Network origin in Scott A. MacKilltop first degree
Entity | Entity type | Industry | |
---|---|---|---|
Portfolio Management Consultants, Inc.
Portfolio Management Consultants, Inc. Investment ManagersFinance Part of Envestnet, Inc., Portfolio Management Consultants, Inc. is a company that offers a connected ecosystem of solutions, intelligence, and technologies to help people achieve their long-term financial goals. The company is based in Denver, CO. The company equips advisors with the necessary tools and resources to provide impactful financial advice to their clients. The company was founded by Brandon Rockwell Thomas, Marc N. Geman.
4
| Subsidiary | Investment Managers | 4 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Scott A. MacKilltop via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Nuveen Investments, Inc.
Nuveen Investments, Inc. Financial ConglomeratesFinance Nuveen Investments, Inc. provides investment management and related services to retail and institutional investors. It offers investment management capabilities across a diversified set of asset classes and investment strategies through its investment management affiliates, including municipal bond, investment grade, global and high-yield bond, floating-rate bank loan, preferred securities, growth equity, value equity, global and international equity, equity income, core equity, equity index, quantitative and enhanced equity, asset allocation, balanced strategies, real asset and commodity. The company was founded by John Nuveen in 1898 and is headquartered in Chicago, IL. | Financial Conglomerates | Corporate Officer/Principal | |
Davis Selected Advisers LP
Davis Selected Advisers LP Investment ManagersFinance Davis Selected Advisers LP (David Advisors) is a SEC-registered investment advisor and mutual fund manager headquartered in Tucson, Arizona. Founded in 1969, David Advisors provides discretionary portfolio management services, serves as investment adviser or sub-adviser for registered investment companies (such as the Davis ETFs, Davis Funds, Selected Funds, and Clipper Fund), unregistered investment companies, offshore funds, private accounts and other pooled investment vehicles. The firm also works with sponsors to serve as investment adviser for managed money/wrap account programs. | Investment Managers | Analyst-Equity | |
AEROGROW INTERNATIONAL, INC. | Other Consumer Specialties | Director/Board Member | |
Brown University | College/University | Undergraduate Degree | |
Stanford University | College/University | Undergraduate Degree | |
ADAM Investment Services, Inc.
ADAM Investment Services, Inc. Investment ManagersFinance Part of Envestnet, Inc., ADAM Investment Services, Inc. provides investment management and advisory services. The company is based in Atlanta, GA. ADAM Investment Services was acquired by Portfolio Management Consultants, Inc. on September 25, 1997. | Investment Managers | President | |
Frontier Asset Management LLC
Frontier Asset Management LLC Investment ManagersFinance Frontier Asset Management LLC (Frontier) is a privately-held, SEC-registered investment advisor headquartered in Sheridan, Wyoming. The firm was founded in 2000 by Gary Miller and Robert Miller. Frontier manages taxable and non-taxable accounts for affluent individuals and retirement accounts such as 401(k) and profit-sharing plans. They also provide investment management and consulting services to financial advisors and institutional clients, including endowments, foundations, corporations and other investment advisory organizations. | Investment Managers | President | |
DePaul University | College/University | Graduate Degree | |
U.S. Fiduciary Services, Inc.
U.S. Fiduciary Services, Inc. Investment Trusts/Mutual FundsMiscellaneous U.S. Fiduciary Services, Inc. operates investment trusts. The company is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | President | |
The University of Chicago | College/University | Masters Business Admin | |
Metropolitan State University of Denver | College/University | Undergraduate Degree | |
The University of Colorado | College/University | Masters Business Admin | |
Envestnet Asset Management, Inc.
Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Founder | |
Channer & Co. | Corporate Officer/Principal | ||
The Acacia Group
The Acacia Group Investment ManagersFinance The Acacia Group (Acacia Group) is a private equity firm founded in 2016 by Frederic Cassis, Craig Dawson, Matt Milstead and Gavin Long. The firm is headquartered in Tysons, Virginia. | Investment Managers | Corporate Officer/Principal | |
Alan Thal & Co. | Corporate Officer/Principal | ||
Boulder County Department of Human Resources | Comptroller/Controller/Auditor | ||
Denver Manpower Administration | Corporate Officer/Principal | ||
TWO RIVERS WATER & FARMING COMPANY | Water Utilities | Director/Board Member | |
ENVESTNET, INC. | Packaged Software | Founder | |
Cornerstone Investment Advisors LLC
Cornerstone Investment Advisors LLC Investment ManagersFinance Cornerstone Investment Advisors LLC provides investment advisory services. It specializes in investment management and financial planning services for individuals, families, and trusts. The company is headquartered in Boulder, CO. | Investment Managers | Corporate Officer/Principal | |
FDx Advisors, Inc.
FDx Advisors, Inc. Investment ManagersFinance FDx Advisors, Inc. is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1987 and is owned by a holding company, M3Fn LLC, ultimately owned by Envestnet, Inc. (NYSE: ENV). FDx Advisors provides investment advisory and consulting services to institutional clients (banks, trust companies, broker/dealers, other investment advisers, and other institutional entities) only. | Investment Managers | Chief Investment Officer | |
George Washington University Law School | College/University | Graduate Degree | |
First Ascent Asset Management LLC
First Ascent Asset Management LLC Investment ManagersFinance First Ascent Asset Management LLC (First Ascent) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2015 and was acquired by GeoWealth Management LLC’s parent company, GeoWealth LLC in 2023. First Ascent manages portfolios for the clients of independent financial advisors. In very limited circumstances, the firm will also manage portfolios for clients on a direct basis, which are mostly friends and family accounts. | Investment Managers | Chief Executive Officer | |
QRG Capital Management, Inc.
QRG Capital Management, Inc. Investment ManagersFinance Part of Envestnet, Inc., QRG Capital Management, Inc. provides investment advice. The company is based in Chicago, IL. The CEO of the company is William C. Crager. | Investment Managers | Chief Investment Officer | |
Deception & Truth Analysis, Inc. (Florida)
Deception & Truth Analysis, Inc. (Florida) Packaged SoftwareTechnology Services Deception & Truth Analysis, Inc. is a company based in Sarasota, FL. The company specializes in lightning fast and highly accurate analysis of due-diligence documents for their level of deceptiveness and truthfulness. The company was founded by Nandan J. Shah, Ashby Monk, Jason A. Voss, and Jason A. Voss has been the CEO since incorporation. | Packaged Software | Chief Executive Officer |
Statistics
International
United States | 28 |
Sectoral
Finance | 11 |
Consumer Services | 8 |
Technology Services | 3 |
Consumer Durables | 2 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 9 |
Founder | 5 |
Chief Investment Officer | 5 |
President | 4 |
Undergraduate Degree | 3 |
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