Provenance du réseau au premier degré de William Darrell Lee
Entité | Type d'entité | Industrie | |
---|---|---|---|
Ironwood Investment Counsel LLC
Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans.
8
| Private Company | Investment Managers | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à William Darrell Lee via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-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 funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Stoker Ostler Wealth Advisors, Inc.
Stoker Ostler Wealth Advisors, Inc. Investment ManagersFinance Stoker Ostler Wealth Advisors, Inc. (Stoker Ostler) is a SEC-registered investment adviser headquartered in Scottsdale, Arizona. The firm was founded in 1997 as Private Wealth Management Inc. and changed their name to Stoker Ostler Wealth Advisors, Inc. in 2007. The firm is a subsidiary of BMO Financial Corp., ultimately owned by Bank of Montreal (TSX, NYSE: BMO) in Canada. Stoker Ostler offers investment management, financial planning, and consulting services to high-net worth individuals, trusts, estates, charitable organizations, and other entities. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Arizona State University | College/University | Masters Business Admin Masters Business Admin | |
University of Arizona | College/University | Undergraduate Degree Undergraduate Degree | |
Bank of America NA (New York Branch)
Bank of America NA (New York Branch) Major BanksFinance Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Wilmington Trust Co.
Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Regional Banks | Corporate Officer/Principal | |
University of Central Arkansas | College/University | Undergraduate Degree | |
RMH Investment Management LLC
RMH Investment Management LLC Investment ManagersFinance RMH Investment Management LLC provides investment advisory services. The firm provides investment performance monitoring and investment manager selection services. The company is headquartered in Tucson, AZ. | Investment Managers | Corporate Officer/Principal | |
Arizona Bank & Trust
Arizona Bank & Trust Regional BanksFinance Arizona Bank & Trust operates as a state chartered commercial bank. Its services include banking, borrowing, investment services, wealth advisory services, insurance, ebanking, treasury management, and retirement plan services. The company is headquartered in Phoenix, AZ. | Regional Banks | Corporate Officer/Principal | |
University of Wisconsin La Crosse | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 15 |
Sectorielle
Finance | 9 |
Consumer Services | 6 |
Commercial Services | 2 |
Opérationnelle
Corporate Officer/Principal | 10 |
Undergraduate Degree | 7 |
Analyst-Equity | 6 |
Portfolio Manager-Equities | 5 |
Founder | 2 |
Relations les plus connectées
- Bourse
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- Connexions Sociétés