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Kimberly Roberts
Compliance Officer bij Winslow Asset Management, Inc.
Oorsprong van het eerstegraads netwerk van Kimberly Roberts
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Winslow Asset Management, Inc.
![]() Winslow Asset Management, Inc. Investment ManagersFinance Winslow Asset Management, Inc. (Winslow) is a registered independent investment advisor and wealth management firm headquartered in Beachwood, Ohio. The firm was founded by Gerald “Gerry” Goldberg in 1992. Winslow provides investment advisory services to institutional and individual clients. Their clients also include Taft-Hartley plans, public funds, corporate profit sharing plans, endowment funds and individuals (both taxable and non-taxable accounts).
5
| Private Company | Investment Managers | 5 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Kimberly Roberts via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Courier Capital LLC
![]() Courier Capital LLC Investment ManagersFinance Courier Capital LLC is a SEC-registered investment advisor headquartered in Buffalo, New York. The firm is the successor to Courier Capital Corp., an investment firm originally founded in 1967. They were reorganized as Courier Capital LLC in 2016. The firm is a wholly-owned subsidiary of Financial Institutions, Inc. (NASDAQ: FISI). Courier Capital provides customized investment management services to individuals (including high net-worth individuals and other clients), banking institutions, charitable endowments, and pension plans. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Cleveland State University | College/University | Graduate Degree | |
The Johns Hopkins University | College/University | Masters Business Admin | |
Princeton University | College/University | Undergraduate Degree | |
Longbow Research LLC
![]() Longbow Research LLC Investment ManagersFinance Longbow Research LLC is an independent investment research firm headquartered in Independence, Ohio. The firm was founded by David S. MacGregor in 2003 to provide the institutional equity research market with a high quality, independent product, free from the many conflicts of interest that plague bulge-bracket research. Longbow Research provides insights and research coverage on publicly-traded mid-cap companies in the industrial/basic materials, consumer and technology sectors. | Investment Managers | Analyst-Equity | |
L3 TECHNOLOGIES INC | Aerospace & Defense | Corporate Officer/Principal | |
HighTower Advisors LLC
![]() HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Investment Managers | Portfolio Manager-Equities | |
University of Michigan | College/University | Undergraduate Degree | |
Roosevelt University | College/University | Graduate Degree | |
Kent State University (Ohio) | College/University | Masters Business Admin | |
Sequoia Financial Group LLC
![]() Sequoia Financial Group LLC Investment ManagersFinance Sequoia Financial Group LLC provides financial planning and wealth management services. It offers asset management, estate and retirement planning, fiduciary consulting, insurance, institutional, family wealth and corporate services. The company was founded by Thomas Arthur Haught in 1991 and is headquartered in Akron, OH. | Investment Managers | Corporate Officer/Principal | |
University of Connecticut | College/University | Undergraduate Degree | |
Columbia Business School | College/University | Masters Business Admin |
Statistieken
Internationaal
Verenigde Staten | 17 |
Sectoraal
Consumer Services | 10 |
Finance | 7 |
Electronic Technology | 2 |
Operationeel
Portfolio Manager-Equities | 6 |
Undergraduate Degree | 5 |
Corporate Officer/Principal | 4 |
Analyst-Equity | 4 |
Masters Business Admin | 3 |
Sterkste connecties
Insiders | |
---|---|
Christopher Muirhead | 7 |
Gerry Goldberg | 5 |
Timothy Goldberg | 3 |
Aaron Conway | 3 |
Angela Saez | 3 |
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