Provenance du réseau au premier degré de Robert Milmore
Entité | Type d'entité | Industrie | |
---|---|---|---|
Financial Services Institute, Inc.
31
| Non-Profit Organization | 31 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Robert Milmore via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Chief Operating Officer Chief Executive Officer | |
Investment Management Consultants Association | Corporate Officer/Principal Director/Board Member | ||
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
Kestra Financial, Inc.
Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX. | Investment Managers | Chief Executive Officer President | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Graduate Degree | |
New York University | College/University | Masters Business Admin | |
United States Naval Academy | College/University | Undergraduate Degree | |
New Mountain Capital LLC
New Mountain Capital LLC Investment ManagersFinance New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Lincoln Investment Capital Holdings LLC
Lincoln Investment Capital Holdings LLC Financial ConglomeratesFinance Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA. | Financial Conglomerates | Chief Executive Officer | |
Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA. | Investment Managers | Chief Executive Officer | |
First Command Financial Planning Inc | Chairman | ||
CaringBridge
CaringBridge Internet Software/ServicesTechnology Services CaringBridge is a nonprofit health platform that provides support to family caregivers at no cost. The non-profit company is based in Eagan, MN. The platform helps improve emotional health and social connectedness, addressing feelings of overwhelm, isolation, and loneliness. With over 300,000 people on the platform every day sending or receiving support, there are over 1,600 messages of love, hope, and compassion posted every hour. Founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. The company was founded by Sona Mehring. Tia Newcomer has been the CEO of the company since 2021. | Internet Software/Services | Chairman | |
First Command Advisory Services, Inc.
First Command Advisory Services, Inc. Investment ManagersFinance First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family. | Investment Managers | Chief Executive Officer | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
United Way of Tarrant County
United Way of Tarrant County Miscellaneous Commercial ServicesCommercial Services United Way of Tarrant County provides educational, income and health assistance programs. It offers financial assistance to low income working families, helping adults with on going health concerns, and fundraising to generate revenue for programs. The company was founded in 1922 and is headquartered in Forth Worth, TX. | Miscellaneous Commercial Services | Director/Board Member | |
First Command LIC (Investment Portfolio)
First Command LIC (Investment Portfolio) Investment ManagersFinance First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only. | Investment Managers | Chief Executive Officer | |
Southwest Autism Research & Resource Center
Southwest Autism Research & Resource Center Miscellaneous Commercial ServicesCommercial Services Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Director/Board Member | |
Stanton Group, Inc.
Stanton Group, Inc. Miscellaneous Commercial ServicesCommercial Services Stanton Group, Inc. provides compensation administrative services. The firm offers employee benefit plans, retirement & trust services, compensation consulting, property, and casualty insurance services. The company was founded in 1953 and is headquartered in Itasca, IL. | Miscellaneous Commercial Services | President | |
Destiny Health, Inc.
Destiny Health, Inc. Life/Health InsuranceFinance Destiny Health, Inc. provides healthcare insurance plans services. The company is headquartered in Chicago, IL. | Life/Health Insurance | President | |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Investment Managers | Chairman | |
Spire Wealth Management LLC
Spire Wealth Management LLC Investment ManagersFinance Spire Wealth Management LLC (Spire) is a registered investment advisor headquartered in Mclean, Virginia. The firm was founded by David L. Blisk in 2001 and is a subsidiary of Spire Investment Partners LLC. Spire provides advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
US Air Force | Sovereign | Corporate Officer/Principal | |
United States Air Force Academy | College/University | Undergraduate Degree | |
Wright State University (Ohio) | College/University | Masters Business Admin | |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Executive Officer | |
Osaic Holdings, Inc.
Osaic Holdings, Inc. Financial ConglomeratesFinance Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ. | Financial Conglomerates | Chief Executive Officer | |
University of Oregon | College/University | Undergraduate Degree | |
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC Investment ManagersFinance Part of U.S. Bancorp, Unionbanc Investment Services LLC is a company that provides investment advice. The company is based in Glendale, CA. Evamarie Schoenborn has been the CEO of the company since 2023. | Investment Managers | Chief Executive Officer | |
Stifel Independent Advisors LLC (Investment Management)
Stifel Independent Advisors LLC (Investment Management) Investment ManagersFinance Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions. | Investment Managers | Chief Executive Officer | |
Premier Wealth Management, Inc.
Premier Wealth Management, Inc. Investment ManagersFinance Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus. | Investment Managers | Corporate Officer/Principal | |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Women in Insurance & Financial Services
Women in Insurance & Financial Services Investment ManagersFinance Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields. | Investment Managers | Corporate Officer/Principal | |
National Society of Compliance Professionals | Chairman | ||
American Military University | College/University | Masters Business Admin | |
AVANTAX, INC. | Packaged Software | Compliance Officer | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree | |
Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Investment Managers | President | |
Johnson Wealth, Inc.
Johnson Wealth, Inc. Investment ManagersFinance Johnson Wealth, Inc. is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. Formerly known as Cleary Gull Advisors Inc., the firm was founded by Michael Cleary in 2003 as MBO Cleary Advisors, Inc. They are a wholly owned subsidiary of Johnson Financial Group, Inc. which acquired the firm from Cleary Gull Holdings, Inc. in 2016. Johnson Wealth provides investment advisory and consulting services to high-net-worth individuals, families, trusts, not-for-profit and senior living organizations, public and private foundations and endowments, business entities, government entities, and other investment advisers, including their affiliate Johnson Bank. | Investment Managers | President | |
U.S. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. Investment ManagersFinance US Bancorp Investments, Inc. (USBI) is a dually SEC-registered investment advisor and broker-dealer headquartered in St. Paul, Minnesota. The firm was founded in 2003 and is owned by US Bancorp (NYSE: USB). USBI offers financial planning services and other advisory services to a wide range of clients, which includes individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other businesses. | Investment Managers | Chief Executive Officer | |
St. Cloud State University | College/University | Masters Business Admin | |
Broadridge (Australia) Pty Ltd.
Broadridge (Australia) Pty Ltd. Information Technology ServicesTechnology Services Part of Broadridge Financial Solutions, Inc., Broadridge (Australia) Pty Ltd. is a fintech leader that helps clients capitalize on what's next with communications, technology, data, and intelligence solutions. The company is based in Sydney, Australia. The Australian company offers various services such as navigating European fund market opportunities, providing swift transaction messaging and workflow management, transforming intermediary data into targeted sales strategies, optimizing FX order management, managing the entire proxy process, offering market analytics for asset managers, processing mortgage-backed securities, and providing reference data management services. The company was founded in 1962, and the CEO is Timothy C. Gokey. | Information Technology Services | President | |
Northwestern Mutual Wealth Management Co.
Northwestern Mutual Wealth Management Co. Savings BanksFinance Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI. | Savings Banks | Chief Executive Officer | |
Hightower Holding LLC
Hightower Holding LLC Investment ManagersFinance HighTower Holding LLC operates as a holding company with interest in the securities and financial industry. It provides financial planning, institutional consulting, and wealth management services. The company was founded by Elliot S. Weissbluth, Andrew Kornreich, and Larry Koehler in 2007 and is headquartered in Chicago, IL. | Investment Managers | Chief Executive Officer | |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Investment Banks/Brokers | Chief Executive Officer |
Statistiques
Internationale
Etats-Unis | 48 |
Chypre | 2 |
Australie | 2 |
Sectorielle
Finance | 27 |
Consumer Services | 12 |
Commercial Services | 6 |
Technology Services | 4 |
Health Services | 2 |
Opérationnelle
Director/Board Member | 56 |
Corporate Officer/Principal | 33 |
Chief Executive Officer | 32 |
President | 28 |
Chairman | 16 |
Relations les plus connectées
Insiders | |
---|---|
Chris Perry | 17 |
Scott Spiker | 15 |
Robert Oros | 11 |
James Poer | 10 |
Douglas Ketterer | 8 |
David Christopher Knoch | 8 |
Adam Malamed | 8 |
David Blisk | 8 |
Melissa Loner | 7 |
Jamie Price | 7 |
Amy Webber | 6 |
Cary J. Cowan | 6 |
Kent Christian | 6 |
Evamarie Schoenborn | 6 |
Libet Anderson | 4 |
- Bourse
- Insiders
- Robert Milmore
- Connexions Sociétés