![Craig P. Stuvland](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Provenance du réseau au premier degré de Craig P. Stuvland
Entité | Type d'entité | Industrie | |
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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.
2
| Subsidiary | Investment Managers | 2 |
tru Independence Asset Management LLC
![]() tru Independence Asset Management LLC Investment ManagersFinance tru Independence Asset Management LLC (tru Independence) is a SEC-registered investment advisor headquartered in Portland, Oregon. The firm was founded by Larry Frager in 2016 and is owned by tru Independence LLC. tru Independence offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.
1
| Subsidiary | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Craig P. Stuvland via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Accenture LLP
![]() Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Texas A&M University | College/University | Undergraduate Degree | |
Tran Capital Management LP
![]() Tran Capital Management LP Investment ManagersFinance Tran Capital Management LP (TCM) is a SEC-registered investment advisor and wealth management firm headquartered in San Rafael, California. Formerly Lateef Investment Management LP, the firm was founded by Khateeb A. Lateef in 1974 as Lateef Management Associates LP. TCM offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, academic endowments, corporations, a registered investment company and other business entities through separately managed accounts. The firm provides investment management services as an adviser to the TCM Fund, a registered investment company. | Investment Managers | Portfolio Manager-Equities | |
University of California, Los Angeles | College/University | Graduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
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. | Packaged Software | Corporate Officer/Principal | |
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. | Miscellaneous Commercial Services | Director/Board Member | |
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. | Investment Managers | Sales & Marketing | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 14 |
Sectorielle
Finance | 6 |
Commercial Services | 5 |
Consumer Services | 4 |
Technology Services | 2 |
Opérationnelle
Corporate Officer/Principal | 5 |
Chief Operating Officer | 3 |
Undergraduate Degree | 2 |
Portfolio Manager-Equities | 2 |
Director/Board Member | 2 |
Relations les plus connectées
Insiders | |
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Amit Dogra | 7 |
Larry Niel Frager | 5 |
Gary Thomas Bonner | 4 |
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