Marie L. Tustin
Analyst-Equity at Acropolis Investment Management LLC
Network origin in Marie L. Tustin first degree
Entity | Entity type | Industry | |
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Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.
23
| Private Company | Investment Managers | 23 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Marie L. Tustin via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Bank Midwest (Spirit Lake, Iowa)
Bank Midwest (Spirit Lake, Iowa) Regional BanksFinance Bank Midwest operates as state chartered commercial bank. It offers debit cards, online banking, payments and receipts, account service forms, order checks and account benefit support. The company was founded by R. L. Goodenow in 1882 and is headquartered in Spirit Lake, IA. | Regional Banks | Corporate Officer/Principal | |
First Bankers Trust Co., NA
First Bankers Trust Co., NA Major BanksFinance First Bankers Trust Co. NA operates as a chartered commercial bank. It offers personal banking and lending services. The company is headquartered in Quincy, IL. | Major Banks | Corporate Officer/Principal | |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Investment Managers | Corporate Officer/Principal | |
Ullico, Inc.
Ullico, Inc. Multi-Line InsuranceFinance Ullico, Inc. engages in the provision of multi-line insurance, financial services, and administrative products. It offers annuities, group life and health insurance, property and casualty insurance, third party administration, and investment services. The company was founded in 1927 and is headquartered in Washington, DC. | Multi-Line Insurance | Director/Board Member | |
Allstate Insurance Co.
Allstate Insurance Co. Multi-Line InsuranceFinance Allstate Insurance Co. provides insurance and financial services. It offers property, liability, life, reinsurance and commercial insurance services. The firm's clients include individuals, institutions and commercial organizations. The company was founded in 1931 and is headquartered in Dallas, TX. | Multi-Line Insurance | Corporate Officer/Principal | |
Duncker, Streett & Co. LLC
Duncker, Streett & Co. LLC Investment ManagersFinance Founded in 1990, Duncker, Street & Co. LLC is a wealth management firm and registered investment advisor located in St. Louis, Missouri. Prior to 1990, when they became an independent firm, Duncker, Streett & Co. was the St. Louis office of Brown Brothers Harriman & Co. In November 2000, the firm became affiliated with WealthTrust LLC, a network of locally managed, fee-based investment advisory companies. In May 2017, Wealthtrust was purchased by Hightower Holding LLC. Duncker, Streett & Co. provides general investment advisory and portfolio management services for individual persons, banking or thrift institutions, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations or similar business entities. The firm is also known as WealthTrust-Duncker Streett. | Investment Managers | Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Investment Managers | Market Strategist | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Enterprise Bank & Trust Co. (Lowell, Massachusetts)
Enterprise Bank & Trust Co. (Lowell, Massachusetts) Regional BanksFinance Enterprise Bank & Trust Co. operates as state chartered commercial bank. It offers checking accounts, savings accounts, student accounts, personal and business loans, retirement plans, and mortgages. The firm also provides cash management, wealth management, insurance, and mobile and online banking services. It serves businesses, professionals, non-profits and individuals. The company was founded by George L. Duncan in 1988 and is headquartered in Lowell, MA. | Regional Banks | Corporate Officer/Principal | |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Masters Business Admin Undergraduate Degree | |
Rockhurst University | College/University | Undergraduate Degree | |
University of Missouri | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Plancorp LLC
Plancorp LLC Investment ManagersFinance Plancorp LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded by Jeffrey Buckner in 1983 as FFG Plancorp, Inc. and adopted the name Plancorp in 1985. Plancorp provides asset management, financial planning, retirement plan advisors and consulting services, and institutional investment services to individuals, trusts, estates, charitable organizations and corporations and/or other business entities. | Investment Managers | Chief Investment Officer | |
DePauw University | College/University | Undergraduate Degree | |
Drake University | College/University | Undergraduate Degree | |
Edinboro University of Pennsylvania | College/University | Undergraduate Degree | |
Lindenwood University | College/University | Undergraduate Degree | |
Maryville University of St. Louis | College/University | Masters Business Admin | |
Yale University | College/University | Undergraduate Degree | |
Franklin & Marshall College | College/University | Undergraduate Degree | |
Purdue University | College/University | Undergraduate Degree | |
St. Louis University | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Graduate Degree | |
Spring Hill College | College/University | Undergraduate Degree | |
University of Denver | College/University | Undergraduate Degree | |
Midwest BankCentre, Inc.
Midwest BankCentre, Inc. Regional BanksFinance Midwest BankCentre, Inc. provides banking services. The firm offers deposit products including checking savings, money market accounts, personal and business loans, credit card, cash management, trust and merchant services. It offers various investment products such as mutual funds and annuities. The company was founded in 1906 and is headquartered in St. Louis, MO. | Regional Banks | Corporate Officer/Principal | |
First Bank (Creve Coeur, Missouri)
First Bank (Creve Coeur, Missouri) Regional BanksFinance First Bank operates as a state commercial bank. The company is headquartered in Creve Coeur, MO. | Regional Banks | Corporate Officer/Principal | |
McKendree University | College/University | Undergraduate Degree | |
Accenture LLC
Accenture LLC Miscellaneous Commercial ServicesCommercial Services Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Paradigm Financial Advisors LLC
Paradigm Financial Advisors LLC Investment ManagersFinance Paradigm Financial Advisors LLC (PFA) is a wealth management firm headquartered in Des Peres, Missouri. The firm was founded by Margaret McDowell in 2010 and became a subsidiary of Creative Planning LLC in 2022. PFA provides multi-generational wealth planning for their clients and their families. | Investment Managers | Investment Committee Member | |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Investment Managers | Portfolio Manager-Equities | |
Everbank NA
Everbank NA Savings BanksFinance Everbank NA provides nationwide banking and lending services to consumer, commercial and institutional clients. It provides personal, business and commercial banking services. The company was founded in 1961 and is headquartered in Jacksonville, FL. | Savings Banks | Portfolio Manager-Equities Corporate Officer/Principal Corporate Officer/Principal | |
University of Missouri-St. Louis | College/University | Undergraduate Degree | |
Boys & Girls Clubs of Greater St. Louis
Boys & Girls Clubs of Greater St. Louis Miscellaneous Commercial ServicesCommercial Services Boys & Girls Clubs of Greater St. Louis is a non-profit organization that was founded in 1967. The non-profit company is based in St. Louis, MO. The organization offers various programs in sports, fitness, and recreation to develop fitness, positive use, and leisure time for children. These programs include after-school programs, teen programs, summer camps, and more. The organization encourages community involvement through volunteering. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 48 |
Sectoral
Finance | 30 |
Consumer Services | 18 |
Commercial Services | 3 |
Operational
Corporate Officer/Principal | 26 |
Portfolio Manager-Equities | 23 |
Undergraduate Degree | 22 |
Investment Committee Member | 14 |
Analyst-Equity | 12 |
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