Provenance du réseau au premier degré de Matt Cohen
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
West Financial Services, Inc.
 West Financial Services, Inc. Investment ManagersFinance West Financial Services, Inc. (WFS) is a SEC-registered investment advisor and wealth management firm headquartered in McLean, Virginia. The firm was founded in 1982 and is a wholly-owned subsidiary of Sandy Spring Bank, which is owned by Sandy Spring Bancorp, Inc. (NASDAQ: SASR). WFS provides investment advisory services to individuals, high net worth individuals, retirement and profit-sharing plans, charitable organizations, and corporations and other business entities.
17
| Subsidiary | Investment Managers | 17 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Matt Cohen via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| University of Maryland | College/University | Undergraduate Degree Undergraduate Degree | |
| Providence College | College/University | Undergraduate Degree | |
Aegis Wealth Management LLC
 Aegis Wealth Management LLC Investment ManagersFinance Aegis Wealth Management LLC (Aegis Wealth) is an independent registered wealth management firm headquartered in Bethesda, Maryland. The firm was founded by four founding partners in 2005. Aegis Wealth provides advisory services to individuals, high net-worth individuals, charitable organizations and corporations or other businesses. | Investment Managers | Analyst-Equity | |
Garnet Group LLC
 Garnet Group LLC Investment ManagersFinance Garnet Group LLC provides investment advice. The private company is based in Bethesda, MD. | Investment Managers | Corporate Officer/Principal | |
| Universidad Técnica Federico Santa María | College/University | Masters Business Admin | |
| Joseph M. Katz Graduate School of Business | College/University | Undergraduate Degree | |
Janney Montgomery Scott LLC
 Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Virginia Tech Graduate School | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| Babson College | College/University | Undergraduate Degree | |
| The Trustees of Columbia University in The City of New York | College/University | Masters Business Admin | |
| Christopher Newport University | College/University | Undergraduate Degree | |
| Voronezhsky State University | College/University | Undergraduate Degree | |
| Alfred Lerner College of Business & Economics | College/University | Masters Business Admin | |
| Rochester Christian University | College/University | Undergraduate Degree | |
Heritage Investors Management Corp.
 Heritage Investors Management Corp. Investment ManagersFinance Heritage Investors Management Corp. (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Bethesda, Maryland. The firm was founded by Michael S. Cornfeld in 1974. Heritage manages portfolios of stocks, bonds, exchange traded funds, and money market instruments for individuals, IRAs, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowment funds, conservatorships, associations, foundations, donor advised funds, and guardianships. | Investment Managers | Portfolio Manager-Equities | |
| NAVIGANT CONSULTING, INC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Walsh College | College/University | Undergraduate Degree | |
| Florida Institute of Technology, Inc. | College/University | Corporate Officer/Principal | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin | |
| University of Wisconsin | College/University | Undergraduate Degree | |
| West Virginia University | College/University | Undergraduate Degree | |
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. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| National Association of Personal Financial Advisors | Corporate Officer/Principal | ||
| Syracuse University | College/University | Undergraduate Degree | |
| Arthur Anderson & Co. | Corporate Officer/Principal | ||
| George Mason University | College/University | Undergraduate Degree | |
8th Street Investments LLC
 8th Street Investments LLC Investment ManagersFinance 8th Street Investments LLC (8th Street) is an independent, SEC-registered investment advisor headquartered in Alexandria, Virginia. The firm was founded by Michael Shea and Lisa Pendley in 2008. 8th Street provides professional financial planning and investment management to individuals, trusts, estates, corporations and other types of business entities, and charitable organizations. | Investment Managers | Portfolio Manager-Equities | |
| Virginia Polytechnic Institute & State University | College/University | Masters Business Admin | |
| The College of William & Mary | College/University | Undergraduate Degree | |
| George Washington University | College/University | Masters Business Admin |
Statistiques
Internationale
| Etats-Unis | 35 |
| Chili | 2 |
| Russie | 2 |
Sectorielle
| Consumer Services | 23 |
| Finance | 9 |
| Commercial Services | 5 |
Opérationnelle
| Undergraduate Degree | 16 |
| Portfolio Manager-Equities | 16 |
| Corporate Officer/Principal | 12 |
| Analyst-Equity | 10 |
| Masters Business Admin | 6 |
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