Chris Wheeler
Gestore di Portafoglio-Azioni presso Merriman Wealth Management LLC
Provenienza dei contatti di primo grado di Chris Wheeler
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Yale University
508
| College/University | Other Consumer Services | 508 |
Merriman Wealth Management LLC
 Merriman Wealth Management LLC Investment ManagersFinance Merriman Wealth Management LLC is a SEC-registered investment advisor headquartered in Seattle, Washington. They are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). The firm was founded in 1983 and has joined forces with Focus Financial Partners in 2012. Merriman provides investment advice and wealth management services to individuals and households who are either saving money and planning for retirement or already retired. They also manage some accounts for pension and profit-sharing plans, high net-worth individuals, trusts, estates, charitable organizations, as well as corporations or other business entities.
15
| Subsidiary | Investment Managers | 15 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Chris Wheeler tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
Fidelity Management & Research Co. LLC
 Fidelity Management & Research Co. LLC Investment ManagersFinance Fidelity Management & Research Co. (FMR) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1946 and is a subsidiary of FMR LLC, also known as Fidelity Investments. FMR provides investment supervisory services, which include sub-advisory services, to Fidelity's family of mutual funds and exchange-traded funds, qualified tuition programs, privately offered unregistered investment funds, separately managed account clients, and various other institutional accounts. | Investment Managers | Analyst-Equity Analyst-Equity | |
| PROCTER & GAMBLE COMPANY | Household/Personal Care | Director/Board Member Director/Board Member Corporate Officer/Principal | |
Warburg Pincus LLC
 Warburg Pincus LLC Investment ManagersFinance Warburg Pincus LLC (Warburg Pincus) is a private equity subsidiary of Warburg Pincus & Company US LLC founded in 1966. The firm is headquartered in New York. | Investment Managers | Private Equity Analyst Private Equity Analyst | |
| MORGAN STANLEY | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Artisan Partners LP
 Artisan Partners LP Investment ManagersFinance Artisan Partners LP (Artisan Partners) is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 2009 by Andrew Ziegler and is a wholly-owned subsidiary of Artisan Partners Holdings LP, itself a subsidiary of Artisan Partners Asset Management, Inc. (NYSE: APAM). Artisan Partners serves as investment adviser to a variety of separately managed accounts, unregistered pooled investment vehicles, trustees of collective investment trusts, and to each series of Artisan Partners Funds, Inc., an open-ended management investment company. | Investment Managers | Head-Equity Investments Analyst-Equity | |
| CITIGROUP INC. | Major Banks | Director/Board Member Corporate Officer/Principal | |
Higher One, Inc.
 Higher One, Inc. Internet Software/ServicesTechnology Services Higher One, Inc. provides online banking and financial disbursement services. It offers CASHNet payment platform which provides college and university campuses implement PCI-compliant processes for simplifying electronic billing, accepting payments all over campus, offering flexible tuition payment plans and creating online storefronts. The firm is focused on helping college business offices manage operations and provide enhanced services to students. The company was founded by Miles Lasater in March 2000 and is headquartered in New Haven, CT. | Internet Software/Services | Chief Executive Officer Founder | |
Riveron Consulting LLC
 Riveron Consulting LLC Miscellaneous Commercial ServicesCommercial Services Riveron Consulting LLC provides advisory services. Its services include accounting advisory, transaction services, performance improvement, and capital markets and divestitures. The company was founded by Landon Smith in 2006 and is headquartered in Dallas, TX. | Miscellaneous Commercial Services | Director/Board Member | |
Pacific Investment Management Co. LLC
 Pacific Investment Management Co. LLC Investment ManagersFinance Pacific Investment Management Co. LLC (PIMCO) is a SEC-registered investment advisor headquartered in Newport Beach, California. Founded in 1971, the firm is a subsidiary of Allianz Asset Management of America LP and their ultimate parent is Allianz SE (ETR: ALV), a German global insurance company. PIMCO provides discretionary investment management services to a global client base. | Investment Managers | Director of Finance/CFO | |
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 Corporate Officer/Principal | |
| The Trustees of Columbia University in The City of New York | College/University | Doctorate Degree Undergraduate Degree Masters Business Admin Undergraduate 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 Graduate Degree | |
| Stanford University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree Doctorate Degree | |
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. | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree Graduate Degree | |
H.I.G Capital LLC (Private Equity)
 H.I.G Capital LLC (Private Equity) Investment ManagersFinance H.I.G. Capital LLC (H.I.G Capital) is a private equity division of H.I.G. Capital LLC founded in 1993 by Sami W Mnaymneh and Anthony A Tamer. The firm is headquartered in Miami, Florida with offices in Europe, Latin America and Middle East. | Investment Managers | Private Equity Investor | |
| University of Oxford | College/University | Doctorate Degree | |
| University of Cambridge | College/University | Graduate Degree Undergraduate Degree | |
| The Johns Hopkins University | College/University | Doctorate Degree | |
| Princeton University | College/University | Undergraduate Degree Graduate Degree Graduate Degree | |
| Seattle Pacific University | College/University | Undergraduate Degree Undergraduate Degree | |
Goldman Sachs Capital Partners
 Goldman Sachs Capital Partners Investment ManagersFinance Goldman Sachs Capital Partners is a Private Equity/Venture Capital firm, a subsidiary of Goldman Sachs Principal Investment Area founded in 1986. Goldman Sachs Capital Partners is headquartered in New York. | Investment Managers | Private Equity Analyst | |
| Georgetown University | College/University | Undergraduate Degree Graduate Degree | |
| The Chinese University of Hong Kong | College/University | Corporate Officer/Principal Graduate Degree | |
| University of Science & Technology of China | College/University | Undergraduate Degree Undergraduate Degree | |
| London Business School | College/University | Masters Business Admin Graduate Degree | |
| The Hong Kong University of Science & Technology | College/University | Graduate Degree Undergraduate Degree | |
| JD.COM, INC. | Internet Retail | Corporate Officer/Principal Director/Board Member | |
3Pillar Global, Inc.
 3Pillar Global, Inc. Packaged SoftwareTechnology Services 3Pillar Global, Inc. provides product strategy and software development services. The firm specializes in the development of software solutions with focus on business development advantages. Its service areas encompass software engineering and outsourcing, product architecture, technical design, customer engagement, systems integration, and software support and maintenance. The company was founded by David H. DeWolf in July 2006 and is headquartered in Fairfax, VA. | Packaged Software | Director/Board Member | |
| The Education University of Hong Kong | College/University | Corporate Officer/Principal | |
| Yale Entrepreneurial Society | Founder Founder | ||
Trace3 LLC (California)
 Trace3 LLC (California) Information Technology ServicesTechnology Services Trace3 LLC is an elite technology consultancy that provides IT strategy, solutions, and services to the world's most admired companies. The company is based in Irvine, CA and has subsidiaries in the United States. Trace3 can help businesses build, migrate, and operate their enterprise IT on-prem or in the cloud. The company offers a comprehensive line of services designed to increase business agility and growth. Trace3 seeks and develops new ways of doing things to improve efficiency, effectiveness, and provide a competitive advantage. It was founded in 2002 by Hayes Drumwright, and Richard A. Fennessy has been the CEO of the company since 2019. | Information Technology Services | Director/Board Member | |
| RHEI Pharmaceuticals HK Ltd. | Chief Executive Officer | ||
| Harvard Business School | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
| BANG HOLDINGS CORP. | Miscellaneous Commercial Services | Chief Executive Officer Director of Finance/CFO | |
| Yale Law School | College/University | Graduate Degree Graduate Degree | |
Nextgen Venture Partners LLC
 Nextgen Venture Partners LLC Investment ManagersFinance NextGen Venture Partners LLC (NextGen Venture Partners) is a venture capital firm, a subsidiary of Brown Advisory Inc, founded in 2011 by Daniel Mindus and Grant Allen. The firm is headquartered in Baltimore, Maryland. | Investment Managers | Private Equity Investor Private Equity Investor | |
| BEXCELLENT GROUP HOLDINGS LIMITED | Other Consumer Services | Director/Board Member | |
| Glocal Resaerch & Devoplement Co. Ltd. | Director/Board Member | ||
| Glocal Education Services Ltd. | Director/Board Member | ||
Escape Velocity Holdings, Inc.
 Escape Velocity Holdings, Inc. Information Technology ServicesTechnology Services Escape Velocity Holdings, Inc. provides technology support services. The company is headquartered in Irvine, CA. | Information Technology Services | Director/Board Member | |
| Glocal Development Group Ltd. | Director/Board Member |
Statistiche
Distribuzione geografica
| Stati Uniti | 33 |
| Hong Kong | 10 |
| Regno Unito | 4 |
| Cina | 3 |
Settori
| Consumer Services | 21 |
| Finance | 12 |
| Technology Services | 5 |
| Commercial Services | 4 |
| Consumer Non-Durables | 2 |
Posizioni
| Director/Board Member | 147 |
| Corporate Officer/Principal | 107 |
| Undergraduate Degree | 101 |
| Private Equity Investor | 59 |
| Graduate Degree | 47 |
Contatti più connessi
| Insiders | |
|---|---|
| Ernesto Zedillo Ponce de León | 28 |
| Sean Glass | 24 |
| Mark Volchek | 17 |
| Nate Loewentheil | 13 |
| Edward A. Dennis | 13 |
| Michael Horn | 12 |
| Tad Yanagi | 12 |
| Tiffany Augustyn | 11 |
| Yu Chen | 11 |
| Dennis Charney | 11 |
| Chris Hanrahan | 10 |
| Benjamin Snedeker | 9 |
| Xu Hui Shen | 9 |
| Xin He | 8 |
| John E. Pepper | 8 |
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- Insiders
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