Stephen Anthony Engro
Fundador en Beacon Retirement Planning Services, Inc. .
Origen de la red de primer grado Stephen Anthony Engro.
| Entidad | Tipo de entidad | Industria | |
|---|---|---|---|
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC.
408
| Extinct | Investment Banks/Brokers | 408 |
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.
208
| College/University | Other Consumer Services | 208 |
University of Notre Dame
167
| College/University | Other Consumer Services | 167 |
Beacon Retirement Planning Services, Inc.
 Beacon Retirement Planning Services, Inc. Investment ManagersFinance Beacon Retirement Planning Services, Inc. (Beacon) is a registered investment advisor headquartered in Dallas, Texas. The firm was founded in 1995 and do-business-as Beacon Financial Group. They are a subsidiary of Kestra Financial LLC, ultimately held by Kestra Financial Holdings LP. Beacon provides investment advisory services to individuals, trusts, estates, foundations and endowments, as well as corporations or other business organizations.
2
| Subsidiary | Investment Managers | 2 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Stephen Anthony Engro a través de su red personal
| Empresa | Sector | Personas relacionadas | Puesto principal |
|---|---|---|---|
| CATERPILLAR INC. | Trucks/Construction/Farm Machinery | Director/Board Member Corporate Officer/Principal | |
| DEERE & COMPANY | Trucks/Construction/Farm Machinery | Director/Board Member Corporate Officer/Principal | |
Dinsmore & Shohl LLP
 Dinsmore & Shohl LLP Miscellaneous Commercial ServicesCommercial Services Dinsmore & Shohl LLP provides legal services. It offers legal representation to public and private companies and charitable organizations, including health care providers, local and state governments, financial institutions, real estate developers, franchisors, distributors and pharmaceutical companies. It services includes finance, intellectual property, litigation, regulatory, employment, and labour and benefits. The company was founded by Frank F. Dinsmore in 1908 and is headquartered in Cincinnati, OH. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Private Equity Investor Corporate Officer/Principal | |
BlackRock Advisors LLC
 BlackRock Advisors LLC Investment ManagersFinance BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans. | Investment Managers | Director/Board Member Director/Board Member | |
| BLACKROCK, INC. | Investment Managers | Director/Board Member Director/Board Member Director/Board Member | |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Comptroller/Controller/Auditor | |
| The University of Chicago | College/University | Graduate Degree Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
Merrill Lynch & Co. Canada Ltd.
 Merrill Lynch & Co. Canada Ltd. Finance/Rental/LeasingFinance The Group's principal activities are to provide investment, financing, advisory, insurance and related products and services on a global basis. The Group's services includes securities brokerage, trading, insurance, record keeping and underwriting through its broker, dealer, banking, insurance and other financial services subsidiaries. The Group operates in three business segments: Global Markets and Investment Banking group, Global Private Client, and Merrill Lynch Investment Managers. The principal subsidiary of the Group is Merrill Lynch, Pierce, Fenner & Smith Inc., which provides securities brokerage, option contracts, commodity and financial futures contracts, selected insurance products, options, corporate and municipal securities, investment banking and business advisory services. The Group operates in Europe, Middle East, and Africa, Pacific Rim, Canada and Latin America. In 2005, the Group acquired Pax Clearing Corp, the advest Group and Amvescap Plc. | Finance/Rental/Leasing | President Chief Executive Officer Corporate Officer/Principal President | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Dartmouth College | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| Kentucky Bar Association | Corporate Officer/Principal Corporate Officer/Principal | ||
| Georgetown University | College/University | Graduate Degree Graduate 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 Masters Business Admin | |
| University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
State Bar of Texas
 State Bar of Texas Miscellaneous Commercial ServicesCommercial Services State Bar of Texas provides legal educational programming services. The private company is based in Austin, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin | |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree Graduate Degree | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| HOWMET AEROSPACE INC. | Aerospace & Defense | Director/Board Member Director/Board Member | |
Arconic Defense, Inc.
 Arconic Defense, Inc. Metal FabricationProducer Manufacturing Arconic Defense, Inc. is engaged in the provision of land, sea, and air defense solutions for the Armed Forces of the United States. It offers forgings, sheets and plate, aluminum powder, aluminum investment castings, fasteners, hard alloy extrusions, mill products, and engineered products. The company was founded in 2002 and is headquartered in Washington, MO. | Metal Fabrication | Director/Board Member Director/Board Member | |
New Vernon Advisers, LP
 New Vernon Advisers, LP Investment ManagersFinance New Vernon Advisers LP (New Vernon Advisers) is a private equity firm founded in 2004 by Arshad Zakaria. The firm is headquartered in Jersey, New Jersey. | Investment Managers | Founder Chief Operating Officer | |
| Princeton University | College/University | Undergraduate Degree 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 | Masters Business Admin Graduate Degree | |
| University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree | |
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 | Graduate Degree Masters Business Admin | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | President Chief Executive Officer | |
| Boston University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin Masters Business Admin | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
Oasis500
 Oasis500 Investment ManagersFinance Oasis500 is an independent venture capital firm founded in 2010 by Walid Tahabsem and Karim Tawfik Amin Kawar. The firm is headquartered in Amman, Jordan. | Investment Managers | Director/Board Member | |
ZSi-Foster, Inc.
 ZSi-Foster, Inc. Industrial ConglomeratesProducer Manufacturing ZSi-Foster, Inc. manufactures and supplies clamping and coupling products. It also manufactures hardware products and provides cushioned clamping and support systems in the industry. The company is headquartered in Canton, MI. | Industrial Conglomerates | Chief Executive Officer | |
ZSI, Inc.
 ZSI, Inc. Industrial SpecialtiesProcess Industries ZSI, Inc. provides cushioned clamping products for hydraulic, pneumatic, refrigeration, electrical, and mechanical applications. The company was founded in 1979 and is headquartered in Canton, MI. | Industrial Specialties | President | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
 Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Portfolio Manager-Equities | |
Ideal Tridon Holdings, Inc.
 Ideal Tridon Holdings, Inc. Metal FabricationProducer Manufacturing Ideal Tridon Holdings, Inc. engages in the provision of clamp and fitting products. The company was founded on October 12, 2011 and is headquartered in DE. | Metal Fabrication | Chief Executive Officer | |
InStadium, Inc.
 InStadium, Inc. Advertising/Marketing ServicesCommercial Services InStadium, Inc. provides advertising and promotional marketing services for sports. It offers in-venue advertising services such as restroom advertising, programs advertisements, concourse signage, behind home plate signage, outfield wall signs, team radio, public announcement, digital concourse media, stadium television, and led advertising services. The firm also offers in-venue promotions and events services such as promotion overlays, lucky winner events, and text messaging and instadium restroom advertising services. The company was founded by Barrett Davie in 2003 and is headquartered in Chicago, IL. | Advertising/Marketing Services | Director/Board Member |
Estadísticas
Internacional
| Estados Unidos | 43 |
| Canadá | 4 |
| Jordania | 2 |
Sectorial
| Consumer Services | 19 |
| Finance | 14 |
| Commercial Services | 7 |
| Producer Manufacturing | 6 |
| Non-Energy Minerals | 2 |
Operativa
| Director/Board Member | 347 |
| Corporate Officer/Principal | 221 |
| Undergraduate Degree | 99 |
| President | 72 |
| Chairman | 66 |
Las relaciones más conectadas
| Insiders | |
|---|---|
| Bernard Vincent Dy | 76 |
| Mark Gormley | 36 |
| Chip Austin | 30 |
| Julie Richardson | 28 |
| Ernest O'Neal | 27 |
| Greg Fleming | 26 |
| Denise Warren | 25 |
| Robert Carey | 23 |
| John McKinley | 22 |
| Ruth Ann Beyer | 20 |
| Jim Koehr | 20 |
| Daniel Dickinson | 20 |
| Peter Carter | 18 |
| Joseph Consolino | 15 |
| Stanton Green | 15 |
- Bolsa de valores
- Insiders
- Stephen Anthony Engro
- Conexiones Empresas
