Provenienza dei contatti di primo grado di Billy Joe Cross
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.
39
| Subsidiary | Investment Managers | 39 |
PaineWebber, Inc.
14
| Extinct | Investment Banks/Brokers | 14 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Billy Joe Cross tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Director/Board Member | |
Allspring Global Investments LLC
 Allspring Global Investments LLC Investment ManagersFinance Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 1, 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, collective investment trusts (CITs), pooled vehicles, and other institutional clients and high net-worth individuals. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Portfolio Manager-Equities | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Berkshire Capital Securities LLC
 Berkshire Capital Securities LLC Investment ManagersFinance Berkshire Capital Securities LLC operates as an independent employee-owned investment bank specializing in Mergers & Acquisitions in the financial services sector. The company has partners located in Philadelphia, Denver, London, Frankfurt and Sydney. Berkshire Capital majorly transacts in the wealth management, money management, alternatives, real estate and broker/dealer industries. The company was founded in 1983 and headquartered in New York. | Investment Managers | Chief Executive Officer | |
LPL Financial LLC
 LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Investment Managers | Portfolio Manager-Equities | |
| ZAIS GROUP HOLDINGS INC | Investment Managers | Chief Executive Officer | |
| Michigan State University | College/University | Undergraduate Degree Undergraduate Degree | |
| DYSON GROUP | Building Products | Chairman | |
Bloom Advisors, Inc.
 Bloom Advisors, Inc. Investment ManagersFinance Bloom Advisors, Inc. is an independent, SEC-registered investment advisor headquartered in Farmington Hills, Michigan. The firm was founded by Richard and Kenneth Bloom in 1995 as Bloom Asset Management, Inc. Bloom Advisors provides professional money management services for individual investors and businesses on a discretionary, no-commission, fee-only basis. | Investment Managers | Investment Committee Member Consultant / Advisor | |
| American University | College/University | Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Masters Business Admin Undergraduate Degree | |
| Frostburg State University | College/University | Undergraduate Degree | |
| Lafayette College | College/University | Undergraduate Degree | |
| Yale University | College/University | Undergraduate Degree Undergraduate Degree | |
Cornell University
 Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree Masters Business Admin | |
| Trinity College (Connecticut) | College/University | Undergraduate Degree | |
| New York University | College/University | Masters Business Admin Masters Business Admin | |
| Purdue University | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of San Francisco | College/University | Undergraduate Degree Graduate Degree Masters Business Admin | |
City Harvest, Inc.
 City Harvest, Inc. Services to the Health IndustryHealth Services City Harvest, Inc. provides food to community food programs. It collects food that would have likely gone to waste, money that could be converted into food items, and distributes the food to the hungry people of New York. The company was founded in 1982 and is headquartered in New York, NY. | Services to the Health Industry | Director/Board Member | |
| The State University of New York | College/University | Undergraduate Degree Undergraduate Degree | |
Terwin Holdings LLC
 Terwin Holdings LLC Finance/Rental/LeasingFinance Terwin Holdings LLC provides integrated capital markets residential mortgage financing, sourcing, securitization, trading, and distribution. It offers loan origination services, aggregation and securitization of residential loans, loan servicing, distribution through new issue securitization and whole loan trades, asset management and warehouse lending services for correspondent originators. The company is headquartered in New York, NY. | Finance/Rental/Leasing | President | |
Charles Schwab Asset Management (Ireland) Ltd.
 Charles Schwab Asset Management (Ireland) Ltd. Financial ConglomeratesFinance Part of The Charles Schwab Corp., Charles Schwab Asset Management (Ireland) Ltd. is a company headquartered in Dublin, Ireland, that provides financial intermediation services. | Financial Conglomerates | Director/Board Member | |
| ARMOUR RESIDENTIAL REIT, INC. | Real Estate Investment Trusts | Director/Board Member | |
| JAVELIN MORTGAGE INVESTMENT CORP | Real Estate Investment Trusts | Director/Board Member | |
Securities Industry & Financial Markets Association, Inc.
 Securities Industry & Financial Markets Association, Inc. Miscellaneous Commercial ServicesCommercial Services Securities Industry & Financial Markets Association, Inc. (SIFMA) is an organization that represents the securities industry in the United States. The private company is based in New York, NY and has subsidiaries in the United States. The company's main focus is advocating for effective and resilient capital markets. The CEO of the company is Kenneth E. Bentsen. | Miscellaneous Commercial Services | Treasurer | |
| SIFMA Foundation | Investment Trusts/Mutual Funds | Director/Board Member | |
| Securities Industry Institute | College/University | Director/Board Member | |
The New York Society of Security Analysts, Inc.
 The New York Society of Security Analysts, Inc. Miscellaneous Commercial ServicesCommercial Services The New York Society of Security Analysts, Inc. operates as a financial services trade group and networking forum for wall street and provides Chartered Financial Analyst (CFA) exam. The company was founded in 1937 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Harvard Business School | College/University | Masters Business Admin | |
Strategic Global Advisors LLC
 Strategic Global Advisors LLC Investment ManagersFinance Strategic Global Advisors LLC (SGA) is a SEC-registered investment advisor and holding firm headquartered in Newport Beach, California. The firm was founded in 2005 by Cynthia Tusan. SGA offers discretionary investment advisory services to institutional investors as well as to certain legacy high net worth individuals, trusts and estates. | Investment Managers | Portfolio Manager-Equities | |
Ned Davis Research, Inc.
 Ned Davis Research, Inc. Investment ManagersFinance Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines. | Investment Managers | Analyst-Equity | |
The Episcopal Diocese of Texas
 The Episcopal Diocese of Texas Miscellaneous Commercial ServicesCommercial Services Episcopal Diocese of Texas provides bible study services in community. The company was founded in 1849 and is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director of Finance/CFO |
Statistiche
Distribuzione geografica
| Stati Uniti | 46 |
| Regno Unito | 2 |
| Irlanda | 2 |
Settori
| Finance | 24 |
| Consumer Services | 17 |
| Commercial Services | 4 |
| Energy Minerals | 2 |
| Producer Manufacturing | 2 |
Posizioni
| Corporate Officer/Principal | 104 |
| Director/Board Member | 56 |
| Undergraduate Degree | 46 |
| Portfolio Manager-Equities | 34 |
| Independent Dir/Board Member | 24 |
Contatti più connessi
| Insiders | |
|---|---|
| Tom Seip | 21 |
| Stephen Ward | 16 |
| Thomas Guba | 15 |
| Jerry Chafkin | 13 |
| Steven Scheid | 12 |
| George Pereira | 12 |
| David H. P. King | 11 |
| Michael J. McCloskey | 10 |
| George Chrisafis | 10 |
| Steve Memishian | 9 |
| Jeff Mortimer | 9 |
| Mark Wimer | 8 |
| Tom H. P. Brown | 8 |
| John R. Brock | 8 |
| Purvi Gandhi | 8 |
- Borsa valori
- Insiders
- Billy Joe Cross
- Connessioni Società
