![Angela Berkosky](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Angela Berkosky
Marktstratege bei Savant Capital LLC (Illinois)
Ursprung des Netzwerks ersten Grades von Angela Berkosky
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Savant Capital LLC (Illinois)
![]() Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.
29
| Subsidiary | Investment Managers | 29 |
Shippensburg University of Pennsylvania
16
| College/University | Other Consumer Services | 16 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Angela Berkosky
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
CITIZENS & NORTHERN CORPORATION | Regional Banks | Director/Board Member | |
The Vanguard Group, Inc.
![]() The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Portfolio Manager-Equities Trading-Equity | |
Pitcairn Group LP
![]() Pitcairn Group LP Investment ManagersFinance Pitcairn Group LP (Pitcairn) is a wealth management and holding firm headquartered in Jenkintown, Pennsylvania. Pitcairn was founded in 1923 and provides investment advice and implementation to individuals and their families. | Investment Managers | Investment Committee Member | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Rockford University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Chief Executive Officer Chief Operating Officer | |
Columbia Business School | College/University | Masters Business Admin | |
Moody's Investors Service, Inc.
![]() Moody's Investors Service, Inc. Insurance Brokers/ServicesFinance Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks. | Insurance Brokers/Services | Analyst-Fixed Income | |
Lancaster Mennonite Hospital
![]() Lancaster Mennonite Hospital Medical/Nursing ServicesHealth Services Lancaster Mennonite Hospital provides mental and behavioral healthcare services. It offers a range of services for children, adolescents, adults and older adults. The company was founded on May 7, 1952 and is headquartered in Mount Gretna, PA. | Medical/Nursing Services | Director of Finance/CFO | |
University of Phoenix | College/University | Undergraduate Degree | |
PFM Asset Management LLC
![]() PFM Asset Management LLC Investment ManagersFinance PFM Asset Management LLC (PFMAM) is a SEC-registered investment advisor headquartered in Harrisburg, Pennsylvania. Founded in 2001, the firm was acquired by US Bancorp Asset Management, Inc. from PFM Investment LLC in 2021. They are ultimately held by the U.S. Bancorp (NYSE: USB). PFMAM offers discretionary advisory services for government, nonprofit and other institutional investors who invest in fixed-income and multi-asset class strategies. | Investment Managers | Analyst-Fixed Income | |
Edward D. Jones & Co. LP (Investment Management)
![]() Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
Drexel University | College/University | Masters Business Admin | |
Truman State University | College/University | Undergraduate Degree | |
Edgewood College | College/University | Masters Business Admin | |
National Association of Personal Financial Advisors | Director/Board Member | ||
The University of Montana | College/University | Masters Business Admin | |
University of Pittsburgh | College/University | Graduate Degree | |
Valparaiso University | College/University | Graduate Degree | |
Bradley University | College/University | Undergraduate Degree | |
Arthur Andersen LLP
![]() Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree | |
University of Illinois College of Medicine | College/University | Doctorate Degree | |
WebFX, Inc.
![]() WebFX, Inc. Advertising/Marketing ServicesCommercial Services WebFX, Inc. provides Internet marketing services which specializes in responsive web design and inbound marketing. Its service areas include Internet marketing, social media engagement, online media buying, content marketing strategies, website copywriting, banner design, web video production, conversion design, content management systems, website optimizer consulting, text message marketing, shopping feeds and coupons, and mobile applications development. The firm also offers services to the commercial business, community development, legal, healthcare, heavy equipment, industrial, and government-related sectors. The company was founded in 1997 by William S. Craig, Jr. and Karie Shear and is headquartered in Harrisburg, PA. | Advertising/Marketing Services | Chief Executive Officer | |
LEIDOS HOLDINGS, INC. | Aerospace & Defense | Corporate Officer/Principal | |
Widener University | College/University | Masters Business Admin | |
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 | Corporate Officer/Principal | |
Beloit College | College/University | Undergraduate Degree | |
University of Illinois Springfield | College/University | Undergraduate Degree | |
Citizens & Northern Bank (Wellsboro, Pennsylvania)
![]() Citizens & Northern Bank (Wellsboro, Pennsylvania) Regional BanksFinance Citizens & Northern Bank operates as a state chartered commercial bank. It provides banking services including deposit and loan products for personal and commercial customers. The firm offers investment management, trusts and fiduciary services, brokerage and financial & tax planning services, mineral and grants, and estate planning. The company was founded on October 1, 1971 and is headquartered in Wellsboro, PA. | Regional Banks | Director/Board Member | |
MetalKraft Industries, Inc.
![]() MetalKraft Industries, Inc. Metal FabricationProducer Manufacturing MetalKraft Industries, Inc. is a private company that manufactures and supplies metal parts. The company is based in Wellsboro, PA and has subsidiaries in the United States. Aaron K. Singer has been the CEO of the company since 1993. | Metal Fabrication | Chief Executive Officer | |
The University of Alabama | College/University | Masters Business Admin | |
Burt Associates, Inc.
![]() Burt Associates, Inc. Investment ManagersFinance Burt Associates, Inc. (do-business-as Burt Wealth Advisors) is a SEC-registered investment advisor and wealth management firm headquartered in North Bethesda, Maryland. The firm was founded in 1972 and is owned by BAI Holdings, Inc. Burt Wealth Advisors provides discretionary investment advisory services on a fee-only basis to individuals and high net worth individuals. | Investment Managers | Analyst-Equity | |
Mississippi State University | College/University | Undergraduate Degree | |
MetLife Investment Management LLC
![]() MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Investment Managers | Trading-Fixed Income | |
Cliffwater LLC
![]() Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Director of Research - Equity | |
Indiana University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 46 |
Sektoral
Consumer Services | 23 |
Finance | 16 |
Commercial Services | 4 |
Health Services | 3 |
Electronic Technology | 2 |
Operativ
Undergraduate Degree | 42 |
Corporate Officer/Principal | 29 |
Portfolio Manager-Equities | 27 |
Director/Board Member | 20 |
Masters Business Admin | 11 |
Am stärksten vernetzte Beziehungen
Insiders | |
---|---|
David Melcher | 19 |
Djanadi Bimo Prakoso | 10 |
Brent Brodeski | 8 |
Gina Marie Beall | 6 |
Jay Shearon | 6 |
Daryl Roy Dagit | 5 |
Jerry Korabik | 5 |
Peter Slover | 5 |
JR Raebiger | 4 |
Brent Alan Lindell | 4 |
William Craig | 4 |
Phil Huber | 4 |
Zach Ivey | 4 |
Aaron Singer | 4 |
Jim DeGaetano | 4 |
- Börse
- Insiders
- Angela Berkosky
- Unternehmensverbindungen