![Terry Geary](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Terry Geary first degree
Entity | Entity type | Industry | |
---|---|---|---|
Astor Asset Management LLC
![]() Astor Asset Management LLC Investment ManagersFinance Founded in 2001 by Robert Neil Stein, Astor Asset Management LLC is a hedge fund manager located in Chicago, Illinois. The firm is a subsidiary of Edelman Financial Group, Inc. (NasdaqGS: EF), a national investment brokerage firm.
9
| Extinct | Investment Managers | 9 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Terry Geary via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Astor Investment Management LLC
![]() Astor Investment Management LLC Investment ManagersFinance Astor Investment Management LLC (Astor) is a registered investment adviser headquartered in Chicago, Illinois. The firm was formally organized in 2013 in connection with a corporate restructuring of Astor Asset Management LLC which was founded in 2001. Astor provides proprietary tactical allocation strategies focused on macroeconomic analysis. They provide advisory services primarily to (1) separately managed accounts SMA), (2) mutual funds, and (3) unified managed accounts (UMA). Their portfolios are generally available as a SMA or UMA within wrap fee programs provided by a broker-dealer or investment adviser. | Investment Managers | Chief Investment Officer | |
IRON Financial LLC
![]() IRON Financial LLC Investment ManagersFinance IRON Financial LLC is a SEC-registered investment advisor headquartered in Northbrook, Illinois. The firm was founded in 1994 by Aaron Izenstark and Howard Nixon. They are a subsidiary of IRON Holdings LLC, itself is owned by IRON Financial Management, Inc. IRON Financial also provides the advisory services to individuals, high net-worth individuals, investment companies (including mutual funds), pension and profit-sharing plans (other than plan participants), charitable organizations, and corporations and other businesses. | Investment Managers | Analyst-Equity | |
Brown University | College/University | Undergraduate Degree | |
The Trustees of Columbia University in The City of New York | College/University | Graduate Degree | |
B. Riley Wealth Advisors, Inc.
![]() B. Riley Wealth Advisors, Inc. Investment ManagersFinance B. Riley Wealth Advisors, Inc. (BRWA) is a registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1994 as National Asset Management, Inc. and changed its name to B. Riley Wealth Advisors, Inc. in 2022 following the acquisition of National Holdings Corporation by B. Riley Financial, Inc. (NASDAQ: RILY). BRWA provides investment advisory services to individuals, trusts, estates, charitable organizations, corporations or other business entities, private funds, and pension and profit-sharing plans. | Investment Managers | Director of Research - Equity | |
Market76, Inc.
![]() Market76, Inc. Packaged SoftwareTechnology Services Market76, Inc. is a financial services platform that specializes in reconciliation, reporting, and analysis. The private company is based in Guilford, CT and was founded by Arthur Weissman. The company empowers businesses to operate with the best, highest-quality data available through world-class data management and fee management. | Packaged Software | Corporate Officer/Principal | |
The University of Chicago | College/University | Masters Business Admin | |
Factor Advisors LLC
![]() Factor Advisors LLC Investment Banks/BrokersFinance Founded in 2009 by Karlheinz Muhr, Stuart Rosenthal and Richard Roll, Factor Advisors LLC is an investment advisor headquartered in Summit New Jersey. The firm manages FactorShares, a family of spread ETFs. They are a subsidiary of Exchange Traded Managers Group LLC. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pacific Life Fund Advisors LLC
![]() Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Investment Managers | Corporate Officer/Principal | |
Plancorp LLC
![]() Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Investment Managers | Corporate Officer/Principal | |
Allstate Insurance Pension Fund | Investment Managers | Corporate Officer/Principal | |
JPMorgan Chase Bank, NA (Investment Management)
![]() JPMorgan Chase Bank, NA (Investment Management) Investment ManagersFinance JPMorgan Chase Bank, NA (Investment Management) (JPMC-IM) is the investment management division of JPMorgan Chase Bank, NA, ultimately held by JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm. Headquartered in New York City, JPMC-IM provides asset management services for corporations, institutional investors, hedge funds, governments, healthcare organizations, educational institutions and affluent individuals. | Investment Managers | Corporate Officer/Principal | |
FEDERATED HERMES, INC. | Investment Managers | Corporate Officer/Principal | |
Birla Institute of Technology & Science | College/University | Undergraduate Degree | |
University of Maryland | College/University | Graduate Degree | |
Denison University | College/University | Undergraduate Degree | |
Calamos Investments LLC
![]() Calamos Investments LLC Investment ManagersFinance Calamos Investments LLC is a global investment firm headquartered in Naperville, Illinois. The firm was founded by John P. Calamos in 1977 and is a subsidiary of Calamos Partners LLC. Calamos Investments offers a range of global investment solutions through separately managed portfolios, mutual funds, closed-end funds, private funds, and UCITS funds. Their clients include major corporations, pension funds, endowments, foundations and individuals, as well as the financial advisors and consultants who serve them. | Investment Managers | Corporate Officer/Principal | |
Kingsview Wealth Management LLC
![]() Kingsview Wealth Management LLC Investment ManagersFinance Kingsview Wealth Management LLC (KWM) is a SEC-registered investment advisor headquartered in Grants Pass, Oregon. The firm was founded by Josh Lewis in 2008 and is a subsidiary of Kingsview Partners LLC. KWM provides personalized, confidential financial planning and investment management services to individuals, pension and profit-sharing plans, endowments, trusts, and small businesses. | Investment Managers | Chief Investment Officer | |
ICON Advisers, Inc.
![]() ICON Advisers, Inc. Investment ManagersFinance ICON Advisers, Inc. (ICON) is a SEC-registered investment advisor headquartered in Greenwood Village, Colorado. The firm was founded by Dr. Craig Callahan in 1986 as Meridian Investment Management Corp. They are wholly owned subsidiary of ICON Management & Research Corp. ICON provides sub-advisory and portfolio management services to registered mutual funds and high net worth individuals. | Investment Managers | Chief Operating Officer | |
Stanford University | College/University | Undergraduate Degree | |
Wakefield Asset Management LLLP
![]() Wakefield Asset Management LLLP Investment ManagersFinance Wakefield Asset Management LLLP (Wakefield) is an independent, SEC-registered investment advisor headquartered in Englewood, Colorado. The firm was founded by G. Todd Gervasini in 2003. Wakefield specializes in actively managed US Equity Strategies and offers Large-Cap, Small-Cap and Biblically Responsible portfolios to individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
St. Ambrose University | College/University | Undergraduate Degree | |
Bath & Body Works LLC
![]() Bath & Body Works LLC Other Consumer ServicesConsumer Services Bath & Body Works, Inc. produces and distributes beauty products. The firm has reinvented in the personal care industry with the introduction of fragrant flavorful indulgences including shower gels, lotions, candles, and accessories. The company was founded in 1990 and is located in Reynoldsburg, OH | Other Consumer Services | Corporate Officer/Principal | |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Invesco Capital Markets, Inc.
![]() Invesco Capital Markets, Inc. Investment Banks/BrokersFinance Invesco Capital Markets, Inc. provides financial services. It offers investment brokerage services to individual investors. The company is headquartered in Downers Grove, IL. | Investment Banks/Brokers | Corporate Officer/Principal | |
First Trust Portfolios
![]() First Trust Portfolios Investment Banks/BrokersFinance Part of AJM Ventures LLC, First Trust Portfolios is a Canadian company that develops financial products which it markets through brokerage firms. The company is based in Toronto, Canada. | Investment Banks/Brokers | Corporate Officer/Principal | |
The University of Colorado | College/University | Undergraduate Degree | |
Metlife Investors USA Separate Account A | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Western Illinois University | College/University | Undergraduate Degree | |
Victoria's Secret Stores LLC
![]() Victoria's Secret Stores LLC Apparel/FootwearConsumer Non-Durables Victoria's Secret Stores LLC retails apparel, lingerie, and personal care products. It sells products through the Victoria's Secret, Bath & Body Works, and PINK brands. The company is headquartered in Columbus, OH. | Apparel/Footwear | Corporate Officer/Principal | |
Dickinson Law School | College/University | Undergraduate Degree |
Statistics
International
United States | 39 |
India | 2 |
Canada | 2 |
Sectoral
Finance | 25 |
Consumer Services | 13 |
Technology Services | 3 |
Miscellaneous | 2 |
Consumer Non-Durables | 2 |
Operational
Corporate Officer/Principal | 28 |
Undergraduate Degree | 8 |
Portfolio Manager-Equities | 5 |
Chief Investment Officer | 3 |
Portfolio Manager-Fixed Income | 2 |
Most connected contacts
- Stock Market
- Insiders
- Terry Geary
- Company connections