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Scott Richard Kubie
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Ursprung des Netzwerks ersten Grades von Scott Richard Kubie
Einheit | Art der Einheit | Industrie | |
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CLS Investments LLC
![]() CLS Investments LLC Investment ManagersFinance CLS Investments LLC (CLS) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1989 by Patrick Clarke and Gary Lanzen and they are a subsidiary of Orion Advisor Solutions LLC, ultimately held by NorthStar Topco LLC. CLS provides investment advice to individuals, pension, retirement, educational savings and profit-sharing plans, endowments, other pooled investment vehicles, trusts, estates, charitable organizations, corporations or other business entities, and state or municipal government entities.
23
| Holding Company | Investment Managers | 23 |
CWM LLC
![]() CWM LLC Investment ManagersFinance CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.
1
| Subsidiary | Investment Managers | 1 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Scott Richard Kubie
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity | |
Carnegie Mellon University
![]() Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Masters Business Admin | |
US BANCORP | Major Banks | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Goldman Sachs Asset Management LP
![]() Goldman Sachs Asset Management LP Investment ManagersFinance Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide. | Investment Managers | Corporate Officer/Principal | |
E*TRADE Securities LLC
![]() E*TRADE Securities LLC Investment Banks/BrokersFinance Founded in 1996, E*TRADE Securities LLC is a broker/dealer headquartered in New York City. The firm is a subsidiary of E*TRADE Financial Corp. (NYSE: ET). The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. The firm is a member of the NASD and the SIPC. | Investment Banks/Brokers | Market Strategist | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | 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 | Undergraduate Degree | |
Mutual of Omaha Insurance Co.
![]() Mutual of Omaha Insurance Co. Insurance Brokers/ServicesFinance Mutual of Omaha Insurance Co. engages in the provision of insurance and financial products and services. It offers life insurance, disability insurance, long-term care insurance, annuities, critical illness insurance, small business solutions and structured settlements for individuals. The firm?s principal products and services include individual health and accident insurance, individual and group life insurance and annuities, retirement plans, and banking services. The company was founded in 1909 and is headquartered in Omaha, NE. | Insurance Brokers/Services | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree | |
Orion Advisor Technology LLC
![]() Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Corporate Officer/Principal Chief Operating Officer | |
Scudder Law Firm PC LLO
![]() Scudder Law Firm PC LLO Miscellaneous Commercial ServicesCommercial Services Scudder Law Firm PC LLO is a nationally recognized leader in the transportation industry and a premier corporate and business transactions advisor to clients across the country. The private company is based in Lincoln, NE, and Mark A. Scudder has been the CEO of the company since 1993. The firm focuses on providing strategic business advice and transactions for clients nationwide, with primary practice areas including mergers and acquisitions, public and private securities offerings, securities reporting and compliance, corporate finance, corporate governance, real estate, and commercial contracts. Scudder Law Firm is committed to delivering value to its clients every day through superior results at a reasonable cost. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Securities America, Inc.
![]() Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Investment Banks/Brokers | Corporate Officer/Principal | |
Cambridge Advisors, Inc.
![]() Cambridge Advisors, Inc. Investment ManagersFinance Founded by Gaylan Abood in 1990, Cambridge Advisors, Inc. is a wealth management firm and registered investment advisor located in Omaha, Nebraska. The firm provides investment advisory services to individuals and their families, retirement plans and not-for-profit organizations. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
Milestone Capital Management
![]() Milestone Capital Management Investment ManagersFinance Part of Lehman Brothers Holdings, Inc., Milestone Capital Management is a company that provides investment advisory services. The company is based in Yonkers, NY. The company was founded by Jeffrey R. Hanson. | Investment Managers | Corporate Officer/Principal | |
Babson College | College/University | Undergraduate Degree | |
Benedict College | College/University | Undergraduate Degree | |
Brigham Young University | College/University | Undergraduate Degree | |
Board of Trustees NE State Colleges | College/University | Undergraduate Degree | |
Creighton University | College/University | Masters Business Admin Graduate Degree Graduate Degree 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 | |
Midland University | College/University | Undergraduate Degree | |
Nebraska Wesleyan University | College/University | Undergraduate Degree | |
Rollins College (Florida) | College/University | Undergraduate Degree | |
Wayne State College | College/University | Undergraduate Degree | |
Clayton Fixed Income Services, Inc.
![]() Clayton Fixed Income Services, Inc. Investment ManagersFinance Clayton Fixed Income Services, Inc. provides technology and services for credit risk management. Serving the fixed-income securities market, the company's offerings are designed to manage credit risk, perform custom analytics, and track investments. It also offers consulting services for individuals and securities servicers. The company is located in Denver, CO. | Investment Managers | Director/Board Member | |
The State University of New York | College/University | Undergraduate Degree | |
Assured Life Association
![]() Assured Life Association Multi-Line InsuranceFinance Assured Life Association provides insurance, annuities, and investment products and services. The company's products include life insurance, cancer insurance, daily hospital supplement, and alliance and investment products like mutual funds and college savings plans. It was founded on June 6, 1890 by Joseph Cullen Root and is headquartered in Omaha, NE. | Multi-Line Insurance | Corporate Officer/Principal | |
Edison Investment Research Ltd.
![]() Edison Investment Research Ltd. Investment ManagersFinance Edison Investment Research Ltd. (Edison) is an investment research, investor relations and consulting firm headquartered in London, UK. The firm was founded by Stephen Rogers and Fraser Thorne in 2003. They are a subsidiary of Edison Global Ltd. Edison provides investment research to international investors, advisors and stakeholders. | Investment Managers | Analyst-Equity | |
American Access Care LLC
![]() American Access Care LLC Medical/Nursing ServicesHealth Services American Access Care LLC provides management services including billing and collection services for healthcare practitioners. The company was founded by Raymond D. Figueroa in 2001 and is headquartered in Glen Rock, PA. | Medical/Nursing Services | Director/Board Member | |
LeaseTeam, Inc.
![]() LeaseTeam, Inc. Packaged SoftwareTechnology Services LeaseTeam, Inc. provides software solutions and services. It offers origination management/pricing, credit adjudication, document management, booking preparation, portfolio management, portfolio servicing, compliance and risk management, reporting and analytic tools. Its services include business, technical, ASP solutions, request information and cloud solutions. The company was founded by Russell F. Hallberg and Randy Haug in 1989 and is headquartered in San Omaha, NE. | Packaged Software | Corporate Officer/Principal | |
State Street Corp. (Fund Distributor)
![]() State Street Corp. (Fund Distributor) Investment ManagersFinance State Street Corp. (Fund Distributor) is a fund distributor located in Boston. The firm is a subsidiary of State Street Corp. ((NYSE: STT) | Investment Managers | Corporate Officer/Principal | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
University of Nebraska College of Law | College/University | Graduate Degree | |
University of Nebraska Omaha | College/University | Undergraduate Degree | |
Dynamic Advisor Solutions LLC
![]() Dynamic Advisor Solutions LLC Investment ManagersFinance Dynamic Advisor Solutions LLC, dba Dynamic Wealth Advisors (Dynamic), is a registered investment advisor headquartered in Scottsdale, Arizona. The firm was founded by Jim Cannon in 2008 and is wholly-owned by DWA Management LLC, which is owned by Cannon Family Trust. Dynamic offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension plans, profit-sharing plans and businesses through affiliated investment advisor representatives. | Investment Managers | Chief Investment Officer | |
Russell Investments US Institutional Holdco, Inc.
![]() Russell Investments US Institutional Holdco, Inc. Investment ManagersFinance Russell Investments US Institutional Holdco, Inc. engages in the provision of asset management services. The company was founded on November 10, 2016 and is headquartered in Seattle, WA. | Investment Managers | Director/Board Member | |
Zoominfo LLC
![]() Zoominfo LLC Internet Software/ServicesTechnology Services Zoominfo LLC engages in the provision of marketing and sales intelligence platform. It offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. The company was founded by Henry L. Schuck and Kirk N. Brown in 2007 and is headquartered in Vancouver, WA. | Internet Software/Services | Director/Board Member | |
Harvard Business School | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 46 |
Vereinigtes Königreich | 2 |
Sektoral
Finance | 22 |
Consumer Services | 20 |
Commercial Services | 3 |
Technology Services | 3 |
Miscellaneous | 2 |
Operativ
Director/Board Member | 28 |
Portfolio Manager-Equities | 25 |
Corporate Officer/Principal | 23 |
Undergraduate Degree | 22 |
Analyst-Equity | 19 |
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