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Casey Griffin
Oficial de Cumplimiento en Avantax Investment Services, Inc. .
Origen de la red de primer grado Casey Griffin.
Entidad | Tipo de entidad | Industria | |
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H.D. Vest, Inc.
![]() H.D. Vest, Inc. Financial ConglomeratesFinance H.D. Vest, Inc. operates as a holding company with interests in providing financial services. The firm through its subsidiaries offers financial products, advisory and custodial services, insurance and retirement services. The firm offers financial services under the HD Vest name; securities through HD Vest Investment Services and; advisory services through HD Vest Advisory Services. The company was founded in 1983 by Herbie Darwin Vest and is headquartered in Irving, TX.
17
| Subsidiary | Financial Conglomerates | 17 |
Avantax Investment Services, Inc.
3
| Subsidiary | 3 | |
Farpointe Wealth Partners LLC
![]() Farpointe Wealth Partners LLC Investment ManagersFinance Part of Cetera Financial Group, Inc., Farpointe Wealth Partners LLC is a culture-first firm that partners with advisors to provide superior service and world-class practice management, technology, and resources to drive increased growth in a collaborative advisor community. The company is based in Southlake, TX. The firm values alignment and deep personal relationships galvanized by a shared culture, and has built its business on the Cetera platform because of the cultural fit, technology, and in-depth support and capabilities it provides its advisor communities. Farpointe was founded by Brian Stern and Scott Rawlins, with Scott Rawlins serving as CEO since incorporation.
2
| Subsidiary | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Casey Griffin a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Portfolio Manager-Equities | |
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 | Graduate Degree | |
FEDEX CORPORATION | Air Freight/Couriers | Corporate Officer/Principal | |
AVANTAX, INC. | Packaged Software | Corporate Officer/Principal Chief Operating Officer | |
Citibank NA (New York)
![]() Citibank NA (New York) Major BanksFinance Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY. | Major Banks | Corporate Officer/Principal | |
Trust Point, Inc.
![]() Trust Point, Inc. Investment ManagersFinance Trust Point, Inc. is an independent, boutique trust and investment management firm headquartered in La Crosse, Wisconsin. The firm was founded in 1913 as LaCross Trust Co. and renamed Trust Point, Inc. in 2008. Trust Point provides individuals, families, businesses and other organizations with a full range of financial-related services. | Investment Managers | Corporate Officer/Principal | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
Capital Institutional Services, Inc.
![]() Capital Institutional Services, Inc. Investment Banks/BrokersFinance Founded in 1977, Capital Institutional Services, Inc. (CAPIS) is a broker/dealer located in Dallas, Texas. The firm is structured in distinct divisions including sales, trading, research, accounting, operations and compliance which work together to address the diverse needs of both money managers and fund managers. This approach allows CAPIS to present an array of global trading, transition management, commission recapture, independent research and bundled solutions to their clients. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
TaxAct, Inc.
![]() TaxAct, Inc. Packaged SoftwareTechnology Services TaxACT, Inc. provides income tax preparation software. It specializes in business, personal, professional tax software and state tax returns. The company was founded by Lance G. Dunn in 1998 and is headquartered in Cedar Rapids, IA. | Packaged Software | Corporate Officer/Principal | |
True North Finance Corp. | Finance/Rental/Leasing | Private Equity Investor | |
Capital Solutions Distributors LLC | Private Equity Investor | ||
Allworth Financial Group LP
![]() Allworth Financial Group LP Investment ManagersFinance Allworth Financial Group LP engages in the provision of financial advisory services. It specializes in retirement planning, investment advising, tax planning & preparation, estate planning, and 401(k) management. The company was founded by Patrick Carl McClain and Scott Thomas Hanson in 1993 and is headquartered in Sacramento, CA. | Investment Managers | Chief Tech/Sci/R&D Officer | |
P2Binvestor, Inc.
![]() P2Binvestor, Inc. Miscellaneous Commercial ServicesCommercial Services P2Binvestor, Inc. provides crowdfunding and receivables financing. The firm offers receivables financing, an asset-backed line of credit, working capital secured by contractual future revenue, and purchase order financing. It has the capacity to consider multi-million dollar credit lines and lends to U.S. companies in various industries including technology, energy, personnel services, natural foods and beverages, manufacturing The company was founded by Krista Morgan and Bruce Morgan in 2012 and is headquartered in Denver, CO. | Miscellaneous Commercial Services | Founder | |
Southern Methodist University
![]() Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Parthenon Capital LLC
![]() Parthenon Capital LLC Investment ManagersFinance Parthenon Capital LLC (Parthenon Capital) is a private equity firm founded in 1998 by John C. Rutherford. The firm is headquartered in San Francisco, California. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
The University of Texas at Austin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The Johns Hopkins University | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Graduate Degree | |
The Pennsylvania State University | College/University | Graduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
University of Connecticut | College/University | Undergraduate Degree | |
Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
loanDepot.com LLC
![]() loanDepot.com LLC Finance/Rental/LeasingFinance loanDepot.com LLC provides mortgage and non-mortgage lending products. It engages in retail, consumer direct, wholesale, personal loan, affinity and servicing operations. The firm offers fixed rate, adjustable rate, jumbo, federal housing administration and veterans administration loans. It also provides information regarding home purchase process and refinancing. The company was founded by Anthony Hsieh in January 2010 and is headquartered in Foothill Ranch, CA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Institutional Cash Distributors LLC
![]() Institutional Cash Distributors LLC Investment Banks/BrokersFinance Institutional Cash Distributors LLC operates as an institutional trading and investment risk management company. The firm?s investment products include money market funds, short duration bond funds, federally insurance cash account, commercial paper, separate accounts, tradeweb market products. The company was founded by Jeffrey C. Jellison, Thomas P. Newton and Edwin P. Baldry in 2003 and is headquartered in San Francisco, CA. | Investment Banks/Brokers | Director/Board Member Director/Board Member | |
Cherry Bekaert Advisory LLC
![]() Cherry Bekaert Advisory LLC Miscellaneous Commercial ServicesCommercial Services Cherry Bekaert Advisory LLC provides business consulting, accounting, auditing, and tax advisory services. The private company is based in Raleigh, NC. Michelle Loyd Thompson has been the CEO of the company since 2002. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
EdgeCo Holdings LP
![]() EdgeCo Holdings LP Information Technology ServicesTechnology Services Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider. | Information Technology Services | Director/Board Member Director/Board Member | |
Relation Insurance, Inc.
![]() Relation Insurance, Inc. Insurance Brokers/ServicesFinance Relation Insurance, Inc. engages in the provision of insurance brokerage services. It offers employee benefits, property and casualty, retirement consulting, personal lines, and education solutions. The company was founded in 2007 and is headquartered in Walnut Creek, CA. | Insurance Brokers/Services | Director/Board Member Corporate Officer/Principal | |
Millennium Trust Co. LLC
![]() Millennium Trust Co. LLC Investment ManagersFinance Millennium Trust Co. LLC engages in the provision of alternative custody solutions to institutions, advisors, and individuals. It offers rollover and self-directed individual retirement account, and retirement and custody services. The company was founded in 2000 and is headquartered in Oak Brook, IL. | Investment Managers | Director/Board Member Director/Board Member | |
Coastal Credit LLC
![]() Coastal Credit LLC Finance/Rental/LeasingFinance Coastal Credit LLC provides automobile financing services. It specializes in purchasing contracts from new and used automobile dealerships. Its customers primarily include the secondary used car market. The company was founded in 1984 by William McKnight and is headquartered in Virginia Beach, VA. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
LOANDEPOT, INC. | Finance/Rental/Leasing | Director/Board Member Director/Board Member | |
Avantax Wealth Management, Inc.
![]() Avantax Wealth Management, Inc. Investment ManagersFinance Part of Avantax, Inc., Avantax Wealth Management, Inc. is a financial company that offers a tax-advantaged approach for comprehensive financial planning. The company is based in Dallas, TX. Avantax technology, tax and wealth management insights are used by Avantax financial professionals to uncover and tailor opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Through its tax-smart approach, Avantax financial professionals help clients leverage taxes to create financial growth opportunities. Avantax uses technology, tax and wealth management insights to uncover tailored and advantageous opportunities across their clients’ financial lifecycles to help enable better long-term outcomes. Avantax Wealth Management is the holding company for the group of companies providing financial services under the Avantax name. Securities, investment advisory services, and insurance services are offered through Avantax Investment Services, Avantax Advisory Services, Avantax Insurance Agency, and Avantax Insurance Services. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. The company was founded in 1983. | Investment Managers | Chief Executive Officer President | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Graduate Degree | |
Ascendant Capital Management LLC
![]() Ascendant Capital Management LLC Investment ManagersFinance Ascendant Capital Management LLC (ACM) is an independent investment management firm headquartered in Los Angeles, California. The firm was founded by Jordan Kahn in 2014. ACM offers investment funds for individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Kensington Asset Management LLC
![]() Kensington Asset Management LLC Investment ManagersFinance Kensington Asset Management LLC (Kensington) is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Bruce DeLaurentis in 1984. Kensington manages mutual funds to various types of clients. | Investment Managers | Corporate Officer/Principal | |
GPB Capital Holdings LLC
![]() GPB Capital Holdings LLC Investment ManagersFinance GPB Capital Holdings LLC (GPB Capital) is a private equity firm founded in 2013 by David Gentile. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
International Capital Management Corp.
![]() International Capital Management Corp. Investment ManagersFinance International Capital Management Corp. (ICMC) is an independent wealth management firm headquartered in Dallas, Texas. The firm was founded by Ralph Heffelman in 1974. ICMC provides investment management and financial advisory services to individuals and high-net worth individuals (including trusts, estates, retirement plans) private funds, and corporations. | Investment Managers | Analyst-Equity | |
New York University School of Law | College/University | Graduate Degree | |
National Institute of Technology (Durgapur) | College/University | Undergraduate Degree | |
NFP Securities, Inc. | Private Equity Investor | ||
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | President | |
Ironwood Wealth Management, Inc.
![]() Ironwood Wealth Management, Inc. Investment ManagersFinance Ironwood Wealth Management, Inc. (Ironwood) is a SEC-registered investment advisor headquartered in Hurricane, West Virginia. The firm was founded by John Williams as Williams Financial Group, Inc. They are owned by W.H. Williams Family LP. Ironwoods offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Investment Managers | Private Equity Investor | |
Emerge Digital, Inc.
![]() Emerge Digital, Inc. Packaged SoftwareTechnology Services Emerge Digital, Inc. provides web and application development services. The private company is based in San Francisco, CA. | Packaged Software | Director of Finance/CFO | |
AlphaBird, Inc.
![]() AlphaBird, Inc. Information Technology ServicesTechnology Services AlphaBird, Inc. operates as an audience development and content monetization company which provides online videos. The company was founded by Chase Norlin and Alex Rowland in May 2009 and is headquartered in Los Angeles, CA. | Information Technology Services | Corporate Officer/Principal |
Estadísticas
Internacional
Estados Unidos | 49 |
India | 2 |
Sectorial
Finance | 28 |
Consumer Services | 13 |
Technology Services | 6 |
Commercial Services | 3 |
Transportation | 2 |
Operativa
Corporate Officer/Principal | 63 |
Director/Board Member | 44 |
Undergraduate Degree | 17 |
President | 11 |
Private Equity Investor | 10 |
Las relaciones más conectadas
Insiders | |
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Brian Golson | 34 |
Andrew Dodson | 20 |
Todd Mackay | 13 |
Enrique Vasquez | 11 |
Ruth Papazian | 11 |
Brian Weisenberger | 11 |
Aditya Kumar Garg | 9 |
Brian A. Stern | 8 |
Don Pinkard | 8 |
Neal Heifetz | 6 |
Dave B. Bhaduri | 6 |
Vicki J. Nordskog | 5 |
Stephanie George Schuller | 4 |
Michael Anthony Pagano | 4 |
Joel van Bennett | 4 |
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