![Patricia Picquet](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Patricia Picquet first degree
Entity | Entity type | Industry | |
---|---|---|---|
CapFinancial Partners LLC
![]() CapFinancial Partners LLC Investment ManagersFinance CapFinancial Partners LLC (dba CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. They are a subsidiary of The CapFinancial Group LLC. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.
6
| Holding Company | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Patricia Picquet via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
PRINCIPAL FINANCIAL GROUP, INC. | Investment Managers | Corporate Officer/Principal | |
Newport Group Securities, Inc.
![]() Newport Group Securities, Inc. Investment ManagersFinance Part of Ascensus LLC, Newport Group Securities, Inc. is a leading independent retirement services provider and trusted partner in delivering comprehensive financial wellness solutions and expertise. The company is based in Heathrow, FL. The company serves over 20,000 plans and supports more than 1 million participants, managing over $250 billion in corporate retirement and insurance assets. With over 1,200 employees, Newport Group offers a range of services including recordkeeping, plan administration, trust and custody, consulting, fiduciary consulting, insurance, and brokerage services. | Investment Managers | Corporate Officer/Principal | |
Wake Forest University | College/University | Masters Business Admin | |
Brigham Young University | College/University | Undergraduate Degree | |
Purdue University | College/University | Masters Business Admin | |
University of Florida | College/University | Masters Business Admin | |
University of New Hampshire | College/University | Undergraduate Degree | |
The University of North Carolina at Asheville | College/University | Undergraduate Degree | |
Annis Gardner Whiting Capital Advisors LLC
![]() Annis Gardner Whiting Capital Advisors LLC Investment ManagersFinance Annis Gardner Whiting Capital Advisors LLC is a private company that specializes in managing investments. The company is based in Tampa, FL. The company's goal is to alleviate uncertainty for their clients by balancing risk and reward. The company understands that their clients are entrusting them with something more valuable than money. | Investment Managers | Founder | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 12 |
Sectoral
Consumer Services | 7 |
Finance | 6 |
Operational
Corporate Officer/Principal | 5 |
Undergraduate Degree | 4 |
Masters Business Admin | 3 |
Analyst-Equity | 2 |
Market Strategist | 2 |
Most connected contacts
Insiders | |
---|---|
Mike G. Curran | 4 |
Brent Joel Hartman | 4 |
PJ Gardner | 3 |
Grant Verhaeghe | 2 |
David A Hood | 2 |
Sam Kirby | 2 |
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