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Tim Side
Estratega de mercado en Moneta Group Investment Advisors LLC .
Origen de la red de primer grado Tim Side.
Entidad | Tipo de entidad | Industria | |
---|---|---|---|
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.
13
| Subsidiary | Investment Managers | 13 |
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.
5
| Private Company | Investment Managers | 5 |
Gráfico Empresas conectadas de segundo grado
Relaciones con varias empresas
Empresas conectadas a Tim Side a través de su red personal
Empresa | Sector | Personas relacionadas | Puesto principal |
---|---|---|---|
St. Louis University | College/University | Masters Business Admin Undergraduate Degree | |
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 | |
Purdue University | College/University | Undergraduate Degree | |
University of Missouri-St. Louis | College/University | Undergraduate Degree | |
Loyola University New Orleans | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Graduate Degree | |
Missouri State University | College/University | Undergraduate Degree | |
Rockhurst University | College/University | Undergraduate Degree | |
Paradigm Financial Advisors LLC
![]() Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Investment Managers | Investment Committee Member | |
Buckingham Strategic Wealth LLC
![]() Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Corporate Officer/Principal | |
University of Idaho | College/University | Undergraduate Degree | |
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 | |
Allstate Insurance Co.
![]() Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Multi-Line Insurance | Corporate Officer/Principal | |
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 Missouri | College/University | Undergraduate Degree | |
Duncker, Streett & Co. LLC
![]() Duncker, Streett & Co. LLC Investment ManagersFinance Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett. | Investment Managers | Portfolio Manager-Equities | |
Yale University | College/University | Undergraduate Degree | |
McKendree University | College/University | Undergraduate Degree |
Estadísticas
Internacional
Estados Unidos | 29 |
España | 2 |
Francia | 2 |
Irlanda | 2 |
Sectorial
Consumer Services | 16 |
Finance | 15 |
Commercial Services | 2 |
Process Industries | 2 |
Operativa
Portfolio Manager-Equities | 14 |
Undergraduate Degree | 13 |
Corporate Officer/Principal | 10 |
Analyst-Equity | 5 |
Analyst-Fixed Income | 4 |
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