Robert Melancon
Corporate Officer/Principal bei Adhesion Wealth Advisor Solutions, Inc.
Ursprung des Netzwerks ersten Grades von Robert Melancon
Einheit | Art der Einheit | Industrie | |
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Adhesion Wealth Advisor Solutions, Inc.
Adhesion Wealth Advisor Solutions, Inc. Miscellaneous Commercial ServicesCommercial Services Adhesion Wealth Advisor Solutions, Inc. provides wealth advisor solutions to independent financial advisors and wealth managers. The firm offers WealthADV, an investment operations platform that provides unified managed accounts, and overlay and tax-optimized portfolio management, investment program designing and administration, client reporting, and managed back office services. The company was founded by Trey Reinhard in 1999 and is headquartered in Charlotte, NC.
5
| Subsidiary | Miscellaneous Commercial Services | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Melancon
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Atria Investments, Inc.
Atria Investments, Inc. Investment ManagersFinance Atria Investments, Inc., dba Adhesion Wealth Advisor Solutions (Adhesion Wealth), is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm is a wholly owned subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK), a subsidiary of Huatai International Investment Holdings Ltd. Adhesion Wealth provides sub-advisory services to other registered investment advisors, either directly or through a third party sponsored program. | Investment Managers | Chief Executive Officer Chief Executive Officer | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Legg Mason & Co. LLC (New York) | Corporate Officer/Principal | ||
Morgan Stanley Investment Management, Inc.
Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Corporate Officer/Principal | |
INVESCO Funds Group, Inc.
INVESCO Funds Group, Inc. Investment ManagersFinance Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO. | Investment Managers | Corporate Officer/Principal | |
Schwab Institutional
Schwab Institutional Financial ConglomeratesFinance Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL. | Financial Conglomerates | 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 | |
University of Northern Colorado | College/University | Undergraduate Degree | |
BROADRIDGE FINANCIAL SOLUTIONS, INC. | Information Technology Services | Corporate Officer/Principal | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
Anderson Consulting Ltd. | Corporate Officer/Principal | ||
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Rensselaer Polytechnic Institute | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 17 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 10 |
Consumer Services | 5 |
Technology Services | 3 |
Operativ
Corporate Officer/Principal | 14 |
President | 4 |
Undergraduate Degree | 4 |
Chief Executive Officer | 3 |
Compliance Officer | 1 |
Am stärksten vernetzte Beziehungen
Insiders | |
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Barrett Walter Ayers | 9 |
Michael Stier | 6 |
Ty McDaniel | 4 |
Trey Reinhard | 3 |
Kevin McCrossin | 1 |
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