Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rudge Dickinson | M | - |
BOK Financial Private Wealth, Inc.
 BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 18 years |
| Arthur L. Weaver | M | 87 |
University of Nebraska
| 29 years |
| Gregory Wheeler | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 12 years |
| Dave Sego | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 8 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Eric Thomas Koeplin | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 22 years |
| Robert Tully Adams | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 19 years |
| Rachel Marie McGuire | F | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | - |
| Andrew Frederick Hein | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 4 years |
| Michael Naughton | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 3 years |
| Walt Bahr | M | - |
University of Nebraska
| 8 years |
| Todd M. Eicher | M | 55 |
University of Nebraska
| 7 years |
| Poh Chin Saw | F | 48 |
University of Nebraska
| 5 years |
| Tom Hudson | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 14 years |
| Beom-Seon Lee | M | 66 |
University of Nebraska
| 3 years |
| Peter Christopher Keilman | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 4 years |
| Bryce B. Engel | M | 52 |
University of Nebraska
| 6 years |
| Nick Stark | M | - |
University of Nebraska
| 5 years |
| Michael T. Lammers | M | - |
University of Nebraska
| 4 years |
| Jason Carmenzind | M | - |
University of Nebraska
| 3 years |
| Chris M. Bedient | M | - |
University of Nebraska
| 4 years |
| Clint Runge | M | - |
University of Nebraska
| 4 years |
| Ty Hughes | M | - |
University of Nebraska
| 2 years |
| Nilesh Patel | M | - |
University of Nebraska
| 3 years |
| Jarrell D. Frey | M | - |
University of Nebraska
| 5 years |
| Doug Scott Morris | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 15 years |
| Tad Allen Singer | M | - |
University of Nebraska
| 4 years |
| Ronnie Tan | M | 51 |
University of Nebraska
| 4 years |
| Carrie Messinger | F | - |
University of Nebraska
| 4 years |
| Shane Osborn | M | 50 |
University of Nebraska
| 4 years |
| John Laurel Nelson | M | 48 |
University of Nebraska
| 4 years |
| Tim Rasmussen | M | - |
University of Nebraska
| 4 years |
| David Benjamin Segal | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 4 years |
| Amy J. Scupham | F | - |
University of Nebraska
| 4 years |
| Chad J. Thomas | M | - |
University of Nebraska
| 4 years |
| Mike Liu | M | 58 |
University of Nebraska
| 3 years |
| Wes Strode | M | - |
University of Nebraska
| 4 years |
| Brokaw Mick | M | - |
University of Nebraska
| 4 years |
| Travis Trampe | M | - |
University of Nebraska
| 4 years |
| Leng Fong Loo | F | 52 |
University of Nebraska
| 4 years |
| Sarah Sampson | F | - |
University of Nebraska
| 4 years |
| David Stevens | M | - |
University of Nebraska
| 10 years |
| Eu Tah Tan | M | 49 |
University of Nebraska
| 3 years |
| Justin P. Carlson | M | - |
University of Nebraska
| 4 years |
| Jon Nielsen | M | 51 |
University of Nebraska
| 4 years |
| Jeff Manna | M | - |
University of Nebraska
| 5 years |
| Cristofer S. Brown | M | - |
University of Nebraska
| 4 years |
| Cody Pearson | M | - |
University of Nebraska
| 4 years |
| Eric Werner | M | - |
University of Nebraska
| 4 years |
| Marci Sue Gartner | F | - |
University of Nebraska
| 4 years |
| Melanie S. Green | F | - |
University of Nebraska
| 4 years |
| Trey Pittenger | M | - |
University of Nebraska
| 4 years |
| Conan J. Heelan | M | - |
University of Nebraska
| 4 years |
| Xiaoli Bi | F | - |
University of Nebraska
| 1 years |
| Serge R. Martinod | M | - |
University of Nebraska
| 2 years |
| Chris Lougee | M | - |
University of Nebraska
| 34 years |
| Chad Sandstedt | M | - |
University of Nebraska
| 4 years |
| Brian Bares | M | 49 |
University of Nebraska
| 4 years |
| Joseph Martin Lionberger | M | - |
University of Nebraska
| 4 years |
| Jon Justin Sevenker | M | - |
University of Nebraska
| 4 years |
| Tina Udell | F | - |
University of Nebraska
| 4 years |
| Adrian John Maizey | M | 50 |
University of Nebraska
| 4 years |
| Andy Leroy Beasley | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | - |
| David Bortolin | M | - |
BOK Financial Private Wealth, Inc.
BOK Financial Private Wealth, Inc. Investment ManagersFinance Founded in 1996, The Milestone Group, Inc. is a registered investment advisor located in Denver, Colorado. The firm is a subsidiary of BOK Financial Corp. (NASDAQ: BOKF). They manage investment portfolios and provide financial advice to a variety of clients including individuals, families, trusts, pension plans, profit sharing plans, and similar entities. | 2 years |
| Susanne E. Rinne | F | - |
University of Nebraska
| 4 years |
| Brittany Fahrenkrog | F | - |
University of Nebraska
| 4 years |
| Anthony Somma | M | 60 |
University of Nebraska
| 2 years |
| Heather Melcher | F | - |
University of Nebraska
| 4 years |
| Rob Steele | M | - |
University of Nebraska
| 4 years |
| Teri Shepherd | F | - |
University of Nebraska
| 4 years |
| Jeremy A. Wallace | M | - |
University of Nebraska
| 4 years |
| Curren Webb | M | - |
University of Nebraska
| 4 years |
| Mark E. Rentschler | M | 65 |
University of Nebraska
| 4 years |
| David M. Kavanaugh | M | - |
University of Nebraska
| 4 years |
| Brian C. Powers | M | - |
University of Nebraska
| 4 years |
| Jim Howell Qian | M | 61 |
University of Nebraska
| 3 years |
| Steven Bates | M | - |
University of Nebraska
| 4 years |
| Pat Bennett | F | - |
University of Nebraska
| 6 years |
| Patrick L. Pope | M | - |
University of Nebraska
| 2 years |
| Yee Luen Teh | M | 49 |
University of Nebraska
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 79 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Tony Coppola
- Personal Network
