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Trey Reinhard
Gründer bei Adhesion Wealth Advisor Solutions, Inc.
Ursprung des Netzwerks ersten Grades von Trey Reinhard
Einheit | Art der Einheit | Industrie | |
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Adhesion Wealth Advisor Solutions, Inc.
![]() Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC.
7
| Subsidiary | Miscellaneous Commercial Services | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Trey Reinhard
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Atria Investments, Inc.
![]() Atria Investments, Inc. Investment ManagersFinance Atria Investments, Inc., dba Adhesion Wealth Advisor Solutions (Adhesion Wealth), is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm is a wholly owned subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK), a subsidiary of Huatai International Investment Holdings Ltd. Adhesion Wealth provides sub-advisory services to other registered investment advisors, either directly or through a third party sponsored program. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
![]() Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Dragonfly Capital Management Co. LLC
![]() Dragonfly Capital Management Co. LLC Investment ManagersFinance Dragonfly Capital Management Co. LLC (Dragonfly capital partners) founded in 2002 by Rene' Matthews-Usher and Don W. Millen. The firm headquartered in Charlotte, NC. | Investment Managers | Director/Board Member | |
First Union | Private Equity Investor | ||
Pamplin College of Business | College/University | Masters Business Admin | |
Virginia Tech Carilion School of Medicine & Research Inst | College/University | Undergraduate Degree | |
Southeast Highway Holdings LLC
![]() Southeast Highway Holdings LLC Engineering & ConstructionIndustrial Services Southeast Highway Holdings LLC is engaged in providing contracting services. It offers fencing, hurricane cleanup, waste and debris removal services. The company is headquartered in West Palm Beach, FL. | Engineering & Construction | Director/Board Member | |
Intezyne Technologies, Inc.
![]() Intezyne Technologies, Inc. Miscellaneous Commercial ServicesCommercial Services Intezyne Technologies, Inc. develops therapeutic and diagnostic technologies. The firm is a clinical stage biotechnology company. The company was founded by Habib Skaff and Kevin N. Sill in 2004 and is headquartered in Tampa, FL. | Miscellaneous Commercial Services | Director/Board Member | |
Bold Therapeutics, Inc.
![]() Bold Therapeutics, Inc. BiotechnologyHealth Technology Bold Therapeutics, Inc. is a Canadian clinical-stage biopharmaceutical company that was founded in 2018 by a team of industry veterans to develop and commercialize novel therapeutics. The company is based in Vancouver, Canada. The company's focus is on developing Bold-100, a drug that has the potential to significantly improve outcomes in a wide range of both solid and liquid tumors in combination with other anticancer therapies. Edward Russell McAllister has been the CEO of the company since 2018. | Biotechnology | Chairman | |
Gaston Capital LLC
![]() Gaston Capital LLC Investment ManagersFinance Gaston Capital LLC (Gaston Capital) is a private equity firm founded by Michael K McMahan in 2007. The firm is headquartered in Belmont, North Carolina. | Investment Managers | Chief Investment Officer | |
Indiana University | College/University | Undergraduate Degree | |
University of Louisiana at Lafayette | College/University | Undergraduate Degree | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
INVESCO Funds Group, Inc.
![]() INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Schwab Institutional
![]() Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
BROADRIDGE FINANCIAL SOLUTIONS, INC. | Information Technology Services | Corporate Officer/Principal | |
University of Northern Colorado | College/University | Undergraduate Degree | |
Mobius Technologies, Inc.
![]() Mobius Technologies, Inc. Chemicals: Major DiversifiedProcess Industries Mobius Technologies, Inc. engages in the design, manufacture and sale of polyurethane foam products. The company was founded by Bryan L. Martel in 1998 and is headquartered in Lincoln, CA. | Chemicals: Major Diversified | Corporate Officer/Principal | |
SunGard Trading & Risk Systems
![]() SunGard Trading & Risk Systems Packaged SoftwareTechnology Services SunGard Trading & Risk Systems provides software services. Its services include financial and energy trading, risk management, asset liability management and financial planning, and forecasting software. The firms products include BancWare, Infinity, Monis, and TrueCalc. The company is headquartered in Boston, MA. | Packaged Software | Corporate Officer/Principal | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree | |
Anderson Consulting Ltd. | Corporate Officer/Principal | ||
Goldman Sachs & Co. LLC
![]() Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
Broadway & Seymour Group
![]() Broadway & Seymour Group Packaged SoftwareTechnology Services Part of Fidelity National Information Services, Inc., Broadway & Seymour Group is a company that develops customer relationship management software solutions. The company is based in Charlotte, NC. Broadway & Seymour Group was acquired by Webtone Technologies, Inc. from Leidos, Inc. on July 18, 2001. | Packaged Software | Consultant / Advisor |
Statistik
International
Vereinigte Staaten | 29 |
Neuseeland | 2 |
Kanada | 2 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 14 |
Consumer Services | 8 |
Technology Services | 5 |
Industrial Services | 2 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 20 |
Undergraduate Degree | 6 |
President | 4 |
Chief Executive Officer | 3 |
Director/Board Member | 3 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Glenn Walthall | 13 |
Barrett Walter Ayers | 9 |
Michael Stier | 6 |
Rich Conley | 6 |
Ty McDaniel | 4 |
Robert Melancon | 2 |
Kevin McCrossin | 1 |
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