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Network origin in Vince Morris first degree
Entity | Entity type | Industry | |
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OneDigital Investment Advisors LLC
![]() OneDigital Investment Advisors LLC Investment ManagersFinance OneDigital Investment Advisors LLC (OneDigital) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. Formerly known as Resources Investment Advisors LLC, the firm was founded in 1987 and is a wholly owned subsidiary of Digital Insurance LLC. OneDigital offers portfolio management and advisory services to individuals, trusts, estates, endowments, foundations, charitable organizations, retirement plans, and business entities.
2
| Subsidiary | Investment Managers | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Vince Morris via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Jackson National Asset Management LLC
![]() Jackson National Asset Management LLC Investment ManagersFinance Jackson National Asset Management LLC (JNAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Lansing, Michigan. Founded in 1989, the firm is an indirect, wholly owned subsidiary of Jackson Financial, Inc. (NYSE: JXN). JNAM serves as an investment adviser but limits its investment management services to rendering investment advisory services in connection with mutual funds sponsored by affiliated entities. | Investment Managers | Portfolio Manager-Equities | |
Harbor Capital Advisors, Inc.
![]() Harbor Capital Advisors, Inc. Investment ManagersFinance Harbor Capital Advisors, Inc. (Harbor Capital) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1983 to manage the pension and retirement plan assets of their former parent company, OI Glass, Inc. In June of 2001, the firm was acquired by ORIX Corp. Europe N.V. (formerly known as Robeco Groep N.V.) and is currently a wholly-owned subsidiary of OCE US Holding, Inc., ultimately held by Orix Corp. (TYO: 8591, ADR: IX) in Japan. Harbor Capital provides discretionary investment advisory services to investment companies, a collective investment trust and other pooled investment vehicles. | Investment Managers | Corporate Officer/Principal | |
Illinois Institute of Technology | College/University | Masters Business Admin | |
University of Toledo (Ohio) | College/University | Masters Business Admin | |
University of Calcutta | College/University | Graduate Degree | |
IDBI Asset Management Ltd.
![]() IDBI Asset Management Ltd. Investment ManagersFinance IDBI Asset Management Ltd. (IDBI AM) is the asset management subsidiary of IDBI Bank Ltd. (NSE: IDBI) in India. The firm was founded in 2010 and is headquartered in Mumbai. IDBI AM manages the IDBI mutual fund range for individual and institutional investors. | Investment Managers | Corporate Officer/Principal | |
Triad Financial Advisors, Inc.
![]() Triad Financial Advisors, Inc. Investment ManagersFinance Triad Financial Advisors, Inc. (TFA) is a SEC-registered investment advisor headquartered in Greensboro, North Carolina. In 2023, the firm was acquired by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. TFA provides life planning and investment management services geared toward both high net worth and non-high-net worth individuals, trusts, estates, charitable organizations, corporations or other business entities. | Investment Managers | Chief Executive Officer | |
OneDigital Asset Management LLC
![]() OneDigital Asset Management LLC Investment ManagersFinance Part of Digital Insurance LLC, OneDigital Asset Management LLC is a company that provides investment advice. The company is based in Overland Park, KS. The company was founded in 2021 by Adam Bruckman. Adam Bruckman has been the CEO since 2021. | Investment Managers | Chief Investment Officer |
Statistics
International
United States | 8 |
India | 3 |
Sectoral
Finance | 7 |
Consumer Services | 4 |
Operational
Corporate Officer/Principal | 3 |
Portfolio Manager-Equities | 3 |
Chief Investment Officer | 3 |
Masters Business Admin | 2 |
Chief Executive Officer | 2 |
Most connected contacts
Insiders | |
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Saumen Chattopadhyay | 8 |
Patrick Noel Rush | 3 |
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