Relaciones activas
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Jim Pratt-Heaney | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 16 años |
Jeff Kalapos | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 10 años |
Jeff Fuhrman | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 11 años |
Mike Kazakewich | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 15 años |
Kevin Gerard Burns | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | 16 años |
Gráfico relacional
Relaciones con varias empresas
Antiguas relaciones
Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
---|---|---|---|---|
Jeffrey Edwards | M | 63 |
Merrill Lynch & Co., Inc. /Old/
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Peter Little | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | - |
Ahmass L. Fakahany | M | 65 |
Merrill Lynch & Co., Inc. /Old/
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Eugene H. Rotberg | M | 94 |
Merrill Lynch & Co., Inc. /Old/
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Bill Lomas | M | - |
Coastal Bridge Advisors LLC
Coastal Bridge Advisors LLC Investment ManagersFinance Coastal Bridge Advisors LLC (CBA) is an independent wealth management firm and registered investment advisor headquartered in Westport, Connecticut. The firm was founded by its Founding Partners in 2008 as LLBH Private Wealth Management LLC. They are a subsidiary of Focus Operating LLC and their ultimate parent is Focus Financial Partners LLC (NASDAQ: FOCS). CBA provides financial planning, consulting, and investment management services to individuals, however, they may also provide services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | - |
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Kevin M. Director | M | - |
Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Neil Douglas Klein | M | - |
Merrill Lynch & Co., Inc. /Old/
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Brent Steven Robinson | M | - |
Merrill Lynch & Co., Inc. /Old/
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Catlin Wolfard | M | - |
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Todd Paul Kaplan | M | - |
Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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John W. Kirby | M | - |
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Merrill Lynch & Co., Inc. /Old/
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Lynda Cosgrove | F | - |
Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Thomas Michael Joyce | M | 69 |
Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Bob F. Mellon | M | - |
Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Carl Courtland Perthel | M | - |
Merrill Lynch & Co., Inc. /Old/
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Chip K. Vallis | M | - |
Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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William O. Hiltz | M | 72 |
Smith Barney & Co., Inc.
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Michael Mara | M | - |
Merrill Lynch & Co., Inc. /Old/
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Thomas Samuelson | M | - |
Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Gabriel Margent | M | 71 |
Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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John A. Hilton | M | - |
Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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David W. Rose | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | - |
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Kevin J. Ventrudo | M | 65 |
Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Lawrence Solow | M | - |
Smith Barney & Co., Inc.
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Doug Nichols | M | - |
Smith Barney & Co., Inc.
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Smith Barney & Co., Inc.
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Merrill Lynch & Co., Inc. /Old/
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Mike J. Moody | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 2 años |
Gary F. McManus | M | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 6 años |
Tom Ewing | M | - |
Smith Barney & Co., Inc.
| 1 años |
Tracey L. Rudd | F | - |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | 2 años |
Peter M. Phelan | M | 63 |
Smith Barney & Co., Inc.
| 21 años |
Estadísticas
País | Relaciones | % del total |
---|---|---|
Estados Unidos | 99 | 100.00% |
Antigüedad de la relación
Activas
Pasados
Hombre
Mujer
Administradores
Ejecutivos
Origen de las relaciones
- Bolsa de valores
- Insiders
- Bill Loftus
- Red Personal