founder Director/Board Member |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| India | 2 |
| Japan | 2 |
Sectoraal
| Consumer Services | 26 |
| Finance | 15 |
| Industrial Services | 5 |
| Retail Trade | 2 |
| Distribution Services | 2 |
Operationeel
| Corporate Officer/Principal | 91 |
| Undergraduate Degree | 73 |
| Director/Board Member | 58 |
| Portfolio Manager-Equities | 55 |
| Masters Business Admin | 33 |
Sterkste connecties
| Insiders | |
|---|---|
| Robert Charles Pozen | 39 |
| Jason Bruce Keller | 12 |
| Arthur S. Loring | 11 |
| Chuck Lloyd McKenzie | 10 |
| Sudhakaran Ram | 10 |
| Dave Finnegan | 9 |
| Yolanda Taylor | 9 |
| Mark S. Rzepczynski | 9 |
| José Blanco | 9 |
| Brian B. Hogan | 8 |
| Jonathan Starr | 7 |
| Rich Cheever | 7 |
| Ryan Hemingway | 7 |
| Wade C. Peterson | 7 |
| Karl Israelsen | 7 |
- Beurs
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