Ursprung des Netzwerks ersten Grades von Morris Disston
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Stratton Management Co.
Stratton Management Co. Investment ManagersFinance Founded in 1972, Stratton Management Co. is a registered investment advisor located in King of Prussia, Pennsylvania. The firm is a subsidiary of BB&T Corp. (NYSE: BBT). Stratton's clients include high net-worth individuals and families. They also manage money for institutional clients such as endowment funds, foundations and corporate pension and profit sharing plans. In addition, Stratton Management Co. is the investment advisor to the Stratton Mutual Funds and to various wrap account programs.^
15
| Extinct | Investment Managers | 15 |
BB&T Securities LLC
BB&T Securities LLC Investment ManagersFinance BB&T Securities LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2013 as the result of a merger between Scott & Stringfellow LLC firm and Clearview Correspondent Services LLC. Effective upon the merger, Clearview changed its name to BB&T Securities LLC and began conducting business as BB&T Scott & Stringfellow and BB&T Capital Markets, both divisions of BB&T Securities LLC. They are a wholly-owned, non-bank subsidiary of Truist Financial Corp. (NYSE: TFC). BB&T Securities provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; Taft-Hartley plans, governmental plans, municipalities; not-for-profit entities; private equity firms (consulting only); and outside investment platform.
12
| Extinct | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Morris Disston
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
SEI INVESTMENTS COMPANY | Investment Managers | Corporate Officer/Principal | |
Glenmede Investment Management LP
Glenmede Investment Management LP Investment ManagersFinance Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors. | Investment Managers | Portfolio Manager-Equities | |
BLACKROCK, INC. | Investment Managers | Corporate Officer/Principal | |
Howe & Rusling, Inc.
Howe & Rusling, Inc. Investment ManagersFinance Howe & Rusling, Inc. is an independent, SEC-registered investment advisor headquartered in Rochester, New York. Founded in 1930, the firm provides investment management services to individuals, retirement plans, corporations, not-for-profit organizations, and self-insurance trusts. | Investment Managers | Portfolio Manager-Equities | |
Sterling Capital Management LLC
Sterling Capital Management LLC Investment ManagersFinance Sterling Capital Management LLC (Sterling) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by George de Garmo in 1970 and is an independently operated subsidiary of Truist Financial Corp. (NYSE: TFC). Sterling provides investment management services to a diverse group of clients ranging from retail to corporations and non-profits. | Investment Managers | Portfolio Manager-Equities Trading-Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
NorthStar Asset Management LLC
NorthStar Asset Management LLC Investment ManagersFinance NorthStar Asset Management LLC (NorthStar) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by Robert Bobrow in 2000. NorthStar specializes in the individual management of portfolios for individuals, businesses and charitable organizations, and pension and profit-sharing plans on either a discretionary or non-discretionary basis. | Investment Managers | Chief Executive Officer Founder Founder Founder | |
National Financial Services LLC
National Financial Services LLC Investment Banks/BrokersFinance National Financial Services LLC provides brokerage solutions. The firm engages in brokerage, clearance, custody and financing activities. Its customers include institutional and individual investors, other brokers, and dealers and domestic corporations. The company is headquartered in Boston, MA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Fidelity Distributors Corp.
Fidelity Distributors Corp. Investment Banks/BrokersFinance Part of FMR LLC, Fidelity Distributors Corp. is a company that helps oversee employees' investment and trading activities with over 17 years of experience as a designated broker. The company is based in Boston, MA. The company believes in sustainable investing that integrates environmental, social, and governance factors into investment research and decision making. | Investment Banks/Brokers | Corporate Officer/Principal | |
InspereX LLC
InspereX LLC Investment Banks/BrokersFinance InspereX LLC is a broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by Thomas S. Rickets and Joe Rickard in 1999 as Incapital LLC. They are a subsidiary of InpereX Holdings LLC. InspereX provides market participants cloud-tech tools and market-linked product education to better execute their trading strategies and manage their portfolios. | Investment Banks/Brokers | Institutional Sales | |
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Investment Managers | Portfolio Manager-Equities | |
Fiduciary Trust Company International of Pennsylvania
Fiduciary Trust Company International of Pennsylvania Investment ManagersFinance Fiduciary Trust Co. International of Pennsylvania (FTCI-PA) is an investment management firm headquartered in Radnor, Pennsylvania. The firm was founded in 1986 as Pennsylvania Trust Co. and is a subsidiary of Fiduciary Trust Co. International, which is owned by Franklin Resources, Inc. (NYSE: BEN). FTCI-PA provides investment management and trust administration, tax, estate and related account services to individuals, families, institutions, endowments, and personal foundations. | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
South Chester Tube Co.
South Chester Tube Co. Tools & HardwareConsumer Durables South Chester Tube Co. manufactures and supplies metal hardware products. Its products include locks, latches, captive fasteners, hinges, and handles. It provides electronic access solutions, screws, rivets, inserts, and assembly components. The firm caters to marine, automotive, highway construction, machinery, medical equipment, technology, and telecommunication industries. The company was founded in 1899 and is headquartered in Concordville, PA. | Tools & Hardware | Chairman | |
Tower Bridge Advisors, Inc.
Tower Bridge Advisors, Inc. Investment ManagersFinance Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions. | Investment Managers | Portfolio Manager-Equities Investment Committee Member Investment Committee Member | |
The Fidelity Bank (Fuquay-Varina, North Carolina)
The Fidelity Bank (Fuquay-Varina, North Carolina) Regional BanksFinance The Fidelity Bank provides commercial banking services. The firm offers online services, business banking services and personal banking services. The company was founded in 1909 and is headquartered in Fuquay Varina, NC. | Regional Banks | Portfolio Manager-Equities | |
Janney Montgomery Scott LLC
Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Analyst-Equity | |
The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Villanova University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
St. Joseph's University | College/University | Masters Business Admin Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
Trinity College (Connecticut) | College/University | Undergraduate Degree Undergraduate Degree | |
Financial Analyst Federation | Corporate Officer/Principal | ||
Williams College | College/University | Undergraduate Degree | |
The Fuqua School of Business | College/University | Masters Business Admin | |
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 Western Ontario | College/University | Undergraduate Degree | |
University of Windsor | College/University | Undergraduate Degree | |
Vanguard Advisors LLC | Corporate Officer/Principal | ||
Kidder, Peabody & Co., Inc.
Kidder, Peabody & Co., Inc. Investment Banks/BrokersFinance Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander. | Investment Banks/Brokers | Corporate Officer/Principal | |
AT&T INC. | Wireless Telecommunications | Corporate Officer/Principal | |
Thompson Davis & Co., Inc.
Thompson Davis & Co., Inc. Investment Banks/BrokersFinance Founded in 2002 by Hunter Thompson and William Davis, Thompson Davis & Co. (TD & Co.) is an independent investment research firm and broker/dealer located in Richmond, Virginia with an additional office in Winston-Salem, North Carolina. The firm is a member of FINRA and the SIPC. TD & Co. provides unbiased, original research and services to institutional and retail investors. They do not perform research on companies for investment banking opportunities. TD & Co. also offers a full-range of financial services ranging from financial planning and private money management to corporate and municipal bonds. TD & Co.'s research team employs a focused methodology. They seek to identified, under followed, undervalued growth companies. The firm uses computer screens that look for companies with sequential revenue and earnings growth and strong balance sheets that are selling at a discount to their growth rates. Specifically, TD& Co. looks for companies with several characteristics: (1) 20% + revenue and earnings growth (2) sequential revenue and earnings growth, i.e., quarter over quarter improvement in both the top and bottom line (3) top management is buying the company's stock in the open market with their own money (4) significant management ownership of the stock (5) strong balance sheets with little or no debt or manageable declining debt, strong cash position or debt reduction efforts (6) operating in a growing market sector (no deep cyclicals or natural resource sectors) (7) gross margin expansion and market share gains and (8) selling at a discount to the company growth rate, allowing for p/e expansion toward growth rate. | Investment Banks/Brokers | Compliance Officer | |
University of Richmond | College/University | Undergraduate Degree | |
Hoxie Harrison Smith Foundation | Corporate Officer/Principal | ||
Alderson-Broaddus College | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
Connecticut College | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 48 |
Kanada | 3 |
Sektoral
Finance | 31 |
Consumer Services | 15 |
Consumer Durables | 2 |
Communications | 2 |
Operativ
Portfolio Manager-Equities | 53 |
Corporate Officer/Principal | 31 |
Undergraduate Degree | 22 |
Masters Business Admin | 8 |
Analyst-Equity | 8 |
Am stärksten vernetzte Beziehungen
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