Bart Boyer
Corporate Officer/Principal bei National Association of Personal Financial Advisors
Ursprung des Netzwerks ersten Grades von Bart Boyer
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
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.
115
| Private Company | Miscellaneous Commercial Services | 115 |
Parsec Financial Management, Inc.
 Parsec Financial Management, Inc. Investment ManagersFinance Parsec Financial Management, Inc. (Parsec Financial) is a wealth management firm headquartered in Asheville, North Carolina. The firm was founded by Bart Boyer in 1980 and was acquired in 2023 by Modera Wealth Management LLC, which is owned by Modera Capital, Inc. Parsec Financial provides portfolio management services to individuals, high-net worth individuals, corporate pension, profit-sharing and 401(k) plans, foundations, endowments, charitable organizations, trusts, estates and corporations or other businesses.
34
| Subsidiary | Investment Managers | 34 |
National Association of Personal Financial Advisors
19
| Non-Profit Organization | 19 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Bart Boyer
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal 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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | ||
| University of Florida | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
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 | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree Corporate Officer/Principal Undergraduate Degree | |
| Golden Gate University | College/University | Graduate Degree Masters Business Admin Masters Business Admin | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree | |
| Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
| Pennsylvania State Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
Association for Corporate Growth, Inc.
 Association for Corporate Growth, Inc. Miscellaneous Commercial ServicesCommercial Services Association for Corporate Growth, Inc. is a global organization founded in 1954 by Kenneth S. Berryman and David H. Brenner. The non-profit company is based in Chicago, IL and has subsidiaries in the United Kingdom, Netherlands, Canada, and the United States. The company's mission is to drive middle-market growth and it serves 90,000 investors, executives, lenders, and advisers to growing middle-market companies. The company's core focus is on middle-market M&A, with more than 25 years of sell-side and buy-side advisory experience, closing more than 200 transactions with a combined value of more than $1 billion. The company also publishes Middle Market Growth, the official publication of the Association for Corporate Growth, which includes a print magazine, website, weekly e-newsletter, and daily newsfeed. The CEO of the company since 2019 is Brent A. Baxter. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
TrustCore LLC
 TrustCore LLC Investment ManagersFinance TrustCore Financial, Inc. provides financial services. It offers financial planning, wealth management, stock options, and risk management services. The company was founded by Darryl L. Edmonds in 1984 and is headquartered in Brentwood, TN. | Investment Managers | Director/Board Member Founder | |
| Campbell University | College/University | Graduate Degree Undergraduate Degree | |
| Investment Program Association | Director/Board Member President | ||
| Texas Tech University | College/University | Undergraduate Degree Graduate Degree | |
| The College for Financial Planning, Inc. | College/University | Graduate Degree Graduate Degree | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Graduate Degree Masters Business Admin | |
Keats, Connelly & Associates LLC
 Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Founder Chief Investment Officer | |
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA. | College/University | Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| Estate Planning Council of Pittsburgh | Corporate Officer/Principal Corporate Officer/Principal | ||
National Association of Corporate Directors
 National Association of Corporate Directors Miscellaneous Commercial ServicesCommercial Services The National Association of Corporate Directors is a non-profit organization that provides essential resources to help directors strengthen board leadership. The American company was founded by Maryann Bruce and the CEO is Peter R. Gleason. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
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. | Investment Managers | Founder Portfolio Manager-Equities | |
Koch Financial Services Pty Ltd.
 Koch Financial Services Pty Ltd. Investment ManagersFinance Koch Financial Services Pty Ltd. provides financial planning services. Its services include guidance on budgeting, savings and wealth creation strategies, diversified and tax effective investment planning, salary packaging, life insurance and risk assessment, and retirement planning. The company was founded by Rodney Koch in 1994 and is headquartered in Woree, Australia. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Chairman Corporate Officer/Principal | |
| Estate Planning Council of Birmingham, Inc. | Corporate Officer/Principal Corporate Officer/Principal | ||
Federation of Malaysian Manufacturers
 Federation of Malaysian Manufacturers Miscellaneous Commercial ServicesCommercial Services Federation of Malaysian Manufacturers is the voice of the Malaysian manufacturing industry. The private company is based in Kuala Lumpur, Malaysia, and has subsidiaries in Malaysia. The company serves as a key focal point for those seeking links with Malaysian manufacturers for investment, trade, and services. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Rhombus Connexion Sdn. Bhd. | Director/Board Member | ||
| Global Network of Director Institutes | Director/Board Member | ||
| AUDIENCE ANALYTICS LIMITED | Miscellaneous Commercial Services | Director/Board Member | |
| Sheraton Imperial Kuala Lumpur | Human Resources Officer | ||
| MELEWAR INDUSTRIAL GROUP | Steel | Director/Board Member | |
| Naluri Setara Sdn. Bhd. | Director/Board Member | ||
| The Malaysian Institute of Chartered Secretaries & Administra | President | ||
| Chartered Secretaries & Administrators of Great Britain | Corporate Officer/Principal | ||
| Financial Planning Association of Malaysia | Director/Board Member | ||
| Acca Malaysia Sdn. Bhd. | President | ||
Association of Chartered Certified Accountants
 Association of Chartered Certified Accountants Miscellaneous Commercial ServicesCommercial Services The Association of Chartered Certified Accountants (ACCA) is a professional body for accountants. The non-profit company is based in Glasgow, UK, and has subsidiaries in Mauritius, United Kingdom, and Hong Kong. The British company offers a program called ALP-C, which approves learning materials from high-quality content providers to support studying towards ACCA's qualification. The role of the CFO is evolving beyond finance to include reporting on value-centric aspects of their operations, as companies move towards sustainable practices. The CEO of the company is Helen Joanna Brand. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
The Chartered Governance Institute
 The Chartered Governance Institute Miscellaneous Commercial ServicesCommercial Services The Chartered Governance Institute provides governance and compliance services. The company was incorporated by Royal Charter in 1891 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Malaysian Institute of Corporate Governance | Director/Board Member | ||
Prudential Assurance Malaysia Bhd.
 Prudential Assurance Malaysia Bhd. Insurance Brokers/ServicesFinance Part of Prudential Plc, Prudential Assurance Malaysia Bhd. The company is based in Kuala Lumpur, Malaysia. is a Malaysian company that offers a range of products and solutions for peace of mind at every stage of life. Prudential Assurance Malaysia In addition to their products and solutions, Prudential Assurance Malaysia is also committed to community investment achievements and has a vulnerability disclosure policy. was founded in 1924. Eng Seong Lim has been the CEO of the company since 2021. | Insurance Brokers/Services | Director/Board Member | |
| S&P NetWorth Advisors Sdn. Bhd. | President | ||
| Sh Strategic Advisors Ltd. | Director/Board Member | ||
| Florida Department of Environmental Protection (United States) | General Government | Chief Operating Officer | |
| AIIRIS (Malaysia) Sdn. Bhd. | Director/Board Member | ||
| Florida Blue Key | Corporate Officer/Principal | ||
| Rg Developments & Investments LLC | Chief Executive Officer | ||
| Bella Collina Community Development District | Chairman | ||
| Stahl Faust Immobilien, LLC | Chief Executive Officer |
Statistik
International
| Vereinigte Staaten | 30 |
| Malaysia | 14 |
| Vereinigtes Königreich | 4 |
| Hong Kong | 3 |
| Australien | 2 |
Sektoral
| Consumer Services | 12 |
| Commercial Services | 11 |
| Finance | 7 |
| Non-Energy Minerals | 2 |
| Government | 2 |
Operativ
| Corporate Officer/Principal | 279 |
| Director/Board Member | 136 |
| Undergraduate Degree | 68 |
| President | 61 |
| Chief Executive Officer | 38 |
Am stärksten vernetzte Beziehungen
| Insiders | |
|---|---|
| Wan Siew Chan | 34 |
| Randall Greene | 26 |
| Brian S. Hamburger | 22 |
| Michael Ryan | 17 |
| Leo Fred Wells | 16 |
| Timothy W. Crawford | 14 |
| Terri Kallsen | 14 |
| R. Day | 13 |
| Kimberly A. Springsteen-Abbott | 13 |
| Dirk Jungé | 13 |
| Andrew T. Gilinsky | 12 |
| Beth Patterson | 12 |
| Don Linzer | 12 |
| Mary Kathleen Sulick | 12 |
| Roger C. Ochs | 12 |
- Börse
- Insiders
- Bart Boyer
- Unternehmensverbindungen
