![James Paul Pacholek](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ursprung des Netzwerks ersten Grades von James Paul Pacholek
Einheit | Art der Einheit | Industrie | |
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Wells Fargo Advisors Financial Network LLC
![]() Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs.
34
| Subsidiary | Investment Managers | 34 |
Fidelity Investments Tax-Exempt Services Co.
4
| Subsidiary | 4 | |
CMG Global Holdings LLC
![]() CMG Global Holdings LLC Investment ManagersFinance CMG Global Holdings LLC (dba CMG Wealth Management) is an independent, SEC-registered investment advisor headquartered in Plano, Texas. Founded in 2018, CMG Wealth Management provides investment advisory services to individual and institutional clients.
1
| Private Company | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von James Paul Pacholek
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Wells Fargo Financial LLC
![]() Wells Fargo Financial LLC Finance/Rental/LeasingFinance Wells Fargo Financial LLC provides financial services. It offers real estate-secured lending, automobile financing, consumer and private-label credit cards and commercial services to consumers and businesses. The firm serves industries and government entities through different stores in the U.S. and Canada. The company was founded by Jacob Levitt in 1897 and is headquartered in Des Moines, IA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
BMC Fund, Inc.
![]() BMC Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous BMC Fund, Inc. is a closed-end, diversified investment company. The company is headquartered in Lenoir, NC. | Investment Trusts/Mutual Funds | Director/Board Member | |
SYNERGY BRANDS INC. | Food Distributors | Corporate Officer/Principal | |
Lincoln Financial Advisors Corp.
![]() Lincoln Financial Advisors Corp. Investment Banks/BrokersFinance Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors. | Investment Banks/Brokers | Analyst-Equity | |
University of Notre Dame | College/University | Undergraduate Degree | |
Zevin Asset Management LLC
![]() Zevin Asset Management LLC Investment ManagersFinance Founded in 1997, Zevin Asset Management LLC is a registered investment advisor located in Boston, Massachusetts. The firm provides investment advice to high net-worth individuals, trusts, non-profit organizations, foundations, partnerships, endowments, and non-taxable retirement accounts such as 401(K) accounts, IRAs, and pension plans. | Investment Managers | Analyst-Equity | |
Morgan Stanley Private Equity Asia III LLC
![]() Morgan Stanley Private Equity Asia III LLC Investment ManagersFinance Part of Morgan Stanley, Morgan Stanley Private Equity Asia III LLC is a private equity fund. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
University of Glasgow | College/University | Graduate Degree | |
Wake Forest University | College/University | Undergraduate Degree | |
Standard & Poor's Financial Services LLC
![]() Standard & Poor's Financial Services LLC Investment ManagersFinance Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
San Diego State University | College/University | Graduate Degree | |
Bates College | College/University | Undergraduate Degree | |
Calvin University | College/University | Undergraduate Degree | |
Saint John's University | College/University | Undergraduate Degree | |
Dickinson State University | College/University | Undergraduate Degree | |
Loyola Marymount University | College/University | Undergraduate Degree | |
Olivet College | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
University of North Dakota | College/University | Undergraduate Degree | |
Eastdil Secured LLC
![]() Eastdil Secured LLC Investment Banks/BrokersFinance Eastdil Secured LLC provides real estate investment banking services. It offers wholesale and mortgage banking, investment banking, insurance agency, mortgage-backed securities & brokerage services. It has offices in Los Angeles, San Francisco, Washington, Boston, San Diego and Silicon Valley. The company was founded in 1967 and is headquartered in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
BEYOND COMMERCE, INC. | Information Technology Services | Corporate Officer/Principal | |
Coldwell Banker & Co.
![]() Coldwell Banker & Co. Real Estate DevelopmentFinance Part of Avis Budget Group, Inc., Coldwell Banker & Co. provides commercial real estate brokerage services. | Real Estate Development | Corporate Officer/Principal | |
University of North Carolina System | College/University | Undergraduate Degree | |
Wells Fargo Securities LLC
![]() Wells Fargo Securities LLC Investment ManagersFinance Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients. | Investment Managers | Analyst-Equity | |
USC Marshall School of Business | College/University | Undergraduate Degree | |
Regatta Capital Group LLC
![]() Regatta Capital Group LLC Investment ManagersFinance Regatta Capital Group LLC (Regatta Capital Group) is a venture capital firm founded in 2007 by Russell R. Mohberg and Spencer Southard Kelly. The firm is headquartered in El Segundo, California. | Investment Managers | Private Equity Investor | |
Cordatus Wealth Management LLC
![]() Cordatus Wealth Management LLC Investment ManagersFinance Cordatus Wealth Management LLC (Cordatus) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Yardley, Pennsylvania. Founded in 2016, Cordatus provides wealth planning and management services as well as corporate services to high-net-worth individuals and corporate executives. | Investment Managers | Market Strategist Market Strategist | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Adams Chetwood Wealth Management LLC
![]() Adams Chetwood Wealth Management LLC Investment ManagersFinance Adams Chetwood Wealth Management LLC (ACWM) is a wealth management firm headquartered in Durham, North Carolina. The firm was founded in 2015 and is principally owned by Allworth Financial LP, which is owned by Allworth Financial Group LP. ACWM offers wealth management services to pre-retirees and retirees with $2 million to $15 million. | Investment Managers | Compliance Officer | |
Mattern Capital Management LLC
![]() Mattern Capital Management LLC Investment ManagersFinance Mattern Capital Management LLC (Mattern Capital) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Lakewood, Colorado. The firm was founded by Perry Mattern in 2019. Mattern Capital manages investment portfolios for individuals, high net worth individuals, trusts, businesses and corporations. | Investment Managers | Chief Executive Officer | |
Mattern Wealth Management LLC
![]() Mattern Wealth Management LLC Investment ManagersFinance Mattern Wealth Management LLC (MWM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Lawrence, Kansas. The firm was founded by David “Dave” Mattern in 2019. MWM offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. | Investment Managers | Chief Executive Officer | |
Cambridge Trust Co. (Investment Management)
![]() Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Dyn, Inc.
![]() Dyn, Inc. Data Processing ServicesTechnology Services Dyn, Inc. provides web based application services. It offers products for various categories in the areas of Internet intelligence, traffic management, domain service, and message management aspects. It provides solutions for business executives, infrastructures and operations, and home users. The company offers support, training, and professional services. It serves retail and Ecommerce, software and Software-as-a-Service, advertising technology, media and entertainment, consumer Internet, and travel and hospitality customers. The company was founded by Jeremy Hitchcock in 2001 and is headquartered in Manchester, NH. | Data Processing Services | Corporate Officer/Principal | |
ShoreHaven Wealth Partners LLC
![]() ShoreHaven Wealth Partners LLC Investment ManagersFinance ShoreHaven Wealth Partners LLC (ShoreHaven) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Red Bank, New Jersey. The firm was founded by Lawrence Durso, Michael Durso and Michael Lombardi in 2020. ShoreHaven offers a variety of wealth management services to a select group of affluent multigenerational families and high net worth individuals. | Investment Managers | Founder | |
Columbia University School of the Arts | College/University | Graduate Degree | |
Center Capital Partners LLC
![]() Center Capital Partners LLC Investment ManagersFinance Part of Center Capital Partners Holdings LLC, Center Capital Partners LLC is a company that provides investment advice. The company is based in Beverly Hills, CA. | Investment Managers | Portfolio Manager-Equities | |
Forensic Alpha Ltd.
![]() Forensic Alpha Ltd. Investment Banks/BrokersFinance Forensic Alpha Ltd. operates an investment research platform that allows users to connect and collaborate with analysts. It caters to institutional asset managers, fund managers, hedge funds and institutions. The company was founded by Thomas Edward Beevers, Sandeep Bathina and Thomas Emil Johann Balk in June 2014 and is headquartered in London, the United Kingdom. | Investment Banks/Brokers | Corporate Officer/Principal | |
Seeking Alpha, Inc.
![]() Seeking Alpha, Inc. Internet Software/ServicesTechnology Services Seeking Alpha, Inc. is an investing community. It provides daily summaries of market and stock related stories, conference call transcripts, new initial public offer filings, and housing market information through blogs, money managers, and newsletters. The company was founded by David Jackson in 2004 and is headquartered in New York, NY. | Internet Software/Services | Corporate Officer/Principal | |
Defendify, Inc.
![]() Defendify, Inc. Packaged SoftwareTechnology Services Defendify, Inc. provides cyber security services. The company was founded by Rob Simopoulos and Andrew Rinaldi in 2017 and is headquartered in Portland, ME. | Packaged Software | Director/Board Member |
Statistik
International
Vereinigte Staaten | 42 |
Vereinigtes Königreich | 3 |
Sektoral
Finance | 22 |
Consumer Services | 17 |
Technology Services | 5 |
Miscellaneous | 2 |
Distribution Services | 2 |
Operativ
Corporate Officer/Principal | 69 |
Undergraduate Degree | 32 |
Director/Board Member | 17 |
Chief Executive Officer | 15 |
Founder | 13 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Louise Brady | 12 |
Joe Raczka | 9 |
Stig Zarle | 8 |
William Haydon | 7 |
Kevin D. Hall | 7 |
Donald Carruthers | 7 |
John Peluso | 7 |
Kent Christian | 6 |
Larry Durso | 6 |
Denton Jay Olde | 5 |
Andrew Brady | 5 |
Chip Hasty | 5 |
John Wendland Handy | 5 |
Blake Bowie | 4 |
Ken Dysart | 4 |
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