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Nicholas Kbaldt
Gestionnaire de Portefeuille-Actions chez Moneta Group Investment Advisors LLC
Provenance du réseau au premier degré de Nicholas Kbaldt
Entité | Type d'entité | Industrie | |
---|---|---|---|
Moneta Group Investment Advisors LLC
![]() Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments.
15
| Subsidiary | Investment Managers | 15 |
University of Missouri-St. Louis
5
| College/University | Other Consumer Services | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Nicholas Kbaldt via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
St. Louis University | College/University | Masters Business Admin Masters Business Admin Undergraduate Degree | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Director/Board Member Corporate Officer/Principal | |
Buckingham Strategic Wealth LLC
![]() Buckingham Strategic Wealth LLC Investment ManagersFinance Buckingham Strategic Wealth LLC (Buckingham) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was co-founded by Bert Schweizer and Steve Funk in 1994 as Buckingham Asset Management LLC. They are a wholly owned subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Buckingham manages investment portfolios for a wide variety of clients, such as individuals/high-net-worth individuals, qualified retirement plans, charitable organizations and foundations as well as corporations. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
3985 N Stone Ave LLC | Director/Board Member | ||
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 | |
Acropolis Investment Management LLC
![]() Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Investment Managers | Analyst-Fixed Income | |
University of Missouri | College/University | Undergraduate Degree | |
Warson Capital Partners /Private Equity/
![]() Warson Capital Partners /Private Equity/ Investment ManagersFinance Warson Capital Partners /Private Equity/ (Warson Capital Partners) is a private equity subsidiary of Warson Capital Partners LLC founded in 1994 by Mike Thaman and Lori Thaman. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Analyst | |
Plancorp LLC
![]() Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Investment Managers | Founder | |
Southern Illinois University | College/University | Graduate Degree | |
Loyola University New Orleans | College/University | Undergraduate Degree | |
Cequel III LLC
![]() Cequel III LLC Investment ManagersFinance Cequel III LLC (Cequel III) is a private equity firm founded in 2002 by Howard L. Wood and Jerry L. Kent. The firm is headquartered in St. Louis, Missouri. | Investment Managers | Private Equity Investor | |
TierPoint LLC
![]() TierPoint LLC Information Technology ServicesTechnology Services TierPoint LLC engages in the provision of connected data center and cloud solutions. It offers services relating to colocation, cloud platforms, network services, security and compliance, disaster recovery, consulting services, and managed services. The company was founded in July 2010 and is headquartered in St. Louis, MO. | Information Technology Services | Corporate Officer/Principal | |
Cequel Communications LLC
![]() Cequel Communications LLC Cable/Satellite TVConsumer Services Cequel Communications LLC provides cable broadcasting services. The company was founded on January 2, 2009 and is headquartered in New York, NY. | Cable/Satellite TV | Corporate Officer/Principal | |
Fleishman-Hillard, Inc.
![]() Fleishman-Hillard, Inc. Miscellaneous Commercial ServicesCommercial Services Fleishman Hillard, Inc. is a strategic communications company. It provides public relations, public affairs and marketing communications services. The company was founded in 1946 and is headquartered in St. Louis, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cultivation Capital LLC
![]() Cultivation Capital LLC Investment ManagersFinance Cultivation Capital LLC (Cultivation Capital) is a venture capital firm founded in 2012 by Brian Matthews, Cliff Holekamp, Jim McKelvey, Kyle Welborn, and Peter Esparrago. The firm is headquartered in St. Louis, Missouri. | Investment Managers | General Counsel | |
Missouri State University | College/University | Undergraduate Degree | |
Edward Jones Trust Co.
![]() Edward Jones Trust Co. Savings BanksFinance Headquartered in St. Louis, Missouri, Edward Jones Trust Company (EJT), a subsidiary of The Jones Financial Companies LP, is a registered investment advisor. The firm manages the assets of Boone National Savings and Loan Association. | Savings Banks | Corporate Officer/Principal | |
University of Idaho | College/University | Undergraduate Degree | |
University of Central Florida | College/University | Undergraduate Degree | |
Hampton Advisors LLC
![]() Hampton Advisors LLC Miscellaneous Commercial ServicesCommercial Services Hampton Advisors LLC provides strategic merger and acquisition advisory services to middle-market technology companies. The company is headquartered in Charlotte, NC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Public School Teachers Retirement Fund of Chicago
![]() Public School Teachers Retirement Fund of Chicago Investment ManagersFinance Founded by the Illinois state legislature in 1895, the Public School Teachers Retirement Fund of Chicago is a pension fund located in Chicago. They are also known as the Chicago Teachers Pension Fund. | Investment Managers | Portfolio Manager-Equities | |
Gray & Co. (Michigan)
![]() Gray & Co. (Michigan) Agricultural Commodities/MillingProcess Industries Gray & Co (Michigan) produces maraschino cherries and glace fruits. It offers wide selection variety of glace fruit ingredients, including candied orange peel, lemon peel, candied cherries and fruit mixes. It also provides maraschino cherries and cherries ice cream flavored and novelty frozen ice cream. The company was founded in 1908 and is headquartered in Hart, MI. | Agricultural Commodities/Milling | Corporate Officer/Principal | |
Torshen Capital Management LLC
![]() Torshen Capital Management LLC Investment ManagersFinance Torshen Capital Management LLC (Torshen Capital) is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Kay P. Torshen in 1998. Torshen Capital provides investment management services to family offices, high net worth individuals and their families, foundations, endowments, institutional investors and other investors, through separately managed accounts. | Investment Managers | Analyst-Equity | |
Keene State College | College/University | Undergraduate Degree | |
INSEAD | College/University | Masters Business Admin | |
Trinity College Dublin | College/University | Undergraduate Degree | |
Chicago Policemen's Annuity & Benefit Fund
![]() Chicago Policemen's Annuity & Benefit Fund Investment ManagersFinance The Chicago Policemens Annuity & Benefit Fund is the administrator of a defined-benefit, single employer pension plan. The Fund was founded in 1922 and is located in Chicago, Illinois. | Investment Managers | Chief Investment Officer | |
The Beryl Consulting Group LLC
![]() The Beryl Consulting Group LLC Investment ManagersFinance The Beryl Consulting Group LLC provides investment advice. The firm offers manager search, due diligence and portfolio construction services. The company was founded by Vidak Radonjic in August 2004 and is headquartered in Jersey City, NJ. | Investment Managers | Corporate Officer/Principal | |
Saint Louis University School of Law | College/University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 35 |
France | 2 |
Irlande | 2 |
Sectorielle
Finance | 19 |
Consumer Services | 14 |
Commercial Services | 3 |
Technology Services | 2 |
Process Industries | 2 |
Opérationnelle
Undergraduate Degree | 15 |
Corporate Officer/Principal | 15 |
Portfolio Manager-Equities | 7 |
Masters Business Admin | 6 |
Analyst-Equity | 6 |
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