Noreen Brown
Head-Equity Investments bij Summit Financial LLC
Oorsprong van het eerstegraads netwerk van Noreen Brown
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
Summit Financial LLC
Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Noreen Brown via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
Fairleigh Dickinson University | College/University | Undergraduate Degree | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Cantor Fitzgerald Wealth Partners LLC
Cantor Fitzgerald Wealth Partners LLC Investment ManagersFinance Part of Cantor Fitzgerald LP, Cantor Fitzgerald Wealth Partners LLC provides investment advice. The company is based in New York, NY. The CEO of the company is Shawn Peter Matthews. | Investment Managers | Chief Executive Officer | |
Dynasty Financial Partners LLC
Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Investment Managers | Corporate Officer/Principal |
Statistieken
Internationaal
Verenigde Staten | 7 |
Sectoraal
Finance | 5 |
Consumer Services | 3 |
Operationeel
Chief Executive Officer | 4 |
President | 4 |
Chief Investment Officer | 2 |
Director/Board Member | 2 |
Corporate Officer/Principal | 2 |
Sterkste connecties
Insiders | |
---|---|
Stan Gregor | 5 |
Steven Weinman | 4 |
- Beurs
- Insiders
- Noreen Brown
- Bedrijfsconnecties