Neal Simon
Direktor/Vorstandsmitglied bei Savant Wealth Management LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Brent Brodeski | M | - |
Savant Wealth Management LLC
 Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | 38 Jahre |
| Kevin Michael Hrdlicka | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Christopher Collins | M | 50 |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Joseph Silverman | M | - |
Brown University
| 36 Jahre |
| R. Taylor | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | 8 Jahre |
| Charles Johnston | M | 70 |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Stephen Dutton | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Dave Huber | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Jack Brod | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Pat Beaird | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
| Richard A. Bennett | M | - |
Savant Wealth Management LLC
Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | - |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Mike LaMena | M | - |
Wealthspire Advisors LP
 Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 3 Jahre |
| Bill Schwartz | M | - |
Highline Wealth Management LLC
 Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans.
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 12 Jahre |
| Jay Michael Weinstein | M | - |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans.
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 9 Jahre |
| Gary Richard Sobelman | M | - |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | 5 Jahre |
| Wendy Nelson | M | - |
Brown University
| 8 Jahre |
| Ed J. Powers | M | - |
The University of Chicago
| 3 Jahre |
| Mark Selker | M | - |
Brown University
| 8 Jahre |
| Federico L. Kaune | M | - |
The University of Chicago
| 4 Jahre |
| Spiro Voulgaris | M | - |
The University of Chicago
| 9 Jahre |
| Meridith Alin | F | - |
The University of Chicago
| 4 Jahre |
| Alok Gaur | M | - |
The University of Chicago
| 6 Jahre |
| Robert P. Goldman | M | - |
Brown University
| 4 Jahre |
| Michael Fonstein | M | 64 |
The University of Chicago
| 4 Jahre |
| Shou Kang Lin | M | 60 |
Brown University
| 4 Jahre |
| Scott Friend | M | 59 |
Brown University
| 4 Jahre |
| Sridhar Ramaswamy | M | 57 |
Brown University
| 5 Jahre |
| Bilal Memon | M | - |
The University of Chicago
| 8 Jahre |
| Alan L. Montgomery | M | - |
The University of Chicago
| - |
| Peter Kagan | M | 73 |
The University of Chicago
| 3 Jahre |
| Erik A. Ginsberg | M | - |
Brown University
The University of Chicago
| 7 Jahre |
| Christopher Michael Barter | M | 57 |
Brown University
| 4 Jahre |
| Carla N. Taylor | F | - |
The University of Chicago
| 6 Jahre |
| Adam Russell Stauffer | M | - |
Brown University
| 5 Jahre |
| Scott Nathaniel Brody | M | - |
Highline Wealth Management LLC
Highline Wealth Management LLC Investment ManagersFinance Highline Wealth Management LLC is a wealth management firm and registered investment advisor headquartered in Rockville, Maryland. Neal Simon, the firm's CEO, founded Highline's predecessor entity, Meltzer Wealth Management, in September 2002. In March 2007, Mr. Simon formed Highline, which acquired all of the assets of Meltzer Wealth Management. Previously, the firm was primarily owned by Simon Management Co. Highline was acquired by Bronfman E.L. Rothschild LP in August 2015. The firm provides investment management services to individuals, trusts, corporations, and pension and profit sharing plans. | 2 Jahre |
| David Cheng | M | - |
The University of Chicago
| 4 Jahre |
| Isaac Barchas | M | 56 |
The University of Chicago
| - |
| Martha Goss | F | 74 |
Brown University
| 31 Jahre |
| Luis Garicano Gabilondo | M | - |
The University of Chicago
| 4 Jahre |
| Michael Booth | M | - |
The University of Chicago
| 7 Jahre |
| Robert Alvin Cron | M | - |
Wealthspire Advisors LP
Wealthspire Advisors LP Investment ManagersFinance Wealthspire Advisors LP is a SEC-registered investment advisor headquartered in Potomac, Maryland. The firm was founded as Baker Tilly Investment Advisors LP in May 2013 as the successor by conversion from Baker Tilly Investment Advisors LLC. They became Bronfman E.L. Rothschild LP in 2014 and were renamed into Wealthspire Advisors LP when the firm was acquired by Sontag Advisory LLC in 2019. Wealthspire Advisors provides investment advisory services to a wide variety of clients including individuals, high net-worth individuals, corporate pension and profit-sharing plans, trusts, estates, charitable institutions, foundations, endowments, corporations, and other business entities. | 3 Jahre |
| Sheri Teodoru | F | - |
The University of Chicago
| 2 Jahre |
| Andrew Strommen | M | - |
The University of Chicago
| 4 Jahre |
| Linda Zuckerman | M | - |
The University of Chicago
| 3 Jahre |
| Tony Olivito | M | - |
The University of Chicago
| 3 Jahre |
| James M. McCabe | M | - |
The University of Chicago
| 2 Jahre |
| Cindy Galiano | F | 49 |
The University of Chicago
| 4 Jahre |
| Yung-Shin Alexander Kung | M | - |
The University of Chicago
| 4 Jahre |
| Claude Leveille | M | - |
The University of Chicago
| 2 Jahre |
| Christopher Joseph Clower | M | 59 |
The University of Chicago
| 2 Jahre |
| Daniel Kazan | M | - |
The University of Chicago
| 3 Jahre |
| Angela Pillar Maramag | F | 53 |
The University of Chicago
| 3 Jahre |
| Michael J. Ohler | M | - |
The University of Chicago
| 4 Jahre |
| Dan J. Greifenkamp | M | - |
The University of Chicago
| 3 Jahre |
| George Bumeder | M | 54 |
The University of Chicago
| 2 Jahre |
| James A. White | M | - |
The University of Chicago
| 2 Jahre |
| Lisa Ann Donohoe | F | - |
The University of Chicago
| 3 Jahre |
| David A. Brooks | M | - |
The University of Chicago
| 4 Jahre |
| Randall Posejpal | M | - |
The University of Chicago
| 2 Jahre |
| Nathan Curtis | M | - |
The University of Chicago
| 1 Jahre |
| Michael Feiertag | M | - |
The University of Chicago
| 4 Jahre |
| Renita White | F | - |
The University of Chicago
| 1 Jahre |
| John Sznewajs | M | 56 |
The University of Chicago
| 2 Jahre |
| Chang-Hyun Yun | M | 63 |
The University of Chicago
| 3 Jahre |
| Steven W. Curbow | M | - |
The University of Chicago
| 2 Jahre |
| Carter Neild | M | - |
The University of Chicago
| 2 Jahre |
| Joseph Michael Grabowski | M | - |
The University of Chicago
| 3 Jahre |
| Sunitha Thomas | F | - |
The University of Chicago
| 4 Jahre |
| Eric Brock | M | 54 |
The University of Chicago
| 2 Jahre |
| David Toussaint | M | - |
The University of Chicago
| 2 Jahre |
| Daniel A. Kostyk | M | - |
The University of Chicago
| 2 Jahre |
| Gregory Solomon | M | - |
The University of Chicago
| 3 Jahre |
| Christian B. McGrath | M | - |
The University of Chicago
| 3 Jahre |
| Makoto Sumino | M | - |
The University of Chicago
| 2 Jahre |
| Carmen A. Heredia-Lopez | F | - |
The University of Chicago
| 2 Jahre |
| Giri Devulapally | M | - |
The University of Chicago
| 2 Jahre |
| Gordon S. Hargraves | M | - |
The University of Chicago
| 2 Jahre |
| Greg Jones | M | - |
The University of Chicago
| 4 Jahre |
| Giorgio de Santis | M | - |
The University of Chicago
| 3 Jahre |
| Jesse Singh | M | 58 |
The University of Chicago
| 2 Jahre |
| Nicholas Marsh | M | - |
The University of Chicago
| 3 Jahre |
| Allan Edward Schweitzer | M | - |
The University of Chicago
| 2 Jahre |
| Beth A. Milem | F | - |
The University of Chicago
| 3 Jahre |
| Aaron Walter Yeary | M | 49 |
The University of Chicago
| 4 Jahre |
| Henry J. Shih | M | - |
The University of Chicago
| 4 Jahre |
| Timothy J. Landon | M | 61 |
The University of Chicago
| 3 Jahre |
| Richard M. Fradin | M | - |
The University of Chicago
| 2 Jahre |
| Matt Schechter | M | - |
The University of Chicago
| 4 Jahre |
| Jesse Hsu | M | - |
The University of Chicago
| 4 Jahre |
| Mark R. Fitzgerald | M | - |
The University of Chicago
| 2 Jahre |
| Marc D. Jaffe | M | - |
The University of Chicago
| 3 Jahre |
| Bryan John Bailey | M | - |
The University of Chicago
| 2 Jahre |
| Terry Kontos | M | - |
The University of Chicago
| 4 Jahre |
| Chip W. Moore | M | - |
The University of Chicago
| 2 Jahre |
| Albert Marino | M | - |
The University of Chicago
| 2 Jahre |
| David J. Strong | M | - |
The University of Chicago
| 3 Jahre |
| Adam Jeffery Wolfberg | M | - |
The University of Chicago
| 1 Jahre |
| Xiao Di Sun | M | 63 |
The University of Chicago
| 1 Jahre |
| Patrick G. Boyce | M | - |
The University of Chicago
| 2 Jahre |
| Naji Surati | M | 58 |
The University of Chicago
| 2 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 100 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Neal Simon
- Persönliches Netzwerk
