![Glenn Steven Freed](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Glenn Steven Freed
Director of Research - Equity at Innealta Capital LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Vito Antonio Sciaraffia | M | - |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | 6 years |
Bud Green | M | - |
Fortress Wealth Management, Inc.
![]() Fortress Wealth Management, Inc. Investment ManagersFinance Fortress Wealth Management, Inc. (Fortress) is a fee-based investment consulting and management firm headquartered in Culver City, California. It was founded by Thomas Nimmo and Kenneth Lechter in 1993 as Fortress Retirement, Inc. Arlie Green joined Fortress in 2001 and took over full ownership of the firm after Mr. Nimmo’s passing in 2012. Fortress provides financial planning and investment management services to institutional and individual clients. | 12 years |
Francisco Simian | M | - |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | - |
Joe Lahti | M | 64 |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | - |
Yuxing Zhang | M | - |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | - |
Franco Fava | M | - |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | 5 years |
Carly Arison | F | - |
Syntax Advisors LLC
![]() Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts. | 3 years |
Sheridan D. Titman | M | - |
Innealta Capital LLC
![]() Innealta Capital LLC Investment ManagersFinance Innealta Capital LLC (Innealta) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded in 2017 and is owned by Riomaggiore Investments LLC. Innealta provides discretionary portfolio management and investment advisory services to US open-end management investment companies and separately managed accounts whose investors include large institutions and high net-worth individuals, including but not limited to, state and local pensions, corporate pensions, endowments and foundations, regional banks, and family offices. | - |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Kathleen Cuocolo | F | 71 |
Syntax Advisors LLC
![]() Syntax Advisors LLC Investment ManagersFinance Syntax Advisors LLC is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Rory B. Riggs in 2009 and is a subsidiary of Syntax LLC. Syntax Advisors provides advisory services to Exchange Traded Funds (ETFs), a private investment fund and limited number of Separately Managed Accounts. | 6 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 9 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Glenn Steven Freed
- Personal Network