Dennis Wee
Membro del Comitato di Investimento presso Westmount Asset Management LLC
Provenienza dei contatti di primo grado di Dennis Wee
| Entità | Tipo di entità | Settore Industriale | |
|---|---|---|---|
Haas School of Business
70
| College/University | Other Consumer Services | 70 |
Westmount Asset Management LLC
 Westmount Asset Management LLC Investment ManagersFinance Westmount Asset Management LLC (Westmount) is a SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Robert A. Berliner and James E. Berliner in 1990. Westmount provides various investment advisory services to pension and profit-sharing plans, non-profits, estates and trusts, corporations, partnerships and individuals.
22
| Holding Company | Investment Managers | 22 |
Fisher Asset Management LLC
 Fisher Asset Management LLC Investment ManagersFinance Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.
6
| Subsidiary | Investment Managers | 6 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Dennis Wee tramite i suoi contatti personali
| Società | Settore | Persone collegate | Posizione principale |
|---|---|---|---|
| ADOBE INC. | Packaged Software | Corporate Officer/Principal Corporate Officer/Principal | |
The California Public Employees Retirement System
 The California Public Employees Retirement System Investment ManagersFinance The California Public Employees' Retirement System (CalPERS) is a state-owned pension fund management firm headquartered in Sacramento, California. Founded in 1932, the firm has long been at the forefront of shareholder activism in the US. CalPERS provides retirement and health benefit services to private individuals and employers, specifically active, inactive and retired employees of California state and local public agencies. They routinely put pressure on companies to achieve better corporate performance corporate governance. | Investment Managers | Portfolio Manager-Equities Director of Investments | |
| MICROSOFT CORPORATION | Packaged Software | Corporate Officer/Principal Director/Board Member | |
Tukman Grossman Capital Management, Inc.
 Tukman Grossman Capital Management, Inc. Investment ManagersFinance Founded in 1980, Tukman Grossman Capital Management, Inc. is a registered investment advisor located in Larkspur, California. The firm was formerly known as formerly Tukman Capital Management, Inc. The firm provides investment advisory services for a variety of clients including pension funds, foundations, private funds, other types of “institutional clients,” and high net-worth individuals. | Investment Managers | Analyst-Equity | |
Dodge & Cox
 Dodge & Cox Investment ManagersFinance Dodge & Cox is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Van Duyn Dodge and Morrie Cox in 1930. They manage money for individuals and institutions globally with a single investment philosophy. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
 Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity Corporate Officer/Principal Analyst-Equity | |
iCapital Alternative Investments LLC
 iCapital Alternative Investments LLC Investment ManagersFinance iCapital Alternative Investments LLC (iCapital) is an alternative investment management firm headquartered in New York City. The firm was founded in 1986 and formerly known as Merrill Lynch Alternative Investments LLC. They are a subsidiary of Institutional Capital Network, Inc. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds for advisors, their high-net-worth client base, asset managers, and banks. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| META PLATFORMS, INC. | Internet Software/Services | Director/Board Member 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 | Corporate Officer/Principal Analyst-Equity | |
| Stanford University | College/University | Undergraduate Degree Undergraduate 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 | Doctorate Degree Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Passport Capital LLC
 Passport Capital LLC Investment ManagersFinance Passport Capital LLC (Passport) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in San Francisco, California. The firm was founded in 2000 by John H. Burbank III. Passport serves as the investment manager to privately offered pooled investment vehicles. | Investment Managers | Portfolio Manager-Equities Analyst-Equity Portfolio Manager-Equities Analyst-Equity | |
Harris Williams & Co.
 Harris Williams & Co. Investment Banks/BrokersFinance Harris Williams & Co. provides investment advisory services. It offers investment banking, sell-side mergers and acquisitions, capital raising, fairness opinion, and restructuring advisory services. The company was founded by H. Hiter Harris III and Christopher H. Williams in 1991 and is headquartered in Richmond, VA. | Investment Banks/Brokers | Corporate Officer/Principal Private Equity Investor | |
| University of California, Berkeley | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Graduate Degree Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| UCLA Anderson School of Management | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| University of California, Los Angeles | College/University | Undergraduate Degree Graduate Degree Undergraduate Degree | |
| USC Marshall School of Business | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin | |
Berkeley Frontier Fund
 Berkeley Frontier Fund Investment ManagersFinance Berkeley Frontier Fund (Berkeley Frontier Fund) is a venture capital firm founded in 202. The firm is headquartered in Berkeley, California. | Investment Managers | Private Equity Investor Private Equity Investor Consultant / Advisor | |
| Tsinghua University | College/University | Undergraduate Degree Doctorate Degree | |
| McDonough School of Business | College/University | Undergraduate Degree Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc. (Broker)
 Charles Schwab & Co., Inc. (Broker) Investment Banks/BrokersFinance Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal | |
| Harvard Business School | College/University | Graduate Degree Masters Business Admin | |
| Indian Institute of Technology Bombay | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Michigan | College/University | Graduate Degree Undergraduate Degree | |
Indian Institute of Technology Madras
 Indian Institute of Technology Madras Other Consumer ServicesConsumer Services The Indian Institute of Technology, Madras, is among the foremost of institutes of national importance in higher technological education and in basic and applied research. The Institute, with nearly 360 faculty, 4000 students, 1250 administrative and supporting staff, is a self-contained campus and is located in a beautiful, wooded land of about 250 hectares in South Madras | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Iowa | College/University | Undergraduate Degree Graduate Degree | |
| San Francisco State University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Irvine | College/University | Undergraduate Degree Undergraduate Degree | |
Bernstein Global Wealth Management
 Bernstein Global Wealth Management Investment ManagersFinance Part of AllianceBernstein Holding LP, Bernstein Global Wealth Management provides financial advice to ultra high net worth investors. The American company's top tier investment research underpins the investment strategies they offer to their clients. With innovative research, modeling and investment solutions, Bernstein Global Wealth Management helps clients achieve what others think is impossible. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| Texas A&M University | College/University | Graduate Degree Undergraduate Degree | |
FutureAdvisor, Inc.
 FutureAdvisor, Inc. Investment ManagersFinance FutureAdvisor, Inc. is an investment advisory firm headquartered in San Francisco, California. The firm was founded by Jon Xu and Bo Lu in 2010 as Xulu, Inc. They are a wholly owned subsidiary of BlackRock, Inc. (NYSE: BLK). FutureAdvisor uses algorithms and other technological means for the provision of investment advisory services to individual investors and their related accounts. | Investment Managers | Director/Board Member Portfolio Manager-Equities | |
Council of Institutional Investors
 Council of Institutional Investors Miscellaneous Commercial ServicesCommercial Services Council of Institutional Investors is a non-profit association of pension funds, other employee benefit funds, endowments and foundations. The company was founded in 1985 and is headquartered in Washington DC. | Miscellaneous Commercial Services | Director/Board Member Chairman | |
Canvas Management Co. LLC
 Canvas Management Co. LLC Investment ManagersFinance Canvas Management Co. LLC (Canvas Ventures) is a venture capital firm founded in 2013 by Gary Little, Rebecca Lynn and Paul Hsiao. The firm is headquartered in Portola Valley, California. | Investment Managers | Founder | |
| MAX STOCK LTD. | Wholesale Distributors | Investor Relations Contact | |
| Oregon State University | College/University | Undergraduate Degree | |
EOS Investment Management Ltd.
 EOS Investment Management Ltd. Investment ManagersFinance EOS Investment Management Ltd (EOS Investment Management) is a private equity firm founded in 2014. The firm is headquartered in London, UK. | Investment Managers | Director/Board Member | |
Apax Partners Israel Ltd.
 Apax Partners Israel Ltd. Investment ManagersFinance Apax Partners Israel Ltd. (AP-IL) is the Israeli private equity subsidiary of London-based Apax Partners Holdings Ltd., ultimately held by Apax Partners LLP in Great Britain. Established in 1994, the firm is located in Tel Aviv and raises funds through investors such as financial institutions, foundations and endowments, banks and insurance companies in addition to pension funds. AP-IL's management typically invests a significant proportion of their own capital in the firms' investments. In 2005, the Apax Foundation was established for the group's charitable donations. The foundation supports entrepreneurial endeavors, social investment and educational initiatives aimed at alleviating poverty worldwide. | Investment Managers | Corporate Officer/Principal | |
Vida Health, Inc.
 Vida Health, Inc. Miscellaneous Commercial ServicesCommercial Services Vida Health, Inc. provides health-care services. The company was founded by Jono Chang, Stephanie Schear-Tilenius, Connie Chen, and Ozan Onay and is headquartered in San Francisco, CA. | Miscellaneous Commercial Services | Director/Board Member | |
| National University of Science & Technology (Zimbabwe) | College/University | Undergraduate Degree | |
Merrill Lynch & Co. Financial Consultants
 Merrill Lynch & Co. Financial Consultants Miscellaneous Commercial ServicesCommercial Services Merrill Lynch & Co. Financial Consultants provides financial consulting services. The private company is based in Manalapan, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
PricewaterhouseCoopers International Ltd.
 PricewaterhouseCoopers International Ltd. Miscellaneous Commercial ServicesCommercial Services PricewaterhouseCoopers International Ltd. operates as an international association of accounting and consultancy firm. The company was founded on June 24, 1998 and is headquartered in London, the United Kingdom. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistiche
Distribuzione geografica
| Stati Uniti | 41 |
| India | 3 |
| Israele | 3 |
| Regno Unito | 3 |
| Cina | 2 |
Settori
| Consumer Services | 21 |
| Finance | 18 |
| Commercial Services | 7 |
| Technology Services | 5 |
| Distribution Services | 2 |
Posizioni
| Director/Board Member | 140 |
| Corporate Officer/Principal | 135 |
| Undergraduate Degree | 96 |
| Masters Business Admin | 67 |
| Private Equity Investor | 65 |
Contatti più connessi
| Insiders | |
|---|---|
| Hong Bo Lu | 28 |
| Rebecca Lynn | 25 |
| Peter S. Sealey | 18 |
| Gabriel Kra | 18 |
| Juliana Garaizar | 16 |
| Yash Singh | 14 |
| John Coelho | 14 |
| J. D. Kritser | 14 |
| Judd K. Gilats | 13 |
| David Su | 13 |
| Brett Wilson | 12 |
| Josh Elman | 11 |
| Mary A. Francis | 11 |
| Matt Hively | 11 |
| Gavin Bates | 11 |
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- Insiders
- Dennis Wee
- Connessioni Società
