William E. Carter

Präsident bei Carter Financial Management

Commercial Services

Consumer Services

Ursprung des Netzwerks ersten Grades von William E. Carter

Einheit	Art der Einheit	Industrie
Carter Financial Management Carter Financial Management Miscellaneous Commercial ServicesCommercial Services Carter Financial Management provides financial management services. It offers financial advice, asset management, brokerage, insurance, and trust related services. The firm's customers include high net worth individuals, pensions, retirement funds, foundations and trusts. The company was founded by William E. Carter in 1976 and is headquartered in Dallas, TX. 9	Private Company	Miscellaneous Commercial Services	9

Unternehmensgrafik - zweiten Grades

Beziehungen zu mehreren Unternehmen

Unternehmensverbindungen über das persönliche Netzwerk von William E. Carter

Unternehmen	Sektor	Verknüpfte Personen	Hauptposition
Certified Financial Planner Board of Standards, Inc. Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.	Miscellaneous Commercial Services	Kathy Muldoon Robert H. Berg Tom McIntire Patty Hammond	Chairman Director/Board Member Corporate Officer/Principal President
The University of Texas at Austin	College/University	Sue Spellman Tom McIntire Jimmy Kull	Masters Business Admin Undergraduate Degree Graduate Degree
University of Dallas	College/University	Kathy Muldoon Tom McIntire	Corporate Officer/Principal Corporate Officer/Principal
Tulane University (Louisiana)	College/University	Sue Spellman	Undergraduate Degree
Northland College	College/University	Robert H. Berg	Masters Business Admin
Washington & Lee University	College/University	Jimmy Kull	Undergraduate Degree
Texas A&M University	College/University	William W. Taylor	Undergraduate Degree
The University of Tulsa	College/University	Patty Hammond	Undergraduate Degree
Harvard Business School Club of New York		Tom McIntire	Corporate Officer/Principal
CFA Institute CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA.	Miscellaneous Commercial Services	Tom McIntire	Corporate Officer/Principal
Society of Financial Service Professionals Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA.	Investment Managers	Tom McIntire	Corporate Officer/Principal
Dallas Estate Planning Council		Tom McIntire	Corporate Officer/Principal
Financial Planning Association Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan.	Miscellaneous Commercial Services	Tom McIntire	Corporate Officer/Principal
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	Tom McIntire	Masters Business Admin
YMCA of the USA YMCA of the USA Miscellaneous Commercial ServicesCommercial Services YMCA of the USA is a non-profit organization which provides health and social services. The firm offers adventure guides, aquatics, arts, camping, child care, health and fitness, adults, scuba, and sports programs to communities and families in the United States. The company was founded by George Williams in 1844 and is headquartered in Chicago, IL.	Miscellaneous Commercial Services	Robert H. Berg	President
Alabama Children's Health System, Inc. Alabama Children's Health System, Inc. Hospital/Nursing ManagementHealth Services Alabama Children's Health System, Inc. provides health care services. It operates through Birmingham's Children's Hospital and about 20 medical offices and clinics. The organization also houses the largest burn center in the Southeast, the Regional Poison Control Center and the Southeast Child Safety Institute and is a teaching hospital for the University of Alabama at Birmingham. The company was founded in 1911 and is located in Birmingham, AL.	Hospital/Nursing Management	Robert H. Berg	Corporate Officer/Principal
Little League Baseball, Inc. Little League Baseball, Inc. Movies/EntertainmentConsumer Services Little League Baseball, Inc. operates and organizes baseball and softball leagues. The firm provides physical facilities and volunteer services. The company was founded by Carl E. Stotz in 1939 and is headquartered in Williamsport, PA.	Movies/Entertainment	Robert H. Berg	President
Santa Clara University	College/University	Kathy Muldoon	Undergraduate Degree
Baylor University	College/University	Leona L. Balady Martin	Corporate Officer/Principal
Spellman Capital Corp.		Sue Spellman	Corporate Officer/Principal
Rotan Mosle, Inc. Rotan Mosle, Inc. Investment Banks/BrokersFinance Rotan Mosle, Inc. provides investment banking and securities brokerage services.	Investment Banks/Brokers	Sue Spellman	Corporate Officer/Principal
Ursuline Academy		Sue Spellman	Corporate Officer/Principal
Ronald McDonald House of Houston, Inc. Ronald McDonald House of Houston, Inc. Miscellaneous Commercial ServicesCommercial Services Ronald McDonald House of Houston, Inc. provides social services. It helps families with seriously ill children stay close together during these difficult times by providing a “home away from home” while their child receives the treatment they need. The company was founded in 1974 and is headquartered in Houston, TX.	Miscellaneous Commercial Services	Sue Spellman	Corporate Officer/Principal
Hilltop Securities, Inc. Hilltop Securities, Inc. Investment Banks/BrokersFinance Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients.	Investment Banks/Brokers	Sue Spellman	Corporate Officer/Principal
Cypress Point Wealth Management LLC Cypress Point Wealth Management LLC Investment ManagersFinance Cypress Point Wealth Management LLC (Cypress Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Dallas, Texas. The firm was founded by James (Jimmy) Kull in 2007 as Cypress Wealth Management LLC. Cypress Point provides portfolio management services primarily to high net-worth individuals and families, including trusts and corporate entities related to those individuals and families.	Investment Managers	Jimmy Kull	Chief Executive Officer