Amy Webber
Vorstandsvorsitzender bei Cambridge Investment Research Advisors, Inc.
Ursprung des Netzwerks ersten Grades von Amy Webber
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Financial Services Institute, Inc.
31
| Non-Profit Organization | 31 | |
Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. Investment ManagersFinance Cambridge Investment Research Advisors, Inc. (CIRA) is a SEC-registered investment advisor headquartered in Fairfield, Iowa. The firm was founded by Eric Schwartz in 1981 and is owned and controlled by Cambridge Investment Group, Inc., which is owned by the Schwartz Family Trust. CIRA provides investment advisory services to individuals, high net-worth individuals, banking/thrift institutions, state or municipal government entities, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations or business entities.
7
| Subsidiary | Investment Managers | 7 |
Cambridge Investment Group, Inc. (Iowa)
Cambridge Investment Group, Inc. (Iowa) Financial ConglomeratesFinance Cambridge Investment Group, Inc. operates as a financial solutions firm which focuses on serving independent financial advisors and their investing clients. It offers a broad range of choices regarding advisor-focused financial solutions: advice solutions, technology solutions, platform choice and business structure solutions, consulting solutions, and outsourcing solutions. The company is headquartered in Fairfield, IA.
5
| Subsidiary | Financial Conglomerates | 5 |
Cambridge Investment Group, Inc.
Cambridge Investment Group, Inc. Internet Software/ServicesTechnology Services Cambridge Investment Group, Inc. provides real estate investment services. It focuses on creating strategic and sound investment opportunities for individual investors. The company was founded by Michael S. Luzich, Michael O’Connor and Azeez Khan and is headquartered in Macomb, MI.
2
| Subsidiary | Internet Software/Services | 2 |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Amy Webber
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Kestra Financial, Inc.
Kestra Financial, Inc. Investment ManagersFinance Kestra Financial, Inc. engages in the provision of wealth management platform. It offers product consulting and support, business consulting, and trading support services. The company was founded in 1997 and is headquartered in Austin, TX. | Investment Managers | Chief Executive Officer President | |
The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree Graduate Degree | |
Cambridge Investment Research, Inc.
Cambridge Investment Research, Inc. Investment Banks/BrokersFinance Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC | Investment Banks/Brokers | Founder Corporate Officer/Principal | |
LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Chief Operating Officer Chief Executive Officer | |
Investment Management Consultants Association | Corporate Officer/Principal Director/Board Member | ||
Stanton Group, Inc.
Stanton Group, Inc. Miscellaneous Commercial ServicesCommercial Services Stanton Group, Inc. provides compensation administrative services. The firm offers employee benefit plans, retirement & trust services, compensation consulting, property, and casualty insurance services. The company was founded in 1953 and is headquartered in Itasca, IL. | Miscellaneous Commercial Services | President | |
First Command Financial Planning Inc | Chairman | ||
Triad Hybrid Solutions LLC
Triad Hybrid Solutions LLC Investment ManagersFinance Osaic Advisory Services LLC (dba Osaic Advisors) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2014 as Triad Hybrid Solutions LLC and changed their legal name to Osaic Advisory Services LLC in 2024. They are a wholly owned subsidiary of OSIAC Holdings, Inc., which is ultimately owned by AG Artemis Holdings LP. Osaic Advisors offers several types of advisory programs or services to individuals and institutional clients. | Investment Managers | Chief Executive Officer | |
Osaic Holdings, Inc.
Osaic Holdings, Inc. Financial ConglomeratesFinance Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ. | Financial Conglomerates | Chief Executive Officer | |
University of Oregon | College/University | Undergraduate Degree | |
Southwest Autism Research & Resource Center
Southwest Autism Research & Resource Center Miscellaneous Commercial ServicesCommercial Services Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Director/Board Member | |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Executive Officer | |
New Mountain Capital LLC
New Mountain Capital LLC Investment ManagersFinance New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Lincoln Investment Capital Holdings LLC
Lincoln Investment Capital Holdings LLC Financial ConglomeratesFinance Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA. | Financial Conglomerates | Chief Executive Officer | |
Spire Wealth Management LLC
Spire Wealth Management LLC Investment ManagersFinance Spire Wealth Management LLC (Spire) is a registered investment advisor headquartered in Mclean, Virginia. The firm was founded by David L. Blisk in 2001 and is a subsidiary of Spire Investment Partners LLC. Spire provides advisory services to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA. | Investment Managers | Chief Executive Officer | |
CaringBridge
CaringBridge Internet Software/ServicesTechnology Services CaringBridge is a nonprofit health platform that provides support to family caregivers at no cost. The non-profit company is based in Eagan, MN. The platform helps improve emotional health and social connectedness, addressing feelings of overwhelm, isolation, and loneliness. With over 300,000 people on the platform every day sending or receiving support, there are over 1,600 messages of love, hope, and compassion posted every hour. Founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. The company was founded by Sona Mehring. Tia Newcomer has been the CEO of the company since 2021. | Internet Software/Services | Chairman | |
First Command Advisory Services, Inc.
First Command Advisory Services, Inc. Investment ManagersFinance First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family. | Investment Managers | Chief Executive Officer | |
First Command Financial Services, Inc.
First Command Financial Services, Inc. Investment ManagersFinance First Command Financial Services, Inc. (FCFS) headquartered in Fort Worth, Texas. The firm was founded in 1958 and is a subsidiary of First Command Financial Planning, Inc. ESOP Trust. FCFS provides insurance products and services to active and retired or separated military families. | Investment Managers | Chairman | |
H.D. Vest, Inc.
H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX. | Financial Conglomerates | Chief Executive Officer | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
United States Naval Academy | College/University | Undergraduate Degree | |
First Command LIC (Investment Portfolio)
First Command LIC (Investment Portfolio) Investment ManagersFinance First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only. | Investment Managers | Chief Executive Officer | |
United Way of Tarrant County
United Way of Tarrant County Miscellaneous Commercial ServicesCommercial Services United Way of Tarrant County provides educational, income and health assistance programs. It offers financial assistance to low income working families, helping adults with on going health concerns, and fundraising to generate revenue for programs. The company was founded in 1922 and is headquartered in Forth Worth, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Destiny Health, Inc.
Destiny Health, Inc. Life/Health InsuranceFinance Destiny Health, Inc. provides healthcare insurance plans services. The company is headquartered in Chicago, IL. | Life/Health Insurance | President | |
New York University | College/University | Masters Business Admin | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
Central Michigan University | College/University | Undergraduate Degree | |
Hartwick College | College/University | Graduate Degree | |
Stifel Independent Advisors LLC (Investment Management)
Stifel Independent Advisors LLC (Investment Management) Investment ManagersFinance Stifel Independent Advisors LLC (Investment Management) (Stifel Independent-IM) is the investment management divison of Stifel Independent Advisors LLC, a registered broker-dealer headquartered in St. Louis, Missouri. The firm is owned by Stifel Financial Corp. (NYSE: SF). Stifel Independent-IM provides advisory services to a variety of clients, which includes individuals, corporations, and other businesses, pension or profit-sharing plans, employee benefit plans, trusts, estates, charitable organizations, state and municipal government entities, educational institutions, insurance companies, and banks and thrift institutions. | Investment Managers | Chief Executive Officer | |
Premier Wealth Management, Inc.
Premier Wealth Management, Inc. Investment ManagersFinance Premier Wealth Management, Inc.'s principal activity is to provide wealth management services focused on serving the needs of mid wealth families and individuals. The company only markets products through its proprietary sales force of 20 people and its network of 200 insurance brokers. The company was founded in November 14, 2002 and is headquartered in Nicosia, Cyprus. | Investment Managers | Corporate Officer/Principal | |
National Association of Insurance & Financial Advisors
National Association of Insurance & Financial Advisors Miscellaneous Commercial ServicesCommercial Services National Association of Insurance & Financial Advisors represents licensed life insurance agents and financial advisors. It provides life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments services. The company was founded in June 1890 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Women in Insurance & Financial Services
Women in Insurance & Financial Services Investment ManagersFinance Women in Insurance & Financial Services (WIFS) is a national organization that focuses on supporting women in the insurance and financial services industries. The private company is based in Albany, NY. The company's mission is to help women achieve success in these fields. | Investment Managers | Corporate Officer/Principal | |
National Society of Compliance Professionals | Chairman | ||
American Military University | College/University | Masters Business Admin | |
AVANTAX, INC. | Packaged Software | Compliance Officer | |
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 | |
Texas Tech University | College/University | Masters Business Admin | |
ShankerValleau Wealth Advisors, Inc.
ShankerValleau Wealth Advisors, Inc. Investment ManagersFinance ShankerValleau Wealth Advisors, Inc. (SV Wealth) is an independent registered investment advisor and wealth management firm headquartered in Skokie, Illinois. Founded in 1992, SV Wealth offers wealth management services to individual clients. | Investment Managers | Portfolio Manager-Equities | |
Middlebury College | College/University | Undergraduate Degree | |
Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Investment Managers | President | |
Summit Wealth Group LLC
Summit Wealth Group LLC Investment ManagersFinance Summit Wealth Group LLC (SWG) is an independent, SEC-registered investment advisor and wealth management firm headquartered in White River Junction, Vermont. Founded in 2014, SWG provides personalized life planning and wealth management services to individuals, families, trusts, charitable organizations, and foundations, pensions, and corporations. | Investment Managers | Analyst-Equity | |
United States Air Force Academy | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 49 |
Zypern | 2 |
Sektoral
Finance | 27 |
Consumer Services | 13 |
Commercial Services | 6 |
Technology Services | 4 |
Health Services | 2 |
Operativ
Director/Board Member | 59 |
Corporate Officer/Principal | 44 |
Chief Executive Officer | 32 |
President | 27 |
Undergraduate Degree | 18 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Chris Perry | 17 |
Scott Spiker | 15 |
Robert Oros | 11 |
James Poer | 10 |
Douglas Ketterer | 8 |
Adam Malamed | 8 |
David Christopher Knoch | 8 |
David Blisk | 8 |
Melissa Loner | 7 |
Jamie Price | 7 |
Evamarie Schoenborn | 6 |
Kent Christian | 6 |
Cary J. Cowan | 6 |
Eric Schwartz | 5 |
Edward Forst | 4 |
- Börse
- Insiders
- Amy Webber
- Unternehmensverbindungen