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Bill Barker
Gestore di Portafoglio-Azioni presso Motley Fool Asset Management LLC
Provenienza dei contatti di primo grado di Bill Barker
Entità | Tipo di entità | Settore Industriale | |
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Motley Fool Asset Management LLC
![]() Motley Fool Asset Management LLC Investment ManagersFinance Motley Fool Asset Management LLC (MFAM) is a SEC-registered investment advisor and mutual fund manager headquartered in Alexandria, Virginia. The firm was founded in 2008 and is a subsidiary of Motley Fool Investment Management LLC, which is owned by The Motley Fool Holdings, Inc. MFAM serves as the investment adviser for various exchange traded funds (ETFs).
16
| Subsidiary | Investment Managers | 16 |
The Motley Fool Holdings, Inc.
![]() The Motley Fool Holdings, Inc. Investment ManagersFinance The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA.
7
| Holding Company | Investment Managers | 7 |
Motley Fool Wealth Management LLC
![]() Motley Fool Wealth Management LLC Investment ManagersFinance Motley Fool Wealth Management LLC (MFWM) is a wealth management firm and registered investment advisor headquartered in Alexandria, Virginia. The firm was founded in 2013 as Motley Fool Financial Planning LLC. They are a wholly-owned subsidiary of Motley Fool Investment Management LLC, which is wholly-owned by The Motley Fool Holdings, Inc. MFWM provides nondiscretionary advice and discretionary account management services to individual investors, trusts, business entities (such as limited partnerships, limited liability companies and corporations), pension and profit-sharing plans, plan participants, charitable organizations and other entities.
4
| Subsidiary | Investment Managers | 4 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Bill Barker tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
THE COCA-COLA COMPANY | Beverages: Non-Alcoholic | Corporate Officer/Principal | |
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Human Resources Officer | |
Johnson Investment Counsel, Inc.
![]() Johnson Investment Counsel, Inc. Investment ManagersFinance Johnson Investment Counsel, Inc. (Johnson) is an independent, SEC-registered investment advisor headquartered in Cincinnati, Ohio. The firm was founded by Timothy Johnson in 1965. Johnson offers investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business or governmental entities. | Investment Managers | Analyst-Equity | |
Invesco Advisers, Inc.
![]() Invesco Advisers, Inc. Investment ManagersFinance Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds. | Investment Managers | Portfolio Manager-Equities | |
Wells Fargo Bank NA
![]() Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
United Bankers' Bank (Minnesota)
![]() United Bankers' Bank (Minnesota) Regional BanksFinance provides banking services. The firm provides a host of operational products and services to meet the deposit, clearing, payment, and transactional needs of community banks. It also provides operational services, lending, investments, insurance, cards and consulting services. The company is headquartered in Bloomington, MN. | Regional Banks | Corporate Officer/Principal | |
INTERSECTIONS INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
BOOZ ALLEN HAMILTON HOLDING CORPORATION | Miscellaneous Commercial Services | Corporate Officer/Principal | |
University of Virginia | College/University | Undergraduate Degree | |
ClearBridge LLC
![]() ClearBridge LLC Investment ManagersFinance ClearBridge LLC is an investment advisory firm headquartered in Baltimore, Maryland. The firm was founded by Bill Miller in 1982 as Legg Mason Capital Management LLC. They are a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. (NYSE: BEN). ClearBridge provides investment advice to high net-worth individuals, investment companies, pension and profit-sharing plans, other pooled investment vehicle, charitable organizations, endowments, foundations, corporations, state or municipal government entities, sovereign wealth funds, insurance companies and other tax-exempt entities. | Investment Managers | Portfolio Manager-Equities | |
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 | Masters Business Admin Masters Business Admin | |
George Washington University | College/University | Undergraduate Degree | |
Wake Forest University | College/University | Masters Business Admin | |
Rolls-Royce Corp.
![]() Rolls-Royce Corp. Trucks/Construction/Farm MachineryProducer Manufacturing Rolls-Royce Corp. manufactures automobile. It designs, engineers, and manufactures aircraft, industrial and marine engines. The company was Incorporated on October 12, 1993 and is headquartered in Indianapolis, IN. | Trucks/Construction/Farm Machinery | Corporate Officer/Principal | |
MORNINGSTAR, INC. | Investment Managers | Corporate Officer/Principal | |
DePaul University | College/University | Masters Business Admin | |
Illinois Wesleyan University | College/University | Graduate Degree | |
Tulane University (Louisiana) | College/University | Undergraduate Degree | |
St. Joseph's University | College/University | Undergraduate Degree | |
St. Louis University | College/University | Graduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
University of Arizona | College/University | Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree | |
University of Maryland | College/University | Undergraduate Degree | |
Georgetown University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
1623 Capital LLC
![]() 1623 Capital LLC Investment ManagersFinance 1623 Capital LLC is a SEC-registered investment advisor and hedge fund manager headquartered in Alexandria, Virginia. The firm is a wholly-owned subsidiary of Motley Fool Investment Management LLC, which in turn, is wholly-owned by The Motley Fool Holdings, Inc. 1623 Capital provides discretionary investment advice and account management services to private funds. | Investment Managers | Portfolio Manager-Equities Founder | |
Morningstar, Inc. (Research)
![]() Morningstar, Inc. (Research) Investment ManagersFinance Morningstar, Inc. (Research) is the investment research arm of Morningstar, Inc. (NASDAQ: MORN), an American financial services firm headquartered in Chicago, Illinois. The firm was founded by Joseph Mansueto in 1984 and provides independent portfolio information offering star ratings and analysis of managed funds. They also provide economic commentary and asset allocation information based on qualitative research. | Investment Managers | Analyst-Equity Market Strategist | |
The University of Alabama at Birmingham | College/University | Undergraduate Degree | |
Keller Graduate School of Management | College/University | Masters Business Admin | |
Permanent Equity Management
![]() Permanent Equity Management Investment ManagersFinance Permanent Equity Management (Permanent Equity) is a private equity firm founded in 2007 by Brent Beshore. The firm is headquartered in Columbia, Missouri. | Investment Managers | President | |
University of Phoenix | College/University | Undergraduate Degree | |
The Motley Fool, LLC
![]() The Motley Fool, LLC Investment ManagersFinance The Motley Fool, LLC provides investment advice. It offers a range of stock news and analysis at its free Website, as well as through various paid investment advice service; a newsletter focusing on high yield stocks; a newsletter for value investors; and retirement planning advice. The company was founded by Tom Gardner and David Gardner in July 1993 and is headquartered in Alexandria, VA. | Investment Managers | Corporate Officer/Principal | |
General Electric Co. /GE Commercial Financial Services/
![]() General Electric Co. /GE Commercial Financial Services/ Financial ConglomeratesFinance General Electric Co. /GE Commercial Financial Services/ provides financial services. Its services include capital solutions, corporate financial, healthcare financial, and real estate services. The company is headquartered in Fairfield, CT | Financial Conglomerates | Corporate Officer/Principal | |
Virginia Polytechnic Institute & State University | College/University | Graduate Degree | |
Bulwark Capital Management LLC
![]() Bulwark Capital Management LLC Investment ManagersFinance Bulwark Capital Management LLC is a private company based in Boston, MA that provides investment management services. The company's contact information is listed as 95 Park Drive #21, Boston, MA 02215-5266, with a phone number of 617-670-0215 and a fax number of 815-572-8658. The company's website provides access to investor resources and profiles of selected companies such as Starbucks, Western Union, and Moody's. | Investment Managers | Corporate Officer/Principal | |
The University of North Carolina at Chapel Hill | College/University | Graduate Degree | |
University of South Carolina | College/University | Masters Business Admin | |
Brown Advisory LLC
![]() Brown Advisory LLC Investment ManagersFinance Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions. | Investment Managers | Analyst-Equity | |
St. Ignatius Loyola Academy
![]() St. Ignatius Loyola Academy Other Consumer ServicesConsumer Services St. Ignatius Loyola Academy operates tuition-free private Jesuit school. It is accredited by the Association of Independent Maryland Schools and authorized by the Maryland State Department of Education. The firm offers primary and secondary education services. The company was founded in 1993 and is headquartered in Baltimore, MD. | Other Consumer Services | Director/Board Member | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Undergraduate Degree | |
ClearBridge Investments LLC
![]() ClearBridge Investments LLC Investment ManagersFinance ClearBridge Investments LLC is a SEC-registered investment advisor headquartered in New York City. They are a subsidiary of Legg Mason, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). The firm was founded in 2005 as ClearBridge Advisors, which operated through Citigroup Asset Management NA, and was acquired by Legg Mason that year. They changed their name to ClearBridge Investments LLC in 2012. ClearBridge Investments manages separate accounts for both institutional and retail clients. The firm also acts as adviser or sub-adviser to the ClearBridge Funds which are part of the Legg Mason family of mutual funds. | Investment Managers | Portfolio Manager-Equities | |
Perella Weinberg Partners LP
![]() Perella Weinberg Partners LP Investment Banks/BrokersFinance Perella Weinberg Partners LP (PWP) is the registered broker/dealer subsidiary of Perella Weinberg Partners Group LP. Headquartered in New York City, the firm was founded in 2005 by Joe Perella, Peter Weinberg and Tarek Abdel-Meguid. PWP offers full spectrum of brokerage services to retail clients. | Investment Banks/Brokers | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
Stati Uniti | 48 |
Spagna | 2 |
Settori
Consumer Services | 23 |
Finance | 21 |
Consumer Non-Durables | 2 |
Communications | 2 |
Technology Services | 2 |
Posizioni
Corporate Officer/Principal | 32 |
Portfolio Manager-Equities | 27 |
Undergraduate Degree | 18 |
Analyst-Equity | 14 |
Masters Business Admin | 7 |
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