Provenance du réseau au premier degré de Terry Joseph Soffera
Entité | Type d'entité | Industrie | |
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The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments.
7
| Private Company | Investment Managers | 7 |
Sterling Asset Management LLC
Sterling Asset Management LLC Investment ManagersFinance Founded in 2007, Sterling Asset Management is a registered investment advisor located in King of Prussia, Pennsylvania. The firm was formerly known as Valley Forge Advisors LLC. Sterling Asset Management offers customized investment products and indexing solutions for institutional investors including foundations, endowments, public funds and Taft Hartley retirement plans.
3
| Extinct | Investment Managers | 3 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Terry Joseph Soffera via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Sales & Marketing | |
Amalgamated Bank (Investment Management)
Amalgamated Bank (Investment Management) Investment ManagersFinance Amalgamated Bank (Investment Management) (Amalgamated Bank-IM) is the investment management division of Amalgamated Bank (NASDAQ: AMAL), an FDIC-insured commercial bank headquartered in New York City. The firm was founded as Amalgamated Bank of New York in 1923 by the Amalgamated Clothing Workers of America. They have retail branches in New York as well as branches in Las Vegas, Nevada, Lyndhurst, New Jersey, Pasadena, California and Washington, DC. Amalgamated Bank’s corporate divisions also include commercial banking and real estate finance. Through their institutional asset management and custody division, Amalgamated Bank-IM provides investment and trust services to US Taft-Hartley and public sector employee benefit plans, as well as endowments and foundations, non-profits, unions, political organizations and social impact enterprises. | Investment Managers | Sales & Marketing | |
The Penn Mutual Life Insurance Co.
The Penn Mutual Life Insurance Co. Life/Health InsuranceFinance The Penn Mutual Life Insurance Co. provides life insurance services. It offers term life, major medical, annuities, disability, long term care, and consultancy services to trades unions, individuals, and business marketplace. The company was founded in 1847 and is headquartered in Horsham, PA. | Life/Health Insurance | Portfolio Manager-Equities | |
StoneRidge Investment Partners LLC
StoneRidge Investment Partners LLC Investment ManagersFinance StoneRidge Investment Partners LLC (StoneRidge) is a SEC-registered investment advisor headquartered in Radnor, Pennsylvania. The firm was founded in 1999 by a team of equity investment professionals formerly with Meridien Investment Co., a division of First Union. Beltraith Capital LLC acquired majority ownership of the firm in 2009. StoneRidge manages institutional assets for public and corporate pension plans as well as Taft Hartley plans, unregistered pooled investment vehicles, corporations and other businesses, state and municipal government entities, insurance companies and foundation clients. | Investment Managers | Analyst-Fixed Income Portfolio Manager-Fixed Income | |
University of Notre Dame | College/University | Undergraduate Degree | |
StoneRidge PMG Advisors LLC
StoneRidge PMG Advisors LLC Investment ManagersFinance StoneRidge PMG Advisors LLC (StoneRidge PMG) is a registered investment adviser headquartered in Radnor, Pennsylvania. The firm was founded by Philip N. Gitler as PMG Advisors LLC in 1996 and is currently owned by Beltraith Capital LLC. StoneRidge PMG offers fixed income investment management solutions to institutional clients including public funds, pension plans, Taft-Hartley plans, endowments & foundations. The firm is focused to provide customized fixed income solutions for public entities, retirement plans, and corporations. | Investment Managers | Head-Fixed Income Invts | |
The Pennsylvania State University | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
Widener University | College/University | Undergraduate Degree | |
New York State Insurance Fund
New York State Insurance Fund Investment ManagersFinance New York State Insurance Fund provides investment advice for Insurance Company Portfolio. It offers timely and appropriate indemnity and medical payments to injured workers. The company was founded in1914 and is headquartered in Albany, NY. | Investment Managers | Director/Board Member | |
Niederrhein University of Applied Sciences | College/University | Undergraduate Degree | |
State University Construction Fund
State University Construction Fund Hotels/Resorts/Cruise linesConsumer Services The State University Construction Fund provides academic buildings, dormitories and other facilities. The company is headquartered in New York, NY. | Hotels/Resorts/Cruise lines | Director/Board Member | |
Wilmington University | College/University | Undergraduate Degree | |
Providence Investment Advisors LLC
Providence Investment Advisors LLC Investment ManagersFinance Providence Investment Advisors LLC provides investment advice. The private company is based in Wilmington, NC. | Investment Managers | Corporate Officer/Principal | |
Birch Run Investments LLC
Birch Run Investments LLC Investment ManagersFinance Birch Run Investments LLC provides investment advice. The private company is based in Marshfield, MA. | Investment Managers | Chief Executive Officer | |
EmStone Advisers LLC
EmStone Advisers LLC Investment ManagersFinance Part of 1251 Capital Group, Inc., EmStone Advisers LLC is a company that provides investment advice. The company is based in Leola, PA. | Investment Managers | Consultant / Advisor |
Statistiques
Internationale
Etats-Unis | 23 |
Allemagne | 2 |
Sectorielle
Finance | 16 |
Consumer Services | 9 |
Opérationnelle
Undergraduate Degree | 8 |
Portfolio Manager-Fixed Income | 7 |
Sales & Marketing | 6 |
Portfolio Manager-Equities | 5 |
Corporate Officer/Principal | 3 |
Relations les plus connectées
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