Connie Wyllie
Compliance Officer at TFC Financial Management, Inc.
Network origin in Connie Wyllie first degree
Entity | Entity type | Industry | |
---|---|---|---|
TFC Financial Management, Inc.
TFC Financial Management, Inc. Investment ManagersFinance TFC Financial Management, Inc. (TFC Financial) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1981 and is majority owned by the employees. TFC Financial provides investment management services to high net-worth individuals and non-profit & charitable organizations.
13
| Private Company | Investment Managers | 13 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Connie Wyllie via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
D. L. Carlson Investment Group, Inc.
D. L. Carlson Investment Group, Inc. Investment ManagersFinance D.L. Carlson Investment Group, Inc. (D.L. Carlson) is an independent registered investment advisor headquartered in Concord, New Hampshire. It was founded by Dave L. Carlson in 1989. D.L. Carlson provides sophisticated wealth management services and customized portfolios to individual clients. The firm also offers a US Equity Strategy along with balanced and core fixed income portfolio solutions to institutional investors. | Investment Managers | Analyst-Equity | |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Investment Managers | Portfolio Manager-Equities | |
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Managers | Market Strategist Corporate Officer/Principal | |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Analyst-Equity | |
John Hancock Financial Services, Inc.
John Hancock Financial Services, Inc. Life/Health InsuranceFinance John Hancock Financial Services, Inc. provides life insurance, wealth management and other investment solutions. Its products include annuities, mutual funds, long-term care, life insurance and college savings. The company was founded in 1862 and is headquartered in Boston, MA. | Life/Health Insurance | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Hartwick College | College/University | Undergraduate Degree | |
The University of North Carolina at Charlotte | College/University | Graduate Degree | |
Union College (New York) | College/University | Undergraduate Degree | |
Thompson Island Outward Bound Education Center, Inc.
Thompson Island Outward Bound Education Center, Inc. Miscellaneous Commercial ServicesCommercial Services Thompson Island Outward Bound Education Center, Inc. provides programs for academic success, leadership and teamwork. Its programs include connections, summer expeditions, discovery, and outward bound professional. The company is headquartered in Boston, MA. | Miscellaneous Commercial Services | Director/Board Member | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
SRA International, Inc.
SRA International, Inc. Information Technology ServicesTechnology Services SRA International, Inc. provides technology and strategic consulting services and solutions. It offers information technology solutions and professional services that enable mission performance, improve efficiency of operations or reduce operating costs. The firm’s information technology service offerings include infrastructure services, software development, systems integration, cyber security, cloud computing, business intelligence, data analytics and mobile solutions. The company also provides mission-specific domain expertise in areas such as intelligence analysis, energy and environmental consulting, enterprise logistics and bioinformatics. The company was founded by Ernst Volgenau in 1978 and is headquartered in Fairfax, VA. | Information Technology Services | Corporate Officer/Principal | |
Middlebury College | College/University | Undergraduate Degree | |
GrowthCurve Capital Lp
GrowthCurve Capital Lp Investment ManagersFinance GrowthCurve Capital LP (Growthcurve Capital) is a private equity firm founded in 2020 by Sumit Rajpal. The firm is headquartered in New York. | Investment Managers | Comptroller/Controller/Auditor | |
St. Lawrence University | College/University | Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
University of Massachusetts | College/University | Undergraduate Degree | |
Russell Sage College | College/University | Undergraduate Degree | |
Bowdoin College
Bowdoin College Other Consumer ServicesConsumer Services Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME. | College/University | Undergraduate Degree | |
Wallace E Carroll School of Management | College/University | Undergraduate Degree | |
McCallum Graduate School of Business | College/University | Graduate Degree | |
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 | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
CFA Society of San Francisco
CFA Society of San Francisco Miscellaneous Commercial ServicesCommercial Services CFA Society of San Francisco provides educational services. It offers a multi-review course which provides structured, classroom-based approach to preparing for the examination. The firm focuses on the assigned materials in the study guides from CFA Institute, with an emphasis on the Learning Outcome Statements (LOS). The company was founded in 1929 and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | President | |
Brandeis University | College/University | Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin | |
The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
Nixon Peabody Trust Co. LLC
Nixon Peabody Trust Co. LLC Investment ManagersFinance Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families. | Investment Managers | Chief Investment Officer | |
Bentley University | College/University | Corporate Officer/Principal | |
Babson College | College/University | Corporate Officer/Principal | |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Investment Managers | Portfolio Manager-Fixed Income | |
New England School of Law | College/University | Graduate Degree |
Statistics
International
United States | 36 |
Italy | 2 |
Canada | 2 |
Sectoral
Consumer Services | 19 |
Finance | 16 |
Commercial Services | 4 |
Technology Services | 2 |
Operational
Undergraduate Degree | 12 |
Corporate Officer/Principal | 11 |
Investment Committee Member | 10 |
Analyst-Equity | 6 |
Chief Investment Officer | 5 |
Most connected contacts
- Stock Market
- Insiders
- Connie Wyllie
- Company connections