Kyle Stephan Cassaday
Mitglied des Investmentausschusses bei Cassaday & Co. Wealth Management LLC
Ursprung des Netzwerks ersten Grades von Kyle Stephan Cassaday
| 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.
12
| Extinct | Investment Managers | 12 |
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.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kyle Stephan Cassaday
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Farr, Miller & Washington LLC
 Farr, Miller & Washington LLC Investment ManagersFinance Farr, Miller & Washington LLC (FMW) is a wealth management firm headquartered in Washington, DC.The firm was founded by Michael Farr, Elmon Miller and John Washington in 1996. They are a subsidiary of HighTower Advisors LLC, which is owned by Hightower Holding LLC. FMW provides individual and institutional clients with comprehensive, conservative, long-term investment portfolios and trusted strategic advice. | Investment Managers | Corporate Officer/Principal | |
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Portfolio Manager-Equities | |
| 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 | |
| Elon University | College/University | Undergraduate Degree | |
| Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
| Marymount University | College/University | Undergraduate Degree | |
| Radford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Randolph-Macon College | College/University | Undergraduate Degree | |
| St. John's University | College/University | Undergraduate Degree | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
| Madison University | College/University | Undergraduate Degree | |
The TCW Group, Inc.
 The TCW Group, Inc. Investment ManagersFinance The TCW Group, Inc. provides investment management services. The firm's clients include corporate and public pension plans, financial institutions, endowments and foundations in the United States, as well as a number of foreign investors and individuals. It works in partnership with financial advisors to help build the businesses and meet the needs of clients. The company was founded by Robert Addison Day in 1971 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
National Women's Health Resource Center, Inc.
 National Women's Health Resource Center, Inc. Miscellaneous Commercial ServicesCommercial Services National Women's Health Resource Center, Inc. operates as a nonprofit health information source and medical-organization-sanctioned information for women. It works to educate women about health policy issues in these and other areas. The company was founded in 1988 and is headquartered in Red Bank, NJ. | Miscellaneous Commercial Services | Director/Board Member |
Statistik
International
| Vereinigte Staaten | 20 |
Sektoral
| Consumer Services | 10 |
| Finance | 8 |
| Commercial Services | 4 |
Operativ
| Investment Committee Member | 19 |
| Portfolio Manager-Equities | 19 |
| Undergraduate Degree | 13 |
| Corporate Officer/Principal | 9 |
| Director of Research - Equity | 3 |
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