Deana Lynn Kelly
Gestor de Cartera-Acciones en Evensky & Katz LLC .
Relaciones activas
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Lane Jones | M | 52 |
Evensky & Katz LLC
 Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 19 años |
| Roxanne Alexander | F | - |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 23 años |
| David Garcia | M | 52 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 18 años |
| Raul Valdes-Perez | M | - |
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. | 36 años |
| Harold Ray Evensky | M | 82 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 39 años |
| Brett Horowitz | M | 46 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 19 años |
| Taylor Gang | M | 46 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 años |
| Deena Boone Katz | F | 74 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 39 años |
| Joshua Daniel Mungavin | M | 42 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 años |
| Matthew Alan McGrath | M | 51 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 28 años |
| John Ryan Salter | M | 48 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 17 años |
| Michael Hoeflinger | M | 54 |
Evensky & Katz LLC
Evensky & Katz LLC Investment ManagersFinance Evensky & Katz LLC, do-business-as Evensky & Katz/Foldes Financial Wealth Management (EK-FF), is an independent, SEC-registered investment advisor and wealth manager headquartered in Coral Gables, Florida. EK-FF was founded by Harold Evensky in 1985 and generally provides investment advice to individuals, including high net-worth individuals, 401(k), pension and profit-sharing plans, 403(b), trusts, estates, and charitable organizations, corporations or business entities. | 10 años |
Gráfico relacional
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Antiguas relaciones
| Nombre | Sexo | Edad | Empresas relacionadas | Colaboración |
|---|---|---|---|---|
| Khaled Abdulaziz Alghoneim | M | - |
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| Caroline Loewy | F | 58 |
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| Peter N. Handrinos | M | - |
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| Hemant Bharat Ram | M | 58 |
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| Marco Racanelli | M | 57 |
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| Fred J. Goff | M | - |
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| Aash Shah | M | - |
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| William Lambert | M | 66 |
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| David Koehn | M | - |
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| Allan S. Wagman | M | - |
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| Ted Kerr | M | - |
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| Edmond DeForest | M | - |
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| Tim Coddington | M | - |
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| Jun-Sung Kim | M | 56 |
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| Jeffrey Neal Holtman | M | - |
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| Keith E. Mckissock | M | - |
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| Paul W. Brocklebank | M | - |
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| Jordan Strebeck | M | - |
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| Alan Petrillo | M | - |
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| Norman Shi | M | - |
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| Shawn Lisle | M | 57 |
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| Gregory S. Knoop | M | - |
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| Robert Bethge | M | - |
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| Javier R. Movellan | M | - |
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| Purbaja Pantja | M | 56 |
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| Jonathan Stone | M | - |
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| Sid Chatterjee | M | - |
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| Jean Luc Park | M | - |
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| Richard J. McIntyre | M | - |
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| Jefferey A. Shufelt | M | - |
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| Ryan Sullivan | M | 50 |
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| Ramesh Raman | M | - |
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| Deron Haley | M | - |
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| Takayuki Ohshima | M | 62 |
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| Anja Feldmann | M | 58 |
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Estadísticas
| País | Relaciones | % del total |
|---|---|---|
| Estados Unidos | 100 | 100.00% |
Antigüedad de la relación
Activas
Pasados
Hombre
Mujer
Administradores
Ejecutivos
Origen de las relaciones
- Bolsa de valores
- Insiders
- Deana Lynn Kelly
- Red Personal
