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Rusty Vanneman
Directeur en chef des Investissements chez Orion Portfolio Solutions LLC
Provenance du réseau au premier degré de Rusty Vanneman
Entité | Type d'entité | Industrie | |
---|---|---|---|
Orion Portfolio Solutions LLC
![]() Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE.
6
| Subsidiary | Investment Managers | 6 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Rusty Vanneman via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Drew University | College/University | Undergraduate Degree | |
Upromise, Inc.
![]() Upromise, Inc. Miscellaneous Commercial ServicesCommercial Services Upromise, Inc. engages in the provision of college savings plans and education programs while making everyday purchases in grocery and drug stores, gas stations, restaurants, hotels, and online shopping. The company was founded by Michael E. Bronner, Andre L. David, and Jeffrey J. Bussgang in 2000 and is headquartered in Newton, MA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Consulting Group Advisory Services LLC
![]() Consulting Group Advisory Services LLC Investment ManagersFinance Consulting Group Advisory Services LLC (CGAS) is a registered investment adviser headquartered in Purchase, New York. The firm is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). CGAS provides investment advisory services to individual and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities. | Investment Managers | Analyst-Equity | |
Bentley University | College/University | Undergraduate Degree | |
US Coast Guard Academy | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Fuqua School of Business | College/University | Masters Business Admin | |
Orion Advisor Solutions, Inc.
![]() Orion Advisor Solutions, Inc. Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Advisor Solutions, Inc. is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. The company is based in Omaha, NE. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supports over six million technology accounts and thousands of independent advisory firms. The company offers a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion is the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge, and build strong, profitable businesses. | Investment Managers | Chief Investment Officer | |
Towers Group | Corporate Officer/Principal |
Statistiques
Internationale
Etats-Unis | 15 |
Hong Kong | 2 |
Sectorielle
Finance | 8 |
Consumer Services | 6 |
Commercial Services | 3 |
Opérationnelle
Portfolio Manager-Equities | 9 |
Analyst-Equity | 5 |
Undergraduate Degree | 4 |
Chief Investment Officer | 3 |
Corporate Officer/Principal | 3 |
Relations les plus connectées
Insiders | |
---|---|
Tim Holland | 8 |
Ryan Dressel | 5 |
Brian Storey | 4 |
Frank Nickel | 3 |
Michael Hadden | 3 |
Andrew Goins | 1 |
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