Cathy Lynn Thomas
Founder at Triangle Securities Wealth Management, Inc.
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Paul Deleon Reynolds | M | - |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | 16 years |
Tanner Crawford | M | - |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | 10 years |
Scott William Loyek | M | - |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | 16 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Mark Gambill | M | 73 |
Wheat First Securities, Inc.
| 26 years |
Sam Bass | M | 71 |
Wheat First Securities, Inc.
| - |
Arthur Huprich | M | - |
Wheat First Securities, Inc.
| - |
Chris McFadden | M | - |
Wheat First Securities, Inc.
| 4 years |
Terri B. Fad | F | - |
Wheat First Securities, Inc.
| 5 years |
Barbara Gordon Cohen | F | - |
Wheat First Securities, Inc.
| 1 years |
David W. Riggleman | M | - |
Wheat First Securities, Inc.
| 7 years |
Dave B. Loeper | M | - |
Wheat First Securities, Inc.
| 10 years |
Andrew Conover Burns | M | - |
Wheat First Securities, Inc.
| 6 years |
Allen Salisbury Morton | M | 73 |
Wheat First Securities, Inc.
| 3 years |
Walter Glazer | M | 65 |
Wheat First Securities, Inc.
| 1 years |
Susan Lee Ann Franklin | F | - |
Triangle Securities Wealth Management, Inc.
Triangle Securities Wealth Management, Inc. Investment ManagersFinance Triangle Securities Wealth Management, Inc., do-business-as Triangle Wealth Management (TWM), is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded in 2008 by Cathy L. Thomas and Paul D. Reynolds, III. TWM provides portfolio management services to individuals, high net worth individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts, and corporations. | 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 15 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Cathy Lynn Thomas
- Personal Network