Adam Nelson
Stratega di mercato presso BBJS Financial Advisors LLC
Provenienza dei contatti di primo grado di Adam Nelson
Entità | Tipo di entità | Settore Industriale | |
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University of Washington
University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA.
217
| College/University | Other Consumer Services | 217 |
BNY Mellon Investment Adviser, Inc.
BNY Mellon Investment Adviser, Inc. Investment ManagersFinance BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.
15
| Subsidiary | Investment Managers | 15 |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK.
10
| Holding Company | Investment Managers | 10 |
BBJS Financial Advisors LLC
BBJS Financial Advisors LLC Investment ManagersFinance BBJS Financial Advisors LLC (BBJS) is an independent, SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 2001 by William Serres. BBJS provides comprehensive financial planning and wealth management services to individuals and families, trusts, pension and profit-sharing plans, charitable organizations, foundations, corporations, partnerships, LLCs, or other business entities.
1
| Private Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Adam Nelson tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
The University of Colorado | College/University | Corporate Officer/Principal Undergraduate Degree Undergraduate Degree | |
Pioneer Fund/NY/
Pioneer Fund/NY/ Investment ManagersFinance Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California. | Investment Managers | Private Equity Investor Private Equity Investor Private Equity Investor | |
Washington University in St. Louis | College/University | Undergraduate Degree Masters Business Admin Graduate Degree | |
Seattle University | College/University | Graduate Degree Undergraduate Degree | |
Fudan University | College/University | Masters Business Admin Masters Business Admin | |
Tsinghua University | College/University | Corporate Officer/Principal Undergraduate Degree | |
Wedbush Securities, Inc.
Wedbush Securities, Inc. Investment Banks/BrokersFinance Wedbush Securities, Inc. is a full-service investment bank and brokerage firm headquartered in Los Angeles, California. The firm was founded in 1955 as Wedbush Morgan Securities, Inc. They are a subsidiary of Wedbush Financial Services LLC, which is owned by Wedbush, Inc. Wedbush Securities provides a wide range of securities brokerage, wealth management, and investment banking services to private and institutional clients. Their research focuses on providing coverage of small and mid-sized companies in the following industries: (1) consumer products and services (2) technology (3) entertainment and media (4) life sciences and (5) industrial growth and clean technology. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
New York University | College/University | Undergraduate Degree Graduate Degree | |
Boston University | College/University | Graduate Degree Doctorate Degree | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Doctorate Degree Masters Business Admin | |
Dorsey & Whitney LLP
Dorsey & Whitney LLP Miscellaneous Commercial ServicesCommercial Services Dorsey & Whitney LLP is a business law that provides legal solutions catering to the needs of business as they enter new markets, establish joint ventures overseas, and navigate international law. The company was founded in in 1912 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services McKinsey & Co., Inc. provides management consulting services. It specializes in design, marketing and sales, analytics, operations, transformation and restructuring, risk, strategy and corporate finance, and sustainability and resource productivity. The company was founded by James O. McKinsey in 1926 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Peking University
Peking University Other Consumer ServicesConsumer Services Peking University provides post-secondary education services. It offers undergraduate and graduate courses. It provides courses such as basic and applied sciences, social sciences and the humanities, sciences of medicine, management, and education. The company was founded by JiaNai Sun in 1898 and is headquartered in Beijing, China. | College/University | Undergraduate Degree Graduate Degree | |
East China University of Science & Technology | College/University | Undergraduate Degree Undergraduate Degree | |
The Bank of New York Mellon Corp. (Wealth Management)
The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Fixed Income | |
Columbia Business School | College/University | Masters Business Admin Masters Business Admin | |
Carnegie Mellon University
Carnegie Mellon University Other Consumer ServicesConsumer Services Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania. | College/University | Doctorate Degree Doctorate Degree | |
Michigan Technological University | College/University | Undergraduate Degree Undergraduate Degree | |
Russell Investment Management LLC
Russell Investment Management LLC Investment ManagersFinance Russell Investment Management LLC (RIM) is a SEC-registered mutual fund manager headquartered in Seattle, Washington. They are a holding firm of Russell Investments US Retail Holdco, Inc., ultimately owned by Russell Investments Group Ltd. The firm was founded in 1936 and was formerly known as Frank Russell Investment Co. RIM provides investment advisory services to affiliated pooled investment vehicles, pension and profit-sharing plans, government entities, insurance companies, foreign official institutions, financial intermediaries, and wrap-fee program clients of third-party financial intermediaries. | Investment Managers | Analyst-Equity Portfolio Manager-Equities | |
Oregon State University | College/University | Undergraduate Degree Undergraduate Degree | |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Investment Managers | Portfolio Manager-Fixed Income Analyst-Equity | |
CONNECT BIOPHARMA HOLDINGS LIMITED | Pharmaceuticals: Major | Director/Board Member | |
Naval Group Australia Pty Ltd. | Director/Board Member | ||
Vault Cloud Pty Ltd.
Vault Cloud Pty Ltd. Information Technology ServicesTechnology Services Vault Cloud Pty Ltd. provides premium, full-service Cloud security solutions with the highest security standards in Australia. The company is based in Canberra, Australia. The Australian company's services include lightning-fast solid-state storage and AI. The company was founded in 2012 by Rupert Taylor-Price, who has been the CEO since 2012. | Information Technology Services | Chairman | |
Australia & New Zealand Banking Group Ltd. (United Kingdom)
Australia & New Zealand Banking Group Ltd. (United Kingdom) Major BanksFinance Australia & New Zealand Banking Group Ltd. (United Kingdom) engages in the provision of general banking and financial products and services. The firm offers lending, investing, international services and foreign exchange, and risk management. It supports corporations and financial institutions in UK and Europe to have a significant presence in Australia, New Zealand, and Asia. The company was founded in 1951 and is headquartered in London, the United Kingdom. | Major Banks | Director/Board Member | |
Crown Sydney Gaming Pty Ltd. | Director/Board Member | ||
The Institute For Health Metrics & Evaluation
The Institute For Health Metrics & Evaluation Miscellaneous Commercial ServicesCommercial Services The Institute for Health Metrics & Evaluation (IHME) is an independent health research organization located in Seattle, WA, at the University of Washington School of Medicine. IHME provides rigorous and comparable measurement of the world's most important health problems and evaluates the strategies used to address them. The organization is committed to transparency and makes its research widely available to policymakers to help them make informed decisions on allocating resources to improve population health. IHME's research covers a wide range of health topics, including COVID-19, HIV/AIDS, air pollution, and maternal and child health. The organization also offers education and training opportunities for policymakers and scholars engaged in population health and health metrics research, advocacy, and policy. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Government of Australia
Government of Australia SovereignGovernment The Commonwealth Government provides legislature, executive and judiciary services. It is located in Canberra, Australia. | Sovereign | Corporate Officer/Principal | |
Australian Strategic Policy Institute | Corporate Officer/Principal | ||
Clayton Utz
Clayton Utz Miscellaneous Commercial ServicesCommercial Services Clayton Utz operates as a law firm. Its services includes banking and finance, capital markets and securities, government, healthcare and life, forensic and technology, real estate, and taxation. The company is headquartered in Melbourne, Australia. | Miscellaneous Commercial Services | Director/Board Member | |
MINERALYS THERAPEUTICS, INC. | Biotechnology | Director/Board Member | |
COTA Australia | Chairman | ||
Suzhou Connect Biopharma Co. Ltd.
Suzhou Connect Biopharma Co. Ltd. Pharmaceuticals: MajorHealth Technology Suzhou Connect Biopharma Co. Ltd. develops novel medicines for the treatment of autoimmune diseases and inflammation. Its products include CBP-307, CBP-174, and CBP-201. The company was founded by Zheng Wei and William Pan in 2012 and is headquartered in Taicang, China. | Pharmaceuticals: Major | Director/Board Member | |
Nomura Securities International, Inc.
Nomura Securities International, Inc. Investment Banks/BrokersFinance Nomura Securities International, Inc. (NSI) is a registered broker/dealer headquartered in New York City and was founded in 1969. The firm is a division of Nomura Holding America, Inc. and their ultimate parent is Nomura Holdings, Inc. (NYSE: NMR, TYO: 8604, AMS: 8604). NSI provides securities brokerage services, as well as asset management, domestic retail, global markets, global investment banking and global merchant banking services. The firm's fixed-income business consists of bond sales and trading, origination and product supply for securitization deals and real estate-focused asset finance operations (in cooperation with Investment Banking). In the equity markets, NSI offers sales and trading of domestic and foreign stocks on a global basis, primarily for institutional investors. | Investment Banks/Brokers | Corporate Officer/Principal | |
CEA Capital Advisors LLC
CEA Capital Advisors LLC Investment ManagersFinance Part of Communications Equity Associates LLC, CEA Capital Advisors LLC provides financial advisory services. The company is based in Tampa, FL. | Investment Managers | Corporate Officer/Principal | |
Portfolio Advisors LLC
Portfolio Advisors LLC Investment ManagersFinance Portfolio Advisors LLC (Portfolio Advisors) is a private equity firm founded in 1994. The firm is headquartered in Darien, Connecticut with additional offices in Dallas, London, Zurich, Hong Kong and Singapore. | Investment Managers | Corporate Officer/Principal | |
Crown Melbourne Ltd.
Crown Melbourne Ltd. Internet Software/ServicesTechnology Services Crown Melbourne Ltd. operates as a hotel. The frim offers table gaming, bars, nightclubs, wedding venues, menus and spa services. The company was founded in 1997 and is headquartered in Southbank, Australia. | Internet Software/Services | Director/Board Member | |
Australia Department of Health & Ageing | Corporate Secretary | ||
ANZ Bank (PNG) Ltd.
ANZ Bank (PNG) Ltd. Major BanksFinance Part of ANZ Group Holdings Ltd., ANZ Bank (PNG) Ltd. is a Papua New Guinean banking company that offers world-class banking solutions tailored to suit business needs. The company is based in Port Moresby, Papua New Guinea. The company provides various services, including merchant services, employer superannuation, business credit cards, and internet banking. Customers can find relevant forms for products and services, from opening a bank account to applying for a trade finance loan. ANZ Bank (PNG also offers cybersecurity protection to stay protected from ever-changing threats. The company was founded in 1910. Shayne Cary Elliott has been the CEO of the company since 2016. | Major Banks | Director/Board Member | |
College of the Holy Cross (Massachusetts) | College/University | Undergraduate Degree | |
ITEOS THERAPEUTICS, INC. | Biotechnology | Director/Board Member | |
Canbridge Pharmaceuticals, Inc. (United States)
Canbridge Pharmaceuticals, Inc. (United States) BiotechnologyHealth Technology Part of CANbridge Pharmaceuticals Inc., Canbridge Pharmaceuticals is a rare disease-focused biopharmaceutical company based in Cambridge, MA. Canbridge Pharmaceuticals, Inc. (United States) was established in 2012 and is committed to researching, developing, and commercializing transformative therapies for rare diseases. | Biotechnology | Director/Board Member | |
ACHILLES THERAPEUTICS PLC | Pharmaceuticals: Major | Director/Board Member | |
RA Capital Management LP (Private Equity)
RA Capital Management LP (Private Equity) Investment ManagersFinance RA Capital Management LP (Private Equity) (RA Capital) is a private equity & venture capital subsidiary of RA Capital Management LP founded by Peter Kolchinsky in 2004. The firm is headquartered in Boston, MA. | Investment Managers | Private Equity Investor | |
89BIO, INC. | Pharmaceuticals: Major | Director/Board Member | |
DAY ONE BIOPHARMACEUTICALS, INC. | Pharmaceuticals: Major | Director/Board Member |
Statistiche
Distribuzione geografica
Stati Uniti | 31 |
Australia | 10 |
Cina | 7 |
Regno Unito | 3 |
Israele | 2 |
Settori
Consumer Services | 17 |
Finance | 14 |
Health Technology | 9 |
Commercial Services | 5 |
Technology Services | 3 |
Posizioni
Corporate Officer/Principal | 127 |
Undergraduate Degree | 94 |
Director/Board Member | 80 |
Masters Business Admin | 34 |
Graduate Degree | 33 |
Contatti più connessi
Insiders | |
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Sarah Halton | 30 |
Derek DiRocco | 17 |
Jian Min Wang | 12 |
Stuart Greenbaum | 12 |
Mark Emmert | 12 |
Gerald Derevyanny | 11 |
Kevin Yu | 10 |
Kun Lun Yin | 9 |
Desney Tan | 9 |
Matthew Pruis | 9 |
Scott S. Thompson | 9 |
Brian Ma | 9 |
Guan Dong Wang | 9 |
Rob Belcher | 8 |
Carrie Lee | 8 |
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