Angela Charlene Williams
Portfolio Manager-Equities at Wealthquest Corp.
Net worth: 16 M $ as of 2024-04-29
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Wade Keith Daniel | M | - |
Wealthquest Corp.
 Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 18 years |
| James Charles Oliger | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 18 years |
| James M. Lenhoff | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 18 years |
| Steve King | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 17 years |
| Mark A. Bates | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 14 years |
| David Kern | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 11 years |
| Mike Loewe | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 10 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Walt Liptak | M | - |
Loyola University of Chicago
| 6 years |
| Paul Wesley Carlson | M | - |
Loyola University of Chicago
| 5 years |
| William J. Bettman | M | - |
Loyola University of Chicago
| 3 years |
| Jess Jankowski | M | 59 |
Loyola University of Chicago
| 2 years |
| Thomas Hinterberger | M | - |
Loyola University of Chicago
| 2 years |
| Gary L. Laborde | M | - |
Loyola University of Chicago
| 3 years |
| Michelle M. Hermann | F | - |
Loyola University of Chicago
| 2 years |
| Robert Drobny | M | - |
Loyola University of Chicago
| 2 years |
| Michael O'Connor | M | - |
Loyola University of Chicago
| 3 years |
| Matthew Massick | M | - |
Loyola University of Chicago
| 4 years |
| Gerald B. Curran | M | - |
Loyola University of Chicago
| - |
| Pam Gracyalny | F | - |
Loyola University of Chicago
| 3 years |
| Gregory R. Noe | M | - |
Loyola University of Chicago
| 3 years |
| Jay Nutt | M | 61 |
Loyola University of Chicago
| 2 years |
| Mary Pat Burke | F | - |
Loyola University of Chicago
| 1 years |
| Bowen Campbell | M | - |
Loyola University of Chicago
| 2 years |
| Jacie Fogelberg | F | - |
Loyola University of Chicago
| 2 years |
| Dhvani Shah | F | 49 |
Loyola University of Chicago
| 4 years |
| G. Fortenberry | M | - |
Loyola University of Chicago
| 3 years |
| Glenn D. Garbowicz | M | - |
Loyola University of Chicago
| 2 years |
| John Koconis | M | 54 |
Loyola University of Chicago
| 4 years |
| Todd Ricketts | M | 54 |
Loyola University of Chicago
| 4 years |
| Greg Paris | M | 55 |
Loyola University of Chicago
| 4 years |
| Mark W. Hetzler | M | - |
Loyola University of Chicago
| 3 years |
| Ted Bowen | M | - |
Loyola University of Chicago
| 4 years |
| Fatma Arzu Ergene | F | - |
Loyola University of Chicago
| 2 years |
| Chris Kappas | M | - |
Loyola University of Chicago
| 3 years |
| Amy Weber | F | - |
Loyola University of Chicago
| 4 years |
| Shawn M. Scott | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 12 years |
| Christian Tybring-Gjedde | M | 60 |
Loyola University of Chicago
| 4 years |
| Charisse Brock | F | 62 |
Loyola University of Chicago
| 2 years |
| Nora Walsh | F | - |
Loyola University of Chicago
| 4 years |
| Adam Michael Day | M | - |
Wealthquest Corp.
Wealthquest Corp. Investment ManagersFinance Wealthquest Corp. is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Wade Daniel and James Lenhoff in 2006. Wealthquest offers comprehensive financial planning and wealth management services to individuals, families, ERISA plans, charitable organizations, business entities, trusts and estates, etc. | 5 years |
| Jean Replicon | M | - |
Loyola University of Chicago
| 3 years |
| Sara P. Gloss | F | - |
Loyola University of Chicago
| 4 years |
| William J. Doyle | M | 60 |
Loyola University of Chicago
| 2 years |
| Marty Doyle | M | - |
Loyola University of Chicago
| 2 years |
| Kenneth R. Weigand | M | 67 |
Loyola University of Chicago
| 2 years |
| Monica B. Haab | F | 57 |
Loyola University of Chicago
| 3 years |
| Raymond C. Anderson | M | 58 |
Loyola University of Chicago
| 3 years |
| Christine Cantor | F | - |
Loyola University of Chicago
| 2 years |
| Mary E. Bilbrey | F | 60 |
Loyola University of Chicago
| 3 years |
| Paul Anthony Rokosz | M | - |
Loyola University of Chicago
| 4 years |
| Kevin Gordon Grant | M | - |
Loyola University of Chicago
| 2 years |
| Glen Hilton | M | - |
Loyola University of Chicago
| 4 years |
| Ned Paul Zachar | M | - |
Loyola University of Chicago
| 2 years |
| Tasso Coin | M | 53 |
Loyola University of Chicago
| 4 years |
| David Konrad | M | - |
Loyola University of Chicago
| 2 years |
| Joe W. Cornell | M | - |
Loyola University of Chicago
| 2 years |
| Terry Herr | M | - |
Loyola University of Chicago
| 4 years |
| Patrick Schumann | M | - |
Loyola University of Chicago
| 2 years |
| William Edward Rancic | M | 52 |
Loyola University of Chicago
| 4 years |
| Kimberley Elting | F | 59 |
Loyola University of Chicago
| 3 years |
| Robert J. Wild | M | - |
Loyola University of Chicago
| 3 years |
| Joseph J. Dobrzynski | M | - |
Loyola University of Chicago
| 4 years |
| Ray Cabrera | M | 57 |
Loyola University of Chicago
| 4 years |
| Lisa M. Sodeika | F | 60 |
Loyola University of Chicago
| 2 years |
| Anthony R. Donato | M | - |
Loyola University of Chicago
| 4 years |
| Scott C. Zimmerman | M | - |
Loyola University of Chicago
| 4 years |
| Simos Simeonidis | M | 54 |
Loyola University of Chicago
| 4 years |
| Robert E. Kent | M | - |
Loyola University of Chicago
| 3 years |
| D. Mark McMillan | M | - |
Loyola University of Chicago
| 3 years |
| Donald F. Cass | M | 57 |
Loyola University of Chicago
| 4 years |
| Brendan Anderson | M | - |
Loyola University of Chicago
| 2 years |
| Robert Sherman Tynes | M | 61 |
Loyola University of Chicago
| 2 years |
| Duncan A. Simpson | M | - |
Loyola University of Chicago
| 3 years |
| Abdul Saddiqui | M | - |
Loyola University of Chicago
| - |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 74 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Angela Charlene Williams
- Personal Network
