Adam Karasik
Directeur/Membre du Conseil chez Connectus Wealth Group Ltd.
Provenance du réseau au premier degré de Adam Karasik
Entité | Type d'entité | Industrie | |
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Sentinel Benefits Group, Inc.
Sentinel Benefits Group, Inc. Investment ManagersFinance Sentinel Benefits Group, Inc. provides employee benefit outsourcing solutions. Its offerings includes employee benefits and retirement plan administration, open architecture retirement plan recordkeeping, investment advisory services, defined benefit and cash balance plan services, actuarial consulting, employee stock ownership plans, and group benefits brokerage. The company was founded by Jim Carnevale, Anthony Carnevale, and John Carnevale in 1987 and is headquartered in Wakefield, MA.
4
| Subsidiary | Investment Managers | 4 |
Connectus Wealth Group Ltd.
Connectus Wealth Group Ltd. Investment ManagersFinance Part of Focus Financial Partners, Inc., Connectus Wealth Group Ltd. is a British company that provides wealth management services. The company is based in Altrincham, UK. Connectus Wealth Group was founded in 2020.
3
| Subsidiary | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Adam Karasik via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
COMTECH TELECOMMUNICATIONS CORP. | Telecommunications Equipment | Comptroller/Controller/Auditor | |
Sentinel Securities, Inc.
Sentinel Securities, Inc. Investment Banks/BrokersFinance Sentinel Securities, Inc. provides securities brokerage and dealership services. The firm offers equities, options, futures, commodity derivatives, ETFs, and fixed income securities trading services. The company is headquartered in Wakefield, MA. | Investment Banks/Brokers | Director/Board Member | |
Gordon College | College/University | Undergraduate Degree | |
Evelyn Partners Asset Management Ltd.
Evelyn Partners Asset Management Ltd. Investment ManagersFinance Evelyn Partners Asset Management Ltd. (Evelyn Partners) is the asset management subsidiary of Evelyn Partners Group Ltd., which is ultimately held by Platinum LP Guernsey Ltd. in Great Britain. The firm was founded in 2003 as Ingenious Asset Management Ltd. and change their name to Tilney Asset Management Ltd. in 2016 and subsequently became Evelyn Partners Asset Management Ltd. in 2022. Headquartered in London, Evelyn Partners provides discretionary investment management services to high-net-worth individuals and families (retail clients), companies, charities, trusts and financial intermediaries on a discretionary basis. | Investment Managers | Chief Operating Officer | |
Greystone Financial Services Ltd.
Greystone Financial Services Ltd. Investment ManagersFinance Part of Focus Financial Partners, Inc., Greystone Financial Services Ltd. is a British company that provides financial advisory services. The company is based in Altrincham, UK. The company was founded in 1989. Neil Alexander has been the CEO of the company since 2012. Greystone Financial Services was acquired by Focus Financial Partners LLC, part of Focus Financial Partners, Inc. from April 01, 2017 on February 11, 2008. | Investment Managers | Chief Executive Officer Director of Finance/CFO | |
Greystone Financial Services (Holdings) Ltd.
Greystone Financial Services (Holdings) Ltd. Financial ConglomeratesFinance Part of Focus Financial Partners, Inc., Greystone Financial Services (Holdings) Ltd. operates as a financial holding British company. The company is based in Altrincham, UK. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Star Fund Managers LLP
Star Fund Managers LLP Investment ManagersFinance Star Fund Managers LLP (SFM) is an independent alternative investment management firm headquartered in London, UK. The firm was founded by Christopher Rossbach and Nicolas Mueller in 2008 as Merian Capital Partners LLP and they became Star Fund Managers LLP in 2015. SFM manages the assets of private clients. | Investment Managers | Corporate Officer/Principal | |
R.W. Harris Ltd.
R.W. Harris Ltd. Investment ManagersFinance Founded in 1995, R.W. Harris Ltd. is a British company that provides investment advice. Part of Focus Financial Partners, Inc., the company is based in Altrincham, UK. | Investment Managers | Chief Executive Officer | |
Sentinel Pension Advisors, Inc.
Sentinel Pension Advisors, Inc. Investment ManagersFinance Sentinel Pension Advisors, Inc. (SPA) is a SEC-registered investment advisor headquartered in Wakefield, Massachusetts. The firm was founded in 1998 and is a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). SPA provides portfolio management services to individuals, pensions and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. They also offer a Wrap Fee Program. | Investment Managers | Chief Executive Officer |
Statistiques
Internationale
Royaume-Uni | 7 |
Etats-Unis | 5 |
Sectorielle
Finance | 9 |
Electronic Technology | 2 |
Consumer Services | 2 |
Opérationnelle
Director/Board Member | 10 |
Chief Executive Officer | 4 |
Corporate Officer/Principal | 3 |
Chief Operating Officer | 2 |
Comptroller/Controller/Auditor | 1 |
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