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Jonathan Scheid
Corporate Officer/Principal bei Bellatore, Inc.
Ursprung des Netzwerks ersten Grades von Jonathan Scheid
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Bellatore Financial, Inc.
![]() Bellatore Financial, Inc. Investment ManagersFinance Bellatore Financial, Inc. (Bellatore) is a SEC-registered investment advisor headquartered in Pleasant Hill, California. The firm was founded by Al Steele in 2007 and is principally owned by Bella Fund Holdings, Inc. Bellatore provides asset management services to select financial advisory businesses across the US.
5
| Subsidiary | Investment Managers | 5 |
Buckingham Strategic Partners LLC
![]() Buckingham Strategic Partners LLC Investment ManagersFinance Buckingham Strategic Partners LLC (BSP) is a registered investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1997 and formerly known as BAM Advisor Services LLC. They are a wholly owned subsidiary of Focus Operating LLC, which is ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). BSP provides investment advisory services to independent registered investment advisors, end individuals and registered investment companies. They also provide BSP Retirement Solutions services to qualified retirement plans.
3
| Subsidiary | Investment Managers | 3 |
Bellatore, Inc.
![]() Bellatore, Inc. Financial ConglomeratesFinance Bellatore, Inc. provides financial services. It delivers turnkey asset management solutions and knowledge leadership services to financial advisors and financial institutions. The company was founded in March 2006 and is headquartered in San Jose, CA
2
| Private Company | Financial Conglomerates | 2 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jonathan Scheid
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Washington University in St. Louis | College/University | Graduate Degree | |
NISA Investment Advisors LLC
![]() NISA Investment Advisors LLC Investment ManagersFinance NISA Investment Advisors LLC is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1994 by Jess Yawitz and Bill Marshall as National Investment Services of America, Inc. They are a wholly-owned subsidiary of NISA LLC. NISA Investment Advisors provides investment advice to institutional clients. | Investment Managers | Corporate Officer/Principal | |
Vanderbilt University | College/University | Undergraduate Degree | |
Buckingham Strategic Wealth LLC
![]() Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Chief Investment Officer Chief Executive Officer | |
Loring Ward International Ltd.
![]() Loring Ward International Ltd. Investment ManagersFinance Loring Ward International Ltd. provides investment advisory and asset management services. The company was founded in 1975 and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Brigham Young University | College/University | Undergraduate Degree | |
St. Louis University | College/University | Graduate Degree | |
Santa Clara University | College/University | Masters Business Admin | |
The University of Colorado | College/University | Masters Business Admin | |
University of the Pacific
![]() University of the Pacific Other Consumer ServicesConsumer Services University of the Pacific is a nationally ranked university with a long tradition of dedicated teaching, small class sizes, practical experience and vibrant residential life. The breathtaking main campus in Stockton, California is home to seven schools and colleges, with more than 80 majors and programs of study. Pacific also has the McGeorge School of Law in Sacramento and the Arthur A. Dugoni School of Dentistry in San Francisco. Total university enrollment is nearly 7,000, with 3,757 undergraduates in an average class size of 19 and a student/faculty ratio of 14:1. It is located in Stockton, California. | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree | |
Carleton University | College/University | Undergraduate Degree | |
St. Louis Regional Chamber & Growth Association
![]() St. Louis Regional Chamber & Growth Association Miscellaneous Commercial ServicesCommercial Services St. Louis Regional Chamber & Growth Association operates as a non-profit organization, which engages in economic development business and public policy. The company was founded in 1836 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
The Buckingham Family of Financial Services
![]() The Buckingham Family of Financial Services MiscellaneousMiscellaneous The Buckingham Family of Financial Services operates as a holding company. The firm offers investment advice to individuals and corporations. It provides services though divisions such as Buckingham Asset Management, BAM Adivsor Services, and Bemiston Insurance Services. The company was founded by Bert Schweizer III, Stuart Joseph Zimmerman, Paul Steven Forman, and Steven Harvey Funk in 1994 and is headquartered in St. Louis, MO. | Miscellaneous | Chief Executive Officer | |
United Financial Corp.
![]() United Financial Corp. Investment ManagersFinance Part of CI Financial Corp., United Financial Corp. is a Canadian company that provides investment management services. The company is based in Toronto, Canada. | Investment Managers | Corporate Officer/Principal | |
Bank of the West (Grapevine, Texas)
![]() Bank of the West (Grapevine, Texas) Regional BanksFinance Bank of the West (Grapevine, Texas) provides banking services. It offers loans, debit card, merchant services, mobile banking and deposit, online banking, remote deposit capture, safe deposit boxes, and SBA preferred loans. The company was founded on April 01, 1986 and is headquartered in Grapevine, TX, | Regional Banks | Corporate Officer/Principal | |
California State Polytechnic University (Pomona) | College/University | Undergraduate Degree | |
E*TRADE Financial Advisory Services, Inc.
![]() E*TRADE Financial Advisory Services, Inc. Investment ManagersFinance Part of E*TRADE Brokerage Holdings, Inc., E*TRADE Financial Advisory Services, Inc. provides investment advice. The company is based in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Cardinal Point Capital Management ULC
![]() Cardinal Point Capital Management ULC Investment ManagersFinance Part of Focus Financial Partners, Inc., Cardinal Point Capital Management ULC is a Canadian company that provides investment advice. The company is based in Toronto, Canada. Cardinal Point Capital Management ULC was acquired by Focus Financial Partners, Inc. on November 01, 2021. The company was founded by Jeffrey Scott Sheldon and James Arthur Sheldon. Jeffrey Scott Sheldon has been the CEO since incorporation. | Investment Managers | Chief Investment Officer |
Statistik
International
Vereinigte Staaten | 21 |
Kanada | 4 |
Sektoral
Finance | 12 |
Consumer Services | 11 |
Commercial Services | 2 |
Miscellaneous | 2 |
Operativ
Corporate Officer/Principal | 9 |
Undergraduate Degree | 6 |
Portfolio Manager-Equities | 5 |
Chief Investment Officer | 4 |
Chief Executive Officer | 4 |
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