Ursprung des Netzwerks ersten Grades von Denis Houser
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Capital Analysts LLC
 Capital Analysts LLC Investment ManagersFinance Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.
10
| Subsidiary | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Denis Houser
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| The Pennsylvania State University | College/University | Undergraduate Degree Masters Business Admin | |
| Drexel University | College/University | Masters Business Admin | |
| East Stroudsburg University of Pennsylvania | College/University | Undergraduate Degree | |
| Centurion Asset Management LLC | Corporate Officer/Principal | ||
Bernardo Wealth Planning LLC
 Bernardo Wealth Planning LLC Investment ManagersFinance Bernardo Wealth Planning LLC (BWP) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Harleysville, Pennsylvania. Founded in 2017, BWP provides investment advice to individuals, families, trusts, and charitable organizations and foundations, pensions and corporations. | Investment Managers | Compliance Officer | |
| Lehigh University | College/University | Undergraduate Degree | |
| Elon University | College/University | Undergraduate Degree | |
JPMorgan Chase Bank, NA (Investment Management)
 JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
| Lebow College of Business | College/University | Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Pershing LLC
 Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Gettysburg College | College/University | Undergraduate Degree | |
Conservest Capital Advisors, Inc.
 Conservest Capital Advisors, Inc. Investment ManagersFinance Conservest Capital Advisors, Inc. (Conservest) is an independent registered investment advisor and wealth management firm headquartered in Wynnewood, Pennsylvania. The firm was founded by Bruce Kardon in 1993. Conservest provides investment advisory services to a wide range of clients, including individuals and families, small businesses, professional corporations, sole proprietorships, religious institutions, endowments and charities. | Investment Managers | Analyst-Equity | |
| Lock Haven University of Pennsylvania | College/University | Undergraduate Degree | |
| Commonwealth Equity Services, Inc. (Broker) | Investment Banks/Brokers | Corporate Officer/Principal | |
| Bucknell University | College/University | Undergraduate Degree | |
Aberdeen Investment Management LLC
 Aberdeen Investment Management LLC Investment ManagersFinance Aberdeen Investment Management LLC (Aberdeen) is an independent wealth management firm headquartered in Dallas, Texas. The firm was founded in 1991 by Jeb Terry. Aberdeen provides advisory services to individuals, trusts and other business entities. | Investment Managers | Corporate Officer/Principal | |
Vanguard, Inc.
 Vanguard, Inc. Recreational ProductsConsumer Durables Vanguard, Inc. manufactures recreational vehicles and industrial trailers. The company was founded in 1968 and is headquartered in North Battleford, Canada. | Recreational Products | Corporate Officer/Principal | |
| Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
| Boston College | College/University | Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| LaSalle University | College/University | Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 23 |
| Kanada | 2 |
Sektoral
| Consumer Services | 14 |
| Finance | 8 |
| Consumer Durables | 2 |
| Commercial Services | 2 |
Operativ
| Undergraduate Degree | 10 |
| Corporate Officer/Principal | 9 |
| Analyst-Equity | 7 |
| Masters Business Admin | 4 |
| Portfolio Manager-Equities | 3 |
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