Network origin in John F. Trettel first degree
Entity | Entity type | Industry | |
---|---|---|---|
HBK Sorce Advisory LLC
HBK Sorce Advisory LLC Investment ManagersFinance HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.
7
| Subsidiary | Investment Managers | 7 |
Presque Isle Capital Management, Inc.
Presque Isle Capital Management, Inc. Investment ManagersFinance Presque Isle Capital Management, Inc. (PICM) is a registered investment advisory firm that manages securities for high net worth individuals and retirement programs. The firm is based in Erie, Pennsylvania.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to John F. Trettel via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Greenleaf Asset Management, Inc.
Greenleaf Asset Management, Inc. Investment ManagersFinance Greenleaf Asset Management, Inc. (Greenleaf AM) is an investment advisory firm headquartered in Kalamazoo, Michigan. The firm was founded by William Johnston in 1991 and formerly known as Kalamazoo Investment Group, Inc. Greenleaf AM is a division of Greenleaf Trust that provides asset management, trust administration & retirement plan services to individuals, families, foundations, endowments, corporations and non-profits organizations. | Investment Managers | Analyst-Equity | |
Indiana University | College/University | Undergraduate Degree | |
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Portfolio Manager-Equities | |
F.N.B. Investment Advisors, Inc.
F.N.B. Investment Advisors, Inc. Investment ManagersFinance FNB Investment Advisors, Inc. (FNBIA) is a SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm was founded in 1999 and does business as F.N.B. Wealth Management. The firm is a subsidiary of First National Trust Co., ultimately held by FNB Corp. (NYSE: FNB). FNBIA provides investment management and supervisory services to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
Northwest Bank (Warren, Pennsylvania)
Northwest Bank (Warren, Pennsylvania) Savings BanksFinance Northwest Bank operates as a federal savings institution. It specializes in personal banking, business banking, commercial lending, retail lending, investment and trust services, insurance services. The company was founded in 1896 and is headquartered in Warren, PA. | Savings Banks | Corporate Officer/Principal | |
Virginia Commonwealth University | College/University | Masters Business Admin | |
Virginia Military Institute | College/University | Undergraduate Degree | |
Securities America, Inc.
Securities America, Inc. Investment Banks/BrokersFinance Securities America, Inc. engages in the provision of securities broking and dealing services. It focuses on helping advisors create an effective, profitable, and satisfying practice by providing financial counsel, product offerings, and service to clients. The company was founded in 1984 and is headquartered in La Vista, NE. | Investment Banks/Brokers | Corporate Officer/Principal | |
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
University of Nebraska | College/University | Undergraduate Degree | |
Drake University | College/University | Masters Business Admin | |
Indiana University of Pennsylvania | College/University | Undergraduate Degree | |
John Carroll University | College/University | Undergraduate Degree | |
The College of Wooster | College/University | Undergraduate Degree | |
Naples Global Advisors LLC
Naples Global Advisors LLC Investment ManagersFinance Naples Global Advisors LLC (NGA) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Naples, Florida. The firm was founded in 2011 by Michael Morris and John Suddeth, Jr. NGA provides discretionary investment management services to individuals, high net-worth individuals, retirement accounts (principally IRAs), corporations, trustees, and charitable organizations. | Investment Managers | Portfolio Manager-Equities |
Statistics
International
United States | 16 |
Sectoral
Consumer Services | 9 |
Finance | 8 |
Operational
Portfolio Manager-Equities | 9 |
Undergraduate Degree | 6 |
Analyst-Equity | 3 |
Corporate Officer/Principal | 3 |
Masters Business Admin | 2 |
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