Kevin Charles Kosgard
Portefeuillebeheerder-Aandelen bij Wealthspire Advisors LLC
Momenteel actieve connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Mike LaMena | M | - |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 4 jaar |
| Michael Moriarty | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 7 jaar |
| Bill Schwartz | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 jaar |
| Howard Vaughn Sontag | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 29 jaar |
| Eric Matthew Sontag | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 15 jaar |
| Dmitriy Katsnelson | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 jaar |
| Michael Price | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 15 jaar |
| Donna Levy-Leroy | F | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 24 jaar |
| Jay Michael Weinstein | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities.
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 9 jaar |
| Michael Nicholas Delgass | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 19 jaar |
| Michael A. Pfaller | M | 73 |
University of Iowa
| 41 jaar |
| Zachary Hunter Gering | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 12 jaar |
| Craig Michael Fasano | M | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 21 jaar |
| Christine Brueschke | F | - |
Wealthspire Advisors LLC
Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | 1 jaar |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
| Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
|---|---|---|---|---|
| Michael M. Donahey | M | - |
University of Iowa
| 7 jaar |
| Robert Alvin Cron | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 3 jaar |
| Nate Green | M | - |
University of Iowa
| 3 jaar |
| Ron A. Mendel | M | - |
University of Iowa
| 6 jaar |
| Richard Varn | M | - |
University of Iowa
| 8 jaar |
| Scott Bennett | M | 60 |
University of Iowa
| 6 jaar |
| Mark P. Denkinger | M | 58 |
University of Iowa
| 5 jaar |
| Il-Ki Lee | M | 68 |
University of Iowa
| 5 jaar |
| Wee Chong Chong | M | - |
University of Iowa
| 5 jaar |
| Doug Kintzinger | M | 63 |
University of Iowa
| 3 jaar |
| Jim Ross | M | 61 |
University of Iowa
| 6 jaar |
| Cathy A. Trower | M | - |
University of Iowa
| 7 jaar |
| J. A. Andreasen | M | - |
University of Iowa
| 4 jaar |
| Min Nyet Kwan | F | 55 |
University of Iowa
| 4 jaar |
| Byron Keith Crowe | M | - |
University of Iowa
| 3 jaar |
| Timothy J. Wessel | M | 60 |
University of Iowa
| 4 jaar |
| Christine Joann Jantz | F | 67 |
University of Iowa
| 2 jaar |
| Paul Eddy | M | - |
University of Iowa
| 4 jaar |
| Theresa Ann Harezlak | F | - |
University of Iowa
| 4 jaar |
| Todd Carter | M | - |
University of Iowa
| 4 jaar |
| William R. Gillespie | M | - |
University of Iowa
| 3 jaar |
| Thomas P. Kapfer | M | - |
University of Iowa
| 4 jaar |
| Pam Gracyalny | F | - |
University of Iowa
| 4 jaar |
| Mike McCullough | M | - |
University of Iowa
| 4 jaar |
| Ping Liong Cheng | M | 60 |
University of Iowa
| 4 jaar |
| Mary D. Pitcher | F | 61 |
University of Iowa
| 4 jaar |
| John C. Brueckner | M | - |
University of Iowa
| 4 jaar |
| Charlie Maxwell | M | - |
University of Iowa
| 4 jaar |
| Chris Kappas | M | - |
University of Iowa
| 4 jaar |
| Kok Poh Low | M | 63 |
University of Iowa
| 4 jaar |
| Jody Howard | F | - |
University of Iowa
| 4 jaar |
| Greg Brown | M | - |
University of Iowa
| 3 jaar |
| James Rogers III | M | 57 |
University of Iowa
| 4 jaar |
| John Krohn | M | 65 |
University of Iowa
| 4 jaar |
| Ursula Gather | M | 71 |
University of Iowa
| 1 jaar |
| Sudjarwadi | M | 77 |
University of Iowa
| 3 jaar |
| Eric T. Hillerbrand | M | - |
University of Iowa
| 3 jaar |
| John Hayes | M | 64 |
University of Iowa
| 4 jaar |
| David C. Larson | M | - |
University of Iowa
| 2 jaar |
| Hyun-Cheol Choi | M | 68 |
University of Iowa
| 3 jaar |
| Kent Allen Kramer | M | 63 |
University of Iowa
| 4 jaar |
| Wee Chong Chong | M | 62 |
University of Iowa
| 4 jaar |
| Denise Hertle | F | - |
University of Iowa
| 4 jaar |
| Du Shieng Chien | M | - |
University of Iowa
| 3 jaar |
| James J. Heying | M | - |
University of Iowa
| 2 jaar |
| Vaughn Michael Klopfenstein | M | 62 |
University of Iowa
| 3 jaar |
| David Schulte | M | 63 |
University of Iowa
| 3 jaar |
| Joseph Henry Ceryanec | M | 63 |
University of Iowa
| 4 jaar |
| Paul Benne | M | - |
University of Iowa
| 6 jaar |
| Jeffrey J. Bata | M | 57 |
University of Iowa
| 4 jaar |
| Steven L. Rist | M | - |
University of Iowa
| 4 jaar |
| Scott William Vogg | M | - |
University of Iowa
| 4 jaar |
| John G. Duguid | M | - |
University of Iowa
| 6 jaar |
| Stephen Craig Rogers | M | 58 |
University of Iowa
| 4 jaar |
| Doug Muenzenmay | M | - |
University of Iowa
| 5 jaar |
| Mark A. Bounds | M | - |
University of Iowa
| 4 jaar |
| Jeffrey Lorenzen | M | - |
University of Iowa
| 4 jaar |
| Julia Lawler | F | 64 |
University of Iowa
| 4 jaar |
| Kevin Holt | M | 57 |
University of Iowa
| 4 jaar |
| Daryl K. Granner | M | 87 |
University of Iowa
| 14 jaar |
| Robert Arzbaecher | M | 64 |
University of Iowa
| 4 jaar |
| George G. Daly | M | 83 |
University of Iowa
| 10 jaar |
| Robert R. Gayman | M | 63 |
University of Iowa
| 4 jaar |
| Lee Scott Sommers | M | 66 |
University of Iowa
| 4 jaar |
| Scott Reifert | M | - |
University of Iowa
| 4 jaar |
| Thomas Mahoney | M | - |
University of Iowa
| 4 jaar |
| Mark McManigal | M | 64 |
University of Iowa
| 2 jaar |
| Jean Cawley | F | - |
University of Iowa
| 4 jaar |
| John Baird | M | - |
University of Iowa
| 4 jaar |
| Bart Showalter | M | - |
University of Iowa
| 4 jaar |
| Mike G. Kobs | M | - |
University of Iowa
| 4 jaar |
| Jin Nget Kwan | F | 57 |
University of Iowa
| 4 jaar |
| Tricia A. Marks | F | - |
University of Iowa
| 4 jaar |
| Jim Otterbeck | M | - |
University of Iowa
| 4 jaar |
| George Rupert Anson | M | 63 |
University of Iowa
| 4 jaar |
| Curt Jay Thompson | M | - |
University of Iowa
| 5 jaar |
| Marianne van Meter | F | - |
University of Iowa
| 4 jaar |
| Mike T. Keough | M | - |
University of Iowa
| 4 jaar |
| Scott Allen Bayliss | M | - |
University of Iowa
| 4 jaar |
| Thomas Edwin Siering | M | 64 |
University of Iowa
| 4 jaar |
| Neal Simon | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 4 jaar |
| Ross J. Christianson | M | - |
University of Iowa
| 4 jaar |
| Ronald D. Dickel | M | - |
University of Iowa
| 4 jaar |
| John S. Sima | M | - |
University of Iowa
| 4 jaar |
| William Gillespie | M | - |
University of Iowa
| 3 jaar |
| Steve Rourke | M | - |
University of Iowa
| 3 jaar |
Statistieken
| Land | Connecties | % van het totaal |
|---|---|---|
| Verenigde Staten | 100 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
- Beurs
- Insiders
- Kevin Charles Kosgard
- Persoonlijk netwerk
