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Sterling Herrmann
Gestionnaire de Portefeuille-Actions chez Liberty Wealth Advisors LLC
Provenance du réseau au premier degré de Sterling Herrmann
Entité | Type d'entité | Industrie | |
---|---|---|---|
Central Michigan University
9
| College/University | Other Consumer Services | 9 |
Prime Capital Investment Advisors LLC
![]() Prime Capital Investment Advisors LLC Investment ManagersFinance Prime Capital Investment Advisors LLC (PCIA) is a SEC-registered asset management firm headquartered in Overland Park, Kansas. The firm was founded in 2017 and is a wholly-owned subsidiary of CHHSZ Holdings LLC. Prior to 2017, PCIA was known as Lawing Financial, Inc. PCIA provides full-service financial planning, which includes fee-based asset management, qualified plan design and implementation, and wealth management for high-net worth individuals.
6
| Holding Company | Investment Managers | 6 |
Liberty Wealth Advisors LLC
![]() Liberty Wealth Advisors LLC Investment ManagersFinance Liberty Wealth Advisors LLC (LWA) is a wealth management firm headquartered in Naples, Florida. The firm was founded by James Gladney and Richard Ferri in 1999 as Portfolio Solutions LLC. They were acquired by Prime Capital Investment Advisors LLC in 2022. LWA offers a full spectrum of financial advisory and wealth planning services to individuals, high-net-worth individuals, trusts, estates, endowments, institutions, individual participants of retirement plans, pension and profit-sharing plans, charitable organizations, corporations, and other businesses.
5
| Subsidiary | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Sterling Herrmann via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Graduate Degree Undergraduate Degree | |
FBI WIND DOWN INC | Home Furnishings | Director/Board Member | |
DUR HOSPITALITY COMPANY | Hotels/Resorts/Cruise lines | Human Resources Officer | |
The GW School of Business | College/University | Undergraduate Degree | |
Lockton, Inc.
![]() Lockton, Inc. Insurance Brokers/ServicesFinance Lockton, Inc. provides insurance brokerage service. The firm offers risk management products, such as aviation, cargo, casualty, contingency, cyber risk, environmental, executive and financial risk, marine, personal accident and travel, personal line, private client, product reputation and recall, professional liability and indemnity, property, reinsurance, supply chain risk, surety, trade credit and political risk, and war and terrorism insurance. The company was founded in 1966 and is headquartered in Kansas City, MO. | Insurance Brokers/Services | Chief Operating Officer | |
Plante Moran Financial Advisors LLC
![]() Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Investment Managers | Analyst-Equity | |
National Unified Procurement Co
![]() National Unified Procurement Co Medical DistributorsDistribution Services National Unified Procurement Co is a Saudi Arabian company that specializes in procurement, logistics, and supply chain management for pharmaceutical and medical devices and supplies for government hospitals. The company is based in Riyadh, Saudi Arabia. The company was founded in 2009. The CEO is Fahad M. Al-Shebel. | Medical Distributors | Corporate Officer/Principal | |
King Fahd University of Petroleum & Minerals | College/University | Undergraduate Degree | |
Archdiocese of Detroit | Corporate Officer/Principal | ||
COHERENT, INC. | Industrial Machinery | Director/Board Member | |
AFI Partners LLC
![]() AFI Partners LLC Investment ManagersFinance AFI Partners LLC (AFI Partners) is a private equity firm founded in 2006. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Franchise Equity Partners LLC
![]() Franchise Equity Partners LLC Investment ManagersFinance Franchise Equity Partners LLC (Franchise Equity Partners) is a private equity firm founded in 2021 by Michael Esposito and Scott Romanoff. The firm is headquartered in New York. | Investment Managers | Consultant / Advisor | |
Metromedia International Group, Inc. /Private Grp/
![]() Metromedia International Group, Inc. /Private Grp/ Financial ConglomeratesFinance Metromedia International Group, Inc. is a private group led by Salford Capital Partners Inc and Compound Capital Ltd. The private company is based in New York, NY. | Financial Conglomerates | Director/Board Member | |
Good Travel Software Ltd.
![]() Good Travel Software Ltd. Packaged SoftwareTechnology Services Good Travel Software Ltd. develops booking software for the car share industry. It has developed an integrated operating system that immediately offers a new generation of applications that are both scalable and adaptable to different rental or vehicle-share business models. The firm’s system is for established operators as well as new entrants, both of whom require state of the art solutions in order to manage their fleet and customers. The company is headquartered in Dublin, Ireland. | Packaged Software | Director/Board Member | |
Detroit Opera
![]() Detroit Opera Movies/EntertainmentConsumer Services Detroit Opera operates as a producer and presenter for opera, musical theatre, and dance. The non-profit company is based in Detroit, MI and has subsidiaries in the United States. Wayne S. Brown has been the CEO of the company since 2014. | Movies/Entertainment | Director/Board Member | |
Lockton International Holdings Ltd.
![]() Lockton International Holdings Ltd. Insurance Brokers/ServicesFinance Lockton International Holdings Ltd. provides insurance brokerage services. It offers tenant contents, cover holders professional indemnity, captive, risk and insurance program management, consulting, and alternative risk finance services. The company was founded on August 16, 2006 and is headquartered in London, the United Kingdom. | Insurance Brokers/Services | Director/Board Member | |
CHHSZ Holdings LLC
![]() CHHSZ Holdings LLC Financial ConglomeratesFinance CHHSZ Holdings LLC provides holding company. The company is headquartered in Overland Park, KS. | Financial Conglomerates | Chief Executive Officer | |
Lockton Cos. LLC
![]() Lockton Cos. LLC Insurance Brokers/ServicesFinance Lockton Cos. LLC engages in the provision of insurance and risk management services. It offers claims consulting, mergers and acquisitions services, strategic risk consulting, employee benefits, and retirement services. The company was founded by Jack Lockton in 1966 and is headquartered in Kansas City, MO. | Insurance Brokers/Services | Chief Executive Officer | |
Financial Strategies Group, Inc.
![]() Financial Strategies Group, Inc. Investment ManagersFinance Financial Strategies Group, Inc. (FSG) is an independent, SEC-registered investment advisor headquartered in Okemos, Michigan. FSG provides financial advice to individual clients. | Investment Managers | Chief Investment Officer | |
TREAN INSURANCE GROUP, INC. | Insurance Brokers/Services | Director/Board Member | |
Southern Illinois University | College/University | Undergraduate Degree | |
Flexible Plan Investments Ltd.
![]() Flexible Plan Investments Ltd. Investment ManagersFinance Flexible Plan Investments Ltd. (FPI) is an independent, SEC-registered investment advisor headquartered in Bloomfield Hills, Michigan. The firm was founded by Jerry C. Wagner in 1981. FPI provides investment advisory services to individuals, high net worth individuals, investment companies including mutual funds, corporate pension and profit-sharing plans, charitable organizations, state or municipal government entities, not for profit organizations, trusts, corporations and other businesses. | Investment Managers | Analyst-Equity | |
UH Ventures LLC
![]() UH Ventures LLC Investment ManagersFinance UH Ventures LLC (UH Ventures) is a venture capital subsidiary of University Hospitals Health System, Inc founded in 2020. The firm is headquartered in Cleveland, Ohio. | Investment Managers | Private Equity Investor | |
JumpStart, Inc.
![]() JumpStart, Inc. Miscellaneous Commercial ServicesCommercial Services JumpStart, Inc. is a non profit organization that supports entrepreneurial service organizations. The firm advises, invests in, assists and accelerates Northeast Ohio's early-stage ideas and companies. The company was founded in 2004 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Consultant / Advisor | |
Case Western Reserve University
![]() Case Western Reserve University Other Consumer ServicesConsumer Services Case Western Reserve University provides educational services. It offers a variety of undergraduate degree courses and graduate and professional options such as arts and sciences, dentistry, engineering, law, management, medicine, nursing, social work, and more. The firm also offers dual-degree programs. The company was founded in 1826 and is headquartered in Cleveland, OH. | College/University | Graduate Degree | |
Grow Michigan LLC
![]() Grow Michigan LLC Investment ManagersFinance Grow Michigan LLC (Grow Michigan) is a private equity firm founded in 2012. The firm is headquartered in Jackson, Michigan. | Investment Managers | Consultant / Advisor | |
Detroit Public Television
![]() Detroit Public Television BroadcastingConsumer Services Detroit Public Television is a viewer-supported television service that offers a mix of noncommercial programming. The private company is based in Wixom, MI. The company provides in-depth coverage and reporting of important energy and environmental issues, such as Great Lakes Now and Beyond the Light Switch. Additionally, viewers can enjoy their favorite children's programming on PBS KIDS. | Broadcasting | Director/Board Member | |
Global Automotive Alliance LLC | Chairman | ||
BillFloat, Inc.
![]() BillFloat, Inc. Finance/Rental/LeasingFinance BillFloat, Inc. provides leasing and credit solutions to consumers and small businesses online, in-store, and via mobile. The firm offers SmartPay for consumers, a lease-to-own payment plan, to get smartphones, accessories and other high-value items; and SmartBiz that allows users to apply online for low-interest, long-term, SBA-guaranteed working capital loans. The company was founded by Ryan M. Gilbert and Sean O'Malley in 2009 and is headquartered in San Francisco, CA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Thompson, Siegel & Walmsley LLC
![]() Thompson, Siegel & Walmsley LLC Investment ManagersFinance Thompson, Siegel & Walmsley LLC (TSW) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 1969 and is a subsidiary of Pendal USA, Inc., which is owned by Perpetual Ltd. (ASX: PPT) in Australia. TSW offers a full range of investment management strategies which includes US and Non-US Equities, Income Strategies, Balanced portfolio strategies and Alternatives for both Institutional and Strategic Advisory clients. | Investment Managers | Corporate Officer/Principal | |
Identifix, Inc.
![]() Identifix, Inc. Miscellaneous Commercial ServicesCommercial Services Part of Solera Holdings LLC (Texas), Identifix, Inc. is a trusted brand in the automotive repair industry. The company is based in Roseville, MN. The company offers auto repair shops solutions that help shop owners save time and grow their business by improving efficiencies and becoming more profitable. The CEO of the company is Mark Theriot. Identifix was acquired by Claims Services Group, Inc. on July 17, 2015 for $594.80 million. | Miscellaneous Commercial Services | Director/Board Member | |
COHERENT CORP. | Electronic Equipment/Instruments | Director/Board Member | |
Premier Trailer Leasing, Inc.
![]() Premier Trailer Leasing, Inc. Finance/Rental/LeasingFinance Premier Trailer Leasing, Inc. engages in the provision of trailer rental and leasing services. Its services include trailer tracking, reefer fleet management, loss damage waiver, and pickup and delivery of equipment. The company was founded in 2005 and is headquartered in Plano, TX. | Finance/Rental/Leasing | Director/Board Member | |
rentbits.com, Inc.
![]() rentbits.com, Inc. Packaged SoftwareTechnology Services rentbits.com, Inc. provides rental search engine platform. The firm offers marketing, tracking‚ reputation management, and resident retention tools. The company was founded in 2008 and is headquartered in Denver, CO. | Packaged Software | Chairman | |
The University of Alabama | College/University | Doctorate Degree | |
Alcorn State University
![]() Alcorn State University Other Consumer ServicesConsumer Services Alcorn State University operates as a land-grant institution. The company was founded in 1871 and is headquartered in Lorman, MS. | College/University | President | |
Wellington Management Co. LLP
![]() Wellington Management Co. LLP Investment ManagersFinance Wellington Management Co. LLP (WMC) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, as well as to investment vehicles that the firm sponsors. | Investment Managers | Portfolio Manager-Equities | |
Boston University | College/University | Masters Business Admin | |
Ernst & Young Capital Advisors LLC
![]() Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Analyst-Equity | |
Furman University | College/University | Undergraduate Degree | |
Service America Group, Inc.
![]() Service America Group, Inc. RestaurantsConsumer Services Service America Group, Inc. provides dinning, vending and office refreshment services. The company was founded in 1996 and it is headquartered in Scottsdale, AZ. | Restaurants | Chairman | |
Windward Petroleum, Inc.
![]() Windward Petroleum, Inc. Industrial SpecialtiesProcess Industries Windward Petroleum, Inc. distributes lubricant and ancillary products. It offers full service oil analysis program, eTank, and Navi-Guard. The company was founded by Michael C. Spoor in 1998 and is headquartered in Manchester, NH. | Industrial Specialties | Director/Board Member | |
GCA Services Group, Inc.
![]() GCA Services Group, Inc. Miscellaneous Commercial ServicesCommercial Services GCA Services Group, Inc. provides facility support services. Its services include janitorial and custodial services, contamination control for cleanroom manufacturing, facilities maintenance and operations, grounds management, in-sourced production staffing and labor management, diversified staffing, support and recycling programs. The company was founded by Graeme A. Crothall and Robert E. Drury in 2003 and is headquartered in Cleveland, OH. | Miscellaneous Commercial Services | Director/Board Member | |
Global Asset Alternatives LLC
![]() Global Asset Alternatives LLC Investment ManagersFinance Global Asset Alternatives, LLC provides investment products and advisory services. It is a provider of investment products and advisory services, offers accredited individual and institutional investors an effective way to take advantage of the benefits of the real estate investment universe. The company was founded by Dennis E. Pemberton, Jr. in 2001 and is headquartered in Atlanta, GA. | Investment Managers | Director/Board Member |
Statistiques
Internationale
Etats-Unis | 46 |
Arabie Saoudite | 3 |
Irlande | 2 |
Royaume-Uni | 2 |
Sectorielle
Finance | 23 |
Consumer Services | 15 |
Technology Services | 5 |
Commercial Services | 4 |
Consumer Durables | 2 |
Opérationnelle
Director/Board Member | 20 |
Undergraduate Degree | 15 |
Corporate Officer/Principal | 10 |
Portfolio Manager-Equities | 7 |
Chairman | 7 |
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