Craig Evans Carnick
Corporate Officer/Principal chez Transform Wealth LLC
Provenance du réseau au premier degré de Craig Evans Carnick
Entité | Type d'entité | Industrie | |
---|---|---|---|
Transform Wealth LLC
Transform Wealth LLC Investment ManagersFinance Transform Wealth LLC is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded in 1975 to assume the investment advisory business of Carnick & Co., Inc., which was purchased by David Kubik and Nathan Kubik in 2011. In 2016, Carnick & Kubik became a wholly owned subsidiary of Focus Operating LLC, which is ultimately owned by Focus Financial Partners Inc. (NASDAQ: FOCS). At the time they were acquired by Focus Operating, Carnick & Kubik changed their name to Carnick & Kubik Group LLC and subsequently became Transform Wealth LLC in 2020. The firm provides advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
10
| Subsidiary | Investment Managers | 10 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Craig Evans Carnick via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
SMU-Cox School of Business | College/University | Undergraduate Degree | |
Liberty University | College/University | Undergraduate Degree | |
Miami University | College/University | Undergraduate Degree | |
University of Denver | College/University | Graduate Degree | |
Utah State University | College/University | Undergraduate Degree | |
Weatherstone Capital Management, Inc.
Weatherstone Capital Management, Inc. Investment ManagersFinance Weatherstone Capital Management, Inc. (Weatherstone) is an independent investment advisory firm headquartered in Denver, Colorado. The firm was founded in 2001 by Michael Ball. Weatherstone provides investment advice to individual and institutional clients. | Investment Managers | Chief Executive Officer | |
Daniels College of Business | College/University | Masters Business Admin | |
GVC Capital LLC
GVC Capital LLC Regional BanksFinance Founded in 1995 by Steven Bathgate, GVC Capital LLC, formerly Bathgate Capital Partners LLC, is an investment banking firm and broker/dealer located Greenwood Village, Colorado. The firm focuses primarily on providing comprehensive investment banking services to underexposed and undervalued micro-cap companies. GVC Capital's brokerage services include retail investment sales, institutional equity and fixed-income securities. The firm is a member of FINRA and the SIPC. GVC Capital seeks to provide their retail clients with greater exposure to institutional investors as efficient means to raising capital in the form of institutional private placement financings and a variety of other investment products including municipal bonds, government securities, mutual funds, annuities, options and equities. The firm also offers accredited investors periodic opportunities to participate in private placements (Regulation D) and IPOs for select emerging growth companies. GVC Capital's accounts are maintained and cleared by First Southwest Company. The firm's fixed-income group seeks to provide their clients with best execution. They provide independent advisory services and research focusing on a diverse universe of fixed-income securities including corporate, government and municipal bonds, convertible and mortgage-backed securities and preferred stocks. GVC Capital's equity trading group focuses on efficient trade execution of micro-cap companies and identifying and creating liquidity in illiquid markets. | Regional Banks | Corporate Officer/Principal | |
University of Illinois | College/University | Undergraduate Degree | |
AllianceBernstein LP
AllianceBernstein LP Investment ManagersFinance AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
First Affirmative Financial Network LLC
First Affirmative Financial Network LLC Investment ManagersFinance First Affirmative Financial Network LLC (First Affirmative) is an independent registered investment advisor headquartered in Colorado Springs, Colorado. Founded in 1999, the firm provides discretionary investment advisory services to individual and institutional clients. First Affirmative provides investment advice consistent with the philosophies of sustainable, responsible, impact (SRI) investing. | Investment Managers | Corporate Officer/Principal | |
Sewanee-The University of the South | College/University | Undergraduate Degree | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Missouri State University | College/University | Undergraduate Degree | |
Serving Software, Inc.
Serving Software, Inc. Packaged SoftwareTechnology Services Part of McKesson Corp., Serving Software, Inc. is a prepackaged software company. The company is based in Minneapolis, MN. Serving Software was acquired by HBO & Co. on September 13, 1994. | Packaged Software | Comptroller/Controller/Auditor | |
Loyola University New Orleans | College/University | Graduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
University of Oklahoma | College/University | Undergraduate Degree | |
Regis University | College/University | Masters Business Admin | |
American Century Mutual Funds, Inc. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
The University of Colorado | College/University | Undergraduate Degree |
Statistiques
Internationale
Etats-Unis | 28 |
Sectorielle
Consumer Services | 15 |
Finance | 12 |
Technology Services | 2 |
Miscellaneous | 2 |
Opérationnelle
Corporate Officer/Principal | 13 |
Undergraduate Degree | 10 |
Portfolio Manager-Equities | 7 |
Analyst-Equity | 3 |
Masters Business Admin | 3 |
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