Jordan M. Millner
Analyst-Equity bei Cobblestone Capital Advisors LLC
Ursprung des Netzwerks ersten Grades von Jordan M. Millner
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
Cobblestone Capital Advisors LLC
 Cobblestone Capital Advisors LLC Investment ManagersFinance Cobblestone Capital Advisors LLC (Cobblestone) is an independent wealth management firm and registered investment advisor Headquartered in Rochester, New York. The firm was founded by Paul E. Adornato in 1998. Cobblestone provides advisory and wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, private funds, and corporations and other business entities.
10
| Private Company | Investment Managers | 10 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Jordan M. Millner
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
Manning & Napier Advisors LLC
 Manning & Napier Advisors LLC Investment ManagersFinance Manning & Napier Advisors LLC (MNA) is an investment advisory firm headquartered in Fairport, New York. The firm was formed in 2011 as the successor to Manning & Napier Advisors, Inc., which was founded as a partnership in 1970. They are a wholly-owned subsidiary of Manning & Napier Group LLC and their ultimate parent is Callodine Midco, Inc. MNA provides investment advice to individuals and institutional clients. The firm also acts as the sub-advisor to affiliated and unaffiliated advisors and to certain registered and unregistered commingled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
| Rochester Christian University | College/University | Masters Business Admin Undergraduate Degree | |
Cabot Wealth Management, Inc.
 Cabot Wealth Management, Inc. Investment ManagersFinance Cabot Wealth Management, Inc. (CWM) is an independent registered investment advisor and wealth manager headquartered in Salem, Massachusetts. The firm was founded by Robert Lutts in 1983. CWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, private investment funds, trust programs, and other US institutions. | Investment Managers | Trading-Equity | |
| Boston University | College/University | Masters Business Admin | |
| Rutgers State University of New Jersey | College/University | Graduate Degree | |
| Ithaca College | College/University | Masters Business Admin | |
| Lafayette College | College/University | Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
| Pace University | College/University | Undergraduate Degree | |
Rochester Institute of Technology
 Rochester Institute of Technology Other Consumer ServicesConsumer Services Rochester Institute of Technology is a privately endowed, coeducational university with ten colleges emphasizing career education and experiential learning. It was founded in 1829 and is headquartered in Rochester, NY. | College/University | Undergraduate Degree | |
| University of Central Florida | College/University | Undergraduate Degree | |
| University of Kentucky | College/University | Undergraduate Degree | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| Georgetown University | College/University | Undergraduate Degree | |
| JPMorgan Chase & Co., Inc. /Corporate Trust Bus/ | Regional Banks | Corporate Officer/Principal | |
W.G. Shaheen & Associates Ltd.
 W.G. Shaheen & Associates Ltd. Investment ManagersFinance W.G. Shaheen & Associates Ltd. (do business as Whitney & Co.) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Rochester, New York. The firm was founded in 1975, and offers discretionary portfolio management services to individuals, high net-worth individuals, pension plans/profit sharing plans, and foundations/charities. | Investment Managers | Portfolio Manager-Equities | |
| University of Rochester Simon Business School | College/University | Masters Business Admin Masters Business Admin |
Statistik
International
| Vereinigte Staaten | 18 |
| Israel | 2 |
| Frankreich | 2 |
Sektoral
| Consumer Services | 14 |
| Finance | 7 |
Operativ
| Portfolio Manager-Equities | 11 |
| Undergraduate Degree | 10 |
| Investment Committee Member | 5 |
| Masters Business Admin | 5 |
| Analyst-Equity | 4 |
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