Amit Dogra
President chez tru Independence LLC
Profil
Amit Dogra is currently the Executive Director-East Coast Relationship at Hightower, Inc. (New York) since 2014.
He is also currently the President, Chief Operating Officer & Director at tru Independence LLC.
In the past, he worked as a Vice President & Senior Director-Sales at The Bank of New York Mellon Corp.
(Wealth Management), a Regional Sales Director at Brinker Capital, Inc., a Director at Greater Philadelphia Young Men's Christian Association, an MD-Business Development & Client Services at SEI Investments Co., and a Consultant-Wealth Management & Retirement at The North Highland Co.
Postes actifs de Amit Dogra
| Sociétés | Poste | Début |
|---|---|---|
Hightower, Inc. (New York)
 Hightower, Inc. (New York) Packaged SoftwareTechnology Services Hightower, Inc. provides mobile technology platform that allows landlords and their brokers to collaborate on deals in real time. The firm's platform allows brokers and owners to reach prospects, convert prospects to tenants, and manage portfolio performance aspects. The company was founded by Brandon Weber, Niall Smart and Donald DeSantis in July 2013 and is headquartered in New York, NY. | Corporate Officer/Principal | 19/03/2014 |
tru Independence LLC
 tru Independence LLC Investment ManagersFinance Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland. | President | 01/02/2022 |
Anciens postes connus de Amit Dogra
| Sociétés | Poste | Fin |
|---|---|---|
| SEI INVESTMENTS COMPANY | Corporate Officer/Principal | - |
The North Highland Co.
 The North Highland Co. Miscellaneous Commercial ServicesCommercial Services The North Highland Co. provides management consulting services in the field of financial services, financial management, and technology. It offers data and analytics, managed services, operating efficiency ratio, people and change, professionalizing information technology, professional staffing, social insights lab, and strategy and advisory services. The company was founded by Dave T. Peterson in 1992 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | - |
The Bank of New York Mellon Corp. (Wealth Management)
 The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Sales & Marketing | - |
Brinker Capital, Inc.
 Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Sales & Marketing | - |
Greater Philadelphia Young Men's Christian Association
 Greater Philadelphia Young Men's Christian Association Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Young Men's Christian Association operates as non-profit youth organization for children and teens. It offers swim lessons, youth sports, gymnastics, karate, fitness, child care and day camps. The company was founded by Mary C. Carroll and is headquartered in Conshohocken, PA. | Directeur/Membre du Conseil | - |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| SEI INVESTMENTS COMPANY | Finance |
| Entreprise privées | 6 |
|---|---|
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Finance |
The North Highland Co.
The North Highland Co. Miscellaneous Commercial ServicesCommercial Services The North Highland Co. provides management consulting services in the field of financial services, financial management, and technology. It offers data and analytics, managed services, operating efficiency ratio, people and change, professionalizing information technology, professional staffing, social insights lab, and strategy and advisory services. The company was founded by Dave T. Peterson in 1992 and is headquartered in Atlanta, GA. | Commercial Services |
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Hightower, Inc. (New York)
Hightower, Inc. (New York) Packaged SoftwareTechnology Services Hightower, Inc. provides mobile technology platform that allows landlords and their brokers to collaborate on deals in real time. The firm's platform allows brokers and owners to reach prospects, convert prospects to tenants, and manage portfolio performance aspects. The company was founded by Brandon Weber, Niall Smart and Donald DeSantis in July 2013 and is headquartered in New York, NY. | Technology Services |
tru Independence LLC
tru Independence LLC Investment ManagersFinance Tru Independence LLC is a service delivery firm that provides a unique experience for its community of advisors through the combination of behavioral finance, fintech, and human capital. The company is based in Portland, OR, and has subsidiaries in the United States. Tru Independence is an open architecture platform that provides the full suite of services needed for established wealth management firms and RIAs seeking independence to grow their business efficiently and effectively. Tru Independence provides access to turnkey technology infrastructure, in-house c-suite level personnel, and expert practitioners that specialize in business management and fiduciary responsibility, including employee training, business consulting, operations support, and compliance. The company aims to be a fiduciary, growth, and service excellence partner for its advisors, allowing them to focus on client services while maximizing their revenue, technology, and marketing. The company was founded in 2014, and the CEO is Craig P. Stuvland. | Finance |
Greater Philadelphia Young Men's Christian Association
Greater Philadelphia Young Men's Christian Association Miscellaneous Commercial ServicesCommercial Services Greater Philadelphia Young Men's Christian Association operates as non-profit youth organization for children and teens. It offers swim lessons, youth sports, gymnastics, karate, fitness, child care and day camps. The company was founded by Mary C. Carroll and is headquartered in Conshohocken, PA. | Commercial Services |
