Network origin in Anne J. Dorian first degree
Entity | Entity type | Industry | |
---|---|---|---|
Montage Investments LLC
Montage Investments LLC Investment ManagersFinance Part of Mariner Wealth Advisors LLC, Montage Investments LLC provides investment advice. The company is based in Leawood, KS.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Anne J. Dorian via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Palmer Square Opportunistic Income Fund
Palmer Square Opportunistic Income Fund Investment Trusts/Mutual FundsMiscellaneous Palmer Square Opportunistic Income Fund operates as a non-diversified, closed-end investment company. The fund's primary investment objective is to seek a high level of current income and secondary objective is long-term capital appreciation. It may invest in portfolio of investment grade as well as non-investment grade floating rate securities. The company was founded on May 1, 2014 and is headquartered in Mission Woods, KS. | Investment Trusts/Mutual Funds | President Director/Board Member | |
Country Club Trust Co., NA
Country Club Trust Co., NA Regional BanksFinance Country Club Trust Co. NA provides investment advice services. It provides mergers and acquisitions, capital raising and other corporate finance alternatives. The company was founded on March 8, 2002 and is headquartered in Prairie Village, KS. | Regional Banks | Portfolio Manager-Equities | |
The Central Trust Bank (Jefferson City, Missouri)
The Central Trust Bank (Jefferson City, Missouri) Regional BanksFinance The Central Trust Bank provides banking services. The firm offers banking, brokerage, wealth and cash management and financial planning services. The company was founded in September 1902 and is headquartered in Jefferson City, MO. | Regional Banks | Corporate Officer/Principal | |
Westminster College (Missouri) | College/University | Undergraduate Degree | |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Head-Equity Investments | |
TortoiseEcofin Investments LLC
TortoiseEcofin Investments LLC Financial ConglomeratesFinance TortoiseEcofin Investments LLC engages in the provision of investment advisory services. It also offers investment vehicles which includes closed-end, open end, interval, and private funds. The company was founded by H. Kevin Birzer, David J. Schulte, Zachary A. Hamel, Kenneth P. Malvey, and Terry C. Matlack in December 2002 and is headquartered in Leawood, KS. | Financial Conglomerates | President | |
TORTOISE MIDSTREAM ENERGY FUND, INC. | Investment Trusts/Mutual Funds | President | |
Ecofin Tax-Exempt Private Credit Fund, Inc.
Ecofin Tax-Exempt Private Credit Fund, Inc. Investment Trusts/Mutual FundsMiscellaneous Tortoise Tax-Advantaged Social Infrastructure Fund, Inc. operates as a closed-end investment fund. It provides investment advisory services to the fund and advisers. The company is headquartered in Leawood, KS. | Investment Trusts/Mutual Funds | Chairman | |
Mariner Wealth Advisors LLC
Mariner Wealth Advisors LLC Investment ManagersFinance Mariner Wealth Advisors LLC is a wealth management firm that provides 360° advice to clients. The company is based in Overland Park, KS and has subsidiaries in the United States and Luxembourg. Mariner Wealth Advisors focuses on partnering with clients to create a financial strategy that is flexible enough to change along with them. The company offers a range of services from wealth planning to tax planning and insurance, all under one roof. Mariner Wealth Advisors has grown to more than $39 billion in assets under advisement as of 12/31/20. The company was founded in 2006 by Bruce Elliott Kusmin and Marty Bicknell, who has been the CEO since then. Mariner Wealth Advisors was acquired by Leonard Green & Partners LP on April 23, 2021. | Investment Managers | President |
Statistics
International
United States | 12 |
Sectoral
Finance | 7 |
Miscellaneous | 5 |
Consumer Services | 2 |
Operational
President | 5 |
Portfolio Manager-Equities | 3 |
Director/Board Member | 3 |
Corporate Officer/Principal | 2 |
Chairman | 2 |
Most connected contacts
Insiders | |
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Gary Henson | 12 |
Katrina D. Scott | 2 |
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