Ursprung des Netzwerks ersten Grades von Susan Dawn Moffat
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Curated Wealth Partners LLC
Curated Wealth Partners LLC Investment ManagersFinance Curated Wealth Partners LLC (Curated) is an independent, SEC-registered investment advisor and multi-family office headquartered in El Segundo, California. The firm was founded in 2018 by Lee Hutter, Susan Moffat and Richard Ward. Curated provides holistic investment advisory services to ultra-high net-worth individuals and their families.
2
| Private Company | Investment Managers | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Susan Dawn Moffat
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Robert L. Bender, Inc.
Robert L. Bender, Inc. Investment ManagersFinance Founded in 1972, Robert L. Bender, Inc. is a registered investment advisor located in Pasadena, California. The firm provides investment management services to high net-worth individuals and small institutions. | Investment Managers | Analyst-Equity | |
Bankers Trust Co. (Des Moines, Iowa)
Bankers Trust Co. (Des Moines, Iowa) Investment ManagersFinance Bankers Trust Co. is an asset management headquartered in Des Moines, Iowa. The firm was founded in 1917 and is a subsidiary of BTC Financial Corp. The firm serves as a trusted partner for individuals’ comprehensive financial planning, trust and fiduciary needs. | Investment Managers | Corporate Officer/Principal | |
Colgate University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 5 |
Sektoral
Finance | 4 |
Consumer Services | 2 |
Operativ
Corporate Officer/Principal | 2 |
Founder | 2 |
Analyst-Equity | 1 |
Portfolio Manager-Equities | 1 |
Undergraduate Degree | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
Richard Alan Ward | 5 |
Lee Benjamin Hutter | 1 |
- Börse
- Insiders
- Susan Dawn Moffat
- Unternehmensverbindungen