Ursprung des Netzwerks ersten Grades von Kathy Williams
| Einheit | Art der Einheit | Industrie | |
|---|---|---|---|
AMWJR, Inc.
 AMWJR, Inc. Investment ManagersFinance Founded in 1986, Waddell & Associates, Inc. is a registered investment advisor located in Memphis, Tennessee. The firm provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments and other US corporations.
9
| Extinct | Investment Managers | 9 |
Waddell & Associates LLC
 Waddell & Associates LLC Investment ManagersFinance Waddell & Associates LLC (W&A) is a SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 2016 and succeeded to the advisory business of its predecessor Waddell & Associates, Inc. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). W&A provides financial planning, investment management, and communications services to entrepreneurs, high-net-worth individuals, families, trusts, foundations, pension plans, and institutions.
7
| Subsidiary | Investment Managers | 7 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Kathy Williams
| Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
|---|---|---|---|
| University of Memphis | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| University of Mississippi | College/University | Graduate Degree Graduate Degree Graduate Degree | |
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Investment Managers | Portfolio Manager-Equities | |
SouthState DuncanWilliams Securities Corp.
 SouthState DuncanWilliams Securities Corp. Investment Banks/BrokersFinance SouthStateDuncanWilliams Securities Corp. (SouthStateDuncanWilliams) is a registered broker-dealer and financial services firm headquartered in Memphis, Tennessee. Formerly known as Duncan-Williams, Inc., the firm was founded in 1969 and is a wholly owned subsidiary of South State Corp. (NASDAQ: SSB). SouthStateDuncanWilliams offers sales, finance and underwriting of fixed-income securities to banks and other financial institutions. They focus on securities such as US treasury notes and bonds, federal agency securities, mortgage-backed securities, corporate bonds, municipal bonds, certificates of deposit and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Sewanee-The University of the South | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
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 | |
Greater Memphis Chamber
 Greater Memphis Chamber Miscellaneous Commercial ServicesCommercial Services The Greater Memphis Chamber is a Chamber of Commerce based in Memphis, TN. | Miscellaneous Commercial Services | Director/Board Member | |
| Rhodes College | College/University | Undergraduate Degree | |
| University of Tennessee | College/University | Graduate Degree | |
| Georgetown University | College/University | Undergraduate Degree | |
| University of Mississippi Health Care | College/University | Graduate Degree |
Statistik
International
| Vereinigte Staaten | 14 |
Sektoral
| Consumer Services | 9 |
| Finance | 5 |
| Commercial Services | 2 |
Operativ
| Market Strategist | 14 |
| Undergraduate Degree | 11 |
| Graduate Degree | 6 |
| Masters Business Admin | 5 |
| Corporate Officer/Principal | 5 |
Am stärksten vernetzte Beziehungen
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