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Ursprung des Netzwerks ersten Grades von Rodger Isom
Einheit | Art der Einheit | Industrie | |
---|---|---|---|
West Financial Services, Inc.
![]() West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.
11
| Subsidiary | Investment Managers | 11 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Rodger Isom
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
---|---|---|---|
Rochester Christian University | College/University | Undergraduate Degree | |
Heritage Investors Management Corp.
![]() Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Portfolio Manager-Equities | |
The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
George Washington University | College/University | Masters Business Admin | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree | |
Christopher Newport University | College/University | Undergraduate Degree | |
Fordham University
![]() Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
Providence College | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
Walsh College | College/University | Undergraduate Degree | |
Voronezhsky State University | College/University | Undergraduate Degree | |
Aegis Wealth Management LLC
![]() Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Garnet Group LLC
![]() Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Investment Managers | Corporate Officer/Principal | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
Alfred Lerner College of Business & Economics | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 18 |
Russland | 2 |
Sektoral
Consumer Services | 14 |
Finance | 5 |
Commercial Services | 2 |
Operativ
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 9 |
Analyst-Equity | 6 |
Masters Business Admin | 4 |
Corporate Officer/Principal | 3 |
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