Ursprung des Netzwerks ersten Grades von Kyle Riddle
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Cassaday & Co., Inc.
Cassaday & Co., Inc. Investment ManagersFinance Cassaday & Co., Inc. (Cassaday) is an investment advisory firm headquartered in McLean, Virginia. The firm was founded by Stephan Cassaday 1993. They are a direct subsidiary of Cassaday & Co. Wealth Management LLC and became ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS) in 2021. Cassaday provides comprehensive financial planning and investment management to individuals and families.
4
| Extinct | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kyle Riddle
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Cassaday & Co. Wealth Management LLC
Cassaday & Co. Wealth Management LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cassaday & Co. Wealth Management LLC is a registered investment advisor based in McLean, VA. The company has over $4.30 billion in assets under management and offers a full-scale wealth management service, including investment management, financial planning, retirement planning, tax planning, death and disability planning, estate planning, insurance solutions, income and asset protection, and life transition services to its clients. Securities are offered through Royal Alliance Associates, member FINRA/SIPC, and investment advisory and insurance services are offered through Cassaday & Company, Inc., a registered investment adviser not affiliated with Royal Alliance. Neither RAA nor its registered representatives offer tax or legal advice. Stephan Quinn Cassaday has been the CEO of the company since 2022. | Investment Managers | Investment Committee Member Investment Committee Member | |
University of Virginia | College/University | Undergraduate Degree | |
Covington & Burling LLP
Covington & Burling LLP Miscellaneous Commercial ServicesCommercial Services Covington & Burling LLP provides legal services. It also provides support services in the following administrative departments including accounting, human resources, information research services, information technology services, library, operations, marketing, practice systems support, recruitment, attorney and alumni relations, and professional development. The company was founded by J. Harry Covington and Edward B. Burling on January 1, 1919 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Sektoral
Consumer Services | 4 |
Commercial Services | 3 |
Finance | 2 |
Operativ
Investment Committee Member | 4 |
Undergraduate Degree | 4 |
Portfolio Manager-Equities | 4 |
Analyst-Equity | 2 |
Corporate Officer/Principal | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Nick Harris | 4 |
Carmen Ioana Bississo | 4 |
Joe McDermott | 2 |
Jill Minchoff | 2 |
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