Andrew Marsh
Directeur/Membre du Conseil chez Dynasty Financial Partners LLC
Provenance du réseau au premier degré de Andrew Marsh
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
University of Guelph
37
| College/University | Other Consumer Services | 37 |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY.
18
| Subsidiary | Investment Managers | 18 |
Dynasty Financial Partners, Inc.
 Dynasty Financial Partners, Inc. Information Technology ServicesTechnology Services Dynasty Financial Partners, Inc. provides technology-enabled wealth management solutions and business services for financial advisory firms primarily focused on serving high net worth and ultra-high net worth clients. The company was incorporated on August 16, 2021 and is headquartered St. Petersburg, FL.
12
| Holding Company | Information Technology Services | 12 |
Richardson Wealth (USA) Ltd.
 Richardson Wealth (USA) Ltd. Investment Banks/BrokersFinance Richardson Wealth (USA) Ltd. is an independent Canadian broker/dealer headquartered in Toronto, Ontario. It was founded by Andrew Marsh as Richardson GMP Ltd. The firm provides a full spectrum of brokerage services to corporate and institutional clients.
11
| Subsidiary | Investment Banks/Brokers | 11 |
Richardson Wealth (USA) Ltd. (Investment Management)
 Richardson Wealth (USA) Ltd. (Investment Management) Investment ManagersFinance Richardson Wealth (USA) Ltd. (Investment Management) (Richardson Wealth-IM) is the wealth management division of Richardson Wealth (USA) Ltd., a broker/dealer firm headquartered in Toronto, Ontario. The firm was founded by Andrew Marsh in 2010 and is owned directly by RF Capital Group, Inc. (TSX: RCG). Richardson Wealth-IM provides wealth management solutions to individuals, trusts, estates, corporations and business entities.
8
| Operating Division | Investment Managers | 8 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Andrew Marsh via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
Data Axle, Inc.
 Data Axle, Inc. Data Processing ServicesTechnology Services Data Axle, Inc. provides business data and marketing solutions. It offers analytics and marketing services. The firm specializes in digital and traditional marketing channels. The company was founded by Vinod Gupta in 1972 and is headquartered in Dallas, TX. | Data Processing Services | Public Communications Contact | |
| AETNA | Managed Health Care | Chief Executive Officer | |
Atlas Asset Management, Inc.
 Atlas Asset Management, Inc. Investment ManagersFinance Atlas Asset Management, Inc. is a private company based in Calgary, Canada. | Investment Managers | President | |
MFP Investors LLC
 MFP Investors LLC Investment ManagersFinance MFP Investors LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 1998 and is owned by the Estate of Michael F. Price and the Price Family Office LLC. MFP Investors serves as an investment sub-adviser to Evermore Global Value Fund. | Investment Managers | Portfolio Manager-Equities | |
Merrill Lynch Canada, Inc.
 Merrill Lynch Canada, Inc. Investment Banks/BrokersFinance Merrill Lynch Canada, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. They are a subsidiary of Midland Walwyn, Inc. and their ultimate parent is Bank of America Corp. (NYSE: BAC). The firm offers brokerage and investment banking services as well as commercial lending, global high-yield debt, global equity, and M&A services to institutional and retail clients. | Investment Banks/Brokers | President | |
| DLT RESOLUTION INC. | Information Technology Services | Chief Executive Officer Chief Tech/Sci/R&D Officer | |
| CO2 GRO INC. | Chemicals: Specialty | Sales & Marketing | |
| University of Pennsylvania | College/University | Director/Board Member Masters Business Admin | |
1832 Asset Management LP
 1832 Asset Management LP Investment ManagersFinance 1832 Asset Management LP (1832 AM) is a Canadian asset management firm headquartered in Toronto, Ontario. The firm does business as Scotia Global Asset Management and is a subsidiary of Bank of Nova Scotia (NYSE, TSX: BNS). In 2013, another BNS subsidiary, GCIC Ltd. underwent an internal consolidation and transferred its asset management business to 1832 AM. In 2008, through a reorganization by the Bank of Nova Scotia, Scotia Asset Management came to encompass the Scotia Funds, the asset management programs that had been run by the bank's brokerage arm Scotia McLeod and Scotia Cassels Investment Counsel Ltd. 1832 AM offers a broad range of investment solutions to meet the diverse needs of clients across all levels of wealth in Canada and around the world. | Investment Managers | Head-Fixed Income Invts Corporate Officer/Principal | |
Guardian Capital LP
 Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Investment Managers | Sales & Marketing | |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Bain & Co., Inc. provides management consulting services. It offers advisory services to the companies on their critical issues and opportunities: strategy, marketing, organization, operations, technology and mergers and acquisitions, across all industries and geographies. The company was founded in 1973 and is headquartered in Boston, MA. | Miscellaneous Commercial Services | Consultant / Advisor Portfolio Manager-Equities | |
HSBC Securities (Canada), Inc.
 HSBC Securities (Canada), Inc. Investment Banks/BrokersFinance HSBC Securities (Canada), Inc. is a full service broker/dealer located in Toronto, Ontario. The firm is a subsidiary of HSBC Holdings Plc (NYSE: HCS, NasdaqGS: HSBA). They are a member of the TMX Group, the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (CIPF). The firm offers their clients advisory and execution products and services in the following areas: M&A advisory, equity and debt capital markets, leveraged and acquisition financing, foreign exchange, fixed-income, derivatives and structured products. HSBC Securities specializes in 4 global sectors: financial institutions, consumer/retail Resources, energy and diversified Industries. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Queen's University | College/University | Masters Business Admin Masters Business Admin Director/Board Member Undergraduate Degree | |
ScotiaMcLeod, Inc.
 ScotiaMcLeod, Inc. Investment Banks/BrokersFinance Founded in 1989, ScotiaMcLeod, Inc. is a broker/dealer headquartered in Montreal, Quebec. The firm is a subsidiary of Bank of Nova Scotia (NYSE, TOR: BNS). Scotia McLeod offers a full array of investment services bond including stock and money market trading, corporate and government finance, mergers and acquisitions, commodities and futures, personal investment services and mutual funds. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| AVIDBANK HOLDINGS, INC. | Regional Banks | Director/Board Member | |
| Acadia University | College/University | Undergraduate Degree | |
| Touro College | College/University | Undergraduate Degree | |
| University of British Columbia | College/University | Masters Business Admin Masters Business Admin | |
| New York University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Simon Fraser University | College/University | Undergraduate Degree | |
| University of Toronto | College/University | Masters Business Admin Graduate Degree Graduate Degree | |
| University of Western Ontario | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree | |
Kensington Capital Partners Ltd.
 Kensington Capital Partners Ltd. Investment ManagersFinance Kensington Capital Partners Ltd (Kensington Capital) is a Private Equity firm, a subsidiary of Kensington Group Plc founded in 1996 by Thomas Robert Kennedy. The firm is headquartered in Canada. | Investment Managers | Corporate Officer/Principal | |
| Carleton University | College/University | Undergraduate Degree | |
BMO Nesbitt Burns, Inc.
 BMO Nesbitt Burns, Inc. Financial ConglomeratesFinance BMO Nesbitt Burns, Inc. provides investment and financial advisory services. The firm offers financial planning; estate planning and preservation; retirement, insurance, and education planning; income replacement; tax minimization; and business succession planning advisory services. The company was founded in 1912 and is headquartered in Toronto, Canada. | Financial Conglomerates | Corporate Officer/Principal | |
Lincoln Center for the Performing Arts, Inc.
 Lincoln Center for the Performing Arts, Inc. Movies/EntertainmentConsumer Services Lincoln Center for the Performing Arts, Inc. provides entertainment services. It offers dance, music, film, opera, theater, family, and festivals and programs. The company was founded by Dwight D. Eisenhower on May 14, 1959 and is headquartered in New York, NY. | Movies/Entertainment | Director/Board Member Corporate Officer/Principal | |
The Mutual Fund Dealers Association of Canada
 The Mutual Fund Dealers Association of Canada Miscellaneous Commercial ServicesCommercial Services The Mutual Fund Dealers Association of Canada provides mandatory compliance credits for CE activities until December 1, 2023. The non-profit company is based in Toronto, Canada. The Canadian company offers resources to help investors become more informed about mutual funds and provides guidance for members regarding CRM2 requirements and implementation. The company was founded in 1998, and Mark T. Gordon has been the CEO of the company since 1998. | Miscellaneous Commercial Services | Director/Board Member Corporate Officer/Principal | |
Florida Panthers Hockey Club Ltd.
 Florida Panthers Hockey Club Ltd. Movies/EntertainmentConsumer Services Florida Panthers Hockey Club Ltd. operates as a professional ice hockey team. The company was founded in 1993 and is headquartered in Sunrise, FL. | Movies/Entertainment | Corporate Officer/Principal | |
| ATLANTIC CAPITAL BANCSHARES, INC. | Regional Banks | Director/Board Member | |
| Financial Services Volunteer Corps | Chairman | ||
Fiera Capital Corp. (Investment Management)
 Fiera Capital Corp. (Investment Management) Investment ManagersFinance Fiera Capital Corp. (Investment Management) (FCC-IM) is the investment management division of Fiera Capital Corp. (TSE: FSZ), a publicly listed asset management firm headquartered in Montreal, Quebec. The firm was founded in 2010 through a merger with Sceptre Investment Counsel Ltd. FCC-IM offers customized multi-asset solutions across traditional and alternative asset classes to institutional, retail, and private wealth clients across North America, Europe, and key markets in Asia. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Echelon Wealth Partners, Inc.
 Echelon Wealth Partners, Inc. Investment Banks/BrokersFinance Echelon Wealth Partners, Inc. (Echelon) is a Canadian-owned and operated full-service broker-dealer headquartered in Toronto, Ontario. The firm was founded by Robert Furse and David Cusson in 2010 as Euro Pacific Canada, Inc. They are owned by 1-UP Holdings Corp., a holding company. Echelon offers superior investment advice and efficient trade execution for their institutional and retail clients. In 2023, Echelon and PI Financial Corp. (now known as Ventum Financial Corp.) have agreed to combine in a merger of equals to create an investment advisory, wealth management, and capital markets firm. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Spartan Fund Management, Inc.
 Spartan Fund Management, Inc. Investment ManagersFinance Spartan Fund Management, Inc. is an independent alternative investment manager headquartered in Toronto, Canada. Founded in 2006, the firm provides, through pooled funds, a broad selection of alternative investment solutions to high net worth individuals and family offices. | Investment Managers | Chief Investment Officer Portfolio Manager-Equities | |
| PEOPLE CORPORATION | Miscellaneous Commercial Services | Director/Board Member | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin | |
| Columbia Business School | College/University | Masters Business Admin |
Statistiques
Internationale
| Canada | 29 |
| Etats-Unis | 21 |
Sectorielle
| Finance | 26 |
| Consumer Services | 15 |
| Commercial Services | 5 |
| Technology Services | 3 |
| Health Services | 2 |
Opérationnelle
| Director/Board Member | 202 |
| Corporate Officer/Principal | 112 |
| Undergraduate Degree | 59 |
| Chairman | 54 |
| Independent Dir/Board Member | 48 |
Relations les plus connectées
| Insiders | |
|---|---|
| John Booth | 35 |
| Piotr Henryk Stepniak | 35 |
| Todd Thomson | 29 |
| Harvey Golub | 27 |
| James Werry | 20 |
| Susan Dabarno | 17 |
| David Edward Sharpe | 16 |
| Jim Brown | 15 |
| Luc Duchesne | 14 |
| Shmuel Levinson | 14 |
| Henchy Enden | 13 |
| Ido Schechter | 12 |
| Winthrop H. Smith | 10 |
| Steven Cochrane | 10 |
| John Carl Ackerl | 9 |
- Bourse
- Insiders
- Andrew Marsh
- Connexions Sociétés
