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Tracy Sean Beard
Portfolio Manager-Equities at Savant Capital LLC (Illinois)
Network origin in Tracy Sean Beard first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
50
| Subsidiary | Investment Managers | 50 |
The American College of Financial Services
5
| College/University | Other Consumer Services | 5 |
Rockford University
1
| College/University | Other Consumer Services | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tracy Sean Beard via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Shearson Lehman Brothers Holdings, Inc.
![]() Shearson Lehman Brothers Holdings, Inc. Investment Banks/BrokersFinance Part of Lehman Brothers Holdings, Inc., Shearson Lehman Brothers Holdings, Inc. provides security broker services. The company is based in New York, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Comerica Bank (Investment Management Texas)
![]() Comerica Bank (Investment Management Texas) Investment ManagersFinance Comerica Bank (Investment Management Texas) (Comerica-IM) is the asset management arm of Comerica Bank, which is owned by Comerica, Inc. (NYSE: CMA), a financial services company headquartered in Dallas, Texas. The firm was founded in 1849 by Elon Farnsworth. Comerica-IM manages assets for high net-worth individual investors, foundations, endowments and institutional investors. The firm also provides asset allocation guidelines and investment research for Comerica Securities, their brokerage affiliate. | Investment Managers | Chief Executive Officer | |
JPMorgan Securities LLC
![]() JPMorgan Securities LLC Investment ManagersFinance JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics. | Investment Managers | Corporate Officer/Principal | |
Comerica Securities, Inc.
![]() Comerica Securities, Inc. Investment Banks/BrokersFinance Founded in 1985, Comerica Securities, Inc. is a full-service broker/dealer and registered investment advisor located in Detroit, Michigan. The firm offers debt/fixed-income underwriting, equity underwriting, asset-backed securities, medium-term notes and convertible debt and trust preferred securities. Comerica Securities is a subsidiary of Comerica Investment Services, Inc. Their ultimate parent is Comerica, Inc. (NYSE: CMA). Comerica Securities is a member of FINRA/SIPC. | Investment Banks/Brokers | Chief Executive Officer | |
Duke University
![]() Duke University Other Consumer ServicesConsumer Services Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC. | College/University | Masters Business Admin | |
Wake Forest University | College/University | Undergraduate Degree Undergraduate Degree | |
Beloit College | College/University | Undergraduate Degree | |
Calvin University | College/University | Undergraduate Degree | |
Capital University | College/University | Undergraduate Degree | |
Central College | College/University | Undergraduate Degree | |
Coastal Carolina University | College/University | Undergraduate Degree | |
Eastern Illinois University | College/University | Undergraduate Degree | |
Texas A&M University | College/University | Undergraduate Degree | |
Indiana University | College/University | Undergraduate Degree | |
Lebanon Valley College | College/University | Masters Business Admin | |
Marquette University | College/University | Undergraduate Degree Undergraduate Degree | |
Mississippi State University | College/University | Undergraduate Degree | |
The University of Alabama | College/University | Masters Business Admin | |
North Central College | College/University | Undergraduate Degree Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Shippensburg University of Pennsylvania | College/University | Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Iowa | College/University | Undergraduate Degree Undergraduate Degree | |
University of Michigan | College/University | Undergraduate Degree | |
Virginia Polytechnic Institute & State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of South Carolina | College/University | Graduate Degree | |
Strategy&
![]() Strategy& Miscellaneous Commercial ServicesCommercial Services Strategy& engages in the provision of global management consulting services. It serves industries including aerospace and defense; health; oil and gas; technology; automotive; entertainment and media; power and utilities; telecommunications; and transportation. The company was founded in 1914 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Savant Wealth Management LLC
![]() Savant Wealth Management LLC Investment ManagersFinance Part of SCMI, Inc., Savant Wealth Management LLC is an independent, fee-only wealth management firm providing comprehensive financial advice to financially established individuals and institutions. The company offers investment management, financial planning, retirement planning, and family office services. Additionally, Savant also offers corporate accounting, tax preparation, payroll, and consulting through its affiliate, Savant Tax & Consulting, and estate planning document preparation and other legal services through its affiliated law firm, Savant Legal LLP. Savant's headquarters are in Rockford, IL, with locations across the nation. Savant is an SEC registered investment adviser with $13.50 billion in assets under management as of March 31, 2022. The company was founded in 1986 by Brent Raymond Brodeski, who has been the CEO since then. | Investment Managers | Chief Executive Officer Chief Operating Officer | |
University of Virginia Darden School of Business | College/University | Masters Business Admin Masters Business Admin | |
Morgan Stanley Smith Barney LLC
![]() Morgan Stanley Smith Barney LLC Investment Banks/BrokersFinance Founded in 2009, Morgan Stanley Smith Barney LLC (MSSB) is a registered investment adviser, a registered broker-dealer, a registered futures commission merchant, and a member of the New York Stock Exchange. Headquartered in Purchase, New York, MSSB is one of the largest financial services firms in the US with branch offices in all 50 states and the District of Columbia. The firm was initially owned by a joint venture company which was indirectly owned 65% by Morgan Stanley and 35% by Citigroup, Inc. On June 28, 2013, Morgan Stanley purchased Citi’s 35% interest in MSSB. As such, the firm is now a direct subsidiary of Morgan Stanley Smith Barney Holdings LLC and they are a wholly-owned indirect subsidiary of Morgan Stanley (NYSE: MS). | Investment Banks/Brokers | Corporate Officer/Principal | |
Evermay Wealth Management LLC
![]() Evermay Wealth Management LLC Investment ManagersFinance Evermay Wealth Management LLC is an independent registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 2008 by Will Pitt, Damon White and Biljana McKinley. Evermay provides investment supervisory services on both a discretionary and non-discretionary basis to individuals, high net worth individuals, corporations, pension and profit-sharing plans, and trusts and estates. | Investment Managers | Portfolio Manager-Equities | |
Comerica Securities, Inc. (Investment Management)
![]() Comerica Securities, Inc. (Investment Management) Investment ManagersFinance Comerica Securities, Inc. (Investment Management) (Comerica Securities-IM) is the registered investment management division of Comerica Securities, Inc., a registered full-service broker/dealer headquartered in Detroit, Michigan. Founded in 1985, the firm is a wholly-owned subsidiary of Comerica Investment Services, Inc., ultimately held by Comerica, Inc. (NYSE: CMA). Comerica Securities-IM provides investment advisory services and managed portfolio solutions wrap program to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, or other entities. | Investment Managers | Chief Executive Officer | |
FinDec Wealth Services, Inc.
![]() FinDec Wealth Services, Inc. Investment ManagersFinance FinDec Wealth Services, Inc. (FDW) is a SEC-registered investment advisor headquartered in Stockton, California. The firm was founded in 2020 and is primary owned by FinDec Co. FDW provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services to individuals, pension and profit-sharing plans, charitable organizations, state or municipal government entities and corporations or other businesses not listed above. | Investment Managers | Chief Investment Officer | |
University of Illinois Springfield | College/University | Undergraduate Degree | |
Apollon Wealth Management LLC
![]() Apollon Wealth Management LLC Investment ManagersFinance Apollon Wealth Management LLC (Apollon Wealth) is a SEC-registered investment advisor headquartered in Mount Pleasant, South Carolina. The firm was founded in 2018 and is a wholly owned subsidiary of Apollon Holdings LLC, ultimately held by Prestige Worldwide LLC. Apollon Wealth offers investment advisory services to individuals, high net worth individuals, families, family offices, trusts, estates, businesses, charitable organizations, retirement plans and pooled investment vehicles. | Investment Managers | Founder | |
Holy Cross College (United Kingdom) | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
![]() Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal | |
Cliffwater LLC
![]() Cliffwater LLC Investment ManagersFinance Cliffwater LLC is a SEC-registered investment advisor and holding firm headquartered in Marina del Rey, California. The firm was founded by Stephen L. Nesbitt in 2004 and serves as the investment adviser to corporate and public pension plans, endowments and foundations, financial institutions, investment advisers, other business entities, trusts, family offices, high net worth individuals and pooled investment vehicles. | Investment Managers | Director of Research - Equity | |
Comerica Investment Services, Inc.
![]() Comerica Investment Services, Inc. Investment Banks/BrokersFinance Comerica Investment Services, Inc. provides securities and brokerage services. The company is headquartered in Novi, MI. | Investment Banks/Brokers | Director/Board Member |
Statistics
International
United States | 46 |
United Kingdom | 2 |
Sectoral
Consumer Services | 26 |
Finance | 21 |
Commercial Services | 2 |
Operational
Undergraduate Degree | 51 |
Portfolio Manager-Equities | 39 |
Corporate Officer/Principal | 29 |
Masters Business Admin | 14 |
President | 13 |
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