Brian D. Loftus
Corporate Officer/Principal bei Heating, Airconditioning & Refrigeration Distributors Intl
Ursprung des Netzwerks ersten Grades von Brian D. Loftus
Einheit | Art der Einheit | Industrie | |
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Maple Capital Management, Inc.
Maple Capital Management, Inc. Investment ManagersFinance Maple Capital Management, Inc. (Maple Capital) is an independent, SEC-registered investment advisor headquartered in Montpelier, Vermont. The firm was founded by John Boland and Ramsey Luhr in 2004 through a management buyout of the private client group of NL Capital Management, Inc. Maple Capital provides portfolio management services to individuals, families, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and insurance companies.
4
| Private Company | Investment Managers | 4 |
Heating, Airconditioning & Refrigeration Distributors Intl
2
| Non-Profit Organization | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brian D. Loftus
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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NLG Capital, Inc.
NLG Capital, Inc. Investment ManagersFinance NLG Capital, Inc. is a registered investment advisor headquartered in Birmingham, Alabama. It was founded in 1968 and formerly known as Sentinel Asset Management, Inc. They became NLG Capital, Inc. in 2022. The firm is wholly-owned by NLV Financial Corp., which is a wholly-owned subsidiary of National Life Holding Co. NLG Capital offers discretionary investment advisory services to various types of institutional clients, focusing on fixed income investments. | Investment Managers | Portfolio Manager-Equities | |
North Carolina State University | College/University | Undergraduate Degree | |
The Wall Street Investor Forum, Inc.
The Wall Street Investor Forum, Inc. Miscellaneous Commercial ServicesCommercial Services The Wall Street Investor Forum, Inc. sponsors annual analyst conferences. It serves the micro or small cap companies. The company was founded by Gerald Scott in 1990 and is headquartered in Stowe, VT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
NBT Bank NA
NBT Bank NA Investment ManagersFinance NBT Bank NA provides banking services. It offers mortgage loans, online banking, and card and payment services. The company was founded in 1856 and is headquartered in Norwich, NY. | Investment Managers | Corporate Officer/Principal | |
Lehigh University | College/University | Undergraduate Degree | |
Buckhead Capital Management LLC
Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | Portfolio Manager-Equities | |
Wake Forest University | College/University | Masters Business Admin | |
The University of Colorado | College/University | Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Eagle Asset Management, Inc.
Eagle Asset Management, Inc. Investment ManagersFinance Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds. | Investment Managers | Portfolio Manager-Equities | |
University of Louisville | College/University | Masters Business Admin | |
Champlain College | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 18 |
Sektoral
Finance | 11 |
Consumer Services | 7 |
Commercial Services | 2 |
Operativ
Portfolio Manager-Equities | 9 |
Corporate Officer/Principal | 6 |
Portfolio Manager-Fixed Income | 4 |
Undergraduate Degree | 4 |
Masters Business Admin | 2 |
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