Network origin in Dwayne Kent White first degree
Entity | Entity type | Industry | |
---|---|---|---|
Tower Wealth Managers, Inc.
Tower Wealth Managers, Inc. Investment ManagersFinance Tower Wealth Managers, Inc. (TWM) is an investment advisory firm headquartered in Kansas City, Missouri. The firm was founded in 2007 and they are a subsidiary of Country Club Trust Co., NA., ultimately owned by CCB Financial Corp. TWM provides services directly to their own retail and institutional clients, and to clients of other entities though sub-advisory agreements with those entities.
10
| Extinct | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Dwayne Kent White via their personal network
Company | Sector | Related people | Main position |
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CERNER CORPORATION | Packaged Software | Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
UMB Bank, NA (Investment Management)
UMB Bank, NA (Investment Management) Investment ManagersFinance UMB Bank, NA (Investment Management) (UMB-IM) is the investment management division of UMB Bank, NA, a national commercial bank headquartered in Kansas City, Missouri. The firm is a subsidiary of UMB Financial Corp. (NASDAQ: UMBF). UMB-IM manages active portfolios for defined benefit plans, endowments, foundations, trusts and high net-worth individuals. | Investment Managers | Portfolio Manager-Equities | |
Westchester Capital Management, Inc.
Westchester Capital Management, Inc. Investment ManagersFinance Founded in 1980 by William Green, Westchester Capital Management, Inc. is located in Valhalla, New York. The firm is also known as Green & Smith Investment Management LLC. In December 2010 the firm's investment portfolio was taken over by their successor firm, Westchester Capital Management LLC. | Investment Managers | Corporate Officer/Principal | |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree | |
American Century Investment Management, Inc.
American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Analyst-Equity | |
Financial Counselors, Inc.
Financial Counselors, Inc. Investment ManagersFinance Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co. | Investment Managers | Chief Executive Officer Analyst-Equity | |
The Central Trust Bank (Jefferson City, Missouri)
The Central Trust Bank (Jefferson City, Missouri) Regional BanksFinance The Central Trust Bank provides banking services. The firm offers banking, brokerage, wealth and cash management and financial planning services. The company was founded in September 1902 and is headquartered in Jefferson City, MO. | Regional Banks | Corporate Officer/Principal | |
Country Club Bank (Kansas City, Missouri)
Country Club Bank (Kansas City, Missouri) Regional BanksFinance Country Club Bank (Kansas City, Missouri) provides banking services. Its personal banking services include checking accounts, direct deposit, overdraft protection, and online banking; savings accounts, including certificates of deposit and health savings. The company was founded by Byron Thompson in 1953 and is headquartered in Kansas City, MO. | Regional Banks | Corporate Officer/Principal | |
Country Club Trust Co., NA
Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Regional Banks | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal Chief Executive Officer Chief Executive Officer | |
UMB Bank, NA
UMB Bank, NA Major BanksFinance UMB Bank, NA engages in provision of banking and financial services. It offers private wealth management, commercial, personal and business banking services. Its services include credit cards, overdraft enrollment, mortgages, loan calculator, investment tools, podcasts, and health savings accounts. The company was founded on August 28, 1902 and is headquartered in Kansas City, MO. | Major Banks | Corporate Officer/Principal Corporate Officer/Principal | |
DeMarche Associates, Inc.
DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
American Century Investments Value Yield LLC
American Century Investments Value Yield LLC Miscellaneous Commercial ServicesCommercial Services American Century Investments Value Yield LLC provides asset management services. The company is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal Founder | |
Union Bank & Trust Co. (Lincoln, Nebraska)
Union Bank & Trust Co. (Lincoln, Nebraska) Investment ManagersFinance Lincoln, Nebraska-based Union Bank & Trust Co. (UBT) was founded in 1917 as the Farmer's State Bank. In 1935, the name was changed to Union Bank and in 1959, with the addition of trust powers, the company became Union Bank & Trust Company. In 1965, Union Bank & Trust was purchased by the Dunlaps, a Nebraska banking family. Union Bank & Trust is now a subsidiary of Farmers & Merchants Investments, Inc. Along with their affiliated companies, Union Bank & Trust offers the following services: business cash management, lending and depository services, retail deposit, transaction and lending services, trust services for individuals, families and employer-sponsored benefit programs, investment services, including the Stratus family of mutual funds, insurance services and student loans and student loan servicing. | Investment Managers | Portfolio Manager-Equities | |
Commerce Bank (Investment Management)
Commerce Bank (Investment Management) Investment ManagersFinance Commerce Bank (Investment Management) (Commerce Bank-IM) is the investment management division of Commerce Bank, a regional bank headquartered in Kansas City, Missouri. The firm was founded in 1865 and is ultimately owned by Commerce Bancshares, Inc. (NASDAQ: CBSH), a multi-bank holding company. Commerce Bank-IM offers advice, products, and an array of investment options to various clients. | Investment Managers | Corporate Officer/Principal | |
Security National Bank (Private Banking)
Security National Bank (Private Banking) Investment ManagersFinance Security National Bank (Private Banking) (dba Security National Wealth Management) is the private banking division of Security National Bank, a locally owned bank headquartered in Sioux City, Iowa. The firm was founded in 1884 and is a subsidiary of Security National Corp. (OTCMKTS: SNLC). Security National Wealth Management offers highly customized investing plans for client’s specific life goals and financial needs over generations. | Investment Managers | Corporate Officer/Principal | |
University of Missouri | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
Fairfield University | College/University | Undergraduate Degree | |
Nebraska Wesleyan University | College/University | Undergraduate Degree | |
Missouri State University | College/University | Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree | |
University of Kansas | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Masters Business Admin | |
Transamerica Asset Management, Inc.
Transamerica Asset Management, Inc. Investment ManagersFinance Transamerica Asset Management, Inc. (TAM) is a registered investment advisor headquartered in Denver, Colorado. The firm was founded in 1996 and formerly known as Transamerica Fund Advisors, Inc. and as WRL Investment Management, Inc. They are a subsidiary of Transamerica Life Insurance Co., ultimately held by Aegon NV (AMS: AGN) in The Netherlands. TAM provides investment management and investment advisory services to investment companies registered under the 1940 Act. They also provide investment advisory services to a foreign registered investment company, privately-offered pooled investment vehicles that are not registered under the 1940 Act, such as the MFTC Trust and WT CITs, and an affiliated recordkeeper. | Investment Managers | Analyst-Equity | |
Antioch University | College/University | Graduate Degree | |
Morningstar, Inc. (Research)
Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity | |
E.F. Hutton & Co., Inc.
E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families. | Investment Managers | Corporate Officer/Principal | |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Investment Banks/Brokers | Corporate Officer/Principal | |
First National Bank of Omaha (Nebraska)
First National Bank of Omaha (Nebraska) Major BanksFinance First National Bank of Omaha engages in the provision of corporate banking, investment banking, retail banking, wealth management, and consumer lending services. The company was founded by Herman Kountze and Augustus Kountze in 1857 and is headquartered in Omaha, NE. | Major Banks | Corporate Officer/Principal | |
Shearson Financial Services LLC
Shearson Financial Services LLC Investment Banks/BrokersFinance Shearson Financial Services LLC is an SEC-registered investment broker/dealer located in Boca Raton, Florida. The firm is a member of FINRA, NYSE Arca, Inc. and the SIPC. Shearson Financial Services is a value-oriented investment firm that focuses on a wide variety of securities and insurance products. They employ a comprehensive value-seeking approach that emphasizes risk aversion. All of the firm's investments are independently valued prior to the making of investment selection decisions. As a general rule for their bond accounts, broad diversification is primary. Shearson Financial Services invests mainly in investment grade instruments. For their equity accounts, they focus on a limited number of securities they believe have a compelling value. The firm utilizes fundamental and technical analysis of these positions on a regular basis. Their non-proprietary products and services represent what they believe to be core, fundamental strategies for serious investors. Shearson Financial Services seeks to mitigate risk by following independent, disciplined investment strategies which they believe will be less volatile over time than investment strategies offered by other financial institutions. Shearson Financial Services products and services include: (1) OTC corporate equity securities (2) corporate debt securities (3) retail mutual funds (4) U.S. government securities (5) municipal securities (6) variable life insurance and annuities (7) puts, calls and option writing (8) investment advisory services (9) serving as a non-exchange member arranging for transactions in securities listed by an exchange member(10) collateralized mortgage obligations (CMOs) and (11) the sale of interests in mortgages or other receivables including MBS. | Investment Banks/Brokers | Corporate Officer/Principal | |
ETF Portfolio Partners, Inc.
ETF Portfolio Partners, Inc. Investment ManagersFinance ETF Portfolio Partners, Inc. is an independent registered investment advisor headquartered in Leawood, Kansas. Founded in 2004, the firm provides investment advisory services on a discretionary basis to individuals, high net worth individuals, pension and profit-sharing plan participants, charitable organizations, corporations, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
Tower Wealth Advisors, Inc.
Tower Wealth Advisors, Inc. Investment ManagersFinance Tower Wealth Advisors, Inc. provides investment advice. The private company is based in Wheaton, IL. | Investment Managers | Chief Executive Officer | |
Kelley School of Business | College/University | Masters Business Admin | |
The Martin J. Whitman School of Management | College/University | Undergraduate Degree | |
Mays Business School | College/University | Graduate Degree | |
Country Club Bank (Investment Management) | Investment Managers | Chief Investment Officer Portfolio Manager-Equities Portfolio Manager-Equities |
Statistics
International
United States | 42 |
Sectoral
Finance | 29 |
Consumer Services | 12 |
Technology Services | 2 |
Commercial Services | 2 |
Operational
Corporate Officer/Principal | 27 |
Portfolio Manager-Equities | 11 |
Undergraduate Degree | 10 |
Chief Executive Officer | 6 |
Analyst-Equity | 5 |
Most connected contacts
Insiders | |
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Bill Koehler | 10 |
Chuck Maggiorotto | 10 |
Vicki Luanne Hohenstein | 7 |
Joe Sweeny | 7 |
Paul Raccuglia | 7 |
Marc Scott | 6 |
Billie McClain | 5 |
Jonah R. Jones | 5 |
Chance Pierce | 5 |
Adam McCullough | 5 |
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