Valerie Lucille Newell
Portfolio Manager-Aktien bei Mariner LLC
Ursprung des Netzwerks ersten Grades von Valerie Lucille Newell
Einheit | Art der Einheit | Industrie | |
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Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
28
| Subsidiary | Investment Managers | 28 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Valerie Lucille Newell
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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Anheuser-Busch Cos. LLC
Anheuser-Busch Cos. LLC Beverages: AlcoholicConsumer Non-Durables Anheuser-Busch Cos. LLC engages in the production, distribution, and sale of beer, soft drinks, and other non-alcoholic and non-carbonated products. It offers Budweiser family, bud light family, Michelob UKTRA family, stella artois, hoegaarden, and leffe. The company was founded in 1852 and is headquartered in St. Louis, MO. | Beverages: Alcoholic | General Counsel | |
Fifth Third Bank, NA (Cincinnati, Ohio)
Fifth Third Bank, NA (Cincinnati, Ohio) Major BanksFinance Fifth Third Bank engages in the provision of banking services. It offers personal, business, and commercial banking services. The company was founded on June 17, 1858 and is headquartered in Columbus, OH. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
Johnson Investment Counsel, Inc.
Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Corporate Officer/Principal | |
Missouri State Employees Retirement System
Missouri State Employees Retirement System Investment ManagersFinance The Missouri State Employees' Retirement System (MOSERS), established September 1, 1957, administers retirement, life insurance and long-term disability benefits to most state employees, including members of the Missouri General Assembly, elected state officials, judges and administrative law judges and legal advisors. Their headquarters are in Jefferson City, Missouri. | Investment Managers | Corporate Officer/Principal | |
Granite Investment Advisors LLC
Granite Investment Advisors LLC Investment ManagersFinance Granite Investment Advisors LLC (Granite) is an investment advisory firm headquartered in Concord, New Hampshire. The firm was founded in 1983 and formerly known as E. R. Taylor Investments, as Boston Private Value Investors, Inc. and as Granite Investment Advisors, Inc. They are a subsidiary of Mariner LLC, which is owned by Mariner Wealth Advisors LLC. Granite builds and manages customized investment portfolios for affluent individuals, corporations, and non-profit institutions. | Investment Managers | Trading-Equity Analyst-Equity | |
Mariner Capital Ventures LLC
Mariner Capital Ventures LLC Investment ManagersFinance Mariner Capital Ventures LLC seeks investment opportunities in companies located in the US. The fund targets companies operating in the fields of manufacturers, value-added distributors and services with revenues of less than $2 million and between negative to $0.5 million in EBITDA. It provides financing for incubation, seed, early and later stage capital requirements with investment size ranging from $100K to $1 million per investment. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Mariner Private Equity LLC
Mariner Private Equity LLC Investment ManagersFinance Mariner Private Equity LLC (Mariner Private Equity) is a private equity/venture capital subsidiary of Mariner LLC founded in 2006 by Martin Christopher Bicknell and Patrick G. Doherty. The firm is headquartered in Leawood, Kansas. | Investment Managers | Founder Chief Executive Officer | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin | |
American Modern Insurance Group, Inc.
American Modern Insurance Group, Inc. Property/Casualty InsuranceFinance American Modern Insurance Group, Inc. provides insurance coverage services to homes and vehicles. It delivers specialized products and services for residential property and the recreational market. The company was founded in 1965 and is headquartered in Amelia, OH. | Property/Casualty Insurance | Corporate Officer/Principal | |
J&E Davy
J&E Davy Investment Banks/BrokersFinance J&E Davy is a brokerage firm headquartered in Dublin, Ireland. The firm was founded in 1926 and is owned by J & E Davy Holdings, which is a subsidiary of Bank of Ireland Group Plc (LON: BIRG). J&E Davy delivers world class outcomes to corporate and institutional clients through research and insights, expert execution and their strong access to distribution networks. They provide expert equity, debt, strategic and sustainability advice with a deep understanding of global markets, innovative capital raising solutions and specialist advisory capabilities. Their Capital Markets advisory team focuses on Irish and UK corporates with distribution and access to institutional investors across the globe. | Investment Banks/Brokers | Analyst-Equity | |
McGill University | College/University | Undergraduate Degree | |
Mariner Wealth Advisors-Oklahoma LLC
Mariner Wealth Advisors-Oklahoma LLC Investment ManagersFinance Mariner Wealth Advisors-Oklahoma LLC (MWAO) is an investment advisory firm headquartered in Tulsa, Oklahoma. It is majority owned by Mariner LL, which is owned by Mariner Wealth Advisors LLC. The firm was founded as Adams Hall Wealth Advisors LLC in 1997 and became part of the Mariner family in 2012. MWAO provides personal financial planning, consulting, and investment management services to individuals, including high net-worth individuals and very high net-worth families, pension and profit-sharing plans, charitable organizations, corporations and other business entities. | Investment Managers | Chief Investment Officer | |
Teachers' Retirement System of the State of Illinois | Investment Managers | Corporate Officer/Principal | |
Kansas State University | College/University | Graduate Degree Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
The Ohio University
The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Rivier University | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Masters Business Admin | |
University of Hartford | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree | |
University of Tennessee | College/University | Undergraduate Degree Graduate Degree | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
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 | |
The Public School Retirement System of Missouri
The Public School Retirement System of Missouri Investment ManagersFinance Founded in 1946, the Public School Retirement System of Missouri is a pension fund administered in Jefferson City, Missouri. The fund provides service, retirement, disability, and survivor benefits for more than 130,000 active members and over 63,000 retired Missouri public school teachers, school employees and their families. | Investment Managers | Corporate Officer/Principal | |
Convergence Investment Partners LLC
Convergence Investment Partners LLC Investment ManagersFinance Founded in 2008, Convergence Investment Partners LLC is a registered investment advisor headquartered in Grafton, Wisconsin. The firm was formerly known as Mariner Quantitative Solutions LLC and as Quantitative Investment Solutions LLC. They are a subsidiary of Montage Investments LLC and their ultimate parent is Bicknell Family Management Co. Trust. Convergence Investment Partners offers proprietary quantitative investment strategies for individual and institutional investors. | Investment Managers | Director/Board Member Analyst-Equity | |
Society of Financial Service Professionals
Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Director/Board Member | |
Albert Einstein College of Medicine, Inc. | College/University | Doctorate Degree | |
BOKF, NA
BOKF, NA Investment ManagersFinance BOKF, NA, do-business-as BOK Financial, is an asset management firm headquartered in Tulsa, Oklahoma. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). BOKF offers trust and investment management services through their banks and subsidiary. | Investment Managers | Corporate Officer/Principal | |
BlackRock Private Equity Partners
BlackRock Private Equity Partners Investment ManagersFinance BlackRock Private Equity Partners (BlackRock PEP) is a private equity firm, a subsidiary of BlackRock Alternative Investors founded in 1999 by Russell Steenberg. The firm is headquartered in Princeton, New Jersey. | Investment Managers | Corporate Officer/Principal | |
Montage Investments LLC
Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS. | Investment Managers | Chief Executive Officer Market Strategist | |
The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
New York University School of Law | College/University | Graduate Degree | |
Columbus School of Law | College/University | Graduate Degree | |
Mariner Wealth Advisors-NYC LLC
Mariner Wealth Advisors-NYC LLC Investment ManagersFinance Mariner Wealth Advisors-NYC LLC, dba Mariner Wealth Advisors (MWA), is the wealth management subsidiary of Mariner Wealth Advisors LLC, headquartered in Overland Park, Kansas. MWA provides discretionary and/or non-discretionary investment advisory services to high-net worth individuals. | Investment Managers | Economist Portfolio Manager-Equities Chief Investment Officer | |
Mariner Wealth Advisors LLC
Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | Chief Executive Officer Founder | |
Canvas Wealth Advisors LLC
Canvas Wealth Advisors LLC Investment ManagersFinance Canvas Wealth Advisors LLC (CWA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Shawnee, Kansas. The firm was co-founded in 2019 and is primarily owned by Scott R. Wesley and Drew R. Waldron. CWA offers financial planning and investment management to individuals, their families, and their businesses nationwide. | Investment Managers | Founder | |
U.S. Bank NA (Cincinnati Ohio Investment Management)
U.S. Bank NA (Cincinnati Ohio Investment Management) Investment ManagersFinance U.S. Bank NA (Cincinnati Ohio Investment Management) (USB-IM) is the investment management division of U.S. Bank NA, a commercial bank headquartered in Minneapolis, Minnesota. The firm is ultimately held by the US Bancorp (NYSE: USB). USB-IM provides tailored investment management services to individuals and institutional investors. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities Corporate Officer/Principal | |
Williams College of Business | College/University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 49 |
Irland | 2 |
Kanada | 2 |
Sektoral
Finance | 33 |
Consumer Services | 18 |
Consumer Non-Durables | 2 |
Operativ
Portfolio Manager-Equities | 40 |
Corporate Officer/Principal | 35 |
Undergraduate Degree | 25 |
Investment Committee Member | 21 |
Director/Board Member | 17 |
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