Matt Geary
Analyst-Equity at Strategic Wealth Partners Ltd.
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Peter James Brunton | M | - |
Strategic Wealth Partners Ltd.
 Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 7 years |
| Mark M. Tepper | M | - |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 16 years |
| Nathan Michael Fischer | M | - |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 5 years |
| Robert Lambert | M | - |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 6 years |
| Chris Wagner | M | - |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 10 years |
| Tom Buhrmann | M | - |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 12 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Colin Edward Symons | M | 50 |
Strategic Wealth Partners Ltd.
Strategic Wealth Partners Ltd. Investment ManagersFinance Strategic Wealth Partners Ltd. (SWP) is an independent registered investment adviser and wealth management firm headquartered in Independence, Ohio. The firm was founded by Mark Tepper in 2008. SWP provides a wide array of investment advisory services to individual and institutional clients. | 2 years |
| Simon Tze-Kiang Wong | M | - |
Boyar Asset Management, Inc.
 Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | 3 years |
| Patrick Jamgocian | M | - |
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | 2 years |
| Matt Lombardi | M | - |
Boyar Asset Management, Inc.
Boyar Asset Management, Inc. Investment ManagersFinance Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company. | 11 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 10 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Matt Geary
- Personal Network
