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Ursprung des Netzwerks ersten Grades von Doug Bender
Einheit | Art der Einheit | Industrie | |
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McQueen, Ball & Associates, Inc.
![]() McQueen, Ball & Associates, Inc. Investment ManagersFinance Founded in 1981, McQueen, Ball & Associates, Inc. is an SEC-registered, independent, fee-only investment advisor located in Bethlehem, Pennsylvania. The firm provides discretionary investment advisory services to individuals, high net-worth individuals, corporate pension and profit sharing plans, charitable organizations, trusts and estates.
6
| Extinct | Investment Managers | 6 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Doug Bender
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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The Haverford Trust Co.
![]() The Haverford Trust Co. Investment ManagersFinance Haverford Trust’s active investment strategy is referred to as Haverford Quality Investing. This approach is designed to provide superior returns with less risk, primarily through investments in the securities of high-quality dividend-paying companies. The firm systematically allocates investments across a range of qualifying securities in a variety of growing industries. The turnover in their portfolios (sale and purchase of assets) at 15-25% is low by industry standards. Haverford Trust may sell an asset that has appreciated significantly in value in order to maintain diversification and keep your portfolio from being too heavily dependent on a stock or sector. They maintain that high quality, intermediate-term bonds provide the most attractive risk-adjusted returns. | Investment Managers | 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 | |
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 | |
Fairfield University | College/University | Undergraduate Degree | |
Juniata College | College/University | Undergraduate Degree | |
LaSalle University | College/University | Undergraduate Degree Undergraduate Degree | |
Montclair State University | College/University | Undergraduate Degree | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
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. | Investment Managers | Trading-Equity | |
The United States Army (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Summit Financial Services LLC | Corporate Officer/Principal | ||
Tiller Private Wealth, Inc.
![]() Tiller Private Wealth, Inc. Investment ManagersFinance Tiller Private Wealth, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethlehem, Pennsylvania. The firm was founded by Webster “Webb” Youngs in 1996 as Youngs Advisory Group, Inc. Tiller Private Wealth provides investment advice to successful individuals, families, and business owners. | Investment Managers | Investment Committee Member | |
Prestige Wealth Management Group LLC
![]() Prestige Wealth Management Group LLC Investment ManagersFinance Prestige Wealth Management Group LLC (PWM) is an independent, SEC-registered investment advisor headquartered in Flemington, New Jersey. The firm was founded by Roy Williams in 1994. PWM serves the diverse financial needs of their clients who are executives, business owners, physicians, retirees, pre-retirees and their families. | Investment Managers | Analyst-Equity |
Statistik
International
Vereinigte Staaten | 17 |
Sektoral
Finance | 10 |
Consumer Services | 6 |
Government | 2 |
Operativ
Corporate Officer/Principal | 7 |
Analyst-Equity | 6 |
Undergraduate Degree | 6 |
Investment Committee Member | 6 |
Portfolio Manager-Equities | 6 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Chris Barr | 6 |
Brett Dublick | 5 |
Mike High | 4 |
Todd Robert Fungard | 3 |
Don Sledz | 3 |
Grant Wasylik | 2 |
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