Jeff Dekko
Director Ejecutivo en Wealth Enhancement Group LLC .
Origen de la red de primer grado Jeff Dekko.
Entidad | Tipo de entidad | Industria | |
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Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC Investment ManagersFinance Wealth Enhancement Advisory Services LLC (WEAS) is a SEC-registered investment advisor headquartered in Plymouth, Minnesota. The firm was founded in 2001 and is a wholly-owned subsidiary of Wealth Enhancement Group LLC (WEG). In October 2019, private investment vehicles affiliated with TA Associates Management LP (TA Associates) acquired an indirect majority interest in WEG. WEAS provides investment advice to individuals, high net-worth individuals, trusts, estates, and charitable organizations, corporations and other businesses, and pension and profit-sharing plans.
30
| Subsidiary | Investment Managers | 30 |
Wealth Enhancement Group LLC
Wealth Enhancement Group LLC Investment ManagersFinance Wealth Enhancement Group LLC engages in the provision of wealth management services. It offers investment management, financial, retirement income, and estate planning, tax strategies, risk management and insurance, business owner consulting, tax preparation, and family office services. The company was founded by Bruce W. Helmer and David J. Hess in 1997 and is headquartered in Plymouth, MN.
11
| Holding Company | Investment Managers | 11 |
WEG Sub Parent LLC
WEG Sub Parent LLC Financial ConglomeratesFinance Part of TA Associates Management LP, WEG Consolidated LLC is a company that provides investment services. The company is based in Boston, MA.
8
| Subsidiary | Financial Conglomerates | 8 |
The Wealth Enhancement Group, Inc.
The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA.
4
| Private Company | Investment Managers | 4 |
TA/WEG Parent LLC
TA/WEG Parent LLC Investment ManagersFinance TA/WEG Parent LLC operates as a venture capital firm. The company is headquartered in Plymouth, MN.
4
| Subsidiary | Investment Managers | 4 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Jeff Dekko a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Investment Managers | Corporate Officer/Principal | |
TA Associates Management LP
TA Associates Management LP Investment ManagersFinance TA Associates Management LP(TA Associates) is a venture capital firm headquartered in Boston. The firm is founded in 1968 by Peter Brooke a subsidiary of TA Associates Management Holding LP. | Investment Managers | Director of Finance/CFO Private Equity Investor | |
BTR Capital Management, Inc.
BTR Capital Management, Inc. Investment ManagersFinance BTR Capital Management, Inc. (BTR) is a SEC-registered investment advisor and wealth management firm headquartered in Oakland, California. The firm was founded in 1989 by Lewis Katcher and Stephen Yeatman when they acquired Sutro Capital Management. They were acquired by Wealth Enhancement Group LLC in 2022. BTR provides experienced, professional, discretionary asset management for individuals, foundations, conservatorships, IRAs and retirement plans. | Investment Managers | President Portfolio Manager-Equities Portfolio Manager-Equities Chief Investment Officer Director of Research - Equity Portfolio Manager-Equities Portfolio Manager-Equities | |
The Capital Group Cos., Inc.
The Capital Group Cos., Inc. Investment ManagersFinance The Capital Group Cos., Inc. provides investment management services. The firm manages and underwrites mutual funds in the American Funds family group and provides other financial services. It serves the institutions, consultants, financial advisors, intermediaries, and individual investors. The company was founded by Jonathan Bell Lovelace in 1931 and is headquartered in Los Angeles, CA. | Investment Managers | Corporate Officer/Principal | |
First Interstate Bank (Billings, Montana)
First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Joel Isaacson & Co. LLC
Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Investment Managers | Corporate Officer/Principal | |
Cogo Labs, Inc.
Cogo Labs, Inc. Packaged SoftwareTechnology Services Cogo Labs, Inc. supports new companies to be profitable. It offers engineering, analytics, and design solutions. The company was founded by David Blundin and is headquartered in Cambridge, MA. | Packaged Software | Corporate Officer/Principal | |
Dartmouth College | College/University | Undergraduate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Masters Business Admin | |
Boston University | College/University | Graduate Degree Undergraduate Degree | |
Digital Insurance LLC
Digital Insurance LLC Insurance Brokers/ServicesFinance Digital Insurance LLC engages in the provision of employee benefits and human resources solutions. It offers compliance services, human resource consulting, health and wellbeing, pharmacy consulting, and captive solutions. The company was founded by Michael Sullivan in 2000 and is headquartered in Atlanta, GA. | Insurance Brokers/Services | Director/Board Member | |
Credit Suisse Securities (Canada), Inc
Credit Suisse Securities (Canada), Inc Investment Banks/BrokersFinance Credit Suisse Securities (Canada) Inc. is a broker/dealer headquartered in Toronto, Ontario with offices worldwide. The firm is a subsidiary of Credit Suisse Group (NYSE: CS). Their equity research equity group engages in a broad range of activities for investors including sales, trading, financing, prime brokerage and market-making in U.S. and international equity and equity related securities, options, futures, risk management and hedging products. Their activities cover both exchange-traded and over-the-counter traded securities, including American depositary receipts, restricted stocks, equity repurchases, block trade executions, program trading executions, equity derivatives and convertible securities. The fixed-income franchise operates as a single, unified platform that handles all fixed-income cash and derivative products. Products and services range from securitization and liability management transactions to sales and trading and superior research. | Investment Banks/Brokers | Corporate Officer/Principal | |
Orion Advisor Technology LLC
Orion Advisor Technology LLC MiscellaneousMiscellaneous Orion Advisor Technology LLC provides financial technology services for advisors and firms. It offers client experience tools, tax-intelligent rebalancing, efficient billing, integrated planning, and automated compliance monitoring. The company was founded by Michael Miola and Warren Patrick Clarke in 1999 and is headquartered in Omaha, NE. | Miscellaneous | Director/Board Member Director/Board Member | |
University of California, Los Angeles | College/University | Undergraduate Degree | |
Babson College | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Brandeis University | College/University | Graduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin Masters Business Admin | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Onex Partners
Onex Partners Investment ManagersFinance Onex Partners (Onex Partners) is a private equity subsidiary of ONEX Corp. founded in 1984. The firm is headquartered in Toronto, Canada with offices in New York, New Jersey, Boston and London. | Investment Managers | Private Equity Investor | |
New York University | College/University | Masters Business Admin | |
St. John's University | College/University | Undergraduate Degree | |
University of Western Ontario | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
University of San Francisco | College/University | Undergraduate Degree Undergraduate Degree | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Investment Managers | Portfolio Manager-Equities | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin | |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for high-net-worth individuals. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Choice Bank | Director/Board Member | ||
Convex Insurance UK Ltd.
Convex Insurance UK Ltd. Insurance Brokers/ServicesFinance Part of Convex Group Ltd., Convex Insurance UK Ltd. is a company that provides insurance and reinsurance services. The company is based in London, UK. The British company was founded in 2019 by Stephen John Oakley Catlin, Paul David Brand. The CEO is Theo Butt. | Insurance Brokers/Services | Director/Board Member | |
Monroe Operations LLC
Monroe Operations LLC Medical/Nursing ServicesHealth Services Monroe Operations LLC provides rehabilitation treatment services to teens, young adults, and families struggling with mental health issues, eating disorders, and substance abuse. It offers a family-systems approach, providing gender-specific, individualized, and comprehensive holistic programs that encompass clinical therapy, academic support, and experiential practices. The firm offerings include residential treatment centers, Partial Hospitalization Programs, Intensive Outpatient Programs, and Therapeutic Day Schools. The company was founded by Jamison Monroe Jr. and is headquartered in Orange, CA. | Medical/Nursing Services | Director/Board Member | |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | Packaged Software | Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 40 |
Canadá | 4 |
Israel | 2 |
Arabia Saudita | 2 |
Reino Unido | 2 |
Sectorial
Finance | 25 |
Consumer Services | 17 |
Technology Services | 3 |
Miscellaneous | 2 |
Health Services | 2 |
Operativa
Director/Board Member | 76 |
Portfolio Manager-Equities | 53 |
Corporate Officer/Principal | 48 |
Undergraduate Degree | 40 |
Analyst-Equity | 20 |
Las relaciones más conectadas
Insiders | |
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Todd Crockett | 32 |
M. Burns | 20 |
Kunal Kapoor | 15 |
Terri Kallsen | 14 |
Jill Cress | 8 |
Kevin Gavagan | 8 |
Art French | 8 |
Mark Keeling | 8 |
Adam Cobourn | 7 |
Bob Welch | 6 |
Mark Fredenburg | 6 |
Skip Maples | 6 |
Ayako Yoshioka | 6 |
Brian P. McGunnigle | 6 |
Jim Cahn | 5 |
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- Jeff Dekko
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