Aktive Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Dan Jacoby | M | - |
Stratos Wealth Partners Ltd.
 Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | 16 Jahre |
| Jeff Concepcion | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | 16 Jahre |
| Craig Palmer Adams | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | 16 Jahre |
| Jim Lupica | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | 16 Jahre |
| Charles Lewis Shapiro | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | 16 Jahre |
Beziehungs-Chart
Beziehungen zu mehreren Unternehmen
Ehemalige Beziehungen
| Name | Geschlecht | Alter | Unternehmensverbindungen | Zusammenarbeit |
|---|---|---|---|---|
| Matt O'Bryon | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | - |
| Joshua Moser | M | - |
Denison University
| 4 Jahre |
| Simms Jenkins | M | - |
Denison University
| 4 Jahre |
| Jennifer L. Schwartz | F | - |
Denison University
| 4 Jahre |
| James Edward Buchheit | M | 53 |
Denison University
| 4 Jahre |
| Mark Sanor | M | - |
Denison University
| 4 Jahre |
| Cameron McKinney | M | - |
Denison University
| 4 Jahre |
| Donald David Flower | M | - |
Denison University
| 4 Jahre |
| J. Kropp | M | - |
Denison University
| 4 Jahre |
| Jay K. Morgan | M | - |
Denison University
| 4 Jahre |
| Gregg Wright | M | - |
Denison University
| 4 Jahre |
| Matthew J. Pilz | M | - |
Denison University
| 4 Jahre |
| Levence S. Eutsay | M | - |
Denison University
| 2 Jahre |
| Jay Morgan | M | - |
Denison University
| 4 Jahre |
| P. Griggs | M | 53 |
Denison University
| 4 Jahre |
| Jeffrey Shrader | M | - |
Denison University
| 4 Jahre |
| Greg Turcotte | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | - |
| Keith A. Rummer | M | - |
Denison University
| 4 Jahre |
| John Schurz | M | 51 |
Denison University
| 4 Jahre |
| Paul Koo | M | - |
Denison University
| 4 Jahre |
| Craig Adams | M | - |
Stratos Wealth Partners Ltd.
Stratos Wealth Partners Ltd. Investment ManagersFinance Stratos Wealth Partners Ltd. (SWP) is a SEC-registered investment advisor headquartered in Beachwood, Ohio. The firm was founded in 2008 by James Lupica and Jeffrey Concepcion. They are owned subsidiary of Stratos Intermediate Holdco LLC. SWP offers investment advisory services to individuals, individual retirement accounts (IRAs), banks and thrift institutions, pension and profit- sharing plans, including plans subject to Employee Retirement Income Security Act of 1974 (ERISA), trusts, estates, charitable organizations, corporations and other business entities. | 3 Jahre |
| Andrew Randak | M | - |
Denison University
| 4 Jahre |
| Christopher Shea | M | - |
Denison University
| 4 Jahre |
| Michele K. Devereaux | M | - |
Denison University
| 4 Jahre |
| Melissa Boryk | F | - |
Denison University
| 4 Jahre |
| James N. Corrigan | M | - |
Denison University
| 4 Jahre |
| Joshua Charles Spoerri | M | 53 |
Denison University
| 4 Jahre |
| Jamie Iselin | M | - |
Denison University
| 4 Jahre |
| Rich Harris | M | - |
Denison University
| 4 Jahre |
| Jonathan Fairbanks | M | 58 |
Denison University
| 4 Jahre |
| Bret Parrish | M | - |
Denison University
| 4 Jahre |
| Jonathan Silverstein | M | 57 |
Denison University
| 4 Jahre |
| Jason David Schrotberger | M | - |
Denison University
| 4 Jahre |
| Michael Bevan | M | 53 |
Denison University
| 4 Jahre |
| Heather Bellini | F | 55 |
Denison University
| 4 Jahre |
| Nikolai Daniel Fisken | M | - |
Denison University
| 4 Jahre |
| Michael Pierson Manion | M | - |
Denison University
| 4 Jahre |
| Charles Nye Ernst | M | - |
Denison University
| 4 Jahre |
| Michael James Walls | M | - |
Denison University
| 4 Jahre |
| Happy Hapgood S. Rowe | F | - |
Denison University
| 4 Jahre |
| Jeff Caples | M | 56 |
Denison University
| 4 Jahre |
| Kurt A. Fisher | M | - |
Denison University
| 4 Jahre |
| Elizabeth B. Sosnow | F | - |
Denison University
| 4 Jahre |
| Dave Groff | M | - |
Denison University
| 4 Jahre |
| Charlie Gifford | M | - |
Denison University
| 4 Jahre |
| George Jackoboice | M | 56 |
Denison University
| 4 Jahre |
| David Lucchino | M | 56 |
Denison University
| 4 Jahre |
| Christopher Rolland | M | - |
Denison University
| 4 Jahre |
| Bob Gray | M | - |
Denison University
| 4 Jahre |
| Gordon Pitt Cromwell | M | - |
Denison University
| 4 Jahre |
| Brent Puff | M | - |
Denison University
| 3 Jahre |
| Geoff LeMieux | M | - |
Denison University
| 4 Jahre |
| Adam Winstanley | M | - |
Denison University
| 4 Jahre |
| Carolyn Kissane | M | - |
Denison University
| 4 Jahre |
Statistik
| Land | Beziehungen | % des Gesamten |
|---|---|---|
| Vereinigte Staaten | 59 | 100,00% |
Alter der Beziehungen
Aktive
Vergangene
Herr
Frau
Aufsichtsräte
Führungskräfte
Ursprung der Beziehungen
- Börse
- Insiders
- Chris Walling
- Persönliches Netzwerk