Provenance du réseau au premier degré de Chris Costello
Entité | Type d'entité | Industrie | |
---|---|---|---|
University of Kansas
132
| College/University | Other Consumer Services | 132 |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO.
103
| Extinct | Investment Banks/Brokers | 103 |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities.
56
| Subsidiary | Investment Managers | 56 |
Blooom, Inc.
Blooom, Inc. Investment ManagersFinance Blooom, Inc. (blooom) is an independent, SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded in 2013 by Chris Costello, Randy Auf Der Heide and Kevin M. Conard. blooom offers various investment advisory and management services through a web-based application to individual clients who participate in 401(k)s, 403(b)s, 457 Plans and other Employer Sponsored Retirement Accounts, or who own Individual Retirement Accounts (IRA’s).
5
| Holding Company | Investment Managers | 5 |
The Retirement Planning Group, Inc.
The Retirement Planning Group, Inc. Investment ManagersFinance The Retirement Planning Group, Inc. (TRPG) is a SEC-registered investment advisor headquartered in Leawood, Kansas. The firm was founded by Kevin Conrad and Chris Costello in 2004 and was acquired by Cetera Financial Group, Inc. in 2023. TRPG provides advisory services and manages portfolios for individuals and high net worth investors.
5
| Extinct | Investment Managers | 5 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Chris Costello via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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Barings LLC
Barings LLC Investment ManagersFinance Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles. | Investment Managers | Director/Board Member Portfolio Manager-Fixed Income | |
THE MONARCH CEMENT COMPANY | Construction Materials | Director/Board Member | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
ANI PHARMACEUTICALS, INC. | Biotechnology | Director/Board Member | |
Credit Agricole Securities (USA), Inc.
Credit Agricole Securities (USA), Inc. Investment Banks/BrokersFinance Credit Agricole Securities (USA), Inc. (Credit Agricole Securities USA) is a full service broker-dealer headquartered in New York City. The firm was founded in 2004 and formerly known as Calyon Securities USA, Inc. and Credit Lyonnais Securities, Inc. They are a subsidiary of Crédit Agricole Global Partners, Inc., which is owned by Rue la Boétie SAS’s Credit Agricole SA (EPA: ACA) in France. Credit Agricole Securities USA provides investors’ customized solutions to ensure they achieve their execution objectives in the tradition of service excellence and product innovation. | Investment Banks/Brokers | Corporate Officer/Principal | |
Watermark Advisors LLC
Watermark Advisors LLC Investment ManagersFinance Watermark Advisors LLC provides financial advisory services. It also provides valuation, strategic and financial modeling, industry research and analysis, merger and acquisition advisory and private debt and equity financial services. The company is headquartered in Greenville, SC. | Investment Managers | Founder | |
Advisors Asset Management, Inc.
Advisors Asset Management, Inc. Investment ManagersFinance Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor headquartered in Monument, Colorado. The firm was founded in 1979 as Fixed Income Securities LP. In 2023, Sun Life Capital Management (US) LLC, a subsidiary of Sun Life Financial, Inc. (TSE: SLF) in Canada, acquired a 51 percent majority stake in the firm. AAM provides portfolio supervisory and evaluation services to AAM-sponsored unit investment trusts (UITs). They also offer separately managed account (SMA) advisory services to individuals, banking or thrift institutions, trusts, estates, broker-dealers, investment advisers, investment companies, corporations, pension or profit-sharing plans and charitable organizations. | Investment Managers | Institutional Sales | |
National Healthcare Analysis Partners 1 LP | Director of Finance/CFO | ||
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Undergraduate Degree | |
University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
Duke University
Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin Masters Business Admin | |
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 Graduate Degree | |
University of Pennsylvania | College/University | Undergraduate Degree Undergraduate Degree | |
Vanderbilt University | College/University | Corporate Officer/Principal | |
Goldman Sachs & Co. LLC
Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Analyst-Equity Analyst-Fixed Income | |
GREENHILL & CO., INC. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Missouri | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Emprise Bank (Wichita, Kansas)
Emprise Bank (Wichita, Kansas) Regional BanksFinance Emprise Bank provides banking services. It offers personal banking, business banking, and investment management. The company was founded in 1989 and is headquartered in Wichita, KS. | Regional Banks | Chief Executive Officer | |
BB&T Securities LLC (Broker)
BB&T Securities LLC (Broker) Investment Banks/BrokersFinance BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal | |
Blue Cross & Blue Shield of Kansas, Inc.
Blue Cross & Blue Shield of Kansas, Inc. Managed Health CareHealth Services Blue Cross and Blue Shield of Kansas, Inc. provides health insurance products and services. The firm offers behavioral health, case, disease, wellness management, preventative health guide and member only services. It also offers health and wellness resources from WebMD and Blue365. The company was founded in 1941 and is headquartered in Topeka, KS. | Managed Health Care | Chairman | |
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc. Investment Banks/BrokersFinance Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA. | Investment Banks/Brokers | Institutional Sales | |
Kansas State University | College/University | Undergraduate Degree Undergraduate Degree | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Portfolio Manager-Equities Chief Executive Officer | |
Jack Ball & Associates Architects PC
Jack Ball & Associates Architects PC Engineering & ConstructionIndustrial Services Jack Ball & Associates Architects PC provides commercial architectural services. The firm provides services for educational, commercial, religious, historic rehabilitation and civic structures. The company was founded in 1974 and is headquartered in Springfield, MO. | Engineering & Construction | President Comptroller/Controller/Auditor | |
Enterprise Center of Johnson County/Venture Capital/
Enterprise Center of Johnson County/Venture Capital/ Investment ManagersFinance Enterprise Center of Johnson County/Venture Capital/ is a subsidiary of Enterprise Center of Johnson County founded in 1994. The firm headquartered in Fairway, Kansas. | Investment Managers | Director/Board Member Private Equity Investor | |
Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
Massachusetts Institute of Technology | College/University | Masters Business Admin Masters Business Admin | |
The Fuqua School of Business | College/University | Masters Business Admin Corporate Officer/Principal | |
Kansas University Endowment Association
Kansas University Endowment Association Miscellaneous Commercial ServicesCommercial Services Kansas University Endowment Association operates fundraising foundation for the University of Kansas, KU Endowment partners with donors in providing philanthropic support to build a greater KU. The company was founded in 1891 and is headquartered in Lawrence, KS. | Miscellaneous Commercial Services | Director/Board Member Director/Board Member | |
Brigham Young University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Undergraduate Degree Corporate Officer/Principal | |
The College of William & Mary | College/University | Graduate Degree Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Masters Business Admin | |
Southern Capital Forum, Inc.
Southern Capital Forum, Inc. Miscellaneous Commercial ServicesCommercial Services Southern Capital Forum, Inc. operates a trade association for private capital investors. The private company is based in Atlanta, GA. The company was founded by John J. Huntz. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Indianapolis | College/University | Graduate Degree | |
Greater Greenville Chamber of Commerce
Greater Greenville Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Greater Greenville Chamber of Commerce operates as a chamber of commerce. Its focus areas include advocate, connect, develop, advance, and stakeholders initiatives. The company is headquartered in Greenville, SC. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
BMO Capital Markets Corp. (Broker)
BMO Capital Markets Corp. (Broker) Investment Banks/BrokersFinance BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading. | Investment Banks/Brokers | Analyst-Equity | |
Washington & Lee University | College/University | Undergraduate Degree | |
National Stone, Sand & Gravel Association
National Stone, Sand & Gravel Association Miscellaneous Commercial ServicesCommercial Services National Stone, Sand & Gravel Association is a non profit organization which advocates for the aggregates industry. It advances public policies that protect and expand the safe, environmentally responsible use of aggregates that build America’s infrastructure and economy. The company is headquartered in Alexandria, VA. | Miscellaneous Commercial Services | Chairman | |
Midwest Minerals, Inc.
Midwest Minerals, Inc. Construction MaterialsNon-Energy Minerals Midwest Minerals, Inc. provides crushed limestone and agricultural lime products. Its products are used in road materials for county and state highway projects, coarse aggregate for ready-mix concrete and asphalt plants. The company was founded in 1947 and is headquartered in Pittsburg, KS. | Construction Materials | Chief Executive Officer |
Statistiques
Internationale
Etats-Unis | 48 |
Sectorielle
Finance | 20 |
Consumer Services | 18 |
Commercial Services | 5 |
Non-Energy Minerals | 3 |
Health Technology | 3 |
Opérationnelle
Corporate Officer/Principal | 175 |
Undergraduate Degree | 94 |
Director/Board Member | 70 |
Analyst-Equity | 44 |
Masters Business Admin | 34 |
Relations les plus connectées
Insiders | |
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Joseph Grano | 28 |
Ryan M. Sprott | 15 |
Brian Jones | 14 |
Sam Pearlstein | 12 |
Joseph Nemelka | 12 |
Michael Jones | 11 |
Bryan Phillips | 11 |
Kenneth Gacevich | 11 |
Rob W. Schrepfer | 10 |
William W. Casey | 9 |
James Hopke | 9 |
Michael L. Hirons | 9 |
Jeff Schollaert | 9 |
Steve Sanger | 8 |
Jeremy Bezdek | 8 |
- Bourse
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