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Paul Saganey
Vorstandsvorsitzender bei Integrated Wealth Concepts LLC
Ursprung des Netzwerks ersten Grades von Paul Saganey
Einheit | Art der Einheit | Industrie | |
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Integrated Financial Partners, Inc.
![]() Integrated Financial Partners, Inc. Miscellaneous Commercial ServicesCommercial Services Integrated Financial Partners, Inc. provides program services for financial planning and wealth management. The private company is based in Waltham, MA and has subsidiaries in the United States. The company was founded in 2003 by Paul Anton Saganey.
2
| Private Company | Miscellaneous Commercial Services | 2 |
Integrated Wealth Concepts LLC
![]() Integrated Wealth Concepts LLC Investment ManagersFinance Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Paul Saganey
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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PMC International, Inc.
![]() PMC International, Inc. Investment ManagersFinance Part of Envestnet, Inc., PMC International, Inc. is a company that provides investment management and consulting services. The company is based in Denver, CO. The company was founded by Ken S. Phillips. | Investment Managers | Corporate Officer/Principal | |
SEI Investments Management Corp.
![]() SEI Investments Management Corp. Investment ManagersFinance SEI Investments Management Corp. (SIMC) is a SEC-registered investment advisor headquartered in Oaks, Pennsylvania. The firm was founded in 1968 by Alfred West, Jr. They are a subsidiary of SEI SIMC Holdings LLC, ultimately owned by SEI Investments Co. (NASDAQ: SEIC). SIMC serves as investment advisor to various types of investors and a number of pooled investment vehicles, such as mutual funds, hedge funds, private equity funds, collective investment trusts and offshore investment funds. Additionally, the firm serves as the sponsor of, and advisor to, managed accounts. | Investment Managers | Corporate Officer/Principal | |
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Chief Investment Officer | |
Oberlin College | College/University | Undergraduate Degree | |
GENWORTH FINANCIAL, INC. | Multi-Line Insurance | Chairman | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Doctorate Degree | |
Stonehill College, Inc. | College/University | Undergraduate Degree | |
Arizona State Retirement System
![]() Arizona State Retirement System Investment ManagersFinance The Arizona State Retirement System (ASRS) is a state-owned pension fund manager headquartered in Phoenix, Arizona. ASRS was founded in 1953 to provide retirement security to State of Arizona’s public servants, which includes teachers, municipal workers and other government employees. They administer a pension plan, long-term disability plan, retiree health insurance plans and other benefits to qualified government workers. | Investment Managers | Chief Investment Officer | |
University of Maryland | College/University | Graduate Degree | |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
AssetMark, Inc.
![]() AssetMark, Inc. Investment ManagersFinance AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers. | Investment Managers | Corporate Officer/Principal | |
Benchmark Plus Management LLC
![]() Benchmark Plus Management LLC Investment ManagersFinance Benchmark Plus Management LLC (Benchmark) is an independent registered investment advisor and hedge fund manager headquartered in Tacoma, Washington with an additional office in Freehold, New Jersey. The firm was founded in 2003 by Mike Dunmire, Robert Ferguson and Scott Franzblau. Benchmark provides discretionary investment advisory and management services to pooled investment vehicles operating as private investment funds or pools. | Investment Managers | Corporate Officer/Principal | |
Cambridge Associates LLC
![]() Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Investment Managers | Corporate Officer/Principal | |
Public Safety Personnel Retirement System
![]() Public Safety Personnel Retirement System Investment ManagersFinance Public Safety Personnel Retirement System is a state-owned pension fund manager headquartered in Phoenix, Arizona. Founded in 1968, PSPRS provides pension plan for public safety personnel, corrections officers and elected officials in the state of Arizona. | Investment Managers | Corporate Officer/Principal | |
Systems Engineering, Inc. (Virginia)
![]() Systems Engineering, Inc. (Virginia) Information Technology ServicesTechnology Services Systems Engineering, Inc. provides information technology and enterprise architecture solutions. Its services include network design, computer maintenance and repair, security analysis and implementation, information and technology acquisition and support, systems integration, office automation systems support, database development and administration, business process re-engineering, facility and operations management and air-blown fiber optic installation. The company was founded in 1995 and is headquartered in Springfield, VA. | Information Technology Services | Corporate Officer/Principal | |
AmeriTech, Inc.
![]() AmeriTech, Inc. Wholesale DistributorsDistribution Services AmeriTech, Inc. distributes steel products. | Wholesale Distributors | Corporate Officer/Principal | |
D'Amore-Mckim School of Business | College/University | Graduate Degree | |
Freedom Investment Management, Inc. (US)
![]() Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Investment Managers | Portfolio Manager-Equities |
Statistik
International
Vereinigte Staaten | 20 |
Sektoral
Finance | 13 |
Consumer Services | 6 |
Technology Services | 2 |
Distribution Services | 2 |
Operativ
Corporate Officer/Principal | 10 |
Chief Investment Officer | 3 |
Graduate Degree | 3 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Rob Brown | 18 |
John Piantedosi | 3 |
Richard E. Austin | 1 |
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