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Network origin in Danna Maller Roeque first degree
Entity | Entity type | Industry | |
---|---|---|---|
TAMRO Capital Partners LLC
![]() TAMRO Capital Partners LLC Investment ManagersFinance TAMRO Capital Partners LLC is a registered investment advisor located in Alexandria, Virginia. The firm was founded in 2000 with Alleghany Asset Management, Inc. Alleghany was bought by ABN AMRO Group in February 2001. In June 2007, TAMRO closed on a management-led buyout of the assets of the firm from ABN AMRO Asset Management Holdings, Inc. The current firm assumed the TAMRO name as successor to the original company. The employees of TAMRO now own a majority of the firm through equity participation in TAMRO Management LLC. Minority owners are Northern Lights Midco LLC, who helped finance the management-led buyout, and Stellate Partners LLC, an institutional sales and marketing firm. TAMRO's clients include individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, public funds, trusts, and limited partnerships. They offer advisory services to wrap sponsors, and provide model portfolio services to several UMA programs. TAMRO also acts as sub-advisor to several mutual funds.
6
| Extinct | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Danna Maller Roeque via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Drew University | College/University | Undergraduate Degree | |
Torray Investment Partners LLC
![]() Torray Investment Partners LLC Investment ManagersFinance Torray Investment Partners LLC (Torray) is an independent, SEC-registered investment advisor headquartered in Bethesda, Maryland. The firm was founded by Robert Torray in 1972. Torray provides investment supervisory services to private accounts and an open-end registered investment company. | Investment Managers | Analyst-Equity | |
Best Software, Inc.
![]() Best Software, Inc. Packaged SoftwareTechnology Services Best Software, Inc. was a developer and supporter of automated business management solutions. With a wide range of front office and back office solutions including accounting, human resources, payroll, fixed asset management, customer relationship management, and e-commerce software- Best Software offered award-winning products and services that have revolutionized the way small and mid-sized companies do business in today's marketplace. The company was located in Irvine, CA. | Packaged Software | Corporate Officer/Principal | |
A. Montag & Associates, Inc.
![]() A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Investment Managers | Analyst-Equity | |
US Bancorp Asset Management, Inc.
![]() US Bancorp Asset Management, Inc. Investment ManagersFinance US Bancorp Asset Management, Inc. (USBAM) is a registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in March 2001 and formerly known as FAF Advisors, Inc. They are a direct wholly-owned subsidiary of US Bank National Association, which is owned by US Bancorp (NYSE: USB), a diversified financial holding company. USBAM provides investment advisory services through managed accounts to institutional clients, money market mutual funds, and privately offered investment fund. | Investment Managers | Corporate Officer/Principal | |
AMG Funds IV | Investment Trusts/Mutual Funds | President | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Emory University | College/University | Masters Business Admin | |
Indiana University | College/University | Masters Business Admin | |
Suffolk University | College/University | Undergraduate Degree | |
Loyola University of Chicago | College/University | Undergraduate Degree | |
The Motley Fool Holdings, Inc.
![]() The Motley Fool Holdings, Inc. Investment ManagersFinance The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA. | Investment Managers | Corporate Officer/Principal | |
CFA Institute
![]() CFA Institute Miscellaneous Commercial ServicesCommercial Services CFA Institute operates as non-profit organization, which engages in the provision of chartered financial analyst programs. It offers certificate in investment performance measurement program, investment foundations, and scholarship. The company was founded in 1965 and is headquartered in Charlottesville, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Knowlogy Corp.
![]() Knowlogy Corp. Miscellaneous Commercial ServicesCommercial Services Knowlogy Corp. engages in the provision of technical training services. It specializes in the virtualization, application development, production solutions, and physical security solution. The company was founded in 1986 and is headquartered in Vienna, VA. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Orion Advisor Solutions, Inc.
![]() Orion Advisor Solutions, Inc. Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Advisor Solutions, Inc. is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. The company is based in Omaha, NE. Orion services $4.1 trillion in assets under administration and $65.9 billion of wealth management platform assets and supports over six million technology accounts and thousands of independent advisory firms. The company offers a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion is the platform of choice for growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge, and build strong, profitable businesses. | Investment Managers | Chief Investment Officer | |
Towers Group | Corporate Officer/Principal | ||
Orion Portfolio Solutions LLC
![]() Orion Portfolio Solutions LLC Investment ManagersFinance Part of Gt Polaris Holdings, Inc., Orion Portfolio Solutions LLC is a company that provides investment advice. The company is based in Omaha, NE. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 27 |
Sectoral
Finance | 15 |
Consumer Services | 7 |
Commercial Services | 3 |
Energy Minerals | 2 |
Technology Services | 2 |
Operational
Analyst-Equity | 10 |
Corporate Officer/Principal | 8 |
Undergraduate Degree | 4 |
Portfolio Manager-Equities | 4 |
Director/Board Member | 3 |
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