Kim Morrow
Portfolio Manager-Equities at Argent Wealth Management LLC
Network origin in Kim Morrow first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Argent Wealth Management LLC
 Argent Wealth Management LLC Investment ManagersFinance Argent Wealth Management LLC (AWM) is a wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by David Duchesneau in 2006 and is a subsidiary of Argent Wealth Management, Inc. AWM provides discretionary or non-discretionary investment advisory services on a fee-only basis to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.
11
| Subsidiary | Investment Managers | 11 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Kim Morrow via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Argent Wealth Management, Inc.
 Argent Wealth Management, Inc. Investment ManagersFinance Argent Wealth Management, Inc. provides investment advice. It offers financial planning, investment management, estate, retirement, taxes planning, and charitable giving. The company was founded by David Duchesneau in 1992 and is headquartered in Waltham, MA. | Investment Managers | Corporate Officer/Principal Founder Corporate Officer/Principal | |
| Bentley University | College/University | Graduate Degree Undergraduate Degree | |
| Bryant University | College/University | Undergraduate Degree Undergraduate Degree | |
| Roger Williams University | College/University | Undergraduate Degree | |
Ameriprise Financial Services LLC
 Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Corporate Officer/Principal | |
| Wheaton College (Illinois) | College/University | Undergraduate Degree | |
| Boston College | College/University | Graduate Degree | |
| University of Vermont | College/University | Undergraduate Degree | |
Grant Thornton LLP
 Grant Thornton LLP Miscellaneous Commercial ServicesCommercial Services Grant Thornton LLP provides accounting, tax and business consulting services. It offers advisory, business consulting, business risk, enterprise technology and innovation, transaction services, data analytics, cyber risk, and data integrity services. The firm serves the construction, real estate and hospitality, consumer and industrial products, energy, financial services, health care and life sciences, not for profit organizations, private equity, public sector, and technology industries. The company was founded in 1924 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | 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 | |
| Suffolk University | College/University | Graduate Degree | |
| College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
| Babson College | College/University | Masters Business Admin | |
| Wheaton College (Massachusetts) | College/University | Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| Boston University | College/University | Graduate Degree | |
CML Group, Inc.
 CML Group, Inc. Recreational ProductsConsumer Durables CML Group, Inc. manufactures sporting and athletic goods. It designs, sources and sells physical fitness, exercise equipment and other health-related products. Its products are sold through company-operated retail stores, mall kiosks, and mail order catalogs and on the internet. The company was founded in 1969 and is headquartered in Acton, MA. | Recreational Products | Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| New England School of Law | College/University | Graduate Degree | |
| The State University of New York | College/University | Undergraduate Degree | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Western New England University | College/University | Graduate Degree | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Investment Managers | Corporate Officer/Principal | |
Putnam U.S. Holdings I LLC
 Putnam U.S. Holdings I LLC Investment ManagersFinance Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Plimoth Trust Co. LLC
 Plimoth Trust Co. LLC Investment ManagersFinance Plimoth Trust Co. LLC, dba Plimouth Investment Advisors (PIA), is an investment adviser headquartered in Plymouth, Massachusetts. The firm is a subsidiary of Dedham Institutions for Savings, ultimately owned by 1831 Bancorp MHC. PIA provides portfolio management across several types of accounts for both private and institutional clients. | Investment Managers | Analyst-Equity |
Statistics
International
| United States | 25 |
| Hungary | 2 |
Sectoral
| Consumer Services | 16 |
| Finance | 6 |
| Commercial Services | 5 |
| Consumer Durables | 2 |
Operational
| Undergraduate Degree | 11 |
| Corporate Officer/Principal | 10 |
| Portfolio Manager-Equities | 6 |
| Graduate Degree | 6 |
| Analyst-Equity | 6 |
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