Provenance du réseau au premier degré de Allison M. Griffin
Entité | Type d'entité | Industrie | |
---|---|---|---|
RegentAtlantic Capital LLC
RegentAtlantic Capital LLC Investment ManagersFinance RegentAtlantic Capital LLC (RegentAtlantic) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded in 1997 when EB Advisory Corp. (formed in 1982) and Individual Asset Planning (formed in 1983) joined to form Bugen, Stuart, Korn, & Cordaro, Inc. They changed their name to RegentAtlantic Capital in 2001. In 2021, the firm became a majority-owned subsidiary of CI Private Wealth LLC, which is majority-owned subsidiary of CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. RegentAtlantic offers global wealth management and asset management advisory services to individual and institutional clients.
4
| Extinct | Investment Managers | 4 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Allison M. Griffin via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Corient Private Wealth LLC
Corient Private Wealth LLC Investment ManagersFinance Corient Private Wealth LLC (Corient) is a SEC-registered investment advisor and wealth management firm headquartered in Miami, Florida. The firm was founded in 2002 and formerly known as CI Private Wealth LLC. They are a wholly owned subsidiary of Corient Partners LLC, ultimately owned by CI Financial Corp. (TSX: CIX) in Canada. Corient provides wealth management services to individuals, families, pension plans, trusts, endowments, other institutional clients and private funds managed through Corient IA LLC, a separate but related adviser established in March of 2023. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Tufts University | College/University | Undergraduate Degree | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 due to Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
New York University | College/University | Masters Business Admin | |
Texas Tech University | College/University | Undergraduate Degree | |
WBI Investments, Inc.
WBI Investments, Inc. Investment ManagersFinance WBI Investments, Inc. (WBI) is an independent, SEC-registered investment advisor headquartered in Red Bank, New Jersey. The firm was founded by Don Schreiber, Jr. in 1984 as Wealth Builders, Inc. WBI provides investment management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, exchange traded funds, trust programs, and other US institutions. | Investment Managers | Corporate Officer/Principal | |
Fairleigh Dickinson University | College/University | Masters Business Admin | |
University of Richmond | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 10 |
Sectorielle
Consumer Services | 6 |
Finance | 5 |
Opérationnelle
Portfolio Manager-Equities | 6 |
Corporate Officer/Principal | 4 |
Undergraduate Degree | 3 |
Masters Business Admin | 2 |
Graduate Degree | 1 |
Relations les plus connectées
Insiders | |
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Jane P. Newton | 5 |
Brent Beene | 4 |
Brian Kazanchy | 4 |
Debra L. Morrison | 1 |
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