Margaret M. Broyhill
Directeur/Membre du Conseil chez BMC Fund, Inc.
Provenance du réseau au premier degré de Margaret M. Broyhill
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Wells Fargo Advisors Financial Network LLC
 Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
46
| Subsidiary | Investment Managers | 46 |
BMC Fund, Inc.
 BMC Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous BMC Fund, Inc. is a closed-end, diversified investment company. The company is headquartered in Lenoir, NC.
15
| Mutual Fd-Closed End | Investment Trusts/Mutual Funds | 15 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Margaret M. Broyhill via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Investment Banks/Brokers | Private Equity Investor | |
| Wallace Financial Services LLC | Corporate Officer/Principal | ||
Lincoln Financial Distributors, Inc.
 Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
PB Realty Co., Inc.
 PB Realty Co., Inc. Real Estate DevelopmentFinance PB Realty Co., Inc. is a real estate company. The private company is based in Philadelphia, PA. | Real Estate Development | Corporate Officer/Principal President Corporate Officer/Principal Corporate Secretary Corporate Secretary | |
| COMCAST CORPORATION | Cable/Satellite TV | Director/Board Member | |
| Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
| Albright College | College/University | Undergraduate Degree | |
| Brigham Young University | College/University | Masters Business Admin Undergraduate Degree | |
| Calvin University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree Undergraduate Degree | |
| Dickinson State University | College/University | Undergraduate Degree | |
| Millersville University | College/University | Undergraduate Degree | |
| Olivet College | College/University | Undergraduate Degree | |
| Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree | |
| University of Michigan | College/University | Undergraduate Degree | |
| University of Mississippi | College/University | Undergraduate Degree | |
| University of North Dakota | College/University | Undergraduate Degree | |
Capitala Investment Advisors LLC
 Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Investment Managers | Private Equity Investor Corporate Officer/Principal | |
Broyhill Investments, Inc.
 Broyhill Investments, Inc. Hospital/Nursing ManagementHealth Services Broyhill Investments, Inc. provides hospital and physicians services. The company is headquartered in Lenoir, NC. | Hospital/Nursing Management | President Chairman Corporate Secretary Director/Board Member | |
| Broyhill Family Foundation, Inc. | President Chairman Corporate Officer/Principal Corporate Secretary | ||
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
CMG Global Holdings LLC
 CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
Broyhill Asset Management LLC
 Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Investment Managers | Chief Executive Officer Chairman | |
Milestone Advisory Partners LLC
 Milestone Advisory Partners LLC Investment ManagersFinance Milestone Advisory Partners LLC (MAP) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Southern Pines, North Carolina. The firm was founded by John M. Kober and Winfred "Chip” Hasty in 2015. MAP provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. | Investment Managers | Founder Founder | |
| Old Clemmons School Properties, Inc. | President | ||
Transamerica Life Insurance Co. (Investment Portfolio)
 Transamerica Life Insurance Co. (Investment Portfolio) Investment ManagersFinance Transamerica Life Insurance Co. (Investment Portfolio) (Transamerica-IP) is the investment portfolio division Transamerica Life Insurance Co., an insurance company headquartered in Cedar Rapids, Iowa. The firm is a subsidiary of Commonwealth General Corp., which is ultimately owned by Aegon NV (AMS: AGN) in The Netherlands. Transamerica-IP offers a diverse array of mutual funds that aim to provide confidence in any market environment. | Investment Managers | Corporate Officer/Principal | |
| Marketing One, Inc. | Corporate Officer/Principal | ||
| Kellogg School of Management | College/University | Masters Business Admin | |
Mattern Wealth Management LLC
 Mattern Wealth Management LLC Investment ManagersFinance Mattern Wealth Management LLC (MWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lawrence, Kansas. The firm was founded by David “Dave” Mattern in 2019. MWM offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Investment Managers | Chief Executive Officer | |
Mattern Capital Management LLC
 Mattern Capital Management LLC Investment ManagersFinance Mattern Capital Management LLC (Mattern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood, Colorado. The firm was founded by Perry Mattern in 2019. Mattern Capital manages investment portfolios for individuals, high net worth individuals, trusts, businesses and corporations. | Investment Managers | Chief Executive Officer | |
Adams Chetwood Wealth Management LLC
 Adams Chetwood Wealth Management LLC Investment ManagersFinance Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million. | Investment Managers | Compliance Officer | |
| University of North Carolina System | College/University | Undergraduate Degree | |
Protect Plus LLC
 Protect Plus LLC Industrial MachineryProducer Manufacturing Protect Plus LLC provides air filtration related products and brands. It offers air filtration, water filtration, shelf liners and surface protection products. the company sells its products under the brand names include Arm & Hammer, Brita, DuPont, HDX and True Blue. Protect Plus was founded in 2005 and is headquartered in Hickory, NC. | Industrial Machinery | Comptroller/Controller/Auditor | |
| PCIH Series 7 A Series of Piedmont Capital Investment Holdings | Director/Board Member | ||
Penso Advisors LLC
 Penso Advisors LLC Investment ManagersFinance Penso Advisors LLC is a registered investment advisor headquartered in New York City. The firm was co-founded in 2010 by Avie Pheiffer and Ari Bergmann. They are a subsidiary of Penso Partners LLC, ultimately owned by ABIB Family Trust., Penso Advisors provides investment consulting or advisory services to sophisticated asset managers such as hedge funds, funds of hedge funds, global insurance companies, private and state pension plans, endowments, foundations, family offices and other large institutional investors. | Investment Managers | Trading-Equity | |
| City of Lenoir (North Carolina) | Municipality | Director of Finance/CFO | |
Traverso Chambers Private Wealth Management LLC
 Traverso Chambers Private Wealth Management LLC Investment ManagersFinance Traverso Chambers Private Wealth Management LLC (Traverso Chambers) is a SEC-registered investment adviser and wealth management firm headquartered in Santa Rosa, California. In 2024, the firm was acquired by MAI Capital Management LLC, ultimately owned by MAI Capital Management Holdings LLC. Traverso Chambers provides investment advisory services to high-net-worth individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Salomon & Ludwin LLC
 Salomon & Ludwin LLC Investment ManagersFinance Salomon & Ludwin LLC is an independent, SEC-registered investment adviser headquartered in Richmond, Virginia. The firm was founded by Dalal Salomon and Daniel Ludwin in 2009. Salomon & Ludwin offers active money management services for individuals, high-net-worth individuals, families, employer-sponsored qualified plans, small businesses, trusts, and foundations. | Investment Managers | Founder | |
Mountain Group Capital LLC
 Mountain Group Capital LLC Investment ManagersFinance Mountain Group Capital LLC (Mountain Group Capital) is a venture capital investment firm founded in 2002. The firm is headquartered in Nashville, Tennessee. | Investment Managers | President |
Statistiques
Internationale
| Etats-Unis | 46 |
Sectorielle
| Finance | 21 |
| Consumer Services | 17 |
| Health Services | 2 |
| Consumer Durables | 2 |
| Producer Manufacturing | 2 |
Opérationnelle
| Corporate Officer/Principal | 116 |
| Undergraduate Degree | 41 |
| Director/Board Member | 35 |
| President | 21 |
| Chief Executive Officer | 18 |
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