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Jane Taubner Barney
Mitglied des Investmentausschusses bei TFC Financial Management, Inc.
Ursprung des Netzwerks ersten Grades von Jane Taubner Barney
Einheit | Art der Einheit | Industrie | |
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TFC Financial Management, Inc.
![]() TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations.
12
| Private Company | Investment Managers | 12 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jane Taubner Barney
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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D. L. Carlson Investment Group, Inc.
![]() D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Investment Managers | Analyst-Equity | |
Charles Schwab Investment Management, Inc.
![]() Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities | |
The Colony Group LLC
![]() The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Market Strategist Corporate Officer/Principal | |
CIBC Private Wealth Advisors, Inc.
![]() CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Analyst-Equity | |
John Hancock Financial Services, Inc.
![]() John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
![]() PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
St. Lawrence University | College/University | Undergraduate Degree | |
GrowthCurve Capital Lp
![]() GrowthCurve Capital Lp Investment ManagersFinance GrowthCurve Capital LP (Growthcurve Capital) is a private equity firm founded in 2020 by Sumit Rajpal. The firm is headquartered in New York. | Investment Managers | Comptroller/Controller/Auditor | |
Middlebury College | College/University | Undergraduate Degree | |
Harvard University
![]() Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
Hartwick College | College/University | Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Graduate Degree | |
Bowdoin College
![]() Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
SRA International, Inc.
![]() SRA International, Inc. Information Technology ServicesTechnology Services SRA International, Inc. provides technology and strategic consulting services and solutions. It offers information technology solutions and professional services that enable mission performance, improve efficiency of operations or reduce operating costs. The firm’s information technology service offerings include infrastructure services, software development, systems integration, cyber security, cloud computing, business intelligence, data analytics and mobile solutions. The company also provides mission-specific domain expertise in areas such as intelligence analysis, energy and environmental consulting, enterprise logistics and bioinformatics. The company was founded by Ernst Volgenau in 1978 and is headquartered in Fairfax, VA. | Information Technology Services | Corporate Officer/Principal | |
McCallum Graduate School of Business | College/University | Graduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Babson College | College/University | Corporate Officer/Principal | |
Bentley University | College/University | Corporate Officer/Principal | |
University of California, Berkeley | College/University | Masters Business Admin | |
Brandeis University | College/University | Undergraduate Degree | |
CFA Society of San Francisco
![]() CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | President | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Becker College | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 30 |
Kanada | 3 |
Sektoral
Consumer Services | 17 |
Finance | 13 |
Commercial Services | 3 |
Technology Services | 2 |
Operativ
Undergraduate Degree | 11 |
Investment Committee Member | 10 |
Corporate Officer/Principal | 10 |
Analyst-Equity | 6 |
Chief Investment Officer | 3 |
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