Oorsprong van het eerstegraads netwerk van Terry Hefty
Entiteit | Type entiteit | Industrie | |
---|---|---|---|
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.
11
| Subsidiary | Investment Managers | 11 |
Grafiek van bedrijven verbonden in de tweede graad
Connectie in verschillende bedrijven
Bedrijven verbonden met Terry Hefty via zijn persoonlijke netwerk
Onderneming | Sector | Gelieerde personen | Hoofdpost |
---|---|---|---|
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree | |
ICON Advisers, Inc.
ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Managers | Corporate Officer/Principal | |
HCM Investors, Inc.
HCM Investors, Inc. Investment ManagersFinance HCM Investors, Inc. (HCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boulder, Colorado. The firm was co-founded by Katherine Spines and Terry Robinette in 1996. HCM manages conservative, long-term investment portfolios for individuals, families, and institutions. | Investment Managers | Founder | |
University of Utah | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Colgate University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
University of Vermont | College/University | Undergraduate Degree | |
University of Denver | College/University | Masters Business Admin Masters Business Admin | |
KSL Advisors LLC
KSL Advisors LLC Investment ManagersFinance KSL Advisors LLC ( KSL Advisors) is a private equity firm founded in 2005 by Mike S. Shannon and Eric C. Resnick. The firm is headquartered in Denver, Colorado. | Investment Managers | Investor Relations Contact | |
Solbourne Computer, Inc.
Solbourne Computer, Inc. Packaged SoftwareTechnology Services Part of Deloitte LLP (New York), Solbourne Computer, Inc. is a company that provides software services. The company is based in Boulder, CO. Solbourne Computer was acquired by Deloitte Consulting LLP on July 17, 2008. | Packaged Software | Corporate Officer/Principal | |
Quist Valuation | Corporate Officer/Principal | ||
ACE Financial & Investing Services, Inc.
ACE Financial & Investing Services, Inc. Investment ManagersFinance ACE Financial & Investing Services, Inc. operates as a investing advisory company. The company was founded on May 12, 2000 and is headquartered in Longmont, CO. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
BCY Financial Services
BCY Financial Services Investment ManagersFinance BCY Financial Services provides investment advice. | Investment Managers | Corporate Officer/Principal | |
Trinity College | College/University | Graduate Degree | |
Kokopelli Capital LLC
Kokopelli Capital LLC Investment ManagersFinance Kokopelli Capital LLC (Kokopelli Capital) is a venture capital firm founded in 2016. The firm is headquartered in Boulder, Colorado. | Investment Managers | Consultant / Advisor |
Statistieken
Internationaal
Verenigde Staten | 23 |
Verenigd Koninkrijk | 2 |
Australië | 2 |
Sectoraal
Finance | 13 |
Consumer Services | 11 |
Technology Services | 2 |
Operationeel
Portfolio Manager-Equities | 12 |
Corporate Officer/Principal | 12 |
Undergraduate Degree | 10 |
Investment Committee Member | 2 |
Portfolio Manager-Fixed Income | 2 |
Sterkste connecties
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