G. Joseph Votava
Directeur Général chez Seneca Financial Advisors LLC
Provenance du réseau au premier degré de G. Joseph Votava
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC.
11
| Non-Profit Organization | Miscellaneous Commercial Services | 11 |
Seneca Financial Advisors LLC
 Seneca Financial Advisors LLC Investment ManagersFinance Seneca Financial Advisors LLC is a multi-family office that offers investment management, tax planning and compliance, retirement planning, employee benefits planning, healthcare cost planning, insurance advice, legal matters, education planning, estate and gift planning, and banking matters. The private company is based in Rochester, NY. The company provides highly personalized financial planning and wealth management services that are custom designed based on individual needs and work toward reaching financial goals. Seneca Financial Advisors specializes in managing customized portfolios for affluent individuals, corporate executives, retirees, and families with multiple generations, providing a wide range of services for clients to select from in order to design a financial plan that is uniquely theirs through a fiduciary relationship. The CEO of the company is G. Joseph Votava.
1
| Private Company | Investment Managers | 1 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à G. Joseph Votava via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Ivy Distributor, Inc.
 Ivy Distributor, Inc. Investment Banks/BrokersFinance Part of Macquarie Group Ltd., Ivy Distributor, Inc. is a company based in Overland Park, KS. | Investment Banks/Brokers | Compliance Officer | |
BlueMark, PBC
 BlueMark, PBC Miscellaneous Commercial ServicesCommercial Services BlueMark, PBC provides independent impact verification services for investors and companies. The company is based in San Francisco, CA. The CEO of the company is Christina Leijonhufvud. | Miscellaneous Commercial Services | President | |
| Blue Ocean Global Wealth LLC | Chief Executive Officer | ||
| University of Nebraska at Kearney | College/University | Undergraduate Degree | |
| University of Kansas | College/University | Masters Business Admin | |
| BOK FINANCIAL CORPORATION | Major Banks | Corporate Officer/Principal | |
University of Miami
 University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
Northeastern University
 Northeastern University Other Consumer ServicesConsumer Services Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools. | College/University | Masters Business Admin | |
Whittier Odyssey Fund LP
 Whittier Odyssey Fund LP Investment Trusts/Mutual FundsMiscellaneous Whittier Odyssey Fund LP operates as a pooled investment fund. The company is headquartered in South Pasadena, CA. | Investment Trusts/Mutual Funds | Director/Board Member | |
Tideline Advisors LLC
 Tideline Advisors LLC Financial ConglomeratesFinance Tideline Advisors LLC is a specialist consultant for the impact investing industry. The private company is based in New York, NY. The company guides clients through each step of the impact management process. The company was founded in 2014 by Kimberly Wright-Violich, Christina Leijonhufvud. Christina Leijonhufvud has been the CEO since 2014. | Financial Conglomerates | Founder | |
Waddell & Reed LLC
 Waddell & Reed LLC Investment ManagersFinance Waddell & Reed LLC operates as an asset management and financial planning company. It serves the financial needs of families, individuals and businesses. The company was founded by Chauncey Waddell and Cameron Reed in 1937 and is headquartered in Overland Park, KS. | Investment Managers | Compliance Officer | |
Impactassets, Inc.
 Impactassets, Inc. Insurance Brokers/ServicesFinance ImpactAssets provides insurance and financial services. The company was founded by Tim Freundlich in 2010 and is headquartered in Bethesda, MD. | Insurance Brokers/Services | Director/Board Member | |
| Stanford University | College/University | 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 | Undergraduate Degree | |
| Gonzaga University | College/University | Graduate Degree | |
| Boston College | College/University | Doctorate 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 | Undergraduate Degree | |
| US Military Academy | College/University | Undergraduate Degree | |
| London School of Economics & Political Science | College/University | Graduate Degree | |
| University of Maryland | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 20 |
| Royaume-Uni | 2 |
Sectorielle
| Consumer Services | 13 |
| Finance | 6 |
| Commercial Services | 2 |
| Miscellaneous | 2 |
Opérationnelle
| Director/Board Member | 12 |
| Undergraduate Degree | 7 |
| Corporate Officer/Principal | 4 |
| Chairman | 3 |
| Compliance Officer | 2 |
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