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Network origin in Karen Cox first degree
Entity | Entity type | Industry | |
---|---|---|---|
Heritage Financial Services LLC
![]() Heritage Financial Services LLC Investment ManagersFinance Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Karen Cox via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bryant & Stratton College, Inc.
![]() Bryant & Stratton College, Inc. Other Consumer ServicesConsumer Services Bryant & Stratton College, Inc. is engaged in the provision of college education. It offers bachelor and associate degrees, and certificate programs. The company was founded by H. B. Bryant, H. D. Stratton, and J. C. Bryant in 1854 and is headquartered in Buffalo, NY. | College/University | Undergraduate Degree | |
Massachusetts Bay Community College | College/University | Undergraduate Degree |
Statistics
International
United States | 5 |
Sectoral
Consumer Services | 3 |
Consumer Durables | 2 |
Finance | 2 |
Operational
Corporate Officer/Principal | 4 |
Sales & Marketing | 2 |
Undergraduate Degree | 2 |
Most connected contacts
Insiders | |
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Rosemarie Doherty | 4 |
Fran Simoni | 2 |
Karen Keefe | 2 |
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