Network origin in Rick Volpe first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Asset Planning Services Ltd.
 Asset Planning Services Ltd. Investment ManagersFinance Asset Planning Services Ltd. (APS) is a fee-only, multi-faceted wealth management firm headquartered in Harleysville, Pennsylvania. The firm was founded by Richard J. Volpe in 1987. APS provides investment advice to high net worth individuals, irrevocable trusts, corporations, and charitable organizations.
2
| Extinct | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Rick Volpe via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Wescott Financial Advisory Group LLC
 Wescott Financial Advisory Group LLC Investment ManagersFinance Wescott Financial Advisory Group LLC (Wescott) is a registered investment advisory and wealth management firm headquartered in Philadelphia, Pennsylvania. The firm was founded by Grant Rawdin in 1987 and is a subsidiary of Wescott Holding Co. LLC, which is owned by Duane Morris LLP. Wescott provides wealth and investment management services to high-net-worth individuals, families, trusts, foundations, pension plans, pooled investment vehicles, corporations and other businesses and institutions. | Investment Managers | Market Strategist Portfolio Manager-Equities | |
| Temple University (Pennsylvania) | College/University | Undergraduate Degree | |
| Bob Jones University | College/University | Undergraduate Degree | |
| Clemson University | College/University | Masters Business Admin |
Statistics
International
| United States | 5 |
Sectoral
| Consumer Services | 4 |
| Finance | 2 |
Operational
| Undergraduate Degree | 2 |
| Portfolio Manager-Equities | 2 |
| Chief Investment Officer | 1 |
| Market Strategist | 1 |
| Masters Business Admin | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Dan Esquirell | 4 |
| Sean Mark Roberts | 3 |
- Stock Market
- Insiders
- Rick Volpe
- Company connections
