Ursprung des Netzwerks ersten Grades von Robert Scott Wilder
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
Bison Wealth LLC
Bison Wealth LLC Investment ManagersFinance Bison Wealth LLC (Bison) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. It was founded by Robert S. Wilder in 2012 as Lakeview Capital Partners LLC and changed its name to Bison Wealth LLC in 2022. The firm is principally owned by Bison Holdings LLC, which in turn is owned by East Asset Management LLC. Bison provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations.
5
| Subsidiary | Investment Managers | 5 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Robert Scott Wilder
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Vanderbilt University | College/University | Masters Business Admin | |
Wake Forest University | College/University | Undergraduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Hampden-Sydney College | College/University | Undergraduate Degree | |
Kent State University (Ohio) | College/University | Undergraduate Degree | |
The University of North Carolina at Chapel Hill | College/University | Undergraduate Degree | |
Kingfisher Capital LLC
Kingfisher Capital LLC Investment ManagersFinance Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses. | Investment Managers | Sales & Marketing | |
Varn Investment Counsel, Inc.
Varn Investment Counsel, Inc. Investment ManagersFinance Varn Investment Counsel, Inc. provides investment services. The private company is based in Atlanta, GA. | Investment Managers | Corporate Officer/Principal |
Statistik
International
Vereinigte Staaten | 18 |
Sektoral
Finance | 11 |
Consumer Services | 7 |
Electronic Technology | 2 |
Operativ
Corporate Officer/Principal | 10 |
Undergraduate Degree | 5 |
Portfolio Manager-Equities | 5 |
Sales & Marketing | 2 |
Chief Investment Officer | 2 |
Am stärksten vernetzte Beziehungen
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