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Network origin in Charley Edson first degree
Entity | Entity type | Industry | |
---|---|---|---|
Signature Estate & Investment Advisors LLC
![]() Signature Estate & Investment Advisors LLC Investment ManagersFinance Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses.
3
| Holding Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Charley Edson via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
United Capital Financial Advisers LLC
![]() United Capital Financial Advisers LLC Investment ManagersFinance United Capital Financial Advisers LLC, do-business-as Goldman Sachs Personal Financial Management (GS PFM), is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Joseph Duran, Michael Capelle and Benjamin Carrick in 2005. They are a subsidiary of United Capital Financial Partners, Inc., ultimately held by The Goldman Sachs Group, Inc. (NYSE: GS). GS PFM provides investment advisory services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, corporations, government entities, charitable institutions, foundations, endowments, and other investment advisers. | Investment Managers | Portfolio Manager-Equities | |
University of Illinois | College/University | Undergraduate Degree | |
The University of Chicago | College/University | Masters Business Admin |
Statistics
International
United States | 4 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Operational
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Director of Research - Equity | 1 |
Market Strategist | 1 |
Most connected contacts
Insiders | |
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Samuel Everritt Miller | 4 |
Erik Soderberg | 1 |
Josh Woodard | 1 |
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