![Don Clarke](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Don Clarke
Gestionnaire de Portefeuille-Actions chez Crestwood Advisors Group LLC
Relations actives
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Karin Coulter | F | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments.
James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 ans |
John R. Ingram | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 9 ans |
Michael Arthur Eckton | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 21 ans |
Rob Ix | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 7 ans |
Mike Costello | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 1 ans |
Peter Corsi | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 1 ans |
John Webber | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 1 ans |
Leigh Breitman Hurd | F | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 11 ans |
Jason Hendricks | M | - |
Crestwood Advisors Group LLC
![]() Crestwood Advisors Group LLC Investment ManagersFinance Crestwood Advisors Group LLC (Crestwood) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Michael Eckton in 2003. They are a subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Crestwood provides comprehensive, innovative investment solutions to high-net-worth individuals and families, foundations and endowments. | 2 ans |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
Nom | Sexe | Age | Sociétés liées | Collaboration |
---|---|---|---|---|
Peggy Corcillo | F | - |
James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 ans |
George E. Dlugos | M | - |
James Caird, Inc.
![]() James Caird, Inc. Investment ManagersFinance James Caird, Inc. is an investment manager headquartered in Providence, Rhode Island. Formerly known as Endurance Wealth Management, Inc., the firm was founded by J. Michael Costello in 1997. They were acquired by Crestwood Advisors Group LLC in 2023 and is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). James Caird provides investment advisory services and manages investment advisory accounts on a discretionary basis for high-net-worth individuals and families, entrepreneurs, pensions and profit-sharing plans, trusts, estates, charitable organizations and corporations or other business organizations. | 9 ans |
Robert Adams | M | - |
Skidmore College
| 4 ans |
Michael B. Neiberg | M | - |
Skidmore College
| 4 ans |
Georgette Blau | F | - |
Skidmore College
| 4 ans |
Jill Bycholski Potter | F | - |
Skidmore College
| 4 ans |
Oliver Davis | M | - |
Skidmore College
| 4 ans |
Kirsten Helvey | F | 52 |
Skidmore College
| 5 ans |
Amelia C. Wolfe | F | - |
Skidmore College
| 4 ans |
Bill Callanan | M | - |
Skidmore College
| 4 ans |
Christopher Young | M | - |
Skidmore College
| 4 ans |
Travis Sandberg | M | - |
Skidmore College
| 4 ans |
Tyson Nargassans | M | - |
Skidmore College
| 4 ans |
Jeffrey S. Berg | M | - |
Skidmore College
| 4 ans |
John N. Drahzal | M | - |
Skidmore College
| 4 ans |
Doug Metchick | M | - |
Skidmore College
| 4 ans |
Jonathan M. DeGooyer | M | - |
Skidmore College
| 4 ans |
David Paul Padulo | M | - |
Skidmore College
| 4 ans |
Mark Josephson | M | - |
Skidmore College
| 4 ans |
Christian O. Nagler | M | - |
Skidmore College
| 4 ans |
Nick M. MacShane | M | - |
Skidmore College
| 4 ans |
Ronald J. Epstein | M | - |
Skidmore College
| 4 ans |
Jeffrey Thomas Cerutti | M | 56 |
Skidmore College
| 4 ans |
Alexander Sammarco | M | - |
Skidmore College
| 3 ans |
Scott R. Kefer | M | - |
Skidmore College
| 4 ans |
John McCarthy | M | - |
Skidmore College
| 4 ans |
Ellis Davenport Hummel | M | 56 |
Skidmore College
| 4 ans |
Joshua Slater | M | - |
Skidmore College
| 4 ans |
Russell Lynde | M | - |
Skidmore College
| 4 ans |
Kerstin E. Ramstrom | F | - |
Skidmore College
| 4 ans |
William Shepro | M | 55 |
Skidmore College
| 4 ans |
Andrew John Schmeidler | M | - |
Skidmore College
| 4 ans |
J. Quadracci | M | 55 |
Skidmore College
| 4 ans |
Brian Bereck | M | - |
Skidmore College
| 4 ans |
Larry Fraser | M | - |
Skidmore College
| 4 ans |
Whitney S. Quillen | M | - |
Skidmore College
| 5 ans |
Greg Smith | M | 53 |
Skidmore College
| 4 ans |
Dave Balter | M | - |
Skidmore College
| 4 ans |
Steven Mead | M | - |
Skidmore College
| 4 ans |
Statistiques
Pays | Relations | % du total |
---|---|---|
Etats-Unis | 48 | 100,00% |
Age des relations
Actives
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Homme
Femme
Administrateurs
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Provenance des relations
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