Stephen K. Lambright
Geen lopende functies
Oorsprong van het eerstegraads netwerk van Stephen K. Lambright
| Entiteit | Type entiteit | Industrie | |
|---|---|---|---|
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.
22
| Subsidiary | Investment Managers | 22 |
Mariner Private Equity LLC
 Mariner Private Equity LLC Investment ManagersFinance Mariner Private Equity LLC (Mariner Private Equity) is a private equity/venture capital subsidiary of Mariner LLC founded in 2006 by Martin Christopher Bicknell and Patrick G. Doherty. The firm is headquartered in Leawood, Kansas.
3
| Subsidiary | Investment Managers | 3 |
| Subsidiary | Electronic Components | 2 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Stephen K. Lambright via zijn persoonlijke netwerk
| Onderneming | Sector | Gelieerde personen | Hoofdpost |
|---|---|---|---|
| Washington University in St. Louis | College/University | Masters Business Admin | |
| YELLOW (EX-YRC WORLDWIDE) | Trucking | Comptroller/Controller/Auditor | |
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 Corporate Officer/Principal | |
| University of Nebraska | College/University | Graduate Degree | |
UMB Bank & Trust, NA
 UMB Bank & Trust, NA Regional BanksFinance Part of UMB Financial Corp., UMB Bank & Trust, NA is a financial institution that offers personal banking services such as checking and savings accounts, credit services, investing, and wealth management. The company is based in Kansas City, MO. The company also provides strategic planning and investment advisory services for families of significant wealth, with a focus on helping clients plan for their lasting impact. | Regional Banks | Corporate Officer/Principal | |
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 Capital Ventures LLC
 Mariner Capital Ventures LLC Investment ManagersFinance Mariner Capital Ventures LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services with revenues of less than $2 million and between negative to $0.5 million in EBITDA. It provides financing for incubation, seed, early and later stage capital requirements with investment size ranging from $100K to $1 million per investment. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
KPMG LLP
 KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Comptroller/Controller/Auditor | |
| University of Virginia | College/University | Undergraduate Degree | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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. | Investment Managers | Economist Portfolio Manager-Equities Market Strategist | |
Mariner Wealth Advisors LLC
 Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer President Founder | |
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 | Chief Executive Officer Market Strategist President | |
Convergence Investment Partners LLC
 Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Investment Managers | Director/Board Member Analyst-Equity | |
| Pittsburg State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Kansas | College/University | Undergraduate Degree Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree Masters Business Admin | |
| Missouri State University | College/University | Undergraduate Degree | |
Think Big Ventures
 Think Big Ventures Investment ManagersFinance Think Big Ventures is venture capital subsidiary of Think Big Partners founded in 2009 by Herb Sih and Tyler Prochnow. The firm is headquartered in Kansas,Missouri. | Investment Managers | Founder | |
| Northeastern State University | College/University | Undergraduate Degree | |
| Rockhurst University | College/University | Masters Business Admin | |
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 | |
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 | |
| University of Denver | College/University | Undergraduate Degree | |
| Southern Illinois University | College/University | Undergraduate Degree | |
| American Society of Women Accountants | President | ||
| Kansas State University | College/University | Graduate Degree | |
| University of Missouri-Kansas City | College/University | Graduate Degree | |
| Columbus School of Law | College/University | Graduate Degree | |
| New York University School of Law | College/University | Graduate Degree | |
Society of Financial Service Professionals
 Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Director/Board Member | |
Canvas Wealth Advisors LLC
 Canvas Wealth Advisors LLC Investment ManagersFinance Canvas Wealth Advisors LLC (CWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Shawnee, Kansas. The firm was co-founded in 2019 and is primarily owned by Scott R. Wesley and Drew R. Waldron. CWA offers financial planning and investment management to individuals, their families, and their businesses nationwide. | Investment Managers | Founder | |
| St. Louis University | College/University | Undergraduate Degree | |
BOKF, NA
 BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Investment Managers | Corporate Officer/Principal | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Think Big Partners LLC
 Think Big Partners LLC Financial ConglomeratesFinance Think Big Partners LLC engages in the provision of investment services. It offers Think Big Accelerator, which is an immersive 6-9 month program for early-stage, technology-focused startups. Its Think Big Coworking, is an urban loft space in Kansas City, is like an Olympic training ground where members find new ways to work, collaborate with one another and connects them with entrepreneurs, and brew their startup opportunity. The company was founded by Herb Sih and Tyler Prochnow on April 21, 2008 and is headquartered in Kansas City, MO. | Financial Conglomerates | Founder |
Statistieken
Internationaal
| Verenigde Staten | 45 |
| Spanje | 2 |
Sectoraal
| Finance | 21 |
| Consumer Services | 18 |
| Commercial Services | 3 |
| Retail Trade | 2 |
| Transportation | 2 |
Operationeel
| Corporate Officer/Principal | 36 |
| Portfolio Manager-Equities | 24 |
| Director/Board Member | 23 |
| Undergraduate Degree | 20 |
| President | 17 |
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