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Sanja Milas Hardy
Marktstrateeg bij Mariner Wealth Advisors-NYC LLC
Oorsprong van het eerstegraads netwerk van Sanja Milas Hardy
Entiteit | Type entiteit | Industrie | |
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Rockhurst University
8
| College/University | Other Consumer Services | 8 |
Mariner Wealth Advisors-NYC LLC
![]() Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals.
2
| Subsidiary | Investment Managers | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Sanja Milas Hardy via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
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UMB Bank, NA (Investment Management)
![]() UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Investment Managers | Chief Investment Officer | |
Scout Investments, Inc.
![]() Scout Investments, Inc. Investment ManagersFinance Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA). | Investment Managers | President | |
Country Club Bank (Kansas City, Missouri)
![]() Country Club Bank (Kansas City, Missouri) Regional BanksFinance Country Club Bank (Kansas City, Missouri) provides banking services. Its personal banking services include checking accounts, direct deposit, overdraft protection, and online banking; savings accounts, including certificates of deposit and health savings. The company was founded by Byron Thompson in 1953 and is headquartered in Kansas City, MO. | Regional Banks | Corporate Officer/Principal | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Economist Portfolio Manager-Equities | |
The American Institute of Certified Public Accountants
![]() The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Chairman | |
RubinBrown LLP
![]() RubinBrown LLP Miscellaneous Commercial ServicesCommercial Services RubinBrown LLP engages in the provision of auditing and accounting services. It offers assurance, business advisory, entrepreneurial, tax, and wealth advisory services. The company was founded by Mahlon Rubin in 1952 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Chairman | |
Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Investment Managers | Portfolio Manager-Equities | |
Baker University | College/University | Undergraduate Degree | |
Marquette University | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Washburn University | College/University | Undergraduate Degree | |
Baker Tilly International Ltd.
![]() Baker Tilly International Ltd. Miscellaneous Commercial ServicesCommercial Services Baker Tilly International Ltd. provides accounting and investment consulting services. It offers audit and assurance, tax services, and specialist advisory services. The company was founded in 1987 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Chairman | |
Financial Accounting Standards Board
![]() Financial Accounting Standards Board Miscellaneous Commercial ServicesCommercial Services The Financial Accounting Standards Board provides oversight of accounting standards. The non-profit company is based in Norwalk, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Missouri Society of Certified Public Accountants | Chairman | ||
Bank of America NA (New York Branch)
![]() Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
The Northern Trust Co.
![]() The Northern Trust Co. Regional BanksFinance The Northern Trust Co. provides investment management, asset, fund administration, fiduciary and banking solutions. The company is headquartered in Chicago, IL. | Regional Banks | Corporate Officer/Principal | |
Torotel Products, Inc.
![]() Torotel Products, Inc. Electronic ComponentsElectronic Technology Torotel Products, Inc. engages in the manufacture of custom magnetics for the aerospace, defense and industrial sectors. Its products include transformers, inductors, and molded coils, electromechanical assemblies; and cables. The company was founded in 1957 and is headquartered in Olathe, KS. | Electronic Components | Corporate Officer/Principal | |
Bart's Electric Co., Inc.
![]() Bart's Electric Co., Inc. Engineering & ConstructionIndustrial Services Bart's Electric Co., Inc. provides commercial electrical and special systems services. It serves the commercial, industrial, institutional, healthcare, military, and correctional markets. The company was founded by Bart Walker in 1992 and is headquartered in Pleasant Valley, MO. | Engineering & Construction | Corporate Officer/Principal | |
Federal Credit Union
![]() Federal Credit Union Savings BanksFinance Federal Credit Union is a financial institution that is federally chartered. The CEO of the American company is Gaye DeCesare. | Savings Banks | Corporate Officer/Principal | |
Haakon Capital LLC
![]() Haakon Capital LLC Investment ManagersFinance Haakon Capital LLC is a private equity firm founded in 2006 by William Thomas Grant II and William Thomas Grant III. The firm is headquartered in Kansas, Missouri. | Investment Managers | Private Equity Investor | |
Paradigm Financial Advisors LLC
![]() Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Investment Managers | Investment Committee Member | |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Montage Investments LLC
![]() Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | Market Strategist | |
Oppenheimer Trust Co.
![]() Oppenheimer Trust Co. Investment Banks/BrokersFinance Part of Oppenheimer Holdings, Inc., Oppenheimer Trust Co. is a company based in New York, NY. | Investment Banks/Brokers | Director/Board Member | |
Groove Capital Management LLC
![]() Groove Capital Management LLC Investment ManagersFinance Groove Capital Management LLC (Groove Capital) is a venture capital firm founded in 2020 by Reed Robinson. The firm is headquartered in Minneapolis, Minnesota. | Investment Managers | Consultant / Advisor | |
Virtus LLC (Kansas)
![]() Virtus LLC (Kansas) Insurance Brokers/ServicesFinance Virtus LLC operates as a brokerage and consulting firm. It offers actuarial analysis, captive consulting, safety and loss control , claims management consulting, and property and casualty insurance services. The company was founded by Andrew Gray in 2013 and is headquartered in Overland Park, KS. | Insurance Brokers/Services | Founder | |
Core & Main Holdings LP
![]() Core & Main Holdings LP Wholesale DistributorsDistribution Services Part of Core & Main, Inc., Core & Main Holdings LP operates as a holding company whose subsidiary distributes water infrastructure products. The company is based in St. Louis, MO. | Wholesale Distributors | Director/Board Member | |
SureSwift Capital, Inc.
![]() SureSwift Capital, Inc. Investment ManagersFinance SureSwift Capital, Inc. creates optimal outcomes for founders of bootstrapped software as a service business. The company was founded by Kevin McArdle and is headquartered in Victoria, Canada. | Investment Managers | Chief Executive Officer | |
Edgehill Venture Partners LLC
![]() Edgehill Venture Partners LLC Investment ManagersFinance Edgehill Venture Partner LLC (Edgehill Venture Partner) is a private equity firm founded in 2009 by C. Andrew Martin. The firm is headquartered in Mission, Kansas. | Investment Managers | Consultant / Advisor | |
CORE & MAIN, INC. | Wholesale Distributors | Director/Board Member | |
Fiduciary Counseling, Inc. | Director/Board Member | ||
Big Band Software LLC
![]() Big Band Software LLC Financial ConglomeratesFinance Big Band Software LLC provides B2B SaaS software solutions. The private company is based in Saint Paul, MN. The company was founded by Jason Heath, Chris Reedy, Kevin McArdle. Kevin McArdle has been the CEO since incorporation. | Financial Conglomerates | Chief Executive Officer |
Statistieken
Internationaal
Verenigde Staten | 34 |
Verenigd Koninkrijk | 2 |
Canada | 2 |
Sectoraal
Finance | 21 |
Consumer Services | 6 |
Commercial Services | 5 |
Distribution Services | 3 |
Electronic Technology | 2 |
Operationeel
Corporate Officer/Principal | 11 |
Undergraduate Degree | 9 |
Masters Business Admin | 6 |
Portfolio Manager-Equities | 6 |
Chairman | 4 |
Sterkste connecties
Insiders | |
---|---|
James Castellano | 10 |
Ken Powell | 8 |
Bill Greiner | 7 |
Tom Pollock | 5 |
Kevin McArdle | 5 |
Shane M. Bacon | 3 |
Molly Rothove | 3 |
Brad Combs | 3 |
Todd Shepherd | 2 |
Jim Turner | 2 |
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