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Provenienza dei contatti di primo grado di Derek Holman
Entità | Tipo di entità | Settore Industriale | |
---|---|---|---|
California Polytechnic State University (San Luis Obispo)
65
| College/University | Other Consumer Services | 65 |
EP Wealth Advisors LLC
![]() EP Wealth Advisors LLC Investment ManagersFinance EP Wealth Advisors LLC (EPWA) is a SEC-registered investment advisor headquartered in Torrance, California. The firm was formed by Brian Parker and Derek Holman in 2004 through the merger of Premier Financial Management, LLC (founded in 1999) and Enright Financial Consultants, Inc. (incorporated in 1985). They are principally owned by EPWA Holding Co. LLC. EPWA provides wealth management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities.
18
| Subsidiary | Investment Managers | 18 |
EPWA, Inc.
![]() EPWA, Inc. Investment ManagersFinance EPWA, Inc. operates as an investment holding company. It provides advisory and financial planning services. The company is headquartered in Torrance, CA.
1
| Holding Company | Investment Managers | 1 |
Grafico delle società connesse in secondo grado
Relazione in diverse aziende
Società connesse a Derek Holman tramite i suoi contatti personali
Società | Settore | Persone collegate | Posizione principale |
---|---|---|---|
ADOBE INC. | Packaged Software | Chief Tech/Sci/R&D Officer | |
APPLE INC. | Telecommunications Equipment | Corporate Officer/Principal Corporate Officer/Principal | |
Kayne Anderson Capital Advisors LP
![]() Kayne Anderson Capital Advisors LP Investment ManagersFinance Kayne Anderson Capital Advisors LP (Kayne Anderson) is a SEC-registered investment advisor and alternative investment management firm headquartered in Los Angeles, California. Formerly known as Kaim Non Traditional LP, the firm was founded in 1984 by Richard Kayne and John Anderson. They are owned by Richard Kayne through his majority ownership of Kayne Anderson Investment Management, Inc. Kayne Anderson provides investment supervisory services through privately offered pooled investment vehicles, and to a lesser extent, through separate accounts and mutual funds. | Investment Managers | Analyst-Equity Analyst-Equity | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
RENOVACARE, INC. | Medical Specialties | Director of Finance/CFO | |
Ernst & Young LLP
![]() Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
University of Southern California
![]() University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Masters Business Admin Undergraduate Degree Graduate Degree Masters Business Admin | |
University of California, Los Angeles | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
University of California, Santa Barbara | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of California, Berkeley | College/University | Masters Business Admin Undergraduate Degree | |
Golden Gate University | College/University | Graduate Degree Graduate Degree | |
KPMG LLP
![]() KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
The California State University | College/University | Undergraduate Degree Undergraduate Degree | |
Arborwell, Inc.
![]() Arborwell, Inc. Miscellaneous Commercial ServicesCommercial Services Arborwell, Inc. provides professional tree-management services. It offers tree pruning, removal, preservation, installation, plant heath services, and arborist consultations to contractors, commercial property managers, golf courses, municipalities, parks, and residential properties. The company was founded by Peter Sortwell in 1997 and is headquartered in Hayward, CA. | Miscellaneous Commercial Services | President Corporate Officer/Principal | |
San Luis Sports Therapy & Orthopedic Rehabilitation
![]() San Luis Sports Therapy & Orthopedic Rehabilitation Medical/Nursing ServicesHealth Services San Luis Sports Therapy & Orthopedic Rehabilitation provides physical therapy and wellness services. The firm offers general physical & pediatric physical therapy, arthritis and oncology treatment, diabetes, osteoporosis, vestibular rehabilitation, women's health, athletic training, neurologic, and stroke rehabilitation services. The company was founded in 1959 and is headquartered in San Luis Obispo, CA | Medical/Nursing Services | Director/Board Member Director/Board Member | |
Franklin Advisers, Inc.
![]() Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts. | Investment Managers | Analyst-Fixed Income Corporate Officer/Principal | |
St. Mary's College (Indiana) | College/University | Masters Business Admin Undergraduate Degree | |
SOLARWINDOW TECHNOLOGIES, INC. | Electrical Products | Director of Finance/CFO | |
TD Ameritrade, Inc.
![]() TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Investment Banks/Brokers | Corporate Officer/Principal | |
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 | |
SportsLine.com, Inc.
![]() SportsLine.com, Inc. Commercial Printing/FormsCommercial Services Part of Paramount Global, SportsLine.com, Inc. is a company that produces and distributes original, interactive sports content, including editorials and analysis. The company is based in New York, NY. The CEO of the company is Ryan Tom. | Commercial Printing/Forms | Corporate Officer/Principal | |
Brand Institute, Inc.
![]() Brand Institute, Inc. Miscellaneous Commercial ServicesCommercial Services Brand Institute, Inc. provides business consulting services. Its services include brand strategy, name development, market research, regulatory and visual identity. The company was founded by James L. Dettore in 1993 and is headquartered in Miami, FL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
State University of New York at Binghamton | College/University | Undergraduate Degree | |
Callan LLC
![]() Callan LLC Investment ManagersFinance Callan LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by Edwin Callan and Edgar Barksdale in 1973 as Callan Associates, Inc. They are wholly-owned by Callan Holdings, Inc., which is owned by the company’s employees or their trusts. Callan provides tailored advice primarily to institutional investors supported by proprietary research, database, and ongoing fiduciary education. | Investment Managers | Corporate Officer/Principal | |
University of Pennsylvania | College/University | Undergraduate Degree | |
Moran Capital Management, Inc.
![]() Moran Capital Management, Inc. Investment ManagersFinance Founded in 1986, Moran Capital Management, Inc. is a hedge fund manager located in Rye, New York. The firm manages the Communications Investment Partners LP. | Investment Managers | Corporate Officer/Principal | |
Painewebber & Co., Inc.
![]() Painewebber & Co., Inc. Investment Banks/BrokersFinance Painewebber & Co., Inc. provides stock brokerage and asset management services. The private company is based in Los Angeles and has subsidiaries in the United States. The American company was founded by Brent D. Williams. | Investment Banks/Brokers | Corporate Officer/Principal | |
If(we), Inc.
![]() If(we), Inc. Internet Software/ServicesTechnology Services If(we), Inc. operates a social network site. It provides social platforms such as Tagged, HI5, and NOD. The company was founded by Johann Schleier-Smith and Greg Tseng in 2004 and is headquartered in San Francisco, CA. | Internet Software/Services | Corporate Officer/Principal | |
MONGODB, INC. | Packaged Software | Sales & Marketing | |
Shanghai Yidong Advertising Co., Ltd.
![]() Shanghai Yidong Advertising Co., Ltd. Advertising/Marketing ServicesCommercial Services Shanghai Yidong Advertising Co., Ltd. provides mobile media and advertising services. The firm offers MadSolutions, which include mobile marketing solutions and campaign management services. Its MadSolutions operates an interactive messaging platform, as well as involves in building, designing, and optimizing mobile phone WAP sites for corporations and campaigns. The company was founded in 2006 by Joshua Maa and is headquartered in Shanghai, China. | Advertising/Marketing Services | Corporate Officer/Principal | |
CLOUDWEB, INC. | Wholesale Distributors | Chief Executive Officer | |
Bishop-Wisecarver Corp.
![]() Bishop-Wisecarver Corp. Industrial MachineryProducer Manufacturing Bishop-Wisecarver Corp. provides automation and rotary motion solutions. It offers linear motion: linear bearings, guides, slides, actuators, rotary motion: bearings, guides, slides and driven systems, engineering support and technical services, contract machine shop capabilities, mechatronics. The company was founded in 1950 and is headquartered in Pittsburg, CA. | Industrial Machinery | Chief Tech/Sci/R&D Officer | |
City National Rochdale LLC
![]() City National Rochdale LLC Investment ManagersFinance City National Rochdale LLC (CNR) is the SEC-registered investment management subsidiary of CNR Holdings LLC, ultimately held by Royal Bank of Canada (NYSE, TSX: RY) in Canada. The firm was created when Rochdale Investment Management LLC was combined with City National Asset Management, Inc. and City National Bank's investment management group, City National Asset Management. Headquartered in New York City, CNR provides portfolio management services to high-net-worth individuals as well as to registered investment companies, a private fund and institutional clients. | Investment Managers | Investment Committee Member | |
California State University-Northridge | College/University | Corporate Officer/Principal | |
San Diego State University | College/University | Masters Business Admin |
Statistiche
Distribuzione geografica
Stati Uniti | 43 |
Belgio | 2 |
Cina | 2 |
Settori
Consumer Services | 13 |
Finance | 12 |
Technology Services | 10 |
Commercial Services | 7 |
Producer Manufacturing | 3 |
Posizioni
Corporate Officer/Principal | 126 |
Undergraduate Degree | 83 |
Director/Board Member | 82 |
Director of Finance/CFO | 44 |
Chief Executive Officer | 31 |
Contatti più connessi
Insiders | |
---|---|
Michael Abbott | 44 |
Chuck Templeton | 31 |
Benjamin Wolff | 17 |
Michael Bunning | 14 |
Ryan Parker | 13 |
Meagen Eisenberg | 13 |
Andrew Nasuri | 13 |
Mark Harris | 13 |
Ryan Stubblefield | 11 |
Anthony M. Matusich | 10 |
Frank Verdecanna | 9 |
Todd McKinnon | 9 |
Jason B. Novi | 9 |
Matt Connors | 9 |
Sebastianus Harno Budi | 8 |
- Borsa valori
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- Derek Holman
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