Timothy Barnard Kneen
Director/Board Member at Private Wealth Asset Management LLC
Network origin in Timothy Barnard Kneen first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Institutional & Family Asset Management LLC
 Institutional & Family Asset Management LLC Investment ManagersFinance Institutional & Family Asset Management LLC (do-business-as IFAM Capital) is a SEC-registered investment advisor headquartered in Fort Collins, Colorado. The firm was founded in 2014 by Timothy Kneen and Clayton Hartman. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). IFAM Capital provides holistic and personalized financial planning, wealth management and discretionary and nondiscretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities.
8
| Subsidiary | Investment Managers | 8 |
Private Wealth Asset Management LLC
 Private Wealth Asset Management LLC Investment ManagersFinance Private Wealth Asset Management LLC is an independent financial advisory firm that offers private wealth management services to high-net-worth individuals, families, and institutions. The company is based in Cedar Rapids, IA, and has offices in other locations such as Corpus Christi. The company provides comprehensive advice and services personalized to the needs of each client, including fiduciary lending, specialty asset management, estate and generational wealth planning, trust and estate services, property & casualty insurance management, health care advisory, business transition planning, tax management, and more. The company was founded by Maxwell T. Smith, Jeffrey H. Shipley, and Timothy Barnard Kneen. Bryan Johnson has been the CEO of the company since 2021.
6
| Holding Company | Investment Managers | 6 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Timothy Barnard Kneen via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| University of Wyoming | College/University | Undergraduate Degree Undergraduate Degree | |
| Goizueta Business School-Emory | College/University | Masters Business Admin Masters Business Admin | |
| Colorado State University | College/University | Undergraduate Degree Undergraduate Degree | |
Stadion Money Management LLC
 Stadion Money Management LLC Investment ManagersFinance Stadion Money Management LLC (Stadion) is a SEC-registered investment advisor headquartered in Watkinsville, Georgia. The firm was founded by Timothy A. Chapman in 1993 as Personal Mutual Fund Management, Inc. They became a subsidiary of Smart USA Co. in 2022. Stadion provides custom solutions to retirement plan advisors, plan sponsors and participants. | Investment Managers | Portfolio Manager-Equities | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Corporate Officer/Principal | |
Merrill Lynch Ventures LLC
 Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
| IBM | Packaged Software | Corporate Officer/Principal | |
| University of Georgia | College/University | Undergraduate Degree | |
Cambria Investment Management LP
 Cambria Investment Management LP Investment ManagersFinance Cambria Investment Management LP (Cambria) is an independent, SEC-registered investment advisor headquartered in Manhattan Beach, California. Originally founded by Eric W. Richardson and Mebane T. Faber in 2006 as Cambria Investment Management, Inc., the firm underwent a structural change in 2012 and has since been known as Cambria Investment Management LP. Cambria provides investment advice to the Cambria Trust Funds and Cambria Digital Advisor Accounts. | Investment Managers | Portfolio Manager-Equities | |
Core Alternative Capital LLC
 Core Alternative Capital LLC Investment ManagersFinance Core Alternative Capital LLC (Core) is an independent registered investment advisor headquartered in Peachtree Corners, Georgia. The firm was founded by David Pursell in 2019 and do-business-as Pursell Management Co. Core manages alternative investment strategies for investors through registered funds and institutional separate accounts. | Investment Managers | Chief Executive Officer | |
| Denison University | College/University | Undergraduate Degree | |
| University of Arizona | College/University | Undergraduate Degree | |
The University of Wyoming Foundation
 The University of Wyoming Foundation Investment Trusts/Mutual FundsMiscellaneous The University of Wyoming Foundation operates as a non-profit organization which raises, receives and manages private gifts to maximize support for the University of Wyoming. It offers degrees in agricultural and applied economics, animal science, plant sciences, communications, microbiology, and other educational services. The company was founded in 1962 and is headquartered in Laramie, WY. | Investment Trusts/Mutual Funds | Director/Board Member |
Statistics
International
| United States | 14 |
Sectoral
| Consumer Services | 7 |
| Finance | 6 |
| Technology Services | 2 |
| Miscellaneous | 2 |
Operational
| Portfolio Manager-Equities | 8 |
| Undergraduate Degree | 7 |
| Director/Board Member | 5 |
| Founder | 4 |
| Corporate Officer/Principal | 3 |
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