Rich Goldstein
Portfolio Manager-Aktien bei Mercer Global Advisors, Inc.
Ursprung des Netzwerks ersten Grades von Rich Goldstein
Einheit | Art der Einheit | Industrie | |
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Mercer Global Advisors, Inc.
Mercer Global Advisors, Inc. Investment ManagersFinance Mercer Global Advisors, Inc. (Mercer Advisors) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded by Kendrick Mercer in 1985. They are a subsidiary of Mercer Advisors Intermediate Holdings, Inc., ultimately owned by OG Crimson Holdings LP. Mercer Advisors provides discretionary and/or non-discretionary investment advisory services on a fee basis to individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments.
6
| Subsidiary | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rich Goldstein
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Mercer Advisors, Inc.
Mercer Advisors, Inc. Investment ManagersFinance Mercer Advisors, Inc. engages in the provision of a wealth management solutions. It offers financial planning, investment management, estate planning, tax planning, and corporate trustee. The company was founded by Howard Rochestie, Gene Dongieux, and Kendrick Mercer in 1985 and is headquartered in Denver, CO. | Investment Managers | Founder Chief Investment Officer Chief Executive Officer | |
REGIS ACQUISITION INC.
REGIS ACQUISITION INC. Investment ManagersFinance Part of Mercer Advisors, Inc., Regis Acquisition Inc. is a company that provides investment advice. The company is based in Denver, CO. The company was founded in 2003. The CEO is David Charles Welling. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
University of the Pacific
University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Graduate Degree | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
University of Georgia | College/University | Undergraduate Degree | |
California Polytechnic State University (San Luis Obispo) | College/University | Undergraduate Degree | |
Seiler LLP
Seiler LLP Other Consumer ServicesConsumer Services Seiler LLP is a professional services firm that has been providing advisory, tax, and accounting services for 65 years. The private company is based in Silicon Valley and is an independent member of HLB, the advisory and accounting network. Seiler delivers sophisticated solutions, innovative thinking, capabilities, and highly personalized service to its clients. The American company was founded in 1957, and the CEO is George D. Marinos. | Other Consumer Services | Corporate Officer/Principal | |
YCharts, Inc.
YCharts, Inc. Packaged SoftwareTechnology Services YCharts, Inc. provides online stock and financial data information. The firm offers insights on company valuation, growth and profitability trends in areas, such as market capitalization, revenue, net income, cash on hand, free cash flow, earnings per share, revenue growth, price to earnings and dividend yield. It focuses on industries such as biotechnology, drug, networking and investment brokers. The company was founded by Shawn Carpenter and Ara Anjargolian, Brian Hand, Michael W. Ferro Jr., Jai Shekhawat and Barney Merrick Harford in January 2009 and is headquartered in Chicago, IL. | Packaged Software | Director/Board Member | |
Stanford Graduate School of Business | College/University | Masters Business Admin | |
University of California, Irvine | College/University | Undergraduate Degree | |
Middlebury College | College/University | Undergraduate Degree | |
ADVENT SOFTWARE, INC. | Information Technology Services | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Widener University | College/University | Graduate Degree |
Statistik
International
Vereinigte Staaten | 20 |
Sektoral
Consumer Services | 10 |
Finance | 7 |
Technology Services | 3 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 6 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 5 |
Chief Executive Officer | 4 |
Founder | 3 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Dave Welling | 9 |
Dave Barton | 5 |
Don Calcagni | 5 |
Bob Munger | 4 |
William Mark Howard | 3 |
Todd Sanford | 2 |
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