Rich Krafcik
Vorstandsvorsitzender bei Cobblestone Asset Management LLC
Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Zach Jonson | M | 44 |
Stack Financial Management, Inc.
 Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | 6 Jahre |
| Charles O'Keeffe | M | 84 |
Virginia Commonwealth University
| 20 Jahre |
| Gail W. Johnson | F | - |
Virginia Commonwealth University
| 22 Jahre |
| Joe Laszewski | M | - |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | 8 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Jonathan Schonfeld | M | - |
University of Florida
| 4 Jahre |
| Eric Allen Vermulm | M | 45 |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | 7 Jahre |
| Craig Herlihy | M | - |
University of Florida
| 5 Jahre |
| Jared Michael North | M | - |
University of Florida
| 4 Jahre |
| Desi Anthony DiPierro | M | - |
University of Florida
| 4 Jahre |
| Allyson Ayers | F | - |
University of Florida
| 6 Jahre |
| Brett Ryan | M | - |
University of Florida
| 5 Jahre |
| Ariel Y. Elul | M | - |
University of Florida
| 6 Jahre |
| Jaclyn M. Bernstein | F | - |
University of Florida
| 5 Jahre |
| Joey Davis | M | - |
University of Florida
| 3 Jahre |
| Dylan Nugent | M | - |
University of Florida
| 5 Jahre |
| Peter Gylfe | M | - |
University of Florida
| 4 Jahre |
| Kristin M Melocik | F | - |
University of Florida
| 4 Jahre |
| Jesse Andrews | M | - |
University of Florida
| 4 Jahre |
| Brian James Lazorishak | M | - |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | - |
| Joseph Peters | M | 38 |
University of Florida
| 5 Jahre |
| Peter Zdebski | M | - |
University of Florida
| 5 Jahre |
| Courtnei Sanders | F | - |
University of Florida
| 5 Jahre |
| Shane Smith | M | - |
University of Florida
| 6 Jahre |
| David Ellis | M | - |
University of Florida
| 5 Jahre |
| Damon Polistina | M | - |
University of Florida
| 5 Jahre |
| Richard Petress | M | - |
University of Florida
| 3 Jahre |
| Robert Heimowitz | M | - |
University of Florida
| 5 Jahre |
| Joe James van Cavage | M | - |
University of Florida
| 5 Jahre |
| Drew Henderson | M | - |
University of Florida
| 5 Jahre |
| Michael Allen Noll | M | - |
University of Florida
| 5 Jahre |
| Shawn Fandel | M | - |
University of Florida
| 5 Jahre |
| Julia Kufman | F | - |
University of Florida
| 4 Jahre |
| Sean Patrick Haley | M | - |
National Planning Corp.
 National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | - |
| Kevin Mesmer | M | - |
University of Florida
| 4 Jahre |
| Grantham T. Parramore | M | - |
University of Florida
| 7 Jahre |
| Bruce Morison | M | - |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | - |
| Dianna Morgan | F | 72 |
University of Florida
| 10 Jahre |
| Melissa Comunale | F | - |
University of Florida
| 1 Jahre |
| Adam Kogler | M | - |
University of Florida
| 1 Jahre |
| Laura Faulconer | M | - |
Virginia Commonwealth University
| 3 Jahre |
| Dusten Pulido | M | - |
University of Florida
| 4 Jahre |
| Arieann DeFazio | F | - |
University of Florida
| 2 Jahre |
| Rebecca Danta | F | - |
University of Florida
| 4 Jahre |
| Ryan Thomas Moseley | M | - |
University of Florida
| 4 Jahre |
| Darren Palestine | M | - |
University of Florida
| 1 Jahre |
| Thundiyil Tomas | M | - |
University of Florida
| 2 Jahre |
| Johann Lee | M | - |
University of Florida
| 4 Jahre |
| Ranjit Vadlamannati | M | - |
University of Florida
| 4 Jahre |
| Alexander Harper | M | - |
University of Florida
| 4 Jahre |
| Heather Strachan Matranga | F | - |
Virginia Commonwealth University
| 4 Jahre |
| Francis Fornell | M | - |
University of Florida
| 1 Jahre |
| Edward Riendeau | M | - |
University of Florida
| 1 Jahre |
| Ramin Sobhany | M | - |
Virginia Commonwealth University
| 4 Jahre |
| Pete Martinez | M | - |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | 19 Jahre |
| Lina Ramirez | F | - |
University of Florida
| 4 Jahre |
| Kate Mitselmakher | F | - |
University of Florida
| 4 Jahre |
| Ian Garland | M | - |
University of Florida
| 4 Jahre |
| Andrew Skatoff | M | - |
University of Florida
| 1 Jahre |
| Michael Berkhahn | M | - |
University of Florida
| 4 Jahre |
| Hema Ketha | F | - |
University of Florida
| 3 Jahre |
| Serra Goudarzi | M | - |
University of Florida
| 4 Jahre |
| Sergio Daniel Ponce | M | 75 |
University of Florida
| 3 Jahre |
| Chase Carmichael | M | - |
University of Florida
| 4 Jahre |
| Andy W. Custer | M | - |
University of Florida
| 3 Jahre |
| Dustan Berg | M | - |
University of Florida
| 4 Jahre |
| Steve Antourakis | M | - |
Virginia Commonwealth University
| 4 Jahre |
| Chris Shelton | M | - |
Virginia Commonwealth University
| 4 Jahre |
| Ian Bennett | M | - |
Virginia Commonwealth University
| 4 Jahre |
| Justin R. Moore | M | - |
University of Florida
| 3 Jahre |
| Jonathan Oldroyd | M | - |
University of Florida
| 1 Jahre |
| Ben H. Cohen | M | - |
University of Florida
| 4 Jahre |
| Keith Mistretta | M | - |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | 2 Jahre |
| Dawn Sherper | F | - |
Stack Financial Management, Inc.
Stack Financial Management, Inc. Investment ManagersFinance Stack Financial Management, Inc. (SFM) is an independent, SEC-registered investment advisor headquartered in Whitefish, Montana. The firm was founded in 1994 by James Stack. SFM offers investment advisory services on a fee-only basis to their clients, which include individuals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations, etc. The firm may also serve as sub-advisor to clients of another registered advisor. | - |
| Pamela Kiecker Royall | M | - |
Virginia Commonwealth University
| 6 Jahre |
| Rafael E. Romero | M | - |
Voya Financial Advisors, Inc.
 Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | 1 Jahre |
| Talgat Irisbekov | M | - |
Virginia Commonwealth University
| 4 Jahre |
| Andres Barreto | M | - |
University of Florida
| 4 Jahre |
| Jason Karceski | M | - |
University of Florida
| 12 Jahre |
| Brian C. Beach | M | - |
University of Florida
| 6 Jahre |
| Scott Montgomery | M | - |
National Planning Corp.
National Planning Corp. Investment ManagersFinance National Planning Corp. (NPC) is a registered investment advisor and broker/dealer headquartered in Santa Monica, California and founded in 1998. The firm also does business in New York and Florida under the name NPC of America. On August 2017, LPL Financial LLC acquired NPC from National Planning Holdings, Inc. (NPH). NPC's clients include individuals, corporate entities, trusts, and pension plans & their participants. | - |
| Stacey M. Ellis | F | - |
University of Florida
| 2 Jahre |
| Michael Pappasv | M | - |
University of Florida
| 4 Jahre |
| Bill Clarkson | M | - |
University of Florida
| 2 Jahre |
| Phillip Marks | M | - |
University of Florida
| 4 Jahre |
| Klaudia Katarzyna Gryfik | F | 33 |
University of Florida
| 4 Jahre |
| Kosta Kasidakos | M | - |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | 1 Jahre |
| Sara Mehle | F | - |
Virginia Commonwealth University
| 4 Jahre |
| Daniel R. Sheehan | M | 49 |
University of Florida
| 3 Jahre |
| Rishabh Das | M | - |
University of Florida
| 4 Jahre |
| Brian Lott | M | - |
University of Florida
| 1 Jahre |
| Zachary Cohen | M | - |
University of Florida
| 4 Jahre |
| David A. Miele | M | - |
Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. Investment ManagersFinance Voya Financial Advisors, Inc. (VFA) is a dually registered investment advisor and broker/dealer headquartered in Windsor, Connecticut. Formerly known as ING Financial Partners, Inc., the firm was founded in 1994 as Washington Square Securities, Inc. They are a subsidiary of Voya Holdings, Inc., which is owned by Voya Financial, Inc. (NYSE: VOYA). VFA provides investment advisory services to individuals (including high net-worth individuals), pension and profit-sharing plans (and plan participants), charitable organizations, corporations and other businesses. | 2 Jahre |
| Jonathan Hughes | M | - |
University of Florida
| 4 Jahre |
| Jonathan S. Williams | M | 36 |
University of Florida
| 4 Jahre |
| Ilyssa Suarez | F | - |
University of Florida
| 4 Jahre |
| Ross D. Cohen | M | - |
University of Florida
| 4 Jahre |
| Christopher Dinu | M | - |
University of Florida
| 4 Jahre |
| Victoria Konstantinova | F | - |
Virginia Commonwealth University
| 4 Jahre |
| Steven J. Campisi | M | - |
University of Florida
| 4 Jahre |
| Adriene Rochelle Prokop-Ervin | F | - |
University of Florida
| 4 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
- Rich Krafcik
- Persönliches Netzwerk
