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Cliff J. Reynolds
Analista-Renta Fija en Acropolis Investment Management LLC .
Origen de la red de primer grado Cliff J. Reynolds.
Entidad | Tipo de entidad | Industria | |
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Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.
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| Private Company | Investment Managers | 27 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Cliff J. Reynolds a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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University of Missouri | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Everbank NA
![]() Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Savings Banks | Portfolio Manager-Equities Corporate Officer/Principal 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 | Masters Business Admin Undergraduate Degree | |
Lindenwood University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
St. Louis University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
Bear Stearns Asset Management, Inc.
![]() Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
First Bankers Trust Co., NA
![]() First Bankers Trust Co., NA Major BanksFinance First Bankers Trust Co. NA operates as a chartered commercial bank. It offers personal banking and lending services. The company is headquartered in Quincy, IL. | Major Banks | Corporate Officer/Principal | |
Internal Revenue Service | General Government | Comptroller/Controller/Auditor | |
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 | |
BKD LLP
![]() BKD LLP Miscellaneous Commercial ServicesCommercial Services BKD LLP engages in the provision of financial accounting, auditing, and advisory services. Its services include audit and assurance, tax, business transition services and wealth management. The company was founded by William Baird, Wade Kurtz and Claire Dobson in January 1923 and is headquartered in Springfield, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Southern Illinois University | College/University | Graduate Degree | |
Midwest BankCentre, Inc.
![]() Midwest BankCentre, Inc. Regional BanksFinance Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO. | Regional Banks | Corporate Officer/Principal | |
Oppenheimer & Co., Inc.
![]() Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
University of Missouri-St. Louis | College/University | Undergraduate Degree | |
Paradigm Financial Advisors LLC
![]() Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Investment Managers | Investment Committee Member | |
Rockhurst University | College/University | Undergraduate Degree | |
Maryville University of St. Louis | College/University | Masters Business Admin | |
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Investment Managers | Market Strategist | |
Purdue University | College/University | Undergraduate Degree | |
McKendree University | College/University | Undergraduate Degree | |
Bank Midwest (Spirit Lake, Iowa)
![]() Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Regional Banks | Corporate Officer/Principal | |
Air Force Institute of Technology | College/University | Graduate Degree | |
Ullico, Inc.
![]() Ullico, Inc. Multi-Line InsuranceFinance Ullico, Inc. engages in the provision of multi-line insurance, financial services, and administrative products. It offers annuities, group life and health insurance, property and casualty insurance, third party administration, and investment services. The company was founded in 1927 and is headquartered in Washington, DC. | Multi-Line Insurance | Director/Board Member | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Yale University | College/University | Undergraduate Degree | |
Duncker, Streett & Co. LLC
![]() Duncker, Streett & Co. LLC Investment ManagersFinance Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett. | Investment Managers | Portfolio Manager-Equities | |
Allstate Insurance Co.
![]() Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Multi-Line Insurance | Corporate Officer/Principal | |
Central Michigan University | College/University | Graduate Degree | |
Accenture LLC
![]() Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Parks College of Saint Louis University | College/University | Undergraduate Degree | |
Central Trust Co. (Missouri)
![]() Central Trust Co. (Missouri) Investment ManagersFinance Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations. | Investment Managers | Portfolio Manager-Equities | |
Drake University | College/University | Undergraduate Degree | |
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
![]() Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Regional Banks | Corporate Officer/Principal | |
DePauw University | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 49 |
España | 2 |
Sectorial
Finance | 30 |
Consumer Services | 19 |
Commercial Services | 3 |
Government | 2 |
Operativa
Corporate Officer/Principal | 31 |
Portfolio Manager-Equities | 26 |
Undergraduate Degree | 25 |
Investment Committee Member | 14 |
Analyst-Equity | 13 |
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