Network origin in Joseph Thomas Dursi first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Dynasty Wealth Management LLC
 Dynasty Wealth Management LLC Investment ManagersFinance Dynasty Wealth Management LLC (DWM) is a SEC-registered investment advisor and wealth management firm headquartered in St. Petersburg, Florida. The firm was founded in 2010 and is a subsidiary of Dynasty Financial Partners LLC, owned by GF-Dynasty Holdings LLC. DWM sponsors an investment management platform, also known as Dynasty TAMP Services (a turnkey asset management program) and offers Investment Programs / Model Portfolios and OCIO Services.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Joseph Thomas Dursi via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| WISDOMTREE, INC. | Investment Trusts/Mutual Funds | Chief Investment Officer | |
| University of California, Irvine | College/University | Undergraduate Degree | |
| University of Massachusetts | College/University | Masters Business Admin | |
Dynasty Financial Partners LLC
 Dynasty Financial Partners LLC Investment ManagersFinance Dynasty Financial Partners LLC provides investment advice. It offers a fully customizable platform, with end-to-end support from a proven team and unrivaled access to distinctive products and services. The company was founded by Edward C. Swenson and Shirl Thomas Penney in 2008 and is headquartered in New York, NY. | Investment Managers | Chief Investment Officer | |
Certuity LLC
 Certuity LLC Investment ManagersFinance Certuity LLC is a SEC-registered investment advisor and wealth management firm headquartered in North Palm Beach, Florida. The firm was founded by John Krambeer in 2004 as Camden Capital LLC. They are a subsidiary of Certuity Holdings LLC. Certuity provides investment advisory, legacy planning, family office and investment consulting services to high to ultra-high net worth families and individuals, business owners, attorneys, trusts, private foundations, endowments, family offices, other business entities and pooled investment vehicles. | Investment Managers | Chief Investment Officer | |
Premia Global Advisors LLC
 Premia Global Advisors LLC Investment ManagersFinance Premia Global Advisors LLC (Premia) is an independent, SEC-registered investment advisor headquartered in Coral Gables, Florida. The firm was founded by Miguel Sosa in 2016. The firm offers comprehensive wealth management and financial solutions for retail and institutional clients primarily in the US, Latin America and the Caribbean. | Investment Managers | Chief Investment Officer | |
| Investment Management Consultants Association | Director/Board Member |
Statistics
International
| United States | 8 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
| Miscellaneous | 2 |
Operational
| Chief Investment Officer | 5 |
| Masters Business Admin | 1 |
| Undergraduate Degree | 1 |
| Director/Board Member | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Scott David Welch | 8 |
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