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Danielle Kaye Margulis
Portfolio Manager-Equities at Financial Architects, Inc.
Network origin in Danielle Kaye Margulis first degree
Entity | Entity type | Industry | |
---|---|---|---|
Financial Architects, Inc.
![]() Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations.
9
| Subsidiary | Investment Managers | 9 |
Pinnacle Financial Advisors LLC
![]() Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Danielle Kaye Margulis via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
MORGAN STANLEY | Investment Managers | Portfolio Manager-Equities | |
BlackRock Investments LLC
![]() BlackRock Investments LLC Investment Banks/BrokersFinance Part of BlackRock, Inc., BlackRock Investments LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 1994. Abigail Tate Reynolds has been the CEO of the company since 2006. | Investment Banks/Brokers | Corporate Officer/Principal | |
Morgan Stanley Investment Management, Inc.
![]() Morgan Stanley Investment Management, Inc. Investment ManagersFinance Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises. | Investment Managers | Director of Investments | |
University of Notre Dame | College/University | Masters Business Admin | |
Blue Bell Private Wealth Management LLC
![]() Blue Bell Private Wealth Management LLC Investment ManagersFinance Blue Bell Private Wealth Management LLC (Blue Bell) is an independent registered investment advisory and wealth management firm headquartered in Blue Bell, Pennsylvania. The firm was founded by J. J. Scott Miller, Scott Miller Jr.and Justin Capetola in 2005. Blue Bell provides discretionary and non-discretionary investment management services to individuals, high net worth individuals, pension and profit-sharing plans, corporations, business entities, trusts, estates, and other investment advisers. | Investment Managers | Investment Committee Member | |
Hanlon Investment Management, Inc.
![]() Hanlon Investment Management, Inc. Investment ManagersFinance Hanlon Investment Management, Inc. (Hanlon) is an independent, SEC-registered investment advisor headquartered in Egg Harbor Township, New Jersey. The firm was founded by Sean Hanlon in 1999. Hanlon provides investment advisory and investment management services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Director of Research - Equity | |
Drexel University | College/University | Masters Business Admin | |
Janney Montgomery Scott LLC
![]() Janney Montgomery Scott LLC Investment Banks/BrokersFinance Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors. | Investment Banks/Brokers | Director of Research - Equity | |
Arizona State University | College/University | Undergraduate Degree | |
Bucknell University | College/University | Undergraduate Degree | |
Rutgers State University of New Jersey | College/University | Masters Business Admin Undergraduate Degree | |
Loyola University Maryland, Inc. | College/University | Undergraduate Degree | |
Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Undergraduate Degree Undergraduate Degree | |
US Department of Defense (District of Columbia) | Sovereign | Corporate Officer/Principal | |
RTD Financial Advisors, Inc.
![]() RTD Financial Advisors, Inc. Investment ManagersFinance RTD Financial Advisors, Inc. (RTD Financial) is an independent registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Roy T. Diliberto in 1983. RTD Financial provides financial planning and/or asset management services to individuals, pension plans, profit sharing plans, charitable organizations, endowments, foundations, trusts and estates, corporations and other business entities. | Investment Managers | Chief Investment Officer | |
Lebow College of Business | College/University | Masters Business Admin | |
Stillman School of Business | College/University | Undergraduate Degree |
Statistics
International
United States | 23 |
Sectoral
Finance | 12 |
Consumer Services | 11 |
Government | 2 |
Operational
Portfolio Manager-Equities | 12 |
Investment Committee Member | 10 |
Undergraduate Degree | 8 |
Analyst-Equity | 5 |
Masters Business Admin | 4 |
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