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Rich McDonald
Head-Fixed Income Invts en Moneta Group Investment Advisors LLC .
Origen de la red de primer grado Rich McDonald.
Entidad | Tipo de entidad | Industria | |
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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.
20
| Subsidiary | Investment Managers | 20 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Rich McDonald a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
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St. Louis University | College/University | Undergraduate Degree Masters Business Admin Masters Business Admin Undergraduate Degree Graduate Degree | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment 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 acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Analyst-Equity Analyst-Fixed Income | |
Loyola University New Orleans | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Graduate Degree | |
Missouri State University | College/University | Undergraduate Degree | |
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. | Investment Managers | Analyst-Fixed Income | |
MBM Wealth Consultants LLC
![]() MBM Wealth Consultants LLC Investment ManagersFinance MBM Wealth Consultants LLC (MBM) is a SEC-registered investment adviser headquartered in Chesterfield, Missouri. The firm was founded in 2013 and is a subsidiary of MBM Wealth Group LLC. MBM provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
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 | |
University of Central Florida | College/University | Undergraduate Degree | |
Kavar Capital Partners Group LLC
![]() Kavar Capital Partners Group LLC Investment ManagersFinance Kavar Capital Partners Group LLC (KCP) is a SEC-registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm is a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). KCP provides advisory services to individuals and businesses. | Investment Managers | Director of Research - Equity | |
Vanderbilt University | College/University | Undergraduate Degree | |
KeyBank Real Estate Capital Markets, Inc.
![]() KeyBank Real Estate Capital Markets, Inc. Finance/Rental/LeasingFinance Part of KeyCorp, KeyBank Real Estate Capital Markets, Inc. operates as a full-service capital provider and commercial mortgage servicer. The company is based in Duluth, GA. | Finance/Rental/Leasing | Corporate Officer/Principal | |
Hampton Advisors LLC
![]() Hampton Advisors LLC Miscellaneous Commercial ServicesCommercial Services Hampton Advisors LLC provides strategic merger and acquisition advisory services to middle-market technology companies. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Public School Teachers Retirement Fund of Chicago
![]() Public School Teachers Retirement Fund of Chicago Investment ManagersFinance Founded by the Illinois state legislature in 1895, the Public School Teachers Retirement Fund of Chicago is a pension fund located in Chicago. They are also known as the Chicago Teachers Pension Fund. | Investment Managers | Portfolio Manager-Equities | |
Gray & Co. (Michigan)
![]() Gray & Co. (Michigan) Agricultural Commodities/MillingProcess Industries Gray & Co (Michigan) produces maraschino cherries and glace fruits. It offers wide selection variety of glace fruit ingredients, including candied orange peel, lemon peel, candied cherries and fruit mixes. It also provides maraschino cherries and cherries ice cream flavored and novelty frozen ice cream. The company was founded in 1908 and is headquartered in Hart, MI. | Agricultural Commodities/Milling | Corporate Officer/Principal | |
Torshen Capital Management LLC
![]() Torshen Capital Management LLC Investment ManagersFinance Torshen Capital Management LLC (Torshen Capital) is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Kay P. Torshen in 1998. Torshen Capital provides investment management services to family offices, high net worth individuals and their families, foundations, endowments, institutional investors and other investors, through separately managed accounts. | Investment Managers | Analyst-Equity | |
Keene State College | College/University | Undergraduate Degree | |
INSEAD | College/University | Masters Business Admin | |
Trinity College Dublin | College/University | Undergraduate Degree | |
Chicago Policemen's Annuity & Benefit Fund
![]() Chicago Policemen's Annuity & Benefit Fund Investment ManagersFinance The Chicago Policemens Annuity & Benefit Fund is the administrator of a defined-benefit, single employer pension plan. The Fund was founded in 1922 and is located in Chicago, Illinois. | Investment Managers | Chief Investment Officer | |
The Beryl Consulting Group LLC
![]() The Beryl Consulting Group LLC Investment ManagersFinance The Beryl Consulting Group LLC provides investment advice. The firm offers manager search, due diligence and portfolio construction services. The company was founded by Vidak Radonjic in August 2004 and is headquartered in Jersey City, NJ. | Investment Managers | Corporate Officer/Principal | |
University of Missouri-St. Louis | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 27 |
Francia | 2 |
Irlanda | 2 |
Sectorial
Finance | 16 |
Consumer Services | 12 |
Commercial Services | 2 |
Process Industries | 2 |
Operativa
Undergraduate Degree | 15 |
Analyst-Equity | 10 |
Portfolio Manager-Equities | 9 |
Corporate Officer/Principal | 9 |
Analyst-Fixed Income | 7 |
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