David J. Serpa
President at Pension & Wealth Management Advisors, Inc.
Network origin in David J. Serpa first degree
Entity | Entity type | Industry | |
---|---|---|---|
Pension & Wealth Management Advisors, Inc.
Pension & Wealth Management Advisors, Inc. Investment ManagersFinance Pension & Wealth Management Advisors, Inc. engages in the provision of financial planning services. It offers estate planning, investment management, managing risk, wealth forecasting, and retirement planning services. The company was founded by Neil G. McInnis and Charles A. Ferrone in 1986 and is headquartered in Waltham, MA.
2
| Private Company | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to David J. Serpa via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
Northwestern University
Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin | |
Nuveen Securities LLC
Nuveen Securities LLC Investment ManagersFinance Nuveen Securities LLC, formerly known as the John Nuveen & Co., Inc., is the brokerage subsidiary of Nuveen Investments, Inc., ultimately held by TIAA Board of Overseers in the US. Headquartered in Chicago, the firm engages in the asset management and related research, as well as the development, marketing, and distribution of investment products and services for the institutional market segments. Investment products and services include closed-end exchange-traded funds, mutual funds and individually managed accounts. | Investment Managers | Corporate Officer/Principal | |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Investment Managers | Corporate Officer/Principal | |
Fidelity Management Trust Co.
Fidelity Management Trust Co. Regional BanksFinance Part of FMR LLC, Fidelity Management Trust Co. offers financial planning and advice, retirement plans, wealth management services, trading and brokerage services, and a wide range of investment products including mutual funds, ETFs, fixed income bonds, and CDs. The company is based in Boston, MA. The company also integrates environmental, social, and governance factors into investment research and decision making. With over 17 years of experience as a designated broker, Fidelity Management Trust can help effectively and efficiently oversee employees' investment and trading activities. | Regional Banks | Corporate Officer/Principal | |
Northern Trust Investments Inc (Private Equity)
Northern Trust Investments Inc (Private Equity) Investment ManagersFinance Northern Trust Investments, Inc.'s private equity investment arm is located in Chicago, Illinois. The firm is a subsidiary of Northern Trust Corp. (NADAQ: NTRS). | Investment Managers | Corporate Officer/Principal | |
Aetna Capital Management LLC
Aetna Capital Management LLC Investment ManagersFinance Based in West Hartford, Connecticut, Aetna Capital Management LLC manages alternative assets for Aetna Insurance Co., a subsidiary of Aetna, Inc. (NYSE: AET). | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 8 |
Sectoral
Finance | 6 |
Consumer Services | 3 |
Operational
Corporate Officer/Principal | 6 |
Undergraduate Degree | 1 |
Masters Business Admin | 1 |
Chief Executive Officer | 1 |
Founder | 1 |
Most connected contacts
Insiders | |
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George P. Webb | 8 |
Neil G. McInnis | 1 |
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