Joe Hoefer
Portfolio Manager-Equities at Dividend Assets Capital LLC
Network origin in Joe Hoefer first degree
Entity | Entity type | Industry | |
---|---|---|---|
Dividend Assets Capital LLC
Dividend Assets Capital LLC Investment ManagersFinance Dividend Assets Capital LLC (DAC) is a registered investment advisor headquartered in Ridgeland, South Carolina. Formerly known as Dividend Growth Advisors LLC, the firm was founded by C. Troy Shaver, Jr. in 2003 and is a subsidiary of Dividend Assets Capital Holdings, Inc. DAC provides portfolio management services to individuals and families that seeks customized portfolios to meet their wealth management needs such as retirement planning, legacy planning and philanthropic initiatives.
3
| Subsidiary | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joe Hoefer via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
DWS Investment Management Americas, Inc.
DWS Investment Management Americas, Inc. Investment ManagersFinance DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs. | Investment Managers | Analyst-Equity | |
Goldk Investment Services, Inc.
Goldk Investment Services, Inc. Investment Banks/BrokersFinance Goldk Investment Services, Inc. is a private company based in Boston, MA. | Investment Banks/Brokers | President | |
Dartmouth College | College/University | Undergraduate Degree | |
Vanderbilt University | College/University | Undergraduate Degree | |
Brown Brothers Harriman & Co.
Brown Brothers Harriman & Co. Investment Banks/BrokersFinance Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers. | Investment Banks/Brokers | Analyst-Equity | |
Thomson, Horstmann & Bryant, Inc.
Thomson, Horstmann & Bryant, Inc. Investment ManagersFinance Thomson, Horstmann & Bryant, Inc. (THB) is an independent investment management firm headquartered in Norwalk, Connecticut. The firm was founded by Al J. Thomson, Richard Horstmann and Bill Bryant in 1982. They are wholly-owned by Victory Capital Holdings, Inc. (NASDAQ: VCTR), which is owned by Crestview LLC. THB manages stable, diversified, niche equity strategies for their corporate, endowment, and high net-worth investors. | Investment Managers | Analyst-Equity | |
John Hancock Funds, Inc.
John Hancock Funds, Inc. Investment Banks/BrokersFinance Part of Manulife Financial Corp., John Hancock Funds, Inc. provides investment services. The company is based in Lansdowne, PA. Andrew Grant Arnott has been the CEO of the company since 2012. | Investment Banks/Brokers | President | |
Georgia Institute of Technology | College/University | Graduate Degree | |
Rider University | College/University | Graduate Degree | |
Patrumin Investors LLC
Patrumin Investors LLC Investment ManagersFinance Patrumin Investors LLC (Patrumin) is an independent, SEC-registered investment advisor headquartered in Naples, Florida. The firm was founded in 2012 and is owned by Samuel “Sam” Dedio. Patrumin provides portfolio management services to individuals, high net worth individuals, trusts, estates, charitable organizations, foundations, endowments, institutions, corporations, small businesses, and religious affiliated organizations. The firm offers several long-only investment portfolio strategies for both institutional and private investors on a fully discretionary basis through separately managed accounts. | Investment Managers | Founder | |
Dividend Assets Capital Holdings, Inc.
Dividend Assets Capital Holdings, Inc. Financial ConglomeratesFinance Dividend Assets Capital Holdings, Inc. operates as an investment holding company. The company is headquartered in Ridgeland, SC. | Financial Conglomerates | President |
Statistics
International
United States | 20 |
Sectoral
Finance | 14 |
Consumer Services | 5 |
Miscellaneous | 2 |
Technology Services | 2 |
Operational
Analyst-Equity | 7 |
Corporate Officer/Principal | 5 |
President | 4 |
Portfolio Manager-Equities | 3 |
Undergraduate Degree | 3 |
Most connected contacts
Insiders | |
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Troy Shaver | 11 |
Marc David Saurborn | 9 |
Peter Goelet Gerry | 2 |
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