James Poer
Director Ejecutivo en Kestra Advisory Services LLC .
Origen de la red de primer grado James Poer.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
Financial Services Institute, Inc.
16
| Non-Profit Organization | 16 | |
Kestra Financial Holdings LP
Kestra Financial Holdings LP Investment ManagersFinance Kestra Financial Holdings LP provides insurance brokerage services and investment services. The company is headquartered in Greenwich, CT.
3
| Private Company | Investment Managers | 3 |
Kestra Financial Holdings GP LLC
Kestra Financial Holdings GP LLC Investment ManagersFinance Kestra Financial Holdings GP LLC provides investment advisory and asset management services. The private company is based in Greenwich, CT.
3
| Private Company | Investment Managers | 3 |
Bluespring Wealth Partners LLC
Bluespring Wealth Partners LLC Investment ManagersFinance Bluespring Wealth Partners LLC engages in the acquisition of wealth management firms. It offers identification and training, flexible ownership arrangements, institutional-level capital support, and earn-out optimization. The company is headquartered in Austin, TX.
2
| Subsidiary | Investment Managers | 2 |
Kestra Advisory Services LLC
Kestra Advisory Services LLC Investment ManagersFinance Kestra Advisory Services LLC (KAS) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm is a direct subsidiary of Kestra Financial, Inc. KAS provides investment advisory services to individuals, banking or thrift institutions, pension and profit-sharing plans, charitable organizations, insurance companies, and corporations and other business organizations.
1
| Subsidiary | Investment Managers | 1 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a James Poer a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Kemper Financial Services, Inc.
Kemper Financial Services, Inc. Investment Banks/BrokersFinance Part of Deutsche Bank AG, Kemper Financial Services, Inc. is a company that provides insurance, brokerage, and financial services. The company is based in Long Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pre-Paid Legal Services, Inc.
Pre-Paid Legal Services, Inc. Miscellaneous Commercial ServicesCommercial Services Pre-Paid Legal Services, Inc. provides legal services. It offers direct sales and network marketing. The company was founded by Harland Cecil Stonecipher in 1972 and is headquartered in Ada, OK. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Kroll, Inc.
Kroll, Inc. Data Processing ServicesTechnology Services Kroll, Inc. provides information management, data recovery and legal technologies products and services. It offers corporate restructuring, forensic accounting, intelligence and investigation, background screening and security services. The firm also provides risk mitigation services that include valuation and litigation consulting, electronic evidence and data recovery. The company was founded by Jules B. Kroll in 1972 and is headquartered in New York, NY. | Data Processing Services | Director/Board Member Director/Board Member | |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Investment Banks/Brokers | Analyst-Equity | |
HyperFeed Technologies, Inc.
HyperFeed Technologies, Inc. Internet Software/ServicesTechnology Services HyperFeed Technologies, Inc. engages in the provision of ticker plant, routing technology and managed services to internet-based financial data. Its services caters to exchanges, financial institutions, channel partners and hedge funds. The company was founded on June 23, 1980 and is headquartered in Chicago, IL. | Internet Software/Services | Corporate Officer/Principal | |
Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. Investment ManagersFinance Lincoln Investment Planning LLC provides investment advisory, brokerage, and dealer services for individuals and families, private and public entities, and institutions and corporations. It offers retirement planning, risk management, mutual funds, individual securities, annuities, insurance, and planning services. The company was founded by Nick Forst in 1968 and is headquartered in Fort Washington, PA. | Investment Managers | Chief Executive Officer | |
Concourse Financial Group Securities, Inc.
Concourse Financial Group Securities, Inc. Investment ManagersFinance Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs. | Investment Managers | Chief Executive Officer President | |
Wells Fargo Advisors Financial Network LLC
Wells Fargo Advisors Financial Network LLC Investment ManagersFinance Wells Fargo Advisors Financial Network LLC (WFAFN) is a SEC-registered investment adviser headquartered in St. Louis, Missouri. Founded in 2001, the firm is a subsidiary of Wachovia Securities Financial Holdings LLC and is a non-bank affiliate of Wells Fargo & Co. (NYSE: WFC), a financial holding company and bank holding company created in 1852. WFAFN provides advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also sponsors several wrap fee advisory programs. | Investment Managers | President | |
Focus Financial Partners LLC
Focus Financial Partners LLC Investment ManagersFinance Focus Financial Partners LLC operates a partnership of independent fiduciary wealth management firms. It provides access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with comprehensive wealth management services. The company was founded by Ruediger Adolf, Leonard Chang, and Rajini Sundar Kodialam in 2004 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
BROADRIDGE FINANCIAL SOLUTIONS, INC. | Information Technology Services | President | |
BANK OF NEW YORK MELLON CORPORATION (THE) | Investment Banks/Brokers | Corporate Officer/Principal | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Undergraduate Degree | |
New Mountain Capital LLC
New Mountain Capital LLC Investment ManagersFinance New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York. | Investment Managers | Private Equity Investor | |
Kroll LLC
Kroll LLC Investment ManagersFinance Kroll LLC provides global advisory services. It offers valuation advisory; governance, risk, investigation, and disputes; kroll cyber risk, corporates finance, and compliance and regulatory consulting. The company was founded by William Duff and George Phelps in 1932 and is headquartered in New York, NY. | Investment Managers | Director/Board Member Director/Board Member | |
Pershing LLC
Pershing LLC Investment Banks/BrokersFinance Founded in 1939, Pershing LLC is a broker/dealer headquartered in Jersey City, New Jersey. The firm is a subsidiary of the Bank of New York Mellon Corp. (NYSE: BK). The firm helps financial services firms and advisors succeed by providing the technology, operational, trading, investment and practice management solutions they need to serve investors. Pershing offers securities processing, trading and operations management, investment technology, asset-gathering solutions and practice management support. The firm serves a wide range of financial organizations including: banks, discount brokerages, full-service brokerages, registered investment advisors, independent contractors, institutional firms, global firms and small- to mid-sized firms. Pershing also offers financial products including annuities, mutual funds and money funds, as well as business tools, cash management services, investor and lending services, retirement products and wealth management. In addition, they offer trading and execution services in listed and OTC securities, fixed-income securities and mutual funds. | Investment Banks/Brokers | Chief Executive Officer | |
Stone Point Capital LLC
Stone Point Capital LLC Investment ManagersFinance Stone Point Capital LLC (Stone Point Capital) is a Private Equity firm founded in 1985. The firm is headquartered in Greenwich, Connecticut. | Investment Managers | Chief Executive Officer Private Equity Investor Private Equity Investor | |
Creighton University | College/University | Graduate Degree | |
Stony Brook University | College/University | Undergraduate Degree | |
Florida State University | College/University | Undergraduate Degree | |
Fordham University
Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
The University of Alabama | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree | |
Princeton University | College/University | Undergraduate Degree | |
Farmers New World Life Insurance Co.
Farmers New World Life Insurance Co. Life/Health InsuranceFinance Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA. | Life/Health Insurance | President | |
Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. Investment Banks/BrokersFinance Raymond James Financial Services, Inc. provides brokerage services. The company is headquartered in St. Petersburg, FL. | Investment Banks/Brokers | Corporate Officer/Principal | |
PlanMember Financial Corp.
PlanMember Financial Corp. Financial ConglomeratesFinance PlanMember Financial Corp. provides investment advisory services. It offers retirement planning services to nonprofit and for-profit employers and their employees. The firm also helps individual investors for retirement planning services and investment choices. The company was founded by Jon Ziehl in 1980 and is headquartered in Carpinteria, CA. | Financial Conglomerates | Corporate Officer/Principal | |
United Way of Greater St. Louis
United Way of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services United Way of Greater St. Louis raises and allocates funds for charities. The company was founded in 1922 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Director/Board Member | |
Financial Industry Regulatory Authority, Inc.
Financial Industry Regulatory Authority, Inc. Miscellaneous Commercial ServicesCommercial Services Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Community Foodbank of New Jersey
Community Foodbank of New Jersey Services to the Health IndustryHealth Services The Community FoodBank of New Jersey is a non-profit organization which provides anti-hunger and anti-poverty programs. Its staff and volunteers fight hunger and poverty not only through the distribution of food and grocery products, but by education and training, and by creating new programs to meet the needs of low-income people. The company was founded by Kathleen DiChiara in 1975 and is headquartered in Hillside, NJ. | Services to the Health Industry | Director/Board Member | |
THOMSON REUTERS CORPORATION | Internet Software/Services | Corporate Officer/Principal | |
Securities Industry Institute | College/University | Chief Operating Officer | |
npower
npower Miscellaneous Commercial ServicesCommercial Services Npower is a national nonprofit organization that aims to move people from poverty to the middle class by providing free, six-month training programs to youth from underserved communities and military-connected individuals in a range of tech skills. The non-profit company is based in Brooklyn, NY. The program offers industry-recognized certifications and places students in paid internships with corporate and nonprofit organizations. The CEO of the company is Bertina Ceccarelli. | Miscellaneous Commercial Services | Director/Board Member | |
Old Reliable Casualty Co.
Old Reliable Casualty Co. Property/Casualty InsuranceFinance Part of Kemper Corp., Old Reliable Casualty Co. is a private company based in St. Louis, MO. Old Reliable Casualty Co. was founded in 1978. | Property/Casualty Insurance | President | |
PrismHR, Inc.
PrismHR, Inc. Miscellaneous Commercial ServicesCommercial Services PrismHR, Inc. engages in the provision of payroll, benefits, and human resource software platform for professional employer organizations and administrative service organizations. It offers sales and marketing, customer support, professional, training, and education services. The company was founded by Frederick W. Davison in 1985 and is headquartered in Hopkinton, MA. | Miscellaneous Commercial Services | Director/Board Member | |
The RepTrak Co.
The RepTrak Co. Packaged SoftwareTechnology Services The RepTrak Co. provides global platform for data-driven insights on reputation, brand and ESG. It offers Reptrak Pulse workshop, stake holder mapping, corporate social responsibility alignment, brand alignment, reputation risk management and landscape. The company was founded by Charles Fombrun, Kasper Ulf Nielsen, Nicolas Georges Trad and Cees van Riel in 1997 and is headquartered in Boston, MA. | Packaged Software | Director/Board Member | |
The British & American Business, Inc. of New York & London
The British & American Business, Inc. of New York & London Miscellaneous Commercial ServicesCommercial Services The British & American Business, Inc. of New York & London is a non-profit organization, which engages in operating a corporate network of transatlantic businesses. It offers strategic insights, introductions, and marketing opportunities to its members. The company was founded on July 1, 2000 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Chairman | |
Signature Investment Advisors LLC
Signature Investment Advisors LLC Investment ManagersFinance Part of Signature Estate & Investment Advisors LLC, Signature Investment Advisors LLC provides investment advice. The company is based in Los Angeles, CA. The CEO of the company is Brian Holmes. | Investment Managers | Chief Operating Officer | |
Osaic, Inc.
Osaic, Inc. Investment ManagersFinance Osaic, Inc. engages in the provision of wealth management services. It offers advices on investment products, such as mutual funds, variable annuities, insurance, and alternative investments, advisory and asset management services, and advisory services program. The company is headquartered in Phoenix, AZ. | Investment Managers | Chief Executive Officer | |
AT Financial | Corporate Officer/Principal | ||
America SCORES
America SCORES Services to the Health IndustryHealth Services America SCORES is a non-profit organization that aims to build future leaders through comprehensive soccer, spoken word, and service learning programming. The organization is based in New York, NY and offers opportunities for individuals to get involved and make an impact in their local SCORES program. The program has impacted over 130,000 kids across 11 cities, 300+ schools, and has over 800 volunteers and coaches. Studies show that SCORES students improve their academics, physical fitness, and teamwork skills and feel empowered to lead their communities. | Services to the Health Industry | Director/Board Member | |
Lincoln Investment Capital Holdings LLC
Lincoln Investment Capital Holdings LLC Financial ConglomeratesFinance Lincoln Investment Capital Holdings LLC operates as an investment holding firm. The company was founded in 2015 and is headquartered in Wyncote, PA. | Financial Conglomerates | Chief Executive Officer | |
Make-A-Wish Foundation of New Jersey | Director/Board Member | ||
Broadridge (Australia) Pty Ltd.
Broadridge (Australia) Pty Ltd. Information Technology ServicesTechnology Services Part of Broadridge Financial Solutions, Inc., Broadridge (Australia) Pty Ltd. is a fintech leader that helps clients capitalize on what's next with communications, technology, data, and intelligence solutions. The company is based in Sydney, Australia. The Australian company offers various services such as navigating European fund market opportunities, providing swift transaction messaging and workflow management, transforming intermediary data into targeted sales strategies, optimizing FX order management, managing the entire proxy process, offering market analytics for asset managers, processing mortgage-backed securities, and providing reference data management services. The company was founded in 1962, and the CEO is Timothy C. Gokey. | Information Technology Services | President | |
FOCUS FINANCIAL PARTNERS INC. | Investment Managers | Director/Board Member Director/Board Member | |
Naples Technology Ventures LLC
Naples Technology Ventures LLC Investment ManagersFinance Naples Technology Ventures LLC (Naples Technology Ventures) is a venture capital firm founded in 2018 by Mike Abbaei and Brij Sharma. The firm is headquartered in Naples, Florida. | Investment Managers | Consultant / Advisor | |
Delta Parent Holdings, Inc.
Delta Parent Holdings, Inc. Engineering & ConstructionIndustrial Services Delta Parent Holdings, Inc. engages in the provision of plumbing services. The company was founded in 2020 and is headquartered in Greenwich, CT. | Engineering & Construction | Director/Board Member Director/Board Member | |
BH Holdings GP LLC
BH Holdings GP LLC Information Technology ServicesTechnology Services BH Holdings GP LLC engages in the provision of technology related services. The company is headquartered in Greenwich, CT. | Information Technology Services | Director/Board Member | |
Lincoln Financial Securities Corp.
Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Osaic, Inc., Lincoln Financial Securities Corp. is a company that provides brokerage dealing and investment advisory services. The company is based in Fort Wayne, IN. | Investment Banks/Brokers | President | |
Kemper Life Insurance Cos. | President |
Estadísticas
Internacional
Estados Unidos | 48 |
Canadá | 2 |
Reino Unido | 2 |
Australia | 2 |
Sectorial
Finance | 22 |
Consumer Services | 10 |
Commercial Services | 8 |
Technology Services | 8 |
Health Services | 3 |
Operativa
Director/Board Member | 94 |
Corporate Officer/Principal | 27 |
President | 26 |
Chief Executive Officer | 20 |
Undergraduate Degree | 14 |
Las relaciones más conectadas
Insiders | |
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James Carey | 46 |
Fayez Muhtadie | 21 |
Chris Perry | 17 |
Scott Spiker | 15 |
Jarryd B. Levine | 9 |
Christopher Flint | 9 |
Shawn McLaughlin | 9 |
Vance Brown | 8 |
Christopher Maryanopolis | 8 |
Jamie Price | 7 |
Kent Christian | 6 |
Amy Webber | 6 |
James Crowley | 5 |
Edward Forst | 4 |
Libet Anderson | 4 |
- Bolsa de valores
- Insiders
- James Poer
- Conexiones Empresas