Steven Douglas O'Connor
Founder at Altus Wealth Management LLC
Network origin in Steven Douglas O'Connor first degree
Entity | Entity type | Industry | |
---|---|---|---|
Fidelity Brokerage Services, Inc.
4
| Subsidiary | 4 | |
Altus Wealth Management LLC
Altus Wealth Management LLC Investment ManagersFinance Altus Wealth Management LLC (AWM) is an independent registered investment advisor and wealth management firm headquartered in Fort Mitchell, Kentucky. The firm was founded in 2010 by Steven D. O’Connor, William H. Doepker, and Andrew M. Hermes. AWM provides investment management and financial planning services to individuals and small businesses.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Steven Douglas O'Connor via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
University of Cincinnati (Ohio) | College/University | Undergraduate Degree Undergraduate Degree | |
Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Investment Managers | Portfolio Manager-Fixed Income | |
Granite State Retirement Planning, Inc.
Granite State Retirement Planning, Inc. Investment ManagersFinance Granite State Retirement Planning, Inc. (GSRP) is an independent, SEC-registered investment advisor headquartered in Bedford, New Hampshire. The firm was co-founded by Dan Hagler and Mark Gagnon in 2006. GSRP provides investment advisory services to individual and institutional clients. | Investment Managers | Founder | |
Pierce College | College/University | Undergraduate Degree | |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
Xavier University | College/University | Undergraduate Degree |
Statistics
International
United States | 9 |
Sectoral
Finance | 6 |
Consumer Services | 4 |
Operational
Corporate Officer/Principal | 6 |
Undergraduate Degree | 4 |
Portfolio Manager-Fixed Income | 3 |
Founder | 3 |
Portfolio Manager-Equities | 3 |
Most connected contacts
Insiders | |
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Scott Keller | 5 |
Mark Robert Gagnon | 4 |
Andrew Martin Hermes | 3 |
Bill Doepker | 3 |
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