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Ursprung des Netzwerks ersten Grades von Brian Christopher Perkins
Einheit | Art der Einheit | Industrie | |
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CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.
8
| Holding Company | Investment Managers | 8 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Brian Christopher Perkins
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Undergraduate Degree | |
Electronic Trading Group LLC
![]() Electronic Trading Group LLC Investment Banks/BrokersFinance Part of Limelight Holdings LLC, Electronic Trading Group LLC is a company that provides security brokerage services. The company is based in New York, NY. Electronic Trading Group was acquired by Lightspeed Trading LLC on August 30, 2005. | Investment Banks/Brokers | Corporate Officer/Principal | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Notre Dame | College/University | Masters Business Admin | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Robotti Securities LLC
![]() Robotti Securities LLC Investment Banks/BrokersFinance Founded in 1983, Robotti Securities LLC is a registered broker/dealer located in New York City. The firm was formerly known as Robotti & Co. Inc. The firm is a Member of FINRA and the SIPC. Robotti Securities specializes in applying proprietary, bottom-up research methods to identify undervalued securities. They offer personalized investment management designed to meet clients’ long-term equity investment needs. | Investment Banks/Brokers | Analyst-Equity | |
Benedictine University | College/University | Undergraduate Degree | |
University of London | College/University | Graduate Degree | |
LaSalle University | College/University | Undergraduate Degree | |
Montclair State University | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
AMERIPRISE FINANCIAL, INC. | Investment Banks/Brokers | Portfolio Manager-Fixed Income | |
JF Petroleum Group
![]() JF Petroleum Group Wholesale DistributorsDistribution Services JF Petroleum Group engages in the distribution and installation of fuel and fluid systems. The firm offers distributions, project management, construction, repair, maintenance, consulting, and training and financing services. It serves the energy infrastructure marketplace with fuel systems for petroleum and alternative fuels such as compressed natural gas (CNG), ethanol, and DEF. The company was founded by Garland Jones and Dallas Frank in 1945 and is headquartered in Morrisville, NC. | Wholesale Distributors | Director of Finance/CFO | |
Wells Fargo Private Client Services
![]() Wells Fargo Private Client Services Investment ManagersFinance Part of Wells Fargo Bank NA (Sioux Falls, South Dakota), Wells Fargo Private Client Services is a company that provides wealth management services. The company is based in Houston, TX. | Investment Managers | Corporate Officer/Principal | |
Managed Markets Insight & Technology LLC
![]() Managed Markets Insight & Technology LLC Information Technology ServicesTechnology Services Managed Markets Insight & Technology LLC provides formulary tools and solutions. Its web-based application supports all lines of business through extensive workflow and guidance functions as well as with multiple publishing mechanisms. The firm also provides a business logic layer to streamline synchronization across all major drug list providers. It specializes in mobile formulary search application and launch commercialization guidance. The company was founded in 1994 and is headquartered in Yardley, PA. | Information Technology Services | Director of Finance/CFO | |
Global Growth Holdings Inc
![]() Global Growth Holdings Inc Investment ManagersFinance Global Growth Holdings Inc (Global Growth) is a private equity firm founded in 1991 by Greg Lindberg. The firm is headquartered in Orlando, Florida. | Investment Managers | Director of Finance/CFO | |
ALI Group North America Corp.
![]() ALI Group North America Corp. Industrial MachineryProducer Manufacturing Part of Ali Holding Srl, ALI Group North America Corp. is a company that designs, manufactures, and supplies foodservice equipment. The company is based in Vernon Hills, IL. The company was founded in 1963. Erik Nommsen has been the CEO of the company since 2022. | Industrial Machinery | Director of Finance/CFO | |
Atlanta Bidco Ltd.
![]() Atlanta Bidco Ltd. MiscellaneousMiscellaneous Atlanta Bidco Ltd. provides telecommunication services. The company was founded on June 4, 2018 and is headquartered in Milton Keynes, the United Kingdom. | Miscellaneous | Director/Board Member | |
Summit Financial LLC
![]() Summit Financial LLC Investment ManagersFinance Summit Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Parsippany, New Jersey. Formerly known as National Wealth Advisors, Inc., the firm was founded in 2018 and has succeeded from the advisory businesses of Summit Equities, Inc. which was established in 1991. They are a wholly-owned by Summit Financial Holdings LLC, which is owned by Summit Financial Services LLC. Summit Financial offers investment advisory services to individuals, high net-worth individuals, corporations and/or business entities, pension and profit-sharing plans, and charitable organizations. | Investment Managers | Chief Investment Officer | |
Futuresource Holdings Ltd.
![]() Futuresource Holdings Ltd. Miscellaneous Commercial ServicesCommercial Services Part of Global Data Insights Ltd., Futuresource Holdings Ltd. is a British company that provides business support services. The company is based in St. Albans, UK. Futuresource Holdings was founded in 2017. | Miscellaneous Commercial Services | Director/Board Member | |
Curi Capital LLC
![]() Curi Capital LLC Investment ManagersFinance Curi Capital LLC is a registered investment advisor based in Raleigh, NC. Curi Capital LLC provides full-service financial advisory solutions, including personalized wealth management, retirement plan solutions, and investment guidance to high-net-worth individuals, ultra-high-net worth families, and businesses. Curi Capital is registered with the Securities and Exchange Commission (SEC). Dimitri P. Eliopoulos has been the CEO of the company since 2020. | Investment Managers | Chief Investment Officer |
Statistik
International
Vereinigte Staaten | 26 |
Vereinigtes Königreich | 4 |
Sektoral
Finance | 15 |
Consumer Services | 10 |
Distribution Services | 2 |
Technology Services | 2 |
Producer Manufacturing | 2 |
Operativ
Undergraduate Degree | 8 |
Corporate Officer/Principal | 7 |
Director of Finance/CFO | 5 |
Analyst-Equity | 4 |
Portfolio Manager-Equities | 3 |
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