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Network origin in Cameron Dees first degree
Entity | Entity type | Industry | |
---|---|---|---|
Allegiant Private Advisors LLC
![]() Allegiant Private Advisors LLC Investment ManagersFinance Allegiant Private Advisors LLC (Allegiant) is a wealth management firm headquartered in Sarasota, Florida. The firm was founded by Marty Kossoff in 2014 as Kerkering Barberio Financial Services (KBFS) and rebranded as Allegiant Private Advisors in 2015. They were acquired by Mariner Wealth Advisors LLC in 2021. Allegiant provides customized wealth management solutions for high-net-worth individuals, families, entrepreneurs, non-profit organizations, and foundations.
3
| Extinct | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Cameron Dees via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, dba Mariner Wealth, is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). Mariner Wealth provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Ned Davis Research, Inc.
![]() Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Market Strategist | |
University of Central Florida | College/University | Undergraduate Degree | |
Bates College | College/University | Undergraduate Degree |
Statistics
International
United States | 5 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Operational
Undergraduate Degree | 2 |
Analyst-Equity | 2 |
Portfolio Manager-Equities | 2 |
President | 2 |
Market Strategist | 1 |
Most connected contacts
Insiders | |
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Will Geisdorf | 4 |
Ben Jones | 2 |
Marty Kossoff | 2 |
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