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Oorsprong van het eerstegraads netwerk van Lynn Monahan
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Wagner Investment Management, Inc.
![]() Wagner Investment Management, Inc. Investment ManagersFinance Founded by Judith Wagner in 1975, Wagner Investment Management, Inc. is a registered investment advisor located in Denver, Colorado. In 2007, the firm merged with Alexander Capital Management. They are a subsidiary of CoBiz Wealth Management and their ultimate parent is CoBiz Financial, Inc. (NasdaqGS: COBZ). Wagner Investment Management provides investment management services for high net-worth individuals and families, foundations and non-profit organizations. In addition to more traditional wealth management solutions, the firm also offers specialized services such as transition management, philanthropic planning, trust and estate administration through their affiliate CoBiz Trust. Wagner Investment Management offers private banking through their affiliate banks, Colorado Business Bank and Arizona Business Bank. Through their parent company, CoBiz Financial, they firm offers access to a range of banking, insurance and financial services.
18
| Extinct | Investment Managers | 18 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Lynn Monahan via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
University of Denver | College/University | Masters Business Admin Masters Business Admin | |
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 | Undergraduate Degree | |
META PLATFORMS, INC. | Internet Software/Services | Comptroller/Controller/Auditor | |
PAYPAL HOLDINGS, INC. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
Rochester Institute of Technology
![]() Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree | |
The McGuire Co.
![]() The McGuire Co. Trucks/Construction/Farm MachineryProducer Manufacturing The McGuire Co. is an American company that manufactures and supplies dock levelers. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
University of Northern Colorado | College/University | Undergraduate Degree | |
Bristol Investment Group, Inc.
![]() Bristol Investment Group, Inc. Investment Banks/BrokersFinance Founded in 1990 by Alan Donenfeld, Bristol Investment Group, Inc. is a private investment firm that focuses on investing in and raising capital for high growth and special situation public and private companies, in industries such as communications, information technology, healthcare, manufacturing and other technology based businesses. They provide a full array of trading and execution services for their clients. They do not provide any internal research. Bristol is located in New York City. | Investment Banks/Brokers | Corporate Officer/Principal | |
Trust Co. of Illinois
![]() Trust Co. of Illinois Investment Trusts/Mutual FundsMiscellaneous Part of Hightower Holding LLC, Trust Co. of Illinois is a wealth management firm specializing in financial planning, trust services, and retirement plans. The company is based in Downers Grove, IL. The CEOs are William M. Giffin, Douglas Eyles, Terence Kothe. The company was founded in 1993. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Empower Annuity Insurance Co. of America (Invt Portfolio)
![]() Empower Annuity Insurance Co. of America (Invt Portfolio) Investment ManagersFinance Empower Annuity Insurance Co. of America (Invt Portfolio) (EAIC-IP) is the investment portfolio division of Empower Annuity Insurance Co. of America, an insurance company headquartered in Greenwood Village, Colorado. The firm was founded in 1891 and formerly known as Great-West Life & Annuity Insurance Co. EAIC-IP manages the insurance company portfolio of several organizations and individual clients. | Investment Managers | Analyst-Fixed Income | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
Syracuse University | College/University | Undergraduate Degree | |
University of Missouri | College/University | Graduate Degree | |
The University of Colorado | College/University | Undergraduate Degree | |
Peak Asset Management LLC
![]() Peak Asset Management LLC Investment ManagersFinance Peak Asset Management LLC (Peak) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Louisville, Colorado. The firm was founded by Terrance W. Hefty in 1994. Peak provides personalized, comprehensive wealth planning and management services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
University of Illinois | College/University | Undergraduate Degree | |
Rensselaer Polytechnic Institute | College/University | Masters Business Admin | |
University of Arizona | College/University | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
INVESCO Funds Group, Inc.
![]() INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
The University of Nebraska-Lincoln | College/University | Graduate Degree |
Statistieken
Internationaal
Verenigde Staten | 31 |
Sectoraal
Finance | 15 |
Consumer Services | 13 |
Technology Services | 2 |
Commercial Services | 2 |
Producer Manufacturing | 2 |
Operationeel
Corporate Officer/Principal | 26 |
Portfolio Manager-Equities | 13 |
Analyst-Equity | 11 |
Undergraduate Degree | 11 |
Investment Committee Member | 9 |
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