![Christina L. Worley](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Christina L. Worley
Chief Executive Officer at Castle Wealth Management LLC
Network origin in Christina L. Worley first degree
Entity | Entity type | Industry | |
---|---|---|---|
Castle Wealth Management LLC
![]() Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities.
8
| Private Company | Investment Managers | 8 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Christina L. Worley via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
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. | Investment Managers | Corporate Officer/Principal | |
CITIGROUP INC. | Major Banks | Corporate Officer/Principal | |
Keating Investment Counselors, Inc.
![]() Keating Investment Counselors, Inc. Investment ManagersFinance Founded in 1983, Keating Investment Counselors, Inc. is a registered investment advisor that manages assets for individuals and pension and profit sharing plans. The firm is located in Delray Beach, Florida. | Investment Managers | Analyst-Equity | |
JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
StateTrust Capital LLC
![]() StateTrust Capital LLC Investment ManagersFinance StateTrust Capital LLC (STC) is a SEC-registered asset management firm headquartered in Boca Raton, Florida. The firm was founded by Uri Benhamrom in 1999. They are a wholly-owned subsidiary of StateTrust Group LLC. STC provides portfolio management services to individuals who are US and non-US citizens or residents, high-net worth individuals, personal holding companies, and other US and international institutions. | Investment Managers | Corporate Officer/Principal | |
Azusa Pacific University | College/University | Undergraduate Degree | |
Florida Atlantic University | College/University | Undergraduate Degree | |
Florida International University | College/University | Graduate Degree | |
Saint Vincent College | College/University | Undergraduate Degree | |
University of Delaware | College/University | Masters Business Admin | |
University of Florida | College/University | Undergraduate Degree | |
University of Miami
![]() University of Miami Other Consumer ServicesConsumer Services University of Miami (Florida) is a private research university with students from around the world that is focused on teaching and learning, the discovery of new knowledge, and service to the South Florida region and beyond. The university was founded in 1925 and it is headquartered in Coral Gables, FL. | College/University | Undergraduate Degree | |
University of North Florida | College/University | Masters Business Admin | |
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
The Bridge Group, Inc.
![]() The Bridge Group, Inc. Miscellaneous Commercial ServicesCommercial Services The Bridge Group, Inc. is a sales strategy consulting private company that focuses on helping B2B companies with their sales development, account executives, and customer success management. The company is based in Hudson, MA. The company provides custom go-to-market strategies and hyper-focused roadmaps to help companies increase their conversations, build more pipeline, win more deals, and scale for growth. The company was founded by Trish Bertuzzi. Trish Bertuzzi has been the CEO since incorporation. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
United States | 20 |
Sectoral
Finance | 11 |
Consumer Services | 9 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 11 |
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 6 |
Analyst-Equity | 4 |
Masters Business Admin | 3 |
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