Oorsprong van het eerstegraads netwerk van Rob Dailey
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
Stadion Money Management LLC
 Stadion Money Management LLC Investment ManagersFinance Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants.
44
| Subsidiary | Investment Managers | 44 |
Balentine LLC
 Balentine LLC Investment ManagersFinance Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.
11
| Subsidiary | Investment Managers | 11 |
Georgia Perimeter College
1
| College/University | Other Consumer Services | 1 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Rob Dailey via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| University of Georgia | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wilmington Trust Co.
 Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Goizueta Business School-Emory | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
| Vanderbilt University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wilmington Trust Investment Management LLC
 Wilmington Trust Investment Management LLC Investment ManagersFinance Wilmington Trust Investment Management LLC (WTIM) is a SEC-registered investment advisor headquartered in Wilmington, Delaware. The firm was founded in 2001 and is a wholly-owned subsidiary of M&T Bank Corp. (NYSE: MTB). WTIM provides investment advice to clients that are private investment funds. | Investment Managers | Chairman Portfolio Manager-Equities Portfolio Manager-Equities | |
TA Associates Management LP
 TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Investment Committee Member | |
The Atlanta Botanical Garden, Inc.
 The Atlanta Botanical Garden, Inc. Other Consumer ServicesConsumer Services Atlanta Botanical Garden develops and maintains plant collections for display, education, research, conservation and enjoyment. The company was founded in 1976 and is headquartered in Atlanta, GA. | Other Consumer Services | Director/Board Member Director/Board Member | |
Blackhawk Processing LLC
 Blackhawk Processing LLC Finance/Rental/LeasingFinance Blackhawk Processing LLC engages in the provision of credit card processing services. The company was founded by John Rante in 2003 and is headquartered in Naperville, IL. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Retriever Medical / Dental Payments LLC
 Retriever Medical / Dental Payments LLC Miscellaneous Commercial ServicesCommercial Services Retriever Medical/Dental Payments, Inc. provides credit card processing services. It serves the medical and dental community. The company was founded by Frank Shiner and is headquartered in Valhalla, NY. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Wilmington Real Asset Fund Select LLC | Investment Trusts/Mutual Funds | Director/Board Member Corporate Officer/Principal | |
| Washington & Lee University | College/University | Undergraduate Degree Undergraduate Degree | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
K2 Advisors LLC
 K2 Advisors LLC Investment ManagersFinance K2 Advisors LLC provides investment advice. The company was founded in 1994 by William Angus Douglass III and David Charles Saunders and is headquartered in Stamford, CT. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
NSI Retail Advisors LLC
 NSI Retail Advisors LLC Investment ManagersFinance NSI Retail Advisors LLC (NSI Retail) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is owned by NSIR Intermediate Holdings LLC, ultimately owned by Estancia Capital Management. NSI Retail is primarily focused on mutual fund advisory services. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| Bowling Green State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Kennesaw State University | College/University | Undergraduate Degree Undergraduate Degree | |
Oconee State Bank
 Oconee State Bank Regional BanksFinance Oconee State Bank owns and operates community banks. Its commercial banking products and services include checking accounts, savings/money market accounts, and certificates of deposit; business construction loans and credit cards. The company was founded on February 1, 1960 and is headquartered in Watkinsville, GA. | Regional Banks | Corporate Officer/Principal | |
| Ramapo College of New Jersey | College/University | Undergraduate Degree | |
| University of West Hungary | College/University | Masters Business Admin | |
MurphyMorris, Inc.
 MurphyMorris, Inc. Internet Software/ServicesTechnology Services Part of StockCharts.com, Inc., MurphyMorris, Inc. operates an internet site that provides analytical stock information. The company is based in Dallas, TX. MurphyMorris was acquired by StockCharts.com, Inc. on October 09, 2002. | Internet Software/Services | Corporate Officer/Principal | |
Signalert Asset Management LLC
 Signalert Asset Management LLC Investment ManagersFinance Signalert Asset Management LLC provides investment advice and portfolio management services. It offers wealth management. The company was founded by Gerald Appel in 1973 and is headquartered Great Neck, NY. | Investment Managers | Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
| GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Corporate Officer/Principal | |
| Drew University | College/University | Undergraduate Degree | |
Grimaldi Portfolio Solutions, Inc.
 Grimaldi Portfolio Solutions, Inc. Investment ManagersFinance Grimaldi Portfolio Solutions, Inc. (GPS) is a registered independent investment advisor headquartered in Wappingers Falls, New York and was founded in 1996. The firm was formerly known as Navigator Money Management, Inc. GPS offers their advisory services to individuals, high net worth individuals, pension and profit sharing plans, trusts, estates, charitable organizations and corporations or other business entities. | Investment Managers | Portfolio Manager-Equities | |
Mercer Investment Consulting LLC
 Mercer Investment Consulting LLC Investment ManagersFinance Part of Marsh & McLennan Cos., Inc., Mercer Investment Consulting LLC is a company that redefines the world of work, reshapes retirement and investment outcomes, and unlocks real health and well-being. The company is based in Chicago, IL. Mercer provides solutions for both the federal government as well as state agencies. The company has an action plan and a commitment to inclusion and diversity. Mercer offers forward-looking ESG ratings and operational due diligence reports on thousands of managers and strategies across public and private markets. The company meets the needs of today and tomorrow by understanding the data and applying it with a human touch, and by turning ideas into action to spark positive change. | Investment Managers | Corporate Officer/Principal | |
| ADVENT SOFTWARE, INC. | Information Technology Services | Corporate Officer/Principal | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Corporate Officer/Principal | |
| Georgia State University | College/University | Graduate Degree | |
Boys & Girls Clubs of America
 Boys & Girls Clubs of America Miscellaneous Commercial ServicesCommercial Services Boys & Girls Clubs of America offers school programs. The firm's programs include character and leadership, education and career, health & life skills, the arts, sports, fitness and recreation. Boys & Girls Clubs of America was founded in 1860 and is headquartered in Atlanta, GA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 | |
Investment Company Institute
 Investment Company Institute Miscellaneous Commercial ServicesCommercial Services The Investment Company Institute is an association of mutual funds, exchange-traded funds, closed-end funds, and unit investment trusts. The non-profit company is based in Washington and has subsidiaries in the United Kingdom. The American company operates to support and represent these types of investment vehicles. The CEO of the company is Paul Schott Stevens. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Talcott Resolution Life, Inc.
 Talcott Resolution Life, Inc. Life/Health InsuranceFinance Talcott Resolution Life, Inc. provides life insurance services. The firm specializes in property and casualty insurance, mutual funds and group benefits. The company was founded in 1996 and is headquartered in Hartford, CT. | Life/Health Insurance | President | |
Talcott Resolution Life Insurance Co.
 Talcott Resolution Life Insurance Co. Investment ManagersFinance Talcott Resolution Life Insurance Co. is an insurance management firm headquartered in Hartford, Connecticut. The firm was founded in 1902 and is a subsidiary of TR Re Ltd., which is ultimately owned by TAO Insurance Holdings LLC. They engage in the provision of property and casualty insurance, group benefits, and mutual funds to individual and business customers. | Investment Managers | Chairman | |
| HARTFORD FINANCIAL SERVICES GROUP (THE), INC. | Multi-Line Insurance | Corporate Officer/Principal | |
| The University of North Carolina at Charlotte | College/University | Undergraduate Degree | |
American Council of Life Insurers
 American Council of Life Insurers Life/Health InsuranceFinance The American Council of Life Insurers (ACLI) is a non-profit organization that has been delivering financial security to families for over 175 years. ACLI is based in Washington, and Susan K. Neely has been the CEO of the private company since 2018. With over 90 million families relying on their life insurance and financial protection products, ACLI's fundamental mission is to safeguard people and the things that matter most to them. The organization advocates for public policies that protect consumers while ensuring families have access to information about different choices for retirement security. | Life/Health Insurance | Corporate Officer/Principal | |
| AXTIVE CORPORATION | Information Technology Services | Director/Board Member | |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Masters Business Admin |
Statistieken
Internationaal
| Verenigde Staten | 49 |
| Hongarij | 2 |
| Singapore | 2 |
Sectoraal
| Finance | 28 |
| Consumer Services | 16 |
| Commercial Services | 4 |
| Technology Services | 4 |
| Miscellaneous | 3 |
Operationeel
| Corporate Officer/Principal | 85 |
| Director/Board Member | 72 |
| Undergraduate Degree | 53 |
| Portfolio Manager-Equities | 28 |
| Sales & Marketing | 22 |
Sterkste connecties
| Insiders | |
|---|---|
| John Huntz | 35 |
| Roger Kafler | 29 |
| M. Burns | 20 |
| John Clinton Walters | 12 |
| Bob Reiser | 10 |
| Rick E. Wolfert | 10 |
| David Claude Pursell | 9 |
| John Michael Wiens | 9 |
| Addison Hagan | 8 |
| Bob Leonard Wagner | 8 |
| Robert Mcgee Balentine | 7 |
| David Louis Damiani | 6 |
| Brad Thompson | 6 |
| Gabe Lembeck | 6 |
| Paul Michael Frank | 6 |
- Beurs
- Insiders
- Rob Dailey
- Bedrijfsconnecties
