Ursprung des Netzwerks ersten Grades von Rob Varn
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations.
4
| Subsidiary | Investment Managers | 4 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rob Varn
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Vanderbilt University | College/University | Masters Business Admin | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
Lake Forest College | College/University | Masters Business Admin | |
Purdue University | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Kingfisher Capital LLC
Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Investment Managers | Sales & Marketing | |
Morgan Keegan & Co. LLC
Morgan Keegan & Co. LLC Investment Banks/BrokersFinance Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients. | Investment Banks/Brokers | Corporate Officer/Principal | |
Painewebber & Co., Inc.
Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 18 |
Sektoral
Finance | 12 |
Consumer Services | 6 |
Electronic Technology | 2 |
Operativ
Corporate Officer/Principal | 10 |
Undergraduate Degree | 3 |
Sales & Marketing | 2 |
Masters Business Admin | 2 |
Portfolio Manager-Equities | 2 |