Josh Goldman
Gestionnaire de Portefeuille-Actions chez Mariner LLC
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Jeff Krumpelman | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Nolan D. Kamerer | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Marty Bicknell | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
Katrina Delores Scott | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Nicholas Frank MacDonald | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 2 ans |
Bill Greiner | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 12 ans |
Jenika Rae Cook | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
Will Geisdorf | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
Sherri Lynn Hazell | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
Ken Powell | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 17 ans |
Stefanie Louise Yeager | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Marty Kossoff | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
Valerie Lucille Newell | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 12 ans |
Mark Ware | M | - |
McGill University
| 23 ans |
Tom Kleban | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Rebecca Marie Haney | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Brad Morgan | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 10 ans |
Cathal Kenny | M | - |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | 12 ans |
Viviane Yargeau | M | - |
McGill University
| 20 ans |
Jon Bresnen | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Kristin Ann Fishbaugh | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Colin Sheridan | M | - |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | 11 ans |
Ross Harvey | M | - |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | 12 ans |
Bruce Elliott Kusmin | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 18 ans |
Victor Gerald Soucy | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 3 ans |
Mindy McLaughlin-Hinaman | F | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 6 ans |
Conall Mac Coille | M | - |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | 14 ans |
Matt Moetzinger | M | - |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 13 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Stephan Robert Patten | M | - |
McGill University
| 9 ans |
Tanya Sam | F | - |
McGill University
| - |
Colin Richardson | M | - |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | 7 ans |
Jason Wesly McCarthy | M | - |
Albert Einstein College of Medicine, Inc.
| 8 ans |
Orla Lenehan | F | - |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | 6 ans |
Noah Russell Billick | M | - |
McGill University
| 5 ans |
Junaid Subhan | M | - |
McGill University
| 8 ans |
Mark Monaghan | M | - |
McGill University
| 11 ans |
Michael Alan Soss | M | - |
McGill University
| 5 ans |
Reuben Kobulnik | M | - |
McGill University
| 7 ans |
Omar Zahr | M | - |
McGill University
| 11 ans |
Isaac Langleben | M | - |
McGill University
| 7 ans |
Ka Man Lo | M | 45 |
McGill University
| 4 ans |
Jonathan Hera | M | - |
McGill University
| 2 ans |
Aaron Lapierre | M | - |
McGill University
| 4 ans |
Erik Groot | M | - |
McGill University
| 4 ans |
Sheila Rao | F | - |
McGill University
| 2 ans |
Mark Belcarz | M | - |
McGill University
| 4 ans |
Francois Beaudry | M | - |
McGill University
| 4 ans |
John A. G. Dick | M | - |
McGill University
| 3 ans |
Shunichiro Matsumoto | M | - |
McGill University
| 2 ans |
Patrik Florencio | M | - |
McGill University
| 3 ans |
Nicolas Kassab | M | - |
McGill University
| 4 ans |
Bram Walters | M | - |
McGill University
| 4 ans |
René Fournier | M | - |
McGill University
| 2 ans |
Kyle Neidhardt | M | - |
Taylor Wealth Management Partners LLC
Taylor Wealth Management Partners LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Taylor Wealth Management Partners LLC provides investment advice. The company is based in Boston, MA. The company was founded in 2014. Hugh Russell Taylor has been the CEO of the company since 2014. Taylor Wealth Management Partners was acquired by Mariner Wealth Advisors LLC on June 01, 2022. | 7 ans |
François Ravenelle | M | - |
McGill University
| 3 ans |
Hafeez Shariff | M | - |
McGill University
| 4 ans |
Sarah Berner | F | - |
McGill University
| 4 ans |
Matt Boczkowski | M | 46 |
McGill University
| 3 ans |
Geoff Johnston Gregoire | M | - |
McGill University
| 4 ans |
Florencia Herra Vega | F | - |
McGill University
| 5 ans |
Alex Bondar | M | - |
McGill University
| 4 ans |
Caitlin Walsh | F | - |
McGill University
| 4 ans |
Matthew Lasov | M | 40 |
McGill University
| 4 ans |
Rami Hannoush | M | - |
McGill University
| 4 ans |
Drew Taylor Callander | M | - |
McGill University
| 4 ans |
Yan Truong | M | - |
McGill University
| 4 ans |
Aaron Lipton | M | - |
McGill University
| 4 ans |
Joshua Dennerlein | M | - |
McGill University
| 5 ans |
Kenzie Lee Shaw | F | - |
McGill University
| 4 ans |
Anupam K. Palit | M | - |
McGill University
| 4 ans |
Stefan Quenneville | M | - |
McGill University
| 2 ans |
Stéphane Lévy | M | - |
McGill University
| 3 ans |
Joshua Chandler | M | - |
McGill University
| 4 ans |
Marc Askenasi | M | 40 |
McGill University
| 4 ans |
Jan Alan Alfheim | M | - |
McGill University
| 2 ans |
Anastasios Avgeriou | M | - |
McGill University
| 2 ans |
Lotfi Karoui | M | - |
McGill University
| 3 ans |
Ivan P. Holman | M | - |
McGill University
| 4 ans |
Sara Mackasey | F | - |
McGill University
| 4 ans |
Rob LeBlanc | M | - |
McGill University
| 4 ans |
Fraser Buchan | M | 40 |
McGill University
| 4 ans |
Andrew Gillin | M | - |
McGill University
| 4 ans |
Dan Solomon | M | - |
McGill University
| 4 ans |
Sean Macdonald Driscoll | M | - |
McGill University
| 4 ans |
Yassen Plamenov Bogoev | M | - |
McGill University
| 4 ans |
Vasilios Tsimiklis | M | - |
McGill University
| 2 ans |
Justin Campeau | M | - |
McGill University
| 4 ans |
Ben Dusastre | M | - |
McGill University
| 4 ans |
Matthew McLeod | M | - |
McGill University
| 5 ans |
Salim Ben Mansour | M | - |
McGill University
| 3 ans |
Elizabeth Combeer | F | - |
McGill University
| 4 ans |
Bobby Touran | M | - |
McGill University
| 4 ans |
Francoise Forel | M | - |
McGill University
| 5 ans |
Melissa Reiter | F | - |
McGill University
| 3 ans |
Hussein Govani | M | - |
McGill University
| 4 ans |
Isaac Matzner | M | - |
McGill University
| 4 ans |
Kristin G. Ali | F | - |
McGill University
| 4 ans |
Matthew James Ruban | M | - |
McGill University
| 4 ans |
Nick Perkell | M | - |
McGill University
| 4 ans |
Karim Tajdin | M | - |
McGill University
| 5 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Canada | 70 | 70,00% |
Etats-Unis | 24 | 24,00% |
Irlande | 6 | 6,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Josh Goldman
- Réseau Personnel