Ursprung des Netzwerks ersten Grades von Robert Alvin Cron
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
6
| Extinct | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Alvin Cron
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Wealthspire Advisors LLC
 Wealthspire Advisors LLC Investment ManagersFinance Wealthspire Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Howard Sontag in 1995 as Sontag Advisory LLC. They are a subsidiary of Wealthspire Holdings LLC, ultimately owned by Aon Plc (NYSE: AON) in Ireland. Wealthspire Advisors provides wealth management, investment advisory and financial consulting through their state-registered Investment Advisor Representatives to individuals, businesses, non-profit organizations and foundations. | Investment Managers | Investment Committee Member Investment Committee Member Portfolio Manager-Equities Portfolio Manager-Equities | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Masters Business Admin | |
| Brown University | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
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. | Investment Managers | Director/Board Member | |
| Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree | |
| University of Maryland | College/University | Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 14 |
Sektoral
| Consumer Services | 9 |
| Finance | 6 |
Operativ
| Portfolio Manager-Equities | 7 |
| Undergraduate Degree | 6 |
| Investment Committee Member | 5 |
| Chief Investment Officer | 3 |
| Chief Executive Officer | 3 |
Am stärksten vernetzte Beziehungen
- Börse
- Insiders
- Robert Alvin Cron
- Unternehmensverbindungen
