Network origin in Laura Barnett Lion first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
National Association of Personal Financial Advisors
19
| Non-Profit Organization | 19 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Laura Barnett Lion via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
River Cities Management Inc
 River Cities Management Inc Investment ManagersFinance River Cities Management Inc (RC Capital) is a private equity and venture capital firm founded in 1994 by J. Eric Lenning, Ted Robinson and R. Glen Mayfield. The firm is headquartered in Cincinnati, Ohio. | Investment Managers | Corporate Officer/Principal | |
| William Paterson University | College/University | Undergraduate Degree | |
| Marquette University | College/University | Undergraduate Degree | |
| MEDCLEAN TECHNOLOGIES INC | Environmental Services | Director/Board Member | |
| Brigham Young University | College/University | Undergraduate Degree | |
National Association of Tax Professionals, Inc.
 National Association of Tax Professionals, Inc. Miscellaneous Commercial ServicesCommercial Services National Association of Tax Professionals, Inc. provides support, education, products, and research services to U.S. tax professionals. The company is headquartered in Appleton, WI. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Cambridge Business Consulting Group LLC | Corporate Officer/Principal | ||
| Berry College | College/University | Corporate Officer/Principal | |
| Kennesaw State University | College/University | Masters Business Admin | |
IBM Global Financing
 IBM Global Financing Financial ConglomeratesFinance IBM Global Financing provides Information Technology financing solutions. The firm serves commercial clients ranging from small businesses to Fortune 100 firms. It also assists companies in getting rid of obsolete systems by disposing, recycling, and reselling. The company is headquartered in Armonk, NY. | Financial Conglomerates | Corporate Officer/Principal | |
Edward Jones Investments
 Edward Jones Investments Investment ManagersFinance Edward Jones Investments operates as a financial advisory firm. | Investment Managers | Corporate Officer/Principal | |
Locker Financial Services LLC
 Locker Financial Services LLC Investment ManagersFinance Locker Financial Services LLC provides investment advice. Its services include fee-only financial planning, asset management and investment advisory services and speaking availability. The company was founded by Lauren Locker in 1992 and is headquartered in Little Falls, NJ. | Investment Managers | Founder | |
Perspective Financial Group Ltd.
 Perspective Financial Group Ltd. Investment ManagersFinance Perspective Financial Group Ltd. engages in the provision of financial advisory and fund management firm services. It offers retirement planning, investment, inheritance tax planning, and personal wealth or corporate planning services. The company was founded in April 2008 and is headquartered in Chorley, the United Kingdom. | Investment Managers | Chief Operating Officer | |
| University of Nebraska Omaha | College/University | Undergraduate Degree | |
Skipton Building Society
 Skipton Building Society Finance/Rental/LeasingFinance Skipton Building Society engages in the provision of mortgages, retirement planning, personal savings, and insurance services. The company was founded in 1853 and is headquartered in Skipton, the United Kingdom. | Finance/Rental/Leasing | Chairman | |
Joel Isaacson & Co. LLC
 Joel Isaacson & Co. LLC Investment ManagersFinance Joel Isaacson & Co. LLC (JIC) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Joel Isaacson in 1993 and is a wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). JIC provides wealth management services and portfolio management services primarily to high net-worth individuals, and occasionally to corporate pension and profit-sharing plans, charitable trusts and non-high net-worth individuals. | Investment Managers | Founder | |
| Lehigh University | College/University | Undergraduate Degree | |
| Golden Gate University | College/University | Masters Business Admin | |
| AHRC New York City Foundation, Inc. | Chairman | ||
Keats, Connelly & Associates LLC
 Keats, Connelly & Associates LLC Miscellaneous Commercial ServicesCommercial Services Keats, Connelly & Associates LLC provides immigration consultation and cross-border financial planning services. Its services encompass tax planning and preparation, investment management, estate planning, retirement planning, risk management, advice on immigration options, and custodial services. The company was founded by Robert F. Keats in 1990 and is headquartered in Phoenix, AZ. | Miscellaneous Commercial Services | Founder | |
| The College for Financial Planning, Inc. | College/University | Graduate Degree | |
| University of Manitoba | College/University | Undergraduate Degree | |
National Advisors Trust Co.
 National Advisors Trust Co. Major BanksFinance National Advisors Trust Co. operates as a nationally chartered commercial bank. The private company is based in Kansas City, MO and has subsidiaries in the United States. James A. Combs has been the CEO of the company since 2013. | Major Banks | Director/Board Member | |
KeatsConnelly ULC
 KeatsConnelly ULC Miscellaneous Commercial ServicesCommercial Services KeatsConnelly ULC engages in the provision of cross-border financial planning services. The firm offers investment management, behavioral finance, cross-border investment services. The company was founded by Robert F. Keats in 2012 and is headquartered in Calgary, Canada. | Miscellaneous Commercial Services | Founder | |
| ROYALE ENERGY, INC. | Integrated Oil | Director/Board Member | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
Cedar Financial Advisors LLC
 Cedar Financial Advisors LLC Investment ManagersFinance Part of The Vistria Group LP, Cedar Financial Advisors LLC is a company that provides investment advisory services. The company is based in Beaverton, OR. The company was founded in 2007 by Tim Kober. Cedar Financial Advisors was acquired by The Mather Group LLC on October 03, 2022. | Investment Managers | Founder | |
Savant Capital LLC (Illinois)
 Savant Capital LLC (Illinois) Investment ManagersFinance Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses. | Investment Managers | Portfolio Manager-Equities | |
Toms River-Ocean County Chamber of Commerce
 Toms River-Ocean County Chamber of Commerce Miscellaneous Commercial ServicesCommercial Services Toms River-Ocean County Chamber of Commerce is a non-profit company that provides information and resources related to finance and entrepreneurship. The company is based in Toms River, NJ. The company also offers information on various financing options for households, including online consumer credit. Additionally, they provide news and information on the finance industry, including the stock market and trading concepts. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Lenox Wealth Management, Inc.
 Lenox Wealth Management, Inc. Investment ManagersFinance Lenox Wealth Management, Inc. engages in the provision of independent and objective financial planning, wealth management, and family office services. The company was founded by William Cooper Procter in 1887 and is headquartered in Cincinnati, OH. | Investment Managers | Chief Executive Officer | |
Albion Financial Group
 Albion Financial Group Investment ManagersFinance Albion Financial Group provides investment advisory services. It also offers financial planning services. The company was founded by William Tobias Levitt and John Quincy Bird in 1982 and is headquartered in Salt Lake City, UT. | Investment Managers | Corporate Officer/Principal | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Corporate Officer/Principal | |
| Ursuline Academy | Director/Board Member | ||
| University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
March of Dimes Foundation
 March of Dimes Foundation Miscellaneous Commercial ServicesCommercial Services March of Dimes Foundation is a non-profit organization for pregnancy and baby health. The organization works to improve the health of babies by preventing birth defects, premature birth, and infant mortality. March of Dimes Foundation was founded on January 3, 1938 and is headquartered in Arlington, VA. | Miscellaneous Commercial Services | Director/Board Member | |
| United Way Greater Cincinnati | Director/Board Member | ||
| Association for Retarded Persons | Director/Board Member | ||
| Christ The King Church | Director/Board Member | ||
| Sigma Alpha Epsilon Fraternity Housing Association | Director/Board Member | ||
| Xavier University | College/University | Masters Business Admin | |
Hauser Capital Markets LLC
 Hauser Capital Markets LLC Investment ManagersFinance Hauser Capital Markets LLC operates as an Alternative investment manager. The company is headquartered in Cincinnati, OH. | Investment Managers | Corporate Officer/Principal | |
EMRA Liquidation, Inc.
 EMRA Liquidation, Inc. Miscellaneous Commercial ServicesCommercial Services Part of MRA-The Management Association, Inc., EMRA Liquidation, Inc. operates as a non-profit employee staffing and benefits organization. The company is based in Cincinnati, OH. The company was founded in 1946. The CEO is Michael T. Denisoff. EMRA Liquidation was acquired by MRA-The Management Association, Inc. on May 01, 2023. | Miscellaneous Commercial Services | Director/Board Member | |
Gardey Financial Advisors LLC
 Gardey Financial Advisors LLC Investment ManagersFinance Founded by Kim Gardey in 1985, Gardey Financial Advisors LLC is a registered investment advisor located in Saginaw, Michigan. The firm's clients include individuals, families, trusts, corporation pension plans, 401(k) plans and non-profit organizations. | Investment Managers | Founder | |
| Ocean's Harbor House Foundation, Inc. | Director/Board Member | ||
| University of Michigan | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Graduate Degree |
Statistics
International
| United States | 45 |
| Canada | 4 |
| United Kingdom | 3 |
Sectoral
| Finance | 18 |
| Consumer Services | 16 |
| Commercial Services | 8 |
| Industrial Services | 2 |
| Energy Minerals | 2 |
Operational
| Corporate Officer/Principal | 30 |
| Director/Board Member | 21 |
| Chairman | 11 |
| Undergraduate Degree | 11 |
| Founder | 11 |
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