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Ursprung des Netzwerks ersten Grades von Chris Flynn
Einheit | Art der Einheit | Industrie | |
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CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors.
24
| Subsidiary | Investment Managers | 24 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Chris Flynn
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Bessemer Trust Co., NA
![]() Bessemer Trust Co., NA Major BanksFinance Bessemer Trust Co. NA provides wealth management and investment advisory services. The company provides investment banking, brokerage and commercial lending services. It was founded in 1907 and is headquartered in New York City, NY | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Citigroup Global Markets, Inc. (Broker)
![]() Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Institutional Sales | |
Bankers Trust Co. (Des Moines, Iowa)
![]() Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Analyst-Equity | |
John Hancock Financial Services, Inc.
![]() John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
Equitable Advisors LLC
![]() Equitable Advisors LLC Investment ManagersFinance Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans. | Investment Managers | Corporate Officer/Principal | |
AMG National Trust Bank
![]() AMG National Trust Bank Investment ManagersFinance AMG National Trust Bank (AMG) is a privately-held, national trust bank headquartered in Greenwood Village, Colorado. The firm was founded in 1972 as a division of private investment bank and later evolved into a separate corporation. They are a subsidiary of AMG National Corp. AMG provides investment management solutions to executives, business owners, high net worth individuals, and institutions. | Investment Managers | Corporate Officer/Principal | |
Russell Reynolds Associates, Inc.
![]() Russell Reynolds Associates, Inc. Miscellaneous Commercial ServicesCommercial Services Russell Reynolds Associates, Inc. provides executive recruitment services. Its services include chief executive officer and board advisory services, culture assessment, executive search, global supply chain and leadership assessment. The company was founded in 1969 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
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 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 | Masters Business Admin | |
Vanderbilt University | College/University | Undergraduate Degree Graduate Degree | |
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 | Corporate Officer/Principal | |
BB&T Securities LLC (Broker)
![]() BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Carter, Ledyard & Milburn LLP
![]() Carter, Ledyard & Milburn LLP Miscellaneous Commercial ServicesCommercial Services Carter, Ledyard & Milburn LLP provides legal services. The private company is based in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Brown Brothers Harriman & Co.
![]() Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Corporate Officer/Principal | |
Strasburger & Price LLP
![]() Strasburger & Price LLP Miscellaneous Commercial ServicesCommercial Services Strasburger & Price LLP provides legal services. It also offers services such as antitrust, bankruptcy, construction, corporate & securities, intellectual property, litigation, personal injury, real estate and tax law. The firm serves construction, energy, oil and gas, healthcare, retail and manufaturing industries. The company was founded in 1939 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Tuskegee University | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Framingham State College | College/University | Undergraduate Degree | |
Hartwick College | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Suffolk University | College/University | Graduate Degree | |
Texas Tech University | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
Quinnipiac University | College/University | Undergraduate Degree | |
University of Central Oklahoma | College/University | Corporate Officer/Principal | |
The University of Colorado | College/University | Undergraduate Degree Graduate Degree | |
University of Durham | College/University | Undergraduate Degree | |
Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
Meketa Investment Group, Inc.
![]() Meketa Investment Group, Inc. Investment ManagersFinance Meketa Investment Group, Inc. provides investment consulting and advisory services. The company was founded in 1978 and is headquartered in Westwood, MA. | Investment Managers | Corporate Officer/Principal | |
Woodard, Hall & Primm PC
![]() Woodard, Hall & Primm PC Miscellaneous Commercial ServicesCommercial Services Woodard, Hall & Primm PC is a private company based in Houston, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Capgemini America, Inc.
![]() Capgemini America, Inc. Packaged SoftwareTechnology Services Capgemini America, Inc. engages in the provision of software solutions. It offers outsourcing, consulting, and digital transformation. The company is headquartered in New York, NY. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
Long Wharf Capital LLC
![]() Long Wharf Capital LLC Investment ManagersFinance Long Wharf Capital LLC (Long Wharf Capita) is a Private Equity firm, a subsidiary of Long Wharf Real Estate Holdings LLC founded by Michael L. Elizondo and John R. Barrie. The firm is headquartered in Boston, Massachusetts . | Investment Managers | Private Equity Analyst | |
MIT Sloan School of Management | College/University | Masters Business Admin | |
SFP Benefits LLC
![]() SFP Benefits LLC Investment ManagersFinance SFP Benefits LLC provides investment and financial advisory services. The firm offers estate and legacy services, wealth strategies, and business services. The company was founded in 1933 and is headquartered in Memphis, TN. | Investment Managers | Corporate Officer/Principal | |
TFC Financial Management, Inc.
![]() TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations. | Investment Managers | Director of Research - Equity | |
Houston College of Law | College/University | Graduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal | |
Bryant University | College/University | Undergraduate Degree | |
Fin Venture Capital Management LLC
![]() Fin Venture Capital Management LLC Investment ManagersFinance Fin Venture Capital Management LLC (Fin Venture Capital Management) is a venture capital firm founded in 2018 by Logan W. Allin. The firm is headquartered in San Francisco, California. | Investment Managers | Founder | |
Aiera, Inc.
![]() Aiera, Inc. Packaged SoftwareTechnology Services Aiera, Inc. develops a financial event intelligence platform. It offers stream monitoring, highlights and differentials, and live event intelligence. The company was founded by Kenneth Michael Sena and Bryan Healey in 2017 and is headquartered in New York, NY. | Packaged Software | Director/Board Member | |
ONEHOPE, Inc. (California)
![]() ONEHOPE, Inc. (California) Beverages: AlcoholicConsumer Non-Durables ONEHOPE, Inc. engages in the production and selling of wine and coffee. Its brands include viaONEHOPE, Estate8, and Foundation. The company was founded by Jacob Kloberdanz, Thomas Leahy, Blake Petty, Brandon Hall, Tiffany Wojtkiewicz, Sarah Gora McPeake, Logan W. Allin and Kristen Lyn Shroyer in 2007 and is headquartered in Santa Ana, CA. | Beverages: Alcoholic | Founder |
Statistik
International
Vereinigte Staaten | 49 |
Vereinigtes Königreich | 2 |
Sektoral
Consumer Services | 23 |
Finance | 21 |
Commercial Services | 5 |
Technology Services | 3 |
Consumer Non-Durables | 2 |
Operativ
Corporate Officer/Principal | 49 |
Undergraduate Degree | 23 |
Analyst-Equity | 14 |
Director/Board Member | 11 |
Sales & Marketing | 8 |
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