Michele Clark
Portfolio Manager-Aktien bei Acropolis Investment Management LLC
Ursprung des Netzwerks ersten Grades von Michele Clark
Einheit | Art der Einheit | Industrie | |
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Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.
19
| Private Company | Investment Managers | 19 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Michele Clark
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Everbank NA
Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Savings Banks | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
University of Missouri-St. Louis | College/University | Undergraduate Degree | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Midwest BankCentre, Inc.
Midwest BankCentre, Inc. Regional BanksFinance Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO. | Regional Banks | Corporate Officer/Principal | |
Southern Illinois University | College/University | Graduate Degree | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
Paradigm Financial Advisors LLC
Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Investment Managers | Investment Committee Member | |
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 | |
Maryville University of St. Louis | College/University | Masters Business Admin | |
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Investment Managers | Market Strategist | |
Lindenwood University | College/University | Undergraduate Degree | |
McKendree University | College/University | Undergraduate Degree | |
Rockhurst University | College/University | Undergraduate Degree | |
Bank Midwest (Spirit Lake, Iowa)
Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Regional Banks | Corporate Officer/Principal | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Duncker, Streett & Co. LLC
Duncker, Streett & Co. LLC Investment ManagersFinance Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett. | Investment Managers | Portfolio Manager-Equities | |
Ullico, Inc.
Ullico, Inc. Multi-Line InsuranceFinance Ullico, Inc. engages in the provision of multi-line insurance, financial services, and administrative products. It offers annuities, group life and health insurance, property and casualty insurance, third party administration, and investment services. The company was founded in 1927 and is headquartered in Washington, DC. | Multi-Line Insurance | Director/Board Member | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
First Bank (Creve Coeur, Missouri)
First Bank (Creve Coeur, Missouri) Regional BanksFinance First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO. | Regional Banks | Corporate Officer/Principal | |
St. Louis University | College/University | Undergraduate Degree | |
Drake University | College/University | Undergraduate Degree | |
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Regional Banks | Corporate Officer/Principal | |
Spring Hill College | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree | |
Edinboro University of Pennsylvania | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 37 |
Spanien | 2 |
Sektoral
Finance | 23 |
Consumer Services | 16 |
Commercial Services | 2 |
Operativ
Corporate Officer/Principal | 20 |
Undergraduate Degree | 19 |
Portfolio Manager-Equities | 18 |
Investment Committee Member | 12 |
Analyst-Equity | 9 |
Am stärksten vernetzte Beziehungen
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