Jarrett Bruce Topel
Fondateur chez Topel & DiStasi Wealth Management LLC
Provenance du réseau au premier degré de Jarrett Bruce Topel
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.
69
| Subsidiary | Investment Managers | 69 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Jarrett Bruce Topel via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| DELTA AIR LINES, INC. | Airlines | Consultant / Advisor | |
| H&R BLOCK, INC. | Other Consumer Services | Director of Finance/CFO | |
Instinet LLC
 Instinet LLC Investment Banks/BrokersFinance Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
| LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | President Human Resources Officer Chief Tech/Sci/R&D Officer Chief Executive Officer General Counsel Sales & Marketing Corporate Officer/Principal | |
| CITIZENS FINANCIAL GROUP, INC. | Major Banks | Director/Board Member Corporate Officer/Principal | |
Steben & Co. LLC
 Steben & Co. LLC Investment ManagersFinance Steben & Co., Inc. (Steben) is a SEC-registered investment advisor and hedge fund manager headquartered in Excelsior, Minnesota. The firm was founded by Ken Steben in 1989 and is a subsidiary of Octavus Group LLC. Steben provides discretionary investment management and advisory services, together with investment management products, to financial advisors and institutions. The firm serves as the general partner of Futures Portfolio Fund LP, a multi-advisor private managed futures fund. | Investment Managers | Portfolio Manager-Equities | |
| Boston University | College/University | Masters Business Admin Masters Business Admin | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
Nomura Securities International, Inc.
 Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Oppenheimer & Co., Inc. (Broker)
 Oppenheimer & Co., Inc. (Broker) Investment Banks/BrokersFinance Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients. | Investment Banks/Brokers | Analyst-Equity | |
| American University | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree | |
| Hawaii Pacific University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Undergraduate Degree Undergraduate Degree | |
| Kent State University (Ohio) | College/University | Undergraduate Degree | |
| Olivet College | College/University | Undergraduate Degree | |
| Purdue University | College/University | Graduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
| The Leonard N Stern School of Business | College/University | Undergraduate Degree Undergraduate Degree | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
 Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Financial Industry Regulatory Authority, Inc.
 Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Reston Wealth Management LLC
 Reston Wealth Management LLC Investment ManagersFinance Reston Wealth Management LLC (RWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Reston, Virginia. The firm was founded by Robert “Bob” Tucker in 2003. RWM provides personalized service and financial advice to a wide variety of clients. Their core clientele is high-net-worth families, which includes executives, senior managers, and business owners. | Investment Managers | Founder Chief Operating Officer | |
| LEFTERIS ACQUISITION CORP. | Financial Conglomerates | Chairman Director/Board Member | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Wavemaker Partners LLC
 Wavemaker Partners LLC Investment ManagersFinance Wavemaker Partners LLC(Wavemaker Partners) is a venture capital firm founded in 2003 by David A siemer & Eric Manlunas. The firm is headquartered in Santa Monica, Los Angeles. | Investment Managers | Private Equity Investor | |
| American Express Financial Advisors, Inc. | Corporate Officer/Principal | ||
Amplify.LA Partners LLC
 Amplify.LA Partners LLC Investment ManagersFinance Amplify.LA Partners LLC (Amplify.LA Partners) is a venture capital firm founded in 2011 by Paul Bricault, Richard E. Wolpert, Oded Noy. The firm is headquartered in Venice, California. | Investment Managers | Private Equity Investor | |
CrossCut Ventures Management LLC
 CrossCut Ventures Management LLC Investment ManagersFinance Crosscut Ventures Management LLC (Crosscut Ventures) is a venture capital firm founded in 2007 by Brian Garrett, Brett C. Brewer and Rick Smith. The firm is headquartered in Santa Monica, California. | Investment Managers | Private Equity Analyst | |
| USC Marshall School of Business | College/University | Masters Business Admin | |
Pure Financial Advisors, Inc.
 Pure Financial Advisors, Inc. Investment ManagersFinance Pure Financial Advisors, Inc. (PURE) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Michael Fenison and Benjamin Littman in 2007. PURE provides strategic financial planning and asset management for mid to high net-worth clients. | Investment Managers | Portfolio Manager-Equities | |
Sirius XM Radio, Inc.
 Sirius XM Radio, Inc. BroadcastingConsumer Services Sirius XM Radio, Inc. provides satellite radio services. It broadcasts music, sports, entertainment, comedy, news, and weather channels. The company is headquartered in New York, NY. | Broadcasting | Corporate Officer/Principal | |
| Kogod School of Business | College/University | Masters Business Admin | |
Fortigent LLC
 Fortigent LLC Investment ManagersFinance Fortigent LLC provides wealth management solutions and consulting services to independent advisors. The company was founded in 1994 and is headquartered in Rockville, MD. | Investment Managers | Corporate Officer/Principal |
Statistiques
Internationale
| Etats-Unis | 46 |
| Israël | 2 |
| France | 2 |
Sectorielle
| Finance | 23 |
| Consumer Services | 21 |
| Commercial Services | 4 |
| Transportation | 2 |
Opérationnelle
| Corporate Officer/Principal | 124 |
| Undergraduate Degree | 60 |
| Director/Board Member | 41 |
| Analyst-Equity | 31 |
| Masters Business Admin | 19 |
Relations les plus connectées
| Insiders | |
|---|---|
| Mark Casady | 35 |
| James Shorris | 14 |
| Ryan Parker | 13 |
| Joan D. Khoury | 13 |
| Chad Perry | 13 |
| Bill Dwyer | 11 |
| Marcus Frampton | 11 |
| Melissa Cogan | 10 |
| Becky Shulman | 9 |
| Sallie R. Larsen | 9 |
| Kristen Owen | 9 |
| Kris Bjornerud | 9 |
| Michael Cowart | 8 |
| Chris F. Feeney | 8 |
| Craig Adams | 7 |
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