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Gregory M. Toppe
Portfolio Manager-Equities at TriVant Custom Portfolio Group LLC
Network origin in Gregory M. Toppe first degree
Entity | Entity type | Industry | |
---|---|---|---|
TriVant Custom Portfolio Group LLC
![]() TriVant Custom Portfolio Group LLC Investment ManagersFinance TriVant Custom Portfolio Group LLC (TCPG) is an independent SEC-registered wealth management firm headquartered in San Diego, California. The firm was founded by Daniel Laimon and John Barber in 2003. TCPG offers customized investment management services on a discretionary basis to individuals and high-net worth clients. They serve as general partners of an affiliated private pooled investment vehicle, Soteria Fund LP.
3
| Private Company | Investment Managers | 3 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Gregory M. Toppe via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Citizens Trust Bank (5114) | Regional Banks | Corporate Officer/Principal | |
Fisher Investments, Inc.
![]() Fisher Investments, Inc. Investment ManagersFinance Fisher Investments, Inc. is an independent wealth management firm headquartered in Plano, Washington. The firm was founded by Kenneth Fischer in 1979. Fisher Investments manages assets across four principal business units: US Private Client, Institutional, Private Client International, and 401(k) Solutions. Together, these groups serve a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
University of British Columbia Faculty of Medicine | College/University | Undergraduate Degree | |
American Express Ventures
![]() American Express Ventures Investment ManagersFinance American Express Ventures (American Express Ventures) is a venture capital subsidiary of American Express Co founded in 2011 by Harshul Sanghi. The firm is headquartered in New York. | Investment Managers | Corporate Officer/Principal | |
Fisher Asset Management LLC
![]() Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families. | Investment Managers | Corporate Officer/Principal | |
University of Oregon | College/University | Undergraduate Degree | |
Private Asset Management, Inc.
![]() Private Asset Management, Inc. Investment ManagersFinance Private Asset Management, Inc. (PAM) is a SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Stephen J. Cohen in 1993. In 2023, they were acquired by Mercer Global Advisors, Inc., which is ultimately owned by Mercer Advisors, Inc. PAM provides investment supervisory management services to individuals, high net worth individuals, trusts, corporate pension and profit-sharing plans, charitable institutions, foundations, and endowments. | Investment Managers | Corporate Officer/Principal | |
University of California | College/University | Undergraduate Degree |
Statistics
International
United States | 8 |
Canada | 3 |
Sectoral
Finance | 7 |
Consumer Services | 4 |
Operational
Corporate Officer/Principal | 6 |
Undergraduate Degree | 3 |
Analyst-Equity | 1 |
Founder | 1 |
Portfolio Manager-Equities | 1 |
Most connected contacts
Insiders | |
---|---|
Dan Laimon | 5 |
John B. Barber | 4 |
Michael Carl Harris | 3 |
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