![Jeff S. Magson](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Network origin in Jeff S. Magson first degree
Entity | Entity type | Industry | |
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American Express Financial Advisors, Inc.
48
| Subsidiary | 48 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jeff S. Magson via their personal network
Company | Sector | Related people | Main position |
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Fidelity Management & Research Co. LLC
![]() Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Corporate Officer/Principal Analyst-Equity | |
LEGG MASON, INC. | Investment Managers | Corporate Officer/Principal | |
Amundi Asset Management US, Inc.
![]() Amundi Asset Management US, Inc. Investment ManagersFinance Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts. | Investment Managers | Sales & Marketing | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Analyst-Equity Portfolio Manager-Fixed Income | |
R. W. Pressprich & Co.
![]() R. W. Pressprich & Co. Investment Banks/BrokersFinance R. W. Pressprich & Co. (RWP) is an employee-owned institutional broker-dealer headquartered in New York City. Founded in 1909, RWP’s principal focus is to provide fixed-income relative value and market timing research for clients. | Investment Banks/Brokers | Analyst-Fixed Income | |
Ameriprise Financial Services LLC
![]() Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments. | Investment Banks/Brokers | Chairman Corporate Officer/Principal | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Graduate Degree | |
Capital Professional Advisors, Inc.
![]() Capital Professional Advisors, Inc. Insurance Brokers/ServicesFinance Part of The American Institute of Certified Public Accountants, Capital Professional Advisors, Inc. is a company that provides brokerage, advisory, and insurance services to CPA firms. The company is based in Minneapolis, MN. Capital Professional Advisors was acquired by CPA.com on July 12, 2001. | Insurance Brokers/Services | Corporate Officer/Principal | |
Baylor University | College/University | Undergraduate Degree Masters Business Admin | |
Clarkson University | College/University | Masters Business Admin | |
Cornell University
![]() Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
St. John's University | College/University | Undergraduate Degree Undergraduate Degree | |
Missouri State University | College/University | Undergraduate Degree | |
State University of New York at Buffalo | College/University | Undergraduate Degree | |
University of California, Irvine | College/University | Undergraduate Degree | |
University of Dayton | College/University | Undergraduate Degree | |
University of Delaware | College/University | Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin Masters Business Admin | |
University of South Florida | College/University | Undergraduate Degree | |
Westmont College | College/University | Undergraduate Degree | |
Villanova University | College/University | Undergraduate Degree Undergraduate Degree | |
Envestnet Asset Management, Inc.
![]() Envestnet Asset Management, Inc. Investment ManagersFinance Envestnet Asset Management, Inc. (dba Envestnet PMC) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1999 by Judson Bergman, James Lumberg, Brandon Thomas, and Bill Crager. They are a wholly-owned subsidiary of Envestnet, Inc. (NYSE: ENV). Envestnet PMC provides investment management and investment advisory services through independent investment advisor firms (Advisors) for use with Advisors’ clients. The firm also serves institutional clients such as pension or profit-sharing plans, trusts, estates, and corporations and provides advisory and research services directly to Advisors. | Investment Managers | Corporate Officer/Principal | |
RBC Wealth Management
![]() RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal | |
Columbia Management Investment Advisers LLC
![]() Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Analyst-Equity Analyst-Equity | |
University of St. Thomas
![]() University of St. Thomas Other Consumer ServicesConsumer Services The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland. | College/University | Undergraduate Degree Masters Business Admin | |
WealthStar Advisors LLC
![]() WealthStar Advisors LLC Investment ManagersFinance WealthStar Advisors LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Plano, Texas. Founded in 2010, the firm provides financial planning and wealth management firm services to a variety of high net worth individuals, families, and businesses across North America. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
Washington Square Capital, Inc.
![]() Washington Square Capital, Inc. Investment ManagersFinance Washington Square Capital, Inc. provides private investment management services. The private company is based in Minneapolis, MN. The company was founded by Daniel A. Nathanson. | Investment Managers | Corporate Officer/Principal | |
Buena Vista Investment Management LLC
![]() Buena Vista Investment Management LLC Investment ManagersFinance Buena Vista Investment Management LLC (Buena Vista) is an independent, SEC-registered investment advisor headquartered in Wisconsin Rapids, Wisconsin. The firm was founded by John L. Moffat in 1998. Buena Vista provides investment advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Investment Managers | Compliance Officer | |
Marks Group Wealth Management, Inc.
![]() Marks Group Wealth Management, Inc. Investment ManagersFinance Marks Group Wealth Management, Inc. (MGWM) is an independent, SEC-registered investment advisor headquartered in Minnetonka, Minnesota. The firm was founded by Bennett Marks in 2008. MGWM provides financial planning and investment management services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | President | |
The Wealth Enhancement Group, Inc.
![]() The Wealth Enhancement Group, Inc. Investment ManagersFinance The Wealth Enhancement Group, Inc. provides investment advisory services. Its services include tax-efficient wealth accumulation planning, asset protection, estate tax, charitable, business, executive benefit, fringe benefit, education, retirement planning and investment and asset allocation planning. The company was founded by Michael S. Ross in October 1996 and is headquartered in Alpharetta, GA. | Investment Managers | Corporate Officer/Principal | |
Trademark Capital Management, Inc.
![]() Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | Investment Managers | Founder | |
FSC Securities Corp.
![]() FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | Investment Managers | Corporate Officer/Principal | |
US Department of the Navy (District of Columbia) | Sovereign | Corporate Officer/Principal | |
Virtus Fund Advisers LLC
![]() Virtus Fund Advisers LLC Investment ManagersFinance Virtus Fund Advisers LLC (VFA) is a SEC-registered investment advisor headquartered in Atlanta, Georgia. Founded in 1985, the firm was originally named Trusco Capital Management, Inc. and later became RidgeWorth Capital Management, Inc. and RidgeWorth Capital Management LLC. They were formerly a majority-owned subsidiary of SunTrust Banks, Inc. (NYSE: STI). They became a wholly-owned subsidiary of Virtus Partners, Inc., which is a wholly-owned subsidiary of Virtus Investment Partners, Inc. (NASDAQ: VRTS), when the latter acquired the firm in June 2017 and subsequently changed their name into Virtus Fund Advisers LLC. VFA provides discretionary and non-discretionary advisory services to institutional clients including pension and profit-sharing plans, endowments and foundations, governmental entities, and other corporate entities as well as high net-worth clients. | Investment Managers | Sales & Marketing | |
University of Sofia | College/University | Graduate Degree |
Statistics
International
United States | 47 |
Bulgaria | 2 |
Sectoral
Finance | 31 |
Consumer Services | 17 |
Government | 2 |
Operational
Corporate Officer/Principal | 115 |
Undergraduate Degree | 42 |
Analyst-Equity | 29 |
Portfolio Manager-Equities | 22 |
Masters Business Admin | 20 |
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