Steve Athanassie
Head-Equity Investments at ProVise Management Group LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ray Ferrara | M | - |
ProVise Management Group LLC
 ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 22 years |
| Don Beasley | M | 82 |
Trademark Capital Management, Inc.
 Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | 13 years |
| Joe Ezernack | M | 54 |
Trademark Capital Management, Inc.
Trademark Capital Management, Inc. Investment ManagersFinance Trademark Capital Management, Inc. (Trademark Capital) is an independent, SEC-registered investment advisor headquartered in Watkinsville, Florida. The firm was founded by Steve Athanassie and Don Beasley in 1995. Trademark Capital provides institutional advisory services to other investment professionals, retirement plans, private funds and collective investment funds. | 13 years |
| Jon Michael Brethauer | M | - |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | - |
| Eric Russell Ebbert | M | - |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 22 years |
| Dean I. Ader | M | - |
American Express Financial Advisors, Inc.
| 33 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Rick D. Hangartner | M | - |
University of South Florida
| 6 years |
| Robert J. Troell | M | - |
University of South Florida
| 8 years |
| Jeffrey Stiefler | M | 77 |
American Express Financial Advisors, Inc.
| 3 years |
| Eric L. Marhoun | M | 61 |
American Express Financial Advisors, Inc.
| 11 years |
| David R. Hubers | M | 80 |
American Express Financial Advisors, Inc.
| 8 years |
| Gordon Gillette | M | 63 |
University of South Florida
| 6 years |
| Jim Holder | M | 65 |
University of South Florida
| 4 years |
| Anthony Warren Welch | M | - |
American Express Financial Advisors, Inc.
| - |
| Ian Arthur Naismith | M | 64 |
American Express Financial Advisors, Inc.
| - |
| R. Dean Piccirillo | M | - |
American Express Financial Advisors, Inc.
| - |
| Michael DiMedio | M | - |
American Express Financial Advisors, Inc.
| 2 years |
| Craig Eckert | M | - |
University of South Florida
| 4 years |
| Andre Rouviere | M | - |
University of South Florida
| 4 years |
| Bonnie Baker | F | - |
University of South Florida
| 4 years |
| Henry S. Lane | M | - |
University of South Florida
| 4 years |
| Felice C. Wagner | F | - |
University of South Florida
| 4 years |
| Joel Eugene Sullivan | M | 63 |
American Express Financial Advisors, Inc.
| 15 years |
| Bruce Mullin | M | - |
University of South Florida
| 6 years |
| Hillary R. Kasarjian | F | - |
University of South Florida
| 4 years |
| Michael Markou | M | 57 |
University of South Florida
| 4 years |
| Linda Cox | F | - |
University of South Florida
| 1 years |
| Bruce R. Boyd | M | - |
University of South Florida
| 4 years |
| Thomas Conigliaro | M | - |
University of South Florida
| 2 years |
| Jerry Bovender Wade | M | - |
American Express Financial Advisors, Inc.
| - |
| William J. Christ | M | - |
University of South Florida
| 3 years |
| William F. Graves | M | - |
University of South Florida
| 4 years |
| Achmad Suherman Kartasasmita | M | 64 |
University of South Florida
| 4 years |
| Ken S. Zuckerberg | M | - |
University of South Florida
| 4 years |
| Kevin Daniel DiSano | M | - |
American Express Financial Advisors, Inc.
| - |
| Finn Brian. A | M | - |
University of South Florida
| 2 years |
| Rachel Sapoznik | F | - |
University of South Florida
| 2 years |
| Joe Volpe | M | - |
University of South Florida
| 3 years |
| Jeannie Jones | F | - |
University of South Florida
| 2 years |
| Marc Blumenthal | M | - |
University of South Florida
| 4 years |
| Todd Clark | M | - |
American Express Financial Advisors, Inc.
| - |
| Mark Royal Sorensen | M | - |
University of South Florida
| 3 years |
| Shuk Kwan Chan | F | 59 |
University of South Florida
| 4 years |
| Robert Barry Harwood | M | 66 |
University of South Florida
| 4 years |
| Rohana binti Abdul Majid | F | 65 |
University of South Florida
| 4 years |
| George Southworth | M | - |
University of South Florida
| 1 years |
| Kenneth Brian Kann | M | - |
University of South Florida
| 5 years |
| Jae-Chul Yoon | M | 75 |
University of South Florida
| 1 years |
| Robbie Knie | M | 55 |
American Express Financial Advisors, Inc.
| 2 years |
| Michael Thomas Ezzell | M | 49 |
FSC Securities Corp.
 FSC Securities Corp. Investment ManagersFinance FSC Securities Corp. (FSC) is a registered investment adviser headquartered in Atlanta, Georgia. The firm was founded in 1958 and they are a subsidiary of Financial Service Corp., ultimately owned by Advisor Group Holdings, Inc. FSC provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations and other business entities. | 5 years |
| James Sullivan | M | - |
American Express Financial Advisors, Inc.
| 2 years |
| John Hyland | M | - |
American Express Financial Advisors, Inc.
| - |
| James M. McGrew | M | - |
University of South Florida
| 4 years |
| Ann McKeel Ross | F | - |
University of South Florida
| 16 years |
| Sabrina Shattles | F | - |
University of South Florida
| 4 years |
| Jerome I. Nadel | M | - |
University of South Florida
| 4 years |
| Michael W. Perry | M | - |
University of South Florida
| 4 years |
| Dave G. Binnie | M | 75 |
University of South Florida
| 4 years |
| Richard Duncan Scargill | M | - |
University of South Florida
| 5 years |
| John Gordon Heinlein | M | - |
American Express Financial Advisors, Inc.
| 3 years |
| Max S. Wasserman | M | - |
University of South Florida
| 4 years |
| Maureen Pettirossi | F | - |
American Express Financial Advisors, Inc.
| - |
| Michael Novielli | M | 58 |
University of South Florida
| 4 years |
| Mike Allocco | M | - |
University of South Florida
| 4 years |
| James DeMesa | M | 66 |
University of South Florida
| 3 years |
| James P. Dietz | M | 58 |
University of South Florida
| 4 years |
| Carol A. Smith | M | 72 |
University of South Florida
| 3 years |
| David Yim | M | - |
American Express Financial Advisors, Inc.
| 6 years |
| Dave G. Shell | M | - |
University of South Florida
| 4 years |
| Kern Davis | M | 69 |
University of South Florida
| 3 years |
| Laura Barton | F | 62 |
University of South Florida
| 4 years |
| Valerie D. Riddle | M | 63 |
University of South Florida
| 4 years |
| Raymond N. Steinman | M | 60 |
University of South Florida
| 4 years |
| Timothy Shannon | M | 61 |
University of South Florida
| 4 years |
| Louis C. Fornetti | M | 74 |
American Express Financial Advisors, Inc.
| 7 years |
| Van C. Sayler | M | 69 |
University of South Florida
| 2 years |
| Adam Stern | M | 60 |
University of South Florida
| 4 years |
| Steve M. Krupa | M | 59 |
University of South Florida
| 5 years |
| Christopher J. Floyd | M | 61 |
University of South Florida
| 4 years |
| Mike Geldart | M | 60 |
University of South Florida
| 4 years |
| Albert McLelland | M | 66 |
University of South Florida
| 4 years |
| Ping Wai Lim | F | - |
University of South Florida
| 4 years |
| Judson William Bibb | M | 67 |
University of South Florida
| 4 years |
| Steve Charest | M | 59 |
University of South Florida
| 4 years |
| Paul Reardon | M | - |
American Express Financial Advisors, Inc.
| - |
| Gregory M. Dierking | M | - |
University of South Florida
| 4 years |
| John W. Hadden | M | - |
University of South Florida
| 18 years |
| Christopher A. Trina | M | 60 |
University of South Florida
| 4 years |
| Michael Myron Samoraj | M | - |
University of South Florida
| 4 years |
| Marie A. Newcome | F | - |
American Express Financial Advisors, Inc.
| 12 years |
| Darryl Michael Burman | M | 66 |
University of South Florida
| 4 years |
| Lucas Prewett | M | - |
ProVise Management Group LLC
ProVise Management Group LLC Investment ManagersFinance ProVise Management Group LLC (ProVise) is a SEC-registered investment advisor headquartered in Clearwater, Florida. The firm was founded by Raymond Ferrara in 2002 and is wholly-owned by Kestra Financial, Inc. They were first registered as an investment advisor in 1988 through their predecessor firm, ProVise Management Group, Inc., which was formed in 1986. ProVise offers investment advisory services to a variety of clients such as individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations. | 21 years |
| Lowe Morrison | M | - |
University of South Florida
| 6 years |
| Dane C. Urie | M | - |
University of South Florida
| 4 years |
| Frank D. Puissegur | M | 65 |
University of South Florida
| 4 years |
| Fredrick Hagan | M | - |
University of South Florida
| 4 years |
| Alan M. Grunspan | M | 64 |
University of South Florida
| 4 years |
| Arnie F. Bellini | M | - |
University of South Florida
| 1 years |
| Aris Bogdaneris | M | 60 |
University of South Florida
| 4 years |
| Andrea Colender | F | - |
University of South Florida
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Steve Athanassie
- Personal Network
