Provenienza dei contatti di primo grado di Catherine Tong-Lee
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
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.
180
| College/University | Other Consumer Services | 180 |
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT).
25
| Extinct | Investment Managers | 25 |
Allegheny College
19
| College/University | Other Consumer Services | 19 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Catherine Tong-Lee tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| HP INC. | Computer Processing Hardware | Corporate Officer/Principal | |
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
| MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
| WEYERHAEUSER COMPANY | Forest Products | Corporate Officer/Principal | |
Pekin Hardy Strauss, Inc.
 Pekin Hardy Strauss, Inc. Investment ManagersFinance Pekin Hardy Strauss, Inc. (Pekin Hardy) is an independent, SEC-registered investment adviser headquartered in Chicago, Illinois. The firm was founded by Rick Singer in 1990 as Pekin Singer Strauss Asset Management, Inc. Pekin Hardy serves as the investment manager to the Appleseed Fund, a mutual fund registered under the Investment Company Act of 1940, and provides investment management services to separately managed accounts, retirement plans, and other client accounts. | Investment Managers | Analyst-Equity | |
First Interstate Bank (Billings, Montana)
 First Interstate Bank (Billings, Montana) Investment ManagersFinance First Interstate Bank is the investment management subsidiary of First Interstate BancSystem, Inc. (NASDAQ: FIBK), a financial holding company headquartered in Billings, Montana. Founded in 1971, the firm provides wealth management services to individuals and businesses. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Edward D. Jones & Co. LP
 Edward D. Jones & Co. LP Investment ManagersFinance Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories. | Investment Managers | Analyst-Equity Analyst-Equity | |
PAAMCO Prisma LLC
 PAAMCO Prisma LLC Investment ManagersFinance PAAMCO Prisma LLC is a SEC-registered investment advisor and fund of hedge funds manager headquartered in Newport Beach, California. The firm was founded in 2000 as Pacific Alternative Asset Management Co. LLC. They are a wholly-owned subsidiary of PAAMCO Prisma Holdings LLC, a holding company owned by Pholdings LLC. PAAMCO Prisma provides investment management and advisory services to clients that are generally organized as Funds and to separately managed accounts established for institutional investors. With limited exception, interests in client vehicles are generally only available to institutional investors and certain high net-worth investors. | Investment Managers | Corporate Officer/Principal Analyst-Fixed Income | |
William O'Neil + Co., Inc.
 William O'Neil + Co., Inc. Investment ManagersFinance Part of Data Analysis, Inc., William O'Neil & Co., Inc. is a financial services company based in Los Angeles, CA. The company specializes in providing financial research, analysis, and investment advisory services to individual and institutional investors. The CEO of the company is Steven L. Birch. | Investment Managers | Corporate Officer/Principal | |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Part of KPMG International Cooperative, KPMG, Inc. provides audit and accounting services. The company is based in Vancouver, Canada. The CEO of the Canadian company is Walter R. Pela. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Investment Banks/Brokers | Analyst-Equity Analyst-Equity | |
Principal Global Investors LLC
 Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities Portfolio Manager-Equities | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
Ernst & Young LLP (Missouri)
 Ernst & Young LLP (Missouri) Miscellaneous Commercial ServicesCommercial Services Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Simpson Thacher & Bartlett LLP
 Simpson Thacher & Bartlett LLP Miscellaneous Commercial ServicesCommercial Services Simpson Thacher & Bartlett LLP provides legal services. Its areas of practices include corporate, litigation, banking and credit, capital markets, mergers and acquisitions, real estate, private funds, intellectual property, restructuring and bankruptcy, and tax. The firm serves the energy, financial services, healthcare, insurance and reinsurance, technology, retail, defense, education and transportation industries. The company operates through its offices located in Beijing, Hong Kong, Houston, London, Los Angeles, New York, Palo Alto, São Paulo, Seoul, Tokyo and Washington, DC. Simpson Thacher & Bartlett was founded in 1884 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Northwestern Trust & Investors Advisory Co.
 Northwestern Trust & Investors Advisory Co. Investment ManagersFinance Part of Bank of Montreal, Northwestern Trust & Investors Advisory Co. is a company that provides financial investment advice. The company is based in Seattle, WA. Northwestern Trust & Investors Advisory was acquired by Bank of Montreal on April 01, 2002. | Investment Managers | Corporate Officer/Principal | |
| University of Utah | College/University | Undergraduate Degree Corporate Officer/Principal | |
| Georgia Institute of Technology | College/University | Undergraduate Degree Chief Administrative Officer | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Doctorate Degree | |
| Pacific Lutheran University | College/University | Undergraduate Degree Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
| St. Mary's College of California | College/University | Undergraduate Degree | |
| University of California, Berkeley | College/University | Undergraduate Degree Doctorate Degree | |
| University of California, Santa Barbara | College/University | Graduate Degree | |
| University of Illinois | College/University | Doctorate Degree Undergraduate Degree Corporate Officer/Principal | |
| University of Oregon | College/University | Masters Business Admin Undergraduate Degree | |
Beacon Law Advisors PLLC
 Beacon Law Advisors PLLC Miscellaneous Commercial ServicesCommercial Services Beacon Law Advisors PLLC provides legal services. It focuses on assisting emerging technology firms from both legal and business perspectives. The firm offers corporate and LLC structuring and formation, seed, angel and venture financing, trademark and copyright protection, mergers and acquisitions, technology and intellectual property development, protection, distribution, transfer, and licensing matters, HR matters, employment matters, and counseling services. Beacon Law Advisors was founded by Christopher J. Hurley and Van Katzman in November 2003 and is headquartered in Seattle, WA. | Miscellaneous Commercial Services | General Counsel | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
Washington State Bar Association
 Washington State Bar Association Miscellaneous Commercial ServicesCommercial Services The Washington State Bar Association operates the state bar association. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Activitymax, Inc. | Corporate Officer/Principal | ||
LHR Technologies, Inc.
 LHR Technologies, Inc. Industrial MachineryProducer Manufacturing LHR Technologies, Inc. manufactures and distributes woodworking tools. It offers CNC carving system, scanning probe, rotary jig, sanding mops. The company was founded by Christopher S. Lovchik and J. David Jochim in 2001 and is headquartered in Pasadena, TX. | Industrial Machinery | Founder | |
| Seafirst Bank | Corporate Officer/Principal | ||
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin | |
| PT BINAKARYA JAYA ABADI TBK | Real Estate Development | Corporate Officer/Principal Corporate Secretary | |
Lakeside Financial, Inc.
 Lakeside Financial, Inc. Investment ManagersFinance Lakeside Financial, Inc. (Lakeside) is an independent, SEC-registered investment advisor headquartered in Kirkland, Washington. Founded in 2015, Lakeside provides a comprehensive range of products and services to individuals and to businesses. | Investment Managers | Portfolio Manager-Equities | |
Freedom Investment Management, Inc. (US)
 Freedom Investment Management, Inc. (US) Investment ManagersFinance Freedom Investment Management, Inc. (Freedom) is an asset management subsidiary of Freedom Advisors Group Intermediate Holdings LLC, headquartered in Hartford, Connecticut. The firm was founded in 2003 by Jennifer Winters, William Nelson, and Scott Winters. Freedom is a subsidiary of Freedom Advisors Group Intermediate Holdings LLC, ultimately held by EQIS Holding, Inc., a holding company. Formerly known as EQIS Capital Management, Inc., the firm provides discretionary investment advisory services to separately managed accounts, pooled investment vehicles, and through sub-advisory relationships. | Investment Managers | Chief Executive Officer | |
| Georgetown University Law Center | College/University | Graduate Degree | |
United Technologies Research Center, Inc.
 United Technologies Research Center, Inc. Miscellaneous Commercial ServicesCommercial Services United Technologies Research Center, Inc. provides research and development services. It focuses on a broad range of technology products and services to the global aerospace and building systems industries. The firm delivers advanced technologies to improve the performance, energy efficiency and cost of United Technologies Corp products and processes. The company was founded in 1929 and is headquartered in East Hartford, CT. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
EQIS Holding, Inc.
 EQIS Holding, Inc. Information Technology ServicesTechnology Services EQIS Holding, Inc. provides computer related services. The company is headquartered in San Rafael, CA. | Information Technology Services | President | |
| University of Colorado Boulder | College/University | Doctorate Degree |
Statistiche
Distribuzione geografica
| Stati Uniti | 44 |
| Mauritius (isola) | 2 |
| Canada | 2 |
| Indonesia | 2 |
Settori
| Finance | 17 |
| Consumer Services | 15 |
| Commercial Services | 8 |
| Electronic Technology | 3 |
| Technology Services | 3 |
Posizioni
| Corporate Officer/Principal | 174 |
| Director/Board Member | 146 |
| Undergraduate Degree | 99 |
| President | 52 |
| Chief Executive Officer | 41 |
Contatti più connessi
| Insiders | |
|---|---|
| Michael Abbott | 44 |
| John Kacho Y. Tiu | 42 |
| Greg Badros | 22 |
| Laurel Buckner | 18 |
| Leonardo Hans Halim | 17 |
| John Davies Gillespie | 17 |
| Catherine Stehman-Breen | 16 |
| David Levine | 16 |
| Darryl Nakamoto | 14 |
| Mike Fridgen | 14 |
| Bruce A. Ives | 13 |
| Andrew T. Yang | 13 |
| Len E. Williams | 12 |
| Jerry Ng | 11 |
| Sunil Gordhan Hirani | 11 |
- Borsa valori
- Insiders
- Catherine Tong-Lee
- Connessioni Società
