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Greg Weimer
Vorstandsvorsitzender bei Confluence Wealth Services, Inc.
Ursprung des Netzwerks ersten Grades von Greg Weimer
Einheit | Art der Einheit | Industrie | |
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American Funds Distributors, Inc.
![]() American Funds Distributors, Inc. Investment ManagersFinance Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA.
4
| Subsidiary | Investment Managers | 4 |
University of Pittsburgh at Johnstown
2
| College/University | Other Consumer Services | 2 |
Confluence Wealth Services, Inc.
![]() Confluence Wealth Services, Inc. Investment ManagersFinance Confluence Wealth Services, Inc., dba Confluence Financial Partners (Confluence), is a SEC-registered investment advisor headquartered in McMurray, Pennsylvania. The firm was founded by Gregory J. Weimer in 2021 and is principally owned by Confluence Financial Partners, Inc. Confluence provides comprehensive financial planning and wealth management services to individuals, professionals, business owners, corporate executives, retirement plans.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Greg Weimer
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Trinity University | College/University | Undergraduate Degree | |
D. A. Davidson & Co.
![]() D. A. Davidson & Co. Investment Banks/BrokersFinance D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world. | Investment Banks/Brokers | Analyst-Equity | |
BAMCO, Inc.
![]() BAMCO, Inc. Investment ManagersFinance BAMCO, Inc. is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1987 by Ron Baron and is a wholly-owned subsidiary of Baron Capital Group, Inc. (BCG). BAMCO provides advisory services to investment companies, the Baron Collective Investment Trusts, UCITS funds, and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Truist Securities, Inc.
![]() Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Investment Banks/Brokers | Analyst-Equity | |
Cole Capital Corp.
![]() Cole Capital Corp. Investment Banks/BrokersFinance Part of Realty Income Corp., Cole Capital Corp. provides broker dealer services. The company is based in Phoenix, AZ. William Craig Miller has been the CEO of the company since 2015. | Investment Banks/Brokers | Chief Executive Officer | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity | |
Lincoln Financial Distributors, Inc.
![]() Lincoln Financial Distributors, Inc. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Distributors, Inc. provides fund management services. The company is based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Anthem Securities, Inc.
![]() Anthem Securities, Inc. Investment Banks/BrokersFinance Part of Atlas Energy Group LLC, Anthem Securities, Inc. is a company based in Philadelphia, PA. | Investment Banks/Brokers | Corporate Officer/Principal | |
Scotia Capital (USA), Inc.
![]() Scotia Capital (USA), Inc. Investment Banks/BrokersFinance Scotia Capital (USA), Inc. (SCUSA) is a SEC-registered broker/dealer headquartered in New York City. The firm is a subsidiary of Scotia Holdings (USA) LLC, which is owned by The Bank of Nova Scotia (NYSE: BNS; TSE: BNS) in Canada. They provide debt research coverage on US investment grade and high yield debt markets. SCUSA focuses on 6 industries which includes automotive, financial services, healthcare, media and communications, REGAL - real estate/gaming and leisure and technology. They also focus on 4 main global sectors such as power, mining, infrastructure and oil & gas/energy. | Investment Banks/Brokers | Analyst-Equity | |
Equitable Distributors LLC
![]() Equitable Distributors LLC Investment Banks/BrokersFinance Part of Equitable Holdings, Inc., Equitable Distributors LLC is a company based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
![]() Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Sales & Marketing | |
Baron Capital, Inc.
![]() Baron Capital, Inc. Financial ConglomeratesFinance Founded in 1982, Baron Capital, Inc. is an SEC-registered limited purposed broker/dealer and mutual fund distributor located in New York City. The firm is a subsidiary of Baron Capital Group, Inc. They are affiliated with Baron Capital Management, Inc. and BAMCO, Inc., both of which of are SEC-registered investment advisors and wholly-owned subsidiaries of Baron Capital Group, Inc. Baron Capital, Inc. is a member of FINRA. They are the distributor of the Baron Funds | Financial Conglomerates | Sales & Marketing | |
University of Pittsburgh | College/University | Undergraduate Degree | |
University of Pittsburgh Medical Center
![]() University of Pittsburgh Medical Center Medical/Nursing ServicesHealth Services University of Pittsburgh Medical Center is a non-profit organization, which engages in the provision of hospital health programs and services. It operates through the following business units: Provider Services, Insurance Services, UPMC International, and UPMC Enterprises. It also develops programs in transplantation, cancer, neurosurgery, psychiatry, orthopedics, and sports medicine. The company was founded in 1893 and is headquartered in Pittsburgh, PA. | Medical/Nursing Services | Public Communications Contact | |
Florida State University | College/University | Undergraduate Degree | |
Smith College
![]() Smith College Other Consumer ServicesConsumer Services Smith College opened in 1875 with 14 students. Today, Smith is among the largest women’s colleges in Northampton, MA, with students from 48 states and 72 countries. The college remains strongly committed to the education of women at the undergraduate level, but Smith admits both men and women as graduate students. | College/University | Undergraduate Degree | |
Net Health Systems, Inc.
![]() Net Health Systems, Inc. Packaged SoftwareTechnology Services Net Health Systems, Inc. engages in the provision of software solutions for healthcare professionals. It offers wound care services, revenue cycle services, digital marketing services, professional, and telehealth portal services. The company was founded in 1993 and is headquartered in Pittsburgh, PA. | Packaged Software | Sales & Marketing | |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal | |
Hobart & William Smith Colleges | College/University | Undergraduate Degree | |
CCO Group LLC
![]() CCO Group LLC Investment ManagersFinance CCO Group LLC is a registered investment advisor headquartered in Phoenix, Arizona. The firm was founded by Christopher Cole in 1979 as Cole Capital Advisors, Inc. They were acquired by CIM Group LP in 2018. CCO Group provides access to commercial real estate through non-traded REITs and other direct investment programs. | Investment Managers | Chief Executive Officer | |
The Leonard N Stern School of Business | College/University | Masters Business Admin | |
Sobol Bosco & Associates CPA | Comptroller/Controller/Auditor |
Statistik
International
Vereinigte Staaten | 29 |
Sektoral
Finance | 18 |
Consumer Services | 7 |
Health Services | 2 |
Technology Services | 2 |
Distribution Services | 2 |
Operativ
Corporate Officer/Principal | 14 |
Undergraduate Degree | 7 |
Sales & Marketing | 4 |
Analyst-Equity | 4 |
Comptroller/Controller/Auditor | 2 |
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