Provenance du réseau au premier degré de Phil Beckner
Entité | Type d'entité | Industrie | |
---|---|---|---|
West Financial Services, Inc.
West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.
6
| Subsidiary | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Phil Beckner via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
University of Wisconsin | College/University | Undergraduate Degree | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Heritage Investors Management Corp.
Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Portfolio Manager-Equities | |
Aegis Wealth Management LLC
Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Garnet Group LLC
Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Investment Managers | Corporate Officer/Principal | |
Universidad Técnica Federico Santa María | College/University | Masters Business Admin | |
Joseph M. Katz Graduate School of Business | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
Virginia Tech Graduate School | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 10 |
Chili | 2 |
Sectorielle
Consumer Services | 8 |
Finance | 4 |
Opérationnelle
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 6 |
Analyst-Equity | 5 |
Corporate Officer/Principal | 2 |
Masters Business Admin | 1 |
Relations les plus connectées
Insiders | |
---|---|
Laura Lee McAree | 5 |
Rod Huerta | 3 |
Daniel Trosch | 2 |
Ryan Scott Streilein | 2 |
R. Stolz | 2 |
Rodger Isom | 2 |
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