TJ Doremus
Chief Executive Officer at Preston Wealth Advisors LLC
Network origin in TJ Doremus first degree
Entity | Entity type | Industry | |
---|---|---|---|
Preston Wealth Advisors LLC
Preston Wealth Advisors LLC Investment ManagersFinance Preston Wealth Advisors LLC (PWA) is an independent, SEC-registered investment advisor headquartered in Reston, Virginia. The firm was founded by Theodore “TJ” Doremus and Gregory “Greg” Mattingly in 2012. PWA provides comprehensive financial planning and asset management services to high-net-worth individuals and entrepreneurs, professional athletes, and institutional investors.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to TJ Doremus via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Virginia | College/University | Undergraduate Degree | |
The GW School of Business | College/University | Undergraduate Degree | |
KeyBanc Capital Markets, Inc.
KeyBanc Capital Markets, Inc. Investment Banks/BrokersFinance KeyBanc Capital Markets, Inc. is a registered investment bank and broker/dealer headquartered in Cleveland, Ohio. The firm was founded in 1983 and is a subsidiary of KeyCorp. (NYSE: KEY). KeyBanc Capital Markets provides investment banking, commercial lending, treasury management, derivatives, foreign exchange, equity and debt underwriting and trading and syndicated finance products and services to large corporations and middle-market companies. | Investment Banks/Brokers | Analyst-Equity | |
JPMorgan Securities LLC
JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Analyst-Equity |
Statistics
International
United States | 9 |
Sectoral
Finance | 7 |
Consumer Services | 3 |
Operational
Corporate Officer/Principal | 4 |
Analyst-Equity | 3 |
Undergraduate Degree | 2 |
Director of Finance/CFO | 1 |
Founder | 1 |
Most connected contacts
Insiders | |
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Greg Mattingly | 5 |
Zach Donnelly | 5 |
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