Network origin in Michael R. Sappington first degree
Entity | Entity type | Industry | |
---|---|---|---|
Ascension Wealth Partners LLC
Ascension Wealth Partners LLC Investment ManagersFinance Ascension Wealth Partners LLC provides investment advice. It also provides investors with the academic information, behavioral tools, individual support, and ongoing guidance and encouragement. The firm serves the individuals nearing or in retirement, individuals dealing with a major life changing event, individuals with a desire to delegate the day-to-day management of their portfolio, individuals who desire to be kept informed and educated on an ongoing basis and the individuals who prefer an academic approach to investing. The company was founded by Kory K. Swekla and Michael R. Sappington in January 2008 and is headquartered in Pleasant Hill, CA.
1
| Private Company | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Michael R. Sappington via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CIBC Private Wealth Advisors, Inc. (CPWA) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1932 and formerly known as AT Investment Advisers, Inc. They are a subsidiary of CIBC Private Wealth Group LLC, ultimately held by Canadian Imperial Bank of Commerce (NYSE, TSE: CM) in Canada. CPWA provides investment advisory and wealth advisory services to individuals, trusts, estates, families, charitable organizations, employee benefit and contribution plans, corporations, state or municipal government entities, pension and profit-sharing plans, and other investment advisers. The firm also participates in wrap fee programs offered by third party sponsors. | Investment Managers | Portfolio Manager-Equities | |
University of Alberta | College/University | Undergraduate Degree |
Statistics
International
United States | 4 |
Canada | 2 |
Sectoral
Finance | 4 |
Consumer Services | 2 |
Operational
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 1 |
Chief Executive Officer | 1 |
Founder | 1 |
President | 1 |
Most connected contacts
Insiders | |
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Kory K. Swekla | 5 |
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