John Patrick Tuohy
Directeur Général chez SWBC Investment Services LLC
Provenance du réseau au premier degré de John Patrick Tuohy
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
SWBC Investment Services LLC
 SWBC Investment Services LLC Investment Banks/BrokersFinance SWBC Investment Services LLC operates as security brokers, dealers, and flotation companies. The company is headquartered in San Antonio, TX.
4
| Subsidiary | Investment Banks/Brokers | 4 |
SWBC Investment Co.
 SWBC Investment Co. Investment ManagersFinance SWBC Investment Co. (SWBC) is a SEC-registered investment advisor headquartered in San Antonio, Texas. They are primarily owned by Southwest Business Corp. The firm provides investment advisory services to individuals, high net worth individuals, banking or thrift institutions, charitable organizations and corporations or other businesses. SWBC also provides discretionary investment management services to registered mutual funds and private pooled investment vehicles.
3
| Subsidiary | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à John Patrick Tuohy via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Advisors Asset Management, Inc.
 Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch Investment Managers LP
 Merrill Lynch Investment Managers LP Investment ManagersFinance Part of BlackRock, Inc., Merrill Lynch Investment Managers LP is a private company that provides investment advisory services. The company is based in Plainsboro, NJ. | Investment Managers | Director/Board Member | |
| Rice University | College/University | Undergraduate Degree | |
| Anderson University | College/University | Undergraduate Degree | |
| The University of Arkansas | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Undergraduate Degree | |
SMC Fixed Income Management LLC
 SMC Fixed Income Management LLC Investment ManagersFinance Founded in 2006, SMC Fixed Income Management LLC is a registered investment advisor located in West Windsor, New Jersey. The firm is a subsidiary of Spring Mountain Capital LP. They provide investment management services to mutual funds and managed accounts for high net-worth individuals. | Investment Managers | Portfolio Manager-Fixed Income | |
16th Amendment Advisors LLC
 16th Amendment Advisors LLC Investment ManagersFinance 16th Amendment Advisors LLC (16th Amendment) is an independent, SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2009 by John Lee, Richard McCarthy and Evan Lamp in 2009. 16th Amendment manages the Five Star rated Vicksburg Municipal Fund, as well as manages separate accounts for high-net-worth investors. | Investment Managers | Portfolio Manager-Fixed Income | |
| University of Texas at San Antonio | College/University | Masters Business Admin Masters Business Admin | |
SWBC Life Insurance Co. (Investment Portfolio)
 SWBC Life Insurance Co. (Investment Portfolio) Investment ManagersFinance SWBC Life Insurance Co. (Investment Portfolio) (SWBC-IP) is the investment portfolio division of SWBC Life Insurance Co., an insurance company headquartered in San Antonio, Texas. The firm provides a wide range of insurance, mortgage, and investment services to financial institutions, individuals, and businesses. SWBC-IP manages the client’s investment portfolio. | Investment Managers | Director of Finance/CFO | |
Sanctuary Wealth Group LLC
 Sanctuary Wealth Group LLC Investment ManagersFinance Sanctuary Wealth Group LLC provides financial advisory services. The company was founded by James R. Dickson and is headquartered in Indianapolis, IN. | Investment Managers | Chief Operating Officer | |
Sanctuary Wealth Partners LLC
 Sanctuary Wealth Partners LLC Investment Banks/BrokersFinance Sanctuary Wealth Partners LLC provides financial services. The company was founded by Jim Dickson and is headquartered in Indianapolis, IN. | Investment Banks/Brokers | Chief Operating Officer |
Statistiques
Internationale
| Etats-Unis | 15 |
Sectorielle
| Finance | 9 |
| Consumer Services | 6 |
| Miscellaneous | 2 |
Opérationnelle
| Director/Board Member | 4 |
| Undergraduate Degree | 4 |
| Portfolio Manager-Fixed Income | 3 |
| Portfolio Manager-Equities | 3 |
| Chief Operating Officer | 3 |
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