Marc Squires
Director/Miembro de la Junta en Financial Services Institute, Inc. .
Origen de la red de primer grado Marc Squires.
Entidad | Tipo de entidad | Industria | |
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The Invest In Others Charitable Foundation
The Invest In Others Charitable Foundation Miscellaneous Commercial ServicesCommercial Services The Invest In Others Charitable Foundation is a 501(c)(3) organization that is backed by the financial services industry. The foundation's mission is to enhance the charitable efforts of financial advisors, employees, and their firms.
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| Non-Profit Organization | Miscellaneous Commercial Services | 29 |
Financial Services Institute, Inc.
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| Non-Profit Organization | 28 | |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.
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| Private Company | Investment Managers | 7 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Marc Squires a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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Amundi Pioneer Asset Management USA, Inc.
Amundi Pioneer Asset Management USA, Inc. Financial ConglomeratesFinance Amundi Pioneer Asset Management USA, Inc. provides investment management services. The company was founded on October 25, 1956 and its headquarters is headquartered in Boston, MA. | Financial Conglomerates | Corporate Officer/Principal | |
LADENBURG THALMANN FINANCIAL SERVICES | Investment Banks/Brokers | Chief Operating Officer Chief Executive Officer | |
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 | |
LPL FINANCIAL HOLDINGS INC. | Investment Banks/Brokers | Corporate Officer/Principal Investor Relations Contact Corporate Officer/Principal | |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Riskalyze, Inc.
Riskalyze, Inc. Packaged SoftwareTechnology Services Riskalyze, Inc. develops platform to capture a quantitative measurement of client risk tolerance for investment advisors. Its products include autopilot and compliance cloud. The company was founded by Matt Pistone, Aaron Klein, Michael McDaniel and Kathleen Callender in 2011 and is headquartered in Auburn, CA. | Packaged Software | Founder | |
Fidelity Merrimack Street Trust
Fidelity Merrimack Street Trust Investment Trusts/Mutual FundsMiscellaneous Fidelity Merrimack Street Trust operates as an open-end management investment company. The company is headquartered in Boston, MA. | Investment Trusts/Mutual Funds | Chairman Director/Board Member | |
Fidelity Oxford Street Trust II
Fidelity Oxford Street Trust II Fidelity Oxford Street Trust II operates as an open-end management investment company. Currently, one fund offered in the trust which is Fidelity Commodity Strategy Central Fund. The fund seeks to provide investment returns that correspond to the performance of the commodities market. Fidelity Oxford Street Trust II was founded on July 17, 2013 and is headquartered in Boston, MA. | Chairman Director/Board Member | ||
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 | |
National Financial Services LLC (Trading Arm)
National Financial Services LLC (Trading Arm) Investment Banks/BrokersFinance National Financial Services is an operating division and the institutional trading arm of National Financial Services LLC. The firm is a broker/dealer headquartered in Boston. They execute equity and fixed-income securities trades on behalf of institutional clients as well as several Fidelity businesses. Their ultimate parent is FRM LLC. National Financial Services maintains a team of principal traders in New York that make markets in several hundred NASDAQ securities. The firm also has specialists on the Boston Stock Exchange. Their fixed-income operation is a principal dealer in a wide range of taxable and tax-exempt securities. They also underwrite municipal and government agency debt | Investment Banks/Brokers | Director of Research - Equity Chief Executive Officer | |
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. | Financial Conglomerates | Chief Executive Officer | |
Massachusetts Institute of Technology | College/University | Director/Board Member Graduate Degree | |
Boston College | College/University | Undergraduate Degree Undergraduate Degree | |
Central Michigan University | College/University | Undergraduate Degree | |
Fairleigh Dickinson University | College/University | Undergraduate Degree | |
United States Naval Academy | College/University | Undergraduate Degree | |
New York University | College/University | Masters Business Admin | |
University of Massachusetts | College/University | Undergraduate Degree Undergraduate Degree | |
University of Oregon | College/University | Undergraduate Degree | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal | |
ProBuild Holdings, Inc.
ProBuild Holdings, Inc. Wholesale DistributorsDistribution Services ProBuild Holdings, Inc. supplies building materials to builders and contractors in the Northeast. It offers whole spectrum of construction and custom products from engineered wood, gypsum, and siding to custom fabricated staircases and trim. The company’s integrated services including penalization, truss manufacturing and gypsum installation. ProBuild Holdings was founded in 1997 and is headquartered in Denver, CO. | Wholesale Distributors | Director/Board Member Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Financial Planning Association
Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Southwest Autism Research & Resource Center
Southwest Autism Research & Resource Center Miscellaneous Commercial ServicesCommercial Services Southwest Autism Research & Resource Center is a nonprofit organization which provides autism research, education, evidence-based treatment, and community outreach services. Its programs and services include diagnostic serivces, clinical services, educational, training and outreach programs, and autism screening and evaltuations. The company was founded by Raun D. Melmed and Denise D. Resnik in 1997 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Director/Board Member | |
Artis-Naples, Inc.
Artis-Naples, Inc. Movies/EntertainmentConsumer Services Artis-Naples, Inc. operates museum and orchestra. It offers visual and performing arts, music, and art education services. The company was founded by Myra Janco Daniels in 1982 and is headquartered in Naples, FL. | Movies/Entertainment | Director/Board Member Director/Board Member | |
National Society of Compliance Professionals | Corporate Officer/Principal Chairman | ||
Fidelity Financial Services LC
Fidelity Financial Services LC Investment ManagersFinance Part of FMR LLC, Fidelity Financial Services LC is an American company. | Investment Managers | President Director/Board Member | |
Society of Financial Service Professionals
Society of Financial Service Professionals Investment ManagersFinance Society of Financial Service Professionals is a national network of credentialed professionals working in diverse financial disciplines. It promotes its members by delivering education programming, by establishing and rewarding the ethical conduct, and by cultivating mutually beneficial relationships among credentialed financial service professionals. The company was founded in 1928 and is headquartered in Newtown Square, PA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
First Command Advisory Services, Inc.
First Command Advisory Services, Inc. Investment ManagersFinance First Command Advisory Services, Inc. (FCAS) is an investment advisor headquartered in Fort Worth, Texas. The firm is a subsidiary of First Command Financial Services, Inc., which is owned by First Command Financial Planning, lnc. ESOP Trust. FCAS offers advisory services to active-duty military and their immediate family. | Investment Managers | Chief Executive Officer | |
United Way of Tarrant County
United Way of Tarrant County Miscellaneous Commercial ServicesCommercial Services United Way of Tarrant County provides educational, income and health assistance programs. It offers financial assistance to low income working families, helping adults with on going health concerns, and fundraising to generate revenue for programs. The company was founded in 1922 and is headquartered in Forth Worth, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Colt Technology Services Group Ltd.
Colt Technology Services Group Ltd. Specialty TelecommunicationsCommunications Colt Technology Services Group Ltd. provides networking, professional and information technology services. It offers optical network services, business internet and VPN, ethernet, voice, cloud and data center, cybersecurity, and wireless backhaul services. The company was founded in 1992 and is headquartered in London, the United Kingdom. | Specialty Telecommunications | Director/Board Member Chairman | |
The University of Chicago Booth School of Business | College/University | Masters Business Admin | |
Private Advisor Group LLC
Private Advisor Group LLC Investment ManagersFinance Private Advisor Group LLC (PAG) is a SEC-registered investment advisor headquartered in Morristown, New Jersey. The firm was founded by John Hyland and Patrick Sullivan in 2010 and formerly known as Morristown Financial Group. They are principally owned by PAG Holdings LLC, ultimately held by PAG Legacy Partners LLC. PAG offers a variety of discretionary and/or non-discretionary investment advisory services on a wrap or non-wrap fee basis to individuals, business entities, trusts, estates and charitable organizations. | Investment Managers | Trading-Equity Founder | |
CaringBridge
CaringBridge Internet Software/ServicesTechnology Services CaringBridge is a nonprofit health platform that provides support to family caregivers at no cost. The non-profit company is based in Eagan, MN. The platform helps improve emotional health and social connectedness, addressing feelings of overwhelm, isolation, and loneliness. With over 300,000 people on the platform every day sending or receiving support, there are over 1,600 messages of love, hope, and compassion posted every hour. Founded in 1997, the organization offers tools to share and document a health journey, simplify care coordination, and connect caregivers with a supportive community. The company was founded by Sona Mehring. Tia Newcomer has been the CEO of the company since 2021. | Internet Software/Services | Chairman | |
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 | |
Triad Hybrid Solutions LLC
Triad Hybrid Solutions LLC Investment ManagersFinance Osaic Advisory Services LLC (dba Osaic Advisors) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 2014 as Triad Hybrid Solutions LLC and changed their legal name to Osaic Advisory Services LLC in 2024. They are a wholly owned subsidiary of OSIAC Holdings, Inc., which is ultimately owned by AG Artemis Holdings LP. Osaic Advisors offers several types of advisory programs or services to individuals and institutional clients. | Investment Managers | Chief Executive Officer | |
First Command LIC (Investment Portfolio)
First Command LIC (Investment Portfolio) Investment ManagersFinance First Command LIC (Investment Portfolio) (First Command-IP) is the investment portfolio division of First Command LIC, which is owned by First Command Financial Services, Inc. The firm is headquartered in Fort Worth, Texas. First Command-IP offers financial planning services, asset management services, and other investment advisory services to individuals, corporate entities, and trusts only. | Investment Managers | Chief Executive Officer | |
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 | |
JConnelly Inc.
JConnelly Inc. Advertising/Marketing ServicesCommercial Services JConnelly Inc. is a communications and marketing agency working with brands to help them expand awareness, connect and engage with clients and stakeholders, influence change, amplify online presence and build community. It specializes in media relations, video production and distribution, social and digital media, advertising, corporate communications support, branding, content development and distribution, marketing, graphic design, crisis communications and risk management, and reputation management. The company was founded in 2003 and is headquartered in New York, NY. | Advertising/Marketing Services | Chief Executive Officer Chief Executive Officer | |
Osaic Holdings, Inc.
Osaic Holdings, Inc. Financial ConglomeratesFinance Osaic Holdings, Inc. engages in the provision of banking and financial services. The company was founded in 2016 and is headquartered in Phoenix, AZ. | Financial Conglomerates | Chief Executive Officer | |
Snappy Kraken LLC
Snappy Kraken LLC Packaged SoftwareTechnology Services Snappy Kraken LLC engages in the provision of marketing solution for financial advisors. It develops platform, which enables financial advisors to personalize, automate, and track marketing campaigns and business processes. The company was founded by Robert J. Sofia, Bradley Jon Deloatche, and Angel D. Gonzalez in 2016 and is headquartered in Ormond Beach, FL. | Packaged Software | Director/Board Member | |
Colt Group Holdings Ltd.
Colt Group Holdings Ltd. Data Processing ServicesTechnology Services Part of Colt Lux Group Holding SARL, Colt Group Holdings Ltd. is a British company that provides bandwidth and data center services. The company is based in London, UK and was founded in 2018. | Data Processing Services | Director/Board Member Director/Board Member | |
Nitrogen Wealth, Inc.
Nitrogen Wealth, Inc. Packaged SoftwareTechnology Services Nitrogen Wealth, Inc. is a growth platform for wealth management firms and financial advisors. The private company is based in Auburn, CA. Nitrogen has been revolutionizing the way financial advisors and wealth management firms grow since the launch of Riskalyze in 2011. The company helps advisors turn leads into meetings, meetings into valued clients, and clients into referral champions. Nitrogen invented the Risk Number®, built on top of a Nobel Prize-winning academic framework, and is the champion of the fearless investing movement. The company was founded by Aaron Klein and Mike McDaniel, with Aaron Klein serving as the CEO since incorporation. | Packaged Software | Founder | |
First Command Financial Planning Inc | Chairman | ||
Investment Management Consultants Association | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member |
Estadísticas
Internacional
Estados Unidos | 48 |
Reino Unido | 3 |
Luxemburgo | 2 |
Sectorial
Finance | 23 |
Consumer Services | 10 |
Technology Services | 7 |
Commercial Services | 6 |
Communications | 3 |
Operativa
Director/Board Member | 169 |
Corporate Officer/Principal | 92 |
Chief Executive Officer | 56 |
President | 50 |
Chairman | 32 |
Las relaciones más conectadas
Insiders | |
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David Fisher | 43 |
Brian S. Hamburger | 22 |
Mark M. Goldberg | 21 |
Abigail Johnson | 17 |
Gemma Postlethwaite | 17 |
Michael Wilens | 16 |
Scott Spiker | 15 |
Stephanie Drescher | 14 |
Robert Oros | 11 |
Adam Antoniades | 11 |
Gerard McGraw | 11 |
William Paul Morrissey | 10 |
Guy Adami | 10 |
John Remondi | 10 |
David Blisk | 8 |
- Bolsa de valores
- Insiders
- Marc Squires
- Conexiones Empresas