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Duncan L. Miller
Directeur Général chez Legacy Wealth Management, Inc.
Provenance du réseau au premier degré de Duncan L. Miller
Entité | Type d'entité | Industrie | |
---|---|---|---|
Boston College
237
| College/University | Other Consumer Services | 237 |
Washington & Lee University
90
| College/University | Other Consumer Services | 90 |
Community Foundation of Greater Memphis, Inc.
![]() Community Foundation of Greater Memphis, Inc. Investment Trusts/Mutual FundsMiscellaneous Community Foundation of Greater Memphis, Inc. offers and manages charitable funds and endowments. It simplify charitable giving and tax reporting, structuring and managing personalized grant programs, facilitation unusual or complicated gifts, presenting timely information on community needs and by providing investment products that maximize giving potential. The company was founded in 1969 and is headquartered in Memphis, TN.
30
| Non-Profit Organization | Investment Trusts/Mutual Funds | 30 |
Legacy Wealth Management, Inc.
![]() Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities.
29
| Private Company | Investment Managers | 29 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Duncan L. Miller via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Portfolio Manager-Equities Director of Research - Equity Portfolio Manager-Equities | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Market Strategist | |
Google LLC
![]() Google LLC Internet Software/ServicesTechnology Services Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA. | Internet Software/Services | Founder Consultant / Advisor | |
First Mercantile Trust Co.
![]() First Mercantile Trust Co. Investment ManagersFinance First Mercantile Trust Co. provides retirement plans and investment programs. It distributes products through investment consultants, brokerage firms, and financial institutions. The company was founded in 1972 by Kenneth B. Lenoir and is headquartered in Memphis, TN. | Investment Managers | Corporate Officer/Principal | |
Food Genius, Inc.
![]() Food Genius, Inc. Miscellaneous Commercial ServicesCommercial Services Food Genius, Inc. provides insights, recommendations and analytics services. It translate data that supports customers from menu product and pricing insights to statistical analysis. The company was founded by Justin Massa, Eli Rosenberg, Eric Cooper and Benjamin T. Stanley in May 2010 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Blitsy, Inc.
![]() Blitsy, Inc. Catalog/Specialty DistributionRetail Trade Blitsy, Inc. provides online shopping site for crafts. The firm offers paper crafts, planners and stationery, writing instruments and art supplies. The company was founded by Ross Petersen, Ab Fadel, Ryan Petersen and Katy Weade in 2011 and is headquartered in Chicago, IL. | Catalog/Specialty Distribution | Director/Board Member | |
Healthfinch, Inc.
![]() Healthfinch, Inc. Packaged SoftwareTechnology Services Healthfinch, Inc. develops software solutions that automate routine hospital tasks. It helps doctors automate and delegate routine tasks like shifting prescription refills to other members of their staff. The company was founded by Jonathan Baran and Lyle Berkowitz in 2009 and is headquartered in Madison, WI. | Packaged Software | Corporate Officer/Principal | |
Mellon Investments Corp.
![]() Mellon Investments Corp. Investment ManagersFinance Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients. | Investment Managers | Sales & Marketing Analyst-Equity | |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Institutional Sales | |
Le Bonheur Health Systems, Inc.
![]() Le Bonheur Health Systems, Inc. Financial ConglomeratesFinance Le Bonheur Health Systems, Inc. provides financial services. The private company is based in Memphis, TN. | Financial Conglomerates | Director of Finance/CFO | |
Endeavor Health LLC
![]() Endeavor Health LLC Medical/Nursing ServicesHealth Services Northshore University Healthsystem provides healthcare services. The firm offers family, nuclear, pulmonary medicine, plastic surgery and surgical services. It also offers teaching and research programs, and trauma, prenatal and mammography centers. The company was founded in 1891 and is headquartered in Evanston, IL. | Medical/Nursing Services | Director/Board Member | |
Carter, Ledyard & Milburn LLP
![]() Carter, Ledyard & Milburn LLP Miscellaneous Commercial ServicesCommercial Services Carter, Ledyard & Milburn LLP provides legal services. The private company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Deloitte Consulting LLP
![]() Deloitte Consulting LLP Miscellaneous Commercial ServicesCommercial Services Deloitte Consulting LLP provides business consulting services. It offers services related to public finance, public sector management, health and social protection, information technology, financial sector, and trade and investment. The company was founded in 1996 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Consultant / Advisor | |
Bentley University | College/University | Graduate Degree | |
Christian Brothers University | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
Northeastern University
![]() Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Graduate Degree Masters Business Admin Undergraduate Degree | |
Oklahoma State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Memphis | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree | |
University of Mississippi | College/University | Graduate Degree Doctorate Degree Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree Undergraduate Degree | |
The Dixon Gallery & Gardens
![]() The Dixon Gallery & Gardens Other Consumer ServicesConsumer Services The Dixon Gallery & Gardens operates fine art museum. The company was founded by Margaret Oates Dixon and Hugo Norton Dixon and is headquartered in Memphis, TN. | Other Consumer Services | Corporate Officer/Principal | |
The Lorraine Civil Rights Museum Foundation | President | ||
Diversified Trust Co.
![]() Diversified Trust Co. Investment ManagersFinance Diversified Trust Co. is a privately-owned trust management firm headquartered in Charleston, South Carolina. The firm was founded in 1994 by Larry H. Bryan. Diversified Trust creates wealth solutions to individuals and multi-generational families, foundations and endowments, retirement plans, and family-owned businesses. | Investment Managers | Founder | |
Greater Washington Community Foundation
![]() Greater Washington Community Foundation Investment Trusts/Mutual FundsMiscellaneous Greater Washington Community Foundation is a grantmaking community foundation. They aim to encourage and support effective giving and provide leadership on critical issues in their community. The foundation was founded in 1973 and is headquartered in Washington, DC. | Investment Trusts/Mutual Funds | Chief Executive Officer | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Wallace E Carroll School of Management | College/University | Masters Business Admin Masters Business Admin | |
Dina Care, Inc.
![]() Dina Care, Inc. Packaged SoftwareTechnology Services Dina Care, Inc. operates enTouch, a healthcare social network that connects the people. Its platform enables referral sources and value-based clinical partners to digitize their health network facilitating real-time collaboration around shared patients. The company was founded by Ashish V. Shah and David M. Coylec in January 2015 and is headquartered in Chicago, IL. | Packaged Software | Corporate Officer/Principal | |
GAN Integrity, Inc.
![]() GAN Integrity, Inc. Packaged SoftwareTechnology Services GAN Integrity, Inc. provides enterprise compliance management software. Its platform transforms the way compliance programs operate by bringing together critical systems, documents, and data into a single, fully integrated SaaS solution. The firm’s product GAN Connect is the one-stop-shop for compliance technology. The company was founded by Thomas John Hart Sehested and Claus Hojbjerg Andersen in 2014 and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
GoAnimate, Inc.
![]() GoAnimate, Inc. Packaged SoftwareTechnology Services GoAnimate, Inc. is a company that provides video animation software called Vyond. The company is based in San Mateo, CA. The software allows businesses to create videos for various purposes such as training and brand storytelling. GoAnimate was founded in 2007 by Alvin Hung and the CEO is Gary Lipkowitz. | Packaged Software | Director/Board Member | |
Leyton Orient Football Club Ltd.
![]() Leyton Orient Football Club Ltd. Movies/EntertainmentConsumer Services Leyton Orient Football Club Ltd. owns and operates football clubs. The firm offers match sponsorship, membership services, ticket services, reserve team reports, match preview, and reporting services. The company was founded in 1881 and is headquartered in London, the United Kingdom. | Movies/Entertainment | Consultant / Advisor | |
GetSet Learning LLC
![]() GetSet Learning LLC Packaged SoftwareTechnology Services GetSet Learning LLC provides a platform that helps students to explore, define, and achieve their goals together. The company was founded by Karan Goel and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Mhub Product
![]() Mhub Product Investment ManagersFinance Mhub Product (Mhub Product) is a private equity/venture capital firm founded in 2016 by Haven Allen. The firm is headquartered in Chicago, Illinois. | Investment Managers | Chairman | |
Zipments Corp.
![]() Zipments Corp. Packaged SoftwareTechnology Services Zipments Corp. operates an online platform for local delivery services. It provides consumers, retailers, and other businesses with a platform for same-day local delivery solutions. The firm offers online and mobile tools for tracking deliveries in real-time. The company was founded by Garrick Pohl, Elliot Nelson, and Travis Brack and is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal | |
Chicagoland Entrepreneurial Center /Incubator/
![]() Chicagoland Entrepreneurial Center /Incubator/ Investment ManagersFinance Chicagoland Entrepreneurial Center /Incubator/ (Chicagoland Entr Center) is a venture capital subsidiary of Chicagoland Chamber of Commerce founded in 2012. The firm is headquartered in Chicago, Illinois. | Investment Managers | Director/Board Member | |
The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
Preserver Partners LLC
![]() Preserver Partners LLC Investment ManagersFinance Preserver Partners LLC (Preserver) is an independent alternative investment management firm headquartered in Memphis, Tennessee. The firm was founded by Floyd Tyler in 2009. Preserver manages the assets of public pension plans, endowments, foundations, corporations, and family offices. | Investment Managers | Director of Research - Equity | |
Chicago Red Stars | Director/Board Member | ||
Accredited Investors, Inc.
![]() Accredited Investors, Inc. Investment ManagersFinance Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses. | Investment Managers | Portfolio Manager-Equities |
Statistiques
Internationale
Etats-Unis | 48 |
Royaume-Uni | 2 |
Sectorielle
Finance | 18 |
Consumer Services | 14 |
Technology Services | 9 |
Commercial Services | 5 |
Health Technology | 2 |
Opérationnelle
Corporate Officer/Principal | 103 |
Director/Board Member | 80 |
Undergraduate Degree | 72 |
Analyst-Equity | 32 |
Portfolio Manager-Equities | 30 |
Relations les plus connectées
Insiders | |
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Kevin Willer | 25 |
Vincent M. O'Reilly | 13 |
Joe Schmidt | 11 |
Essa Al-Saleh | 10 |
Catherine Bracy | 10 |
Berke Bakay | 10 |
Dominic L. Blue | 9 |
Michael Gargano | 8 |
James L. Vining | 8 |
Chris Mancini | 8 |
Charles Nabhan | 8 |
Daniel LeMoine | 7 |
Kate Nolan McCabe | 7 |
Robert O. O’Reilly | 7 |
Brian S. Lelen | 7 |
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