James Carroll Tassoni
Chief Investment Officer at Regal Investment Advisors LLC
Network origin in James Carroll Tassoni first degree
Entity | Entity type | Industry | |
---|---|---|---|
Regal Investment Advisors LLC
Regal Investment Advisors LLC Investment ManagersFinance Regal Investment Advisors LLC (RIA) is an independent, SEC-registered investment advisor headquartered in Kentwood, Michigan. The firm was founded by John Kailunas II in 2003 and do-business-as Regal Financial Advisors. RIA offers investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities.
5
| Private Company | Investment Managers | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to James Carroll Tassoni via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
NATIONAL BANK OF CANADA | Regional Banks | Corporate Officer/Principal | |
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Colorado Technical University, Inc. | College/University | Undergraduate Degree | |
Polaris Wealth Advisory Group LLC
Polaris Wealth Advisory Group LLC Investment ManagersFinance Polaris Wealth Advisory Group LLC (Polaris) is a SEC-registered investment advisor headquartered in San Rafael, California. The firm was founded in 2011 as Polaris Wealth Advisers LLC and then later changed its name to Polaris Greystone Financial Group LLC. In 2020, the firm changed its name to Polaris Wealth Advisory Group LLC. In 2022, they became a wholly owned subsidiary of Adviser Investments LLC. Polaris provides wealth management services to individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, businesses, unaffiliated investment advisers, and third-party asset management platforms (TAMPs). | Investment Managers | Investment Committee Member | |
Victoria University | College/University | Undergraduate Degree | |
Bayshore Capital, Inc.
Bayshore Capital, Inc. Investment ManagersFinance Founded in 1983 by Henry Wolfond, Bayshore Capital, Inc. is private equity firm located in Toronto, Ontario. The firm is a subsidiary of Bayshore Group. | Investment Managers | Corporate Officer/Principal | |
Fasken Martineau DuMoulin LLP
Fasken Martineau DuMoulin LLP Miscellaneous Commercial ServicesCommercial Services Fasken Martineau DuMoulin LLP operates as law firm. It provides legal services to construction, financial, insurance, life sciences, corporate, and commercial industry. It offers Labour employment and human rights, litigation and dispute resolution, and privacy and cybersecurity risk management. The company was founded in 1863 and is headquartered in Toronto, Canada. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Detroit Mercy | College/University | Undergraduate Degree | |
CuCo Resources Ltd.
CuCo Resources Ltd. Other Metals/MineralsNon-Energy Minerals CuCo Resources Ltd. engages in copper and cobalt production and exploration services. The company was founded in 2007 and is headquartered in Toronto, ON. | Other Metals/Minerals | Director of Finance/CFO | |
Raymond James Investment Counsel Ltd.
Raymond James Investment Counsel Ltd. Investment ManagersFinance Raymond James Investment Counsel Ltd. (RJIC) is an asset management firm headquartered in Vancouver, Canada. The firm was founded in 2003 and formerly known as MacDougall Investment Counsel, Inc. They are a wholly-owned subsidiary of Raymond James Ltd., ultimately owned by Raymond James Financial, Inc. (NYSE: RJF) in the US. RJIC specializes in discretionary investment management for private clients, families, institutional investors, pensions, and foundations. | Investment Managers | Portfolio Manager-Equities | |
Lake Superior State University | College/University | Undergraduate Degree | |
SagePoint Financial, Inc.
SagePoint Financial, Inc. Investment Banks/BrokersFinance Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors. | Investment Banks/Brokers | Corporate Officer/Principal | |
RWA Wealth Partners LLC
RWA Wealth Partners LLC Investment ManagersFinance RWA Wealth Partners LLC (RWA) is a SEC-registered investment adviser and holding firm headquartered in Newton, Massachusetts. Formerly known as Adviser Investments LLC, the firm was founded in 1994 by Daniel Wiener, Dan Silver and David Thorne. RWA offers wealth management services to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations and privately held businesses. | Investment Managers | Investment Committee Member |
Statistics
International
Canada | 9 |
United States | 8 |
Australia | 2 |
Sectoral
Finance | 10 |
Consumer Services | 5 |
Commercial Services | 3 |
Non-Energy Minerals | 2 |
Operational
Corporate Officer/Principal | 13 |
Portfolio Manager-Equities | 7 |
Undergraduate Degree | 4 |
Chief Executive Officer | 3 |
Chief Operating Officer | 3 |
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